petyaczar

As Solar Sector Flies, Pay Attention to Values

Solar energy has a bright future, The U.S. government tax credits will serve all providers well as the market gains momentum.
The biggest players will be the biggest winners.
STP is both a solar play AND a China play AND one of the largest most profitable suppliers on a global basis.

IMO

Which Are the Bargains In Solar Stocks?

PS

While no one will be allowed to takeover STP = the Chinese are not stupid as our American politicians are.

ESLR is a potential takeover candidate as well. Fo instance GE does not currently have a solar component in its business portfolio, GE does have a wind component and a nuclear component in its business portfolio.

So with STP you get a China play (for free)
AND with ESLR you also get a potential takeover candidate = soon as they acheive profitability (next 1-2 years)

IMO

Which Are the Bargains In Solar Stocks?

IMO

STP = a China play AND a solar play all wrapped up in one profitable company. Energy is China's critical success factor, STP is a Chinese company. The Chinese are NOT stupid - like the U.S. politicians - the Chinese WILL use their own domestic company to fill their cast solar energy needs. STP has a place at the head of the table of the boutnious Chinese energy market.

ALSO agree with ESLR comments. This company will soon acheive profitability, and their connections and activity in SPain and Germany will werve them well as a profitable large global solar provider.

STP and ESLR will be the solar IBM''s of the immediate future. Both are cheap, both also leverage off the high price of oil and the current political environment.

Buy on dips, trade on bubbles, and hold hold hold core long terms positions in both stocks and IMO yo'll be looking at $200 to $400 stock valuations over the next 5 to 10 year period.