jmmx

Three Stocks Positioned for a Downtrend

You say:
"Emotion may often drive the markets up, but sanity eventually prevails"

I like this. It is certainly a statement that we should all keep in mind. For the astute investor it is the key to making money if one can only accurately gauge when a stock is over- bought/sold.

There is one potential little fly in the ointment of your argument. What if instead of the current rise being emotional and irrational, it is in fact a correction of the emotional over-reaction of the market and its previous state as grossly oversold. This would actually be an understandable - almost inevitable state - given (1) the emotional impact of the financial collapse, and (2) the need for so many institutional investors to unwind over-leveraged positions.

Just a thought.

(Of course there are always individual stocks that do not reflect the current market state so this does not apply to any particular picks.)

Three Stocks Positioned for a Downtrend

I may be simplistic in my analysis (and overly optimistic to boot), but it seems to me that the Obama administration, along with most of the developed nations, will be moving ahead very aggressively on solar energy. In this case, the overall world wide demand will be so great that all major players - including FSLR - will have a piece of the pie. While they may loose some of their cost advantage, there are a few factors to keep in mind:

1- If demand picks up, then shortages will drive up all prices.
2- If demand picks up, then silicon prices will rise somewhat. (Yes, I know that capacity has increased, but still...)
3- As an American firm they will have some preference in the U.S.
4- FSLR is not run by dummies. I am sure that they are not standing still while others are advancing.

So - I would not count them out of the long term picture.

Five Top Solar Power Stocks

You say: "Electricity is produced when protons from the sun’s rays"

should be PHOTONS!

Three Things Obama Will Do to Advance Alternative Energy

WHY??


On Dec 16 10:04 AM Fred Banks wrote:

> Looks to me as if this short 'article' was written by someone with
> plans to go long in wind energy. A piece of advice might be appropriate
> here, and I hope that it is widely circulated. The present emphasis
> on wind energy is crank, and the sooner it is abandoned the better
> it will be for the country. .

Solar Gets What They Want, But Stocks Still Suffer

@ searcher

The market validates only that investors are losing confidence in the ability of corporations to generate profits.

The conclusion I draw is that this is a result of the various aspects of the economy, in particular the aspects I mentioned. I assume a quasi-causal relationship here. I think that few people would argue that we would not be in this mess - or at least not so deep in it - if there had been reasonable regulations that prevented the making and selling of these "toxic" loans. Let's face it - these loans were totally absurd and many people knew it. (Of course we still would have been on shaky ground due to the deficit).

As for you comment: "... delusion that the market validates ideology or hagiology." With me, instead of "hagiology" you might want to use DEMONOLOGY. ;-)


This is a very good exploration of what happened:
audio.thisamericanlife...

Solar Gets What They Want, But Stocks Still Suffer

Welcome to the REPUBLICAN RECESSION!

A retreating tide lowers all boats. If people are leaving the stock market, then there is no money even for good investments. Why? Because people see a big recession coming and eventually even fantastic companies such as Apple will lower sales. So everyone is running.

The Republicans bowed down and worshiped to the altar of deregulation and this is what we get. Just like the S&L and Junk Bond bailouts 25 years ago.

Palin said "GREED on Wall Street..." Like DUH!!! What do you think Wall Street is about?? That is why you do not give them free rein to go and do anything without guidelines. That is anarchy - as we have learned too late. You gave a drunk teenager the keys to a mazaratti and he drove it off a cliff.

This REPUBLICAN administration has more than doubled the DEFICIT has sold us out to China and Saudi Arabia. This is and the are the reasons we are in such a mess. Of course the stupid unnecessary war that has cost us almost a trillion dollars is a big part of it.

Deficit UP => Dollar DOWN => Oil UP => Stagflation! - It is that simple. Unfortunately, the republicans are are also too simple to see this.

Solar Energy: PV Cell Production Jumps 50 Percent in 2007

just a style point - before you introduce a term such as "thin-film" you should define it! There appears to be a missing paragraph before "A key force driving..."