TLD2

Solar Energy Stocks: The Good, The Bad and the Ugly

I agree with your considerations however, let me flip the "coin" and give you another view to consider. Solar energy may be expensive now, but I believe with rising energy costs, "parity" will be reached soon. Parity is when solar energy costs equal or are less than other types of energy. My fave is First Solar because they don't use silicone. Any global shortage doesn't effect them. I don't believe Nuclear Energy has a chance.(at least I'm hoping not) Disposing of a waste that has a 300 year half life, scares me and that's not even to mention accidents that might happen. First Solar doesn't produce residential products now, and only markets them overseas. The panels they make aren't as efficient (therefore larger) as silicone based panels and are too bulky for small applications but they work just fine for large applications. Estimates have FSLR's stock at over $200 a share for 2007 end and over $800 a share at 2008 end. They are just guru estimates but I think they have a long way to go and I'm along for the ride :)