Tag Archive
Solar Stocks and Clean Energy in a Perfect Storm
It wasn’t too long ago that Oil prices were at $35 a barrel and energy bears were betting on it hitting $20. But as I have pointed out time and again on this blog, oil, much like the rest of this market, does not trade rationally. Inventory, supply, demand – all these are a... »
Solar beats Ethanol
With oil near $100 a barrel, one of my calls from last year about oil is on its way to being realized. Back in July of last year, I predicted that oil would hit $125 in two years. In the short-term, I looked like an idiot as oil retracted back from $75 at the... »
Solar Stocks Still on Fire but Getting Weaker.
I compared Solar Stocks a while back and since my bullish story, the entire basket I compared is up approximately 8.5%. Take out First Solar (FSLR) from the equation and the average gain for the basket turns slightly negative. Since that time, my attitude towards solar has mellowed somewhat. The technology is real, but... »
Which Solar Energy Stock Should You Own: A Comparison
It seems like there is a new solar name appearing out of thin air every week these days. Until a month ago, when Jim Cramer mentioned First Solar (FSLR), most individual investors had never heard of it. There are way too many solar stocks out there, some of which have long term potential, some... »
Trina Solar the Newest in a List of Solar Panel Makers
Trina Solar (TSL) is something I will try to write in detail about soon. But for those who like to jump on new ideas, I like this stock. It is a chinese manufacturer of solar panels. »
MEMC Electronics Up on Great Numbers
MEMC Electronics (WFR), is up 15% this morning on some great numbers released after the bell yesterday. I have been recommending this stock since June . I believe it is wise to sell at least some of your shares considering you are sitting on 42% gains if you bought it at my recommendation. – Faisal... »
MEMC Wafers are Crisp
According to Eric Savitz of Barron’s, the demand for solar power is so high that the solar industry has eclipsed the semiconductor business as the world’s leading consumer of silicon wafers. This high demand has created a shortage of polysilicon, a material used in the manufacture of solar panels. The obvious play on the polysilicon... »
Subscribe
