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Entries Tagged as 'Solar sector'

Solar And Oil Are Only Marginally Related

February 2nd, 2015 · Comments Off on Solar And Oil Are Only Marginally Related

The sell-off in solar stocks has accelerated in recent months, although there are few signs of any imminent slow down in the solar market. Most observers relate this sell-off to the fall in oil price. We investigate possible links between the oil price and solar stock performance and see little of substance. Solar And Oil […]

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Tags: Solar sector

The Coming Solar Capex Boom

August 28th, 2014 · Comments Off on The Coming Solar Capex Boom

Demand for solar energy keeps on rising briskly, after steep price falls. Prices have stabilized and companies recovered some of their profit margins. For growth to continue, companies need to significantly expand capex, which has interesting implications for certain stocks. If capex doesn’t increase enough, prices could actually increase. The Coming Solar Capex Boom – […]

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Tags: Solar sector

Solar + Storage is Close to an Inflection Point

August 27th, 2014 · Comments Off on Solar + Storage is Close to an Inflection Point

Solar energy has already achieved grid parity in a number of locations, but problems with its intermittent nature remain. Energy storage will greatly diminish these remaining problems, so solar + storage is becoming a big investment opportunity. We survey the landscape and the investment implications. Solar + Storage Is Close To An Inflection Point | […]

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Tags: Solar sector

SunPower shares are still very attractive

August 24th, 2014 · Comments Off on SunPower shares are still very attractive

SunPower shares have been on a tear the last couple of years. Shares supported by significant competitive advantage, innovations, strong market growth and stable ASPs. The shares have sold off on Q2 results but this provides a new buying opportunity. SunPower Shares Are Still Very Attractive – SunPower Corporation (NASDAQ:SPWR) | Seeking Alpha

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Tags: Solar sector · SPWR

No Second Solar Slump In Sight

April 29th, 2014 · Comments Off on No Second Solar Slump In Sight

For years, stocks of manufacturers of solar cells, modules and panels have been in the doldrums. Until a year and a half ago, there was a really spectacular and ongoing crash that wiped out equity values in the order of 90% or larger, and quite a few solar companies even went belly-up. Now we have […]

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Tags: Solar sector

Solar Projects Provide Stability, Higher Margins – Seeking Alpha

March 30th, 2014 · Comments Off on Solar Projects Provide Stability, Higher Margins – Seeking Alpha

Solar stocks have been violently cyclical in the past. But decreasing dependence on subsidies and increasing dependence on projects will reduce this significantly. A less cyclical nature warrants a higher valuation for solar stocks. But problems remain, like grid problems and energy storage. via Solar Projects Provide Stability, Higher Margins  – Seeking Alpha.

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Tags: Solar sector

Solar’s $2T opportunity

May 23rd, 2013 · Comments Off on Solar’s $2T opportunity

the solar industry has barely scratched the surface of the $2.2 trillion global energy market (that’s an annual figure by the way). SunPower CEO Tom Werner via Solar’s $2T opportunity.

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Tags: Solar sector

Solar innovation marches on

January 29th, 2013 · Comments Off on Solar innovation marches on

Hundreds of labs around the world..

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Tags: Shareholdersunite elsewhere · Solar sector

Should you buy SunPower (SPWR)?

September 29th, 2012 · Comments Off on Should you buy SunPower (SPWR)?

Uhh..

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Tags: Alternative energy · Solar sector

Solar Stocks Ending As Penny Stocks?

September 16th, 2012 · Comments Off on Solar Stocks Ending As Penny Stocks?

Wasn’t this the industry of the future?

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Tags: Solar sector