Crisis, what crisis?
Stock prices collapsing, some valuations implying a nuclear winter, accelerating falls in energy prices, many scary stories about the end of subsidies, a global recession or even depression to boot, […]
A difficult market for our puppies
In the words of Jim Cramer, a lot of broken stock prices, but not necessarily broken companies. We think that the main companies we write about here, InterOil (IOC), eFuture […]
Trina Solar will exceed expectations while disaster is priced in
We have stated a few times in this huge sell-off (including in our best visited post ever), that Trina Solar (TSL) seems to have disaster seem priced in. While it’s […]
All bets are off
There is quite a bit we don’t know, and markets really do not like uncertainty..
Curious, mega-sell-off in solars coincides with boom
And the boom is even better than previously thought. This morning it was LDK who spread the good news, but they are hardly alone. There isn’t any sign of any […]
Trina Solar and Goldman’s Solar Shock
We featured an article today discussing Goldman Sachs’ surprising take on the solar stocks. Here we reflect some more, and some update on a solar stock we have been following […]
Solars getting slammed
A year long we had to witness the farce of the US tax incentives extensions (which are set to expire at the end of the year) not making it numerous […]
Another fast grower nearing its IPO price of years ago
Trina Solar (TSL) went to market for $18.50 a share in December 2006. Since, the company has grown way in the triple digits and shows good profitability. Yet, we’re really […]
Reprieve for solars?
Finally, the Senate agreed to extend the US incentives (in the form of tax credits) for solar companies for another eight years. Will the House follow?
China props up its stockmarket
Could now be the time to buy?