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 :)

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

I bought FSLR on it's first day. I know the company locally (Toledo, Ohio) it's product, management, operations are all top knotch. they doubled capacity about two years ago and then tripled capacity again around a year ago. (I know this from a job interview I had with them) They are not showing a profit because they are building, expanding, enlarging and R&D'in to the max! FSLR exploded after their first earnings announcement (Way before Jim Cramer even noticed them.) I expect them to reach "parity" sooner than they have projected and I also expect their next earnings statement, 03MAY2007 @ 1:30pm to far exceed guru anaylist opinions and FSLR's projections as well. I earned 27% overnight after their first "after hours" earnings announcement and I expect to do well on MAY 3rd as well. Companies in Germany, just broke ground on one in Malaysia to be finished by the end of 2007 and in full production by 2008 end and I believe they have another scheduled for ground breaking in 2008 in China? It might not be too bad an idea for you to do some more research...then you might see what I've seen. (by the way...I didn't get the job...