petyaczar

Solar Gets What They Want, But Stocks Still Suffer

IMO

Once the dust clears on the misnamed "bailout bill" and word gets out
on the renewal of the solar tax incentives then solar will rise again.

Subject of course to what happens to the irratic and illiquid and fearful financial industry - with no small thanks to "MArk to Market" and Sarbanes/Oaxley and the politicians who created this mess by foisting "Mark to Market" upon us along with the requirement for social engineering in lending thru forcing -under penalty of criminal prosecution - social engineering and requiring all lenders make loans to unqualified borrowers, especially minorities, in the name of "Social justice.

With special notice of disdain and dishonor on the major proponents bubba bill clinton, janet reno, paul sarbanes, oaxley,barney frank,al schumer, Chris Dodd, joe biden, hillary clinton, and of course frank raines of fannue mae and his major crony buddy Barak Hussein Obama, a supporter of the radical odmestic terrorist group ACORN and major recipient of politcal donations from Fannie Mae and his buddy frank raines..

The politicians caused this fiasco, not Wall Street. A Pox on both your houses.

IMO

A Second Try for Evergreen Solar

IMO

Assuming this is shippable backlog, that ESLR can turn into revenues - and I believe it is - I am looking for ESLR in the mid-high 20's by end of the year as higher margins and revenues translate into apidly growing profits.

ESLR has been a laggard, and this should reflect its "catch up" to valuations in the remainder of the solar space.

Been long since 8's staying long, and adding to my position on pullbacks.

IMO

German Subsidy Fears Trigger Solar Downgrades

Kill gasohol - corn oil - pump solar.

Alcohol is for drinking not mixing with gasoline.

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.