elfie

8 Comments

    • My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions [view article]
      solar panels will likely have smaller margins as industry gets more competition

      this will kill valuations

      panels will become commodity products as more silicon becomes available to allow increase capacity       May 14 09:08 PM
    • My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions [view article]
      aren't solar products on the verge of being commodity offerings?

      nothing is proprietary about production of these panels

      its like technology, continuing innovation needed to maintain high margins; and at a point it becomes a commodity

      no one discusses this       May 14 01:25 PM
    • My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions [view article]
      overall, as solar products become more of a commodity, its very likely margins will be squeezed

      this means valuations will fall substantially

      its called maturing industrial activity       May 14 12:24 PM
    • Very Bullish on Peabody - Morgan Stanley [view article]
      already priced in May 08 03:16 PM
    • Contradictions in the Solar Market [view article]
      oversupply, first sentence in Castellano's piece

      this is the most ridiculous comment and is just stupid

      there is substantial demand and as prices come down the demand will accelerate (increasing capacity is not the basis for saying oversupply exists)

      Mar 05 12:30 PM
    • SunPower Gets Market Drubbing, so Who's Next? [view article]
      this guy is a short seller

      he pretends to be a fair reviewer but there appears to be bias in his points       Feb 27 05:30 PM
    • PV Industry in Oversupply in 2008 [view article]
      nice effort but clearly this piece is being done by a short trader

      it overlooks several metrics (as noted by comments above, the production stats are missing; also the demand fiqures are not all inclusive and very difficult to quantify

      no analysis of total market for solar vs total overall power demand

      developing countries using solar will only grow in demand (stand alone power source)

      also, the over production (no one knows where this stands) may serve to increase demand as more people implement

      the recovery of the US housing market in 2009 will be a factor

      the improving infrastructure to implement the product

      quantitative analyses are good when a thorough picture is presented

      the low p/e's on these stocks are extremely compelling and its not a fad; there are barriers to entry as the improving technology will require substantial capital to keep up with the big players

      production capacity as a primary factor to evaluate the market is meaningful but its not the only item to consider

      comparison to ethanol is inappropriate

      democrats will keep the solar initiative alive - they likely will be elected (republicans are slowly coming to realize solar importance) - article above was negative on this point

      'some day it will pay off' - i would say that positive cash flows of dominant players have already reached the some day point (these are viable entities that likely will be around for the long term)

      my conclusion is that this article is negatively biased and likely written by a short trader

      Feb 27 04:26 PM
    • Forget the Obituaries - The U.S. Economy is Alive and Well [view article]
      non bank balance sheets are strong
      employment is stable
      worldwide growth is ongoing (so much to do)

      corn based enthanol production is hurting inflation and is a risk
      oil is a risk (ashame govt can't emphasis conservation)
      healthcare is crippling out competitiveness (health lifestyles are no promoted as much as they should be)

      as long as we don't see large scale announcements of layoffs (ie. beyond banks and auto manufacturers) we will unlikely have inflation

      lower interest rates will prevent recession as well       Feb 17 12:51 PM
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