ENER: Time to Take a Bite out of the Bad Apple? Written By: Eben Esterhuizen 2007-02-28 14:47:24 U.S. solar stocks have kicked off 2007 in grand style, averaging a 10% gain over the 6-week period, way ahead of the more diversified renewable ETFs (gaining 2.75%). Despite these strong gains, there are a few bad apples dragging down the performance of the group. If it were not for Distributed Energy Systems (DESC), DayStar Technologies (DSTI), Emcore (EMKR) and Energy Conversion Devices (ENER), U.S. solar stocks would have gained 22% over the last 6-week period.
Despite these high valuations, I still believe that there are opportunities to make money in this sector due to the lack of consensus on when the polysilicon shortage will end. Let's say that solar valuations are justified at current levels. If that is the case, short sellers are in for some pain. This article is about how you can turn the short seller's pain into profit.
Solar Credit Crunch: Buy When There's Blood on the Streets (Part 1) Written By: Eben Esterhuizen 2007-08-22 03:02:00 It finally happened! On Friday the Fed cut its discount rate - what it charges banks for direct loans - by 0.5% to 5.75%, in an effort to increase liquidity in longer-term loans and bonds. But Bernanke-bashing is alive and well, and there is a choir of analysts saying that Bernanke has gone soft on inflation. The Fed walks a fine line between acknowledging a problem and offering relief without saying anything that might spook investors further.
U.S. Solar vs. Chinese Solar Written By: Eben Esterhuizen 2007-09-14 01:54:08 Yesterday, the World Bank said that China has the capacity to absorb the impact of the recent international financial market turmoil if it spreads to its robust economy. "Even if the financial crisis brings about a global economic slowdown, it will help China to adjust its pace of economic development," said Louis Kuijs, senior economist for World Bank's China office. Will Chinese solar stocks benefit from this momentum?
