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.
The Roe vs. Wade of Alternative Energy Written By: Eben Esterhuizen 2007-04-04 23:40:31 The U.S. Supreme Court has ruled that the Environmental Protection Agency (EPA) has the authority to regulate carbon dioxide emmisions. The ruling means the EPA must regulate automobile CO2 emissions unless that agency can show the science of global warming is too uncertain to justify action. Although few expect the ruling to lead to immediate regulatory action, the decision has provided strong momentum to alternative energy stocks since Tuesday.
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?
