The hidden forex risks of investing in solar stocks
From Forextrader.com for Shareholdersunite
China surging ahead with solar energy
China provides one of the bright spots in the world economy, especially sectors that depend on government stimulus and credit, since there is, well, quite a lot of those going […]
Trina Solar is cheap, really cheap.
Very cheap indeed, with earnings estimates between $3 and $4 for THIS year, it’s trading at a p/e less than 10. For a company which still enjoys triple digit earnings […]
When will the coming polysilicon boom get us to grid parity?
We give a summary of what we see as the most important consequences of the coming wave of polysilicon hitting the market, which will reverberate through the whole industry and […]
Solar sector scare?
We just came across an article in which a certain Mark Congloff from the Wall Street Journal warns about investing in Solar stocks. He likens it to the ethanol industry, […]
The solar’s quest for grid parity
Give or take a couple of years, solar energy is expected to achieve ‘grid parity’, the holy grail of solar energy, around 2011. This is when solar will become as […]
The Economics of Stock Analysis: Solar Stocks
These solar energy stocks, like our present favourite Trina Solar (TSL) are terribly volatile as one look at the graph will testify. What is behind that?
Solar energy: free market versus industrial policy. Complements rather than subsitutes
Free markets are extremely useful tools, but they have their limits as well, as they rely on price signals that provide incentives on which economic actors take decisions, but at […]
Some strange market logic
Sometimes, markets do not work as one is inclined to expect. For instance, when the housing and credit crisis started to really scare the markets early this year, and increasingly […]
A new First Solar in the making?
A company that hardly sells anything (with some luck they’ll have $2M in revenues this year), will only seriously start producing in 2010, but nevertheless has a grown-up market capitalization […]