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Latest Comments33 Comments
Hydroelectric vs. Slow Volcanic Power
Has the Sun Set on Solar Energy Stocks?
Zenfar & gebby:
An investment misunderstanding I've had is that I didn't realize that guesses about political outcomes would move stock prices so very much.
However that may be, what is disappointing about my solar investments is that their stock prices are more subject to short term interest in trading and less interest in the long term need for clean renewable energy.
A mistake I made in investing in clean energy stocks as a long term play is that, while I knew they would be volitile, I hadn't realized that good ideas, prospects and products may not be rewarded in this market environment.
Even so, I'm net up in my clean energy portfolio, which I've held for 20+ months. That it is well diversified and that I 'bought low' are the reasons I'm ahead.
Overall, I intend to "remain long" with my portfolio and to buy good companies on the dips.
With Help from California, Solar Gets Fired Up
Three Plays on Solar Strength This Summer
Here is the assumption I’ve been making: that thin film -–as in United Solar Ovonics-- can be formed around objects such as roof tiles and that the thin film technology may combine with other solar technologies to make a hybrid product.
I’d appreciate any discussion about whether this line of thinking about thin film has merit.
Meanwhile, I have deliberately diversified into a range of alternative energy stocks, in different points in the value chain and into diverse approaches to technical solutions ---which, then, includes ENER and FSLR.
In Fort Collins, Colorado, there is a little start-up company -AVA- that is developing ways to use window glass in this context. If/when it becomes public, I'll want to own a piece. (Although it will use cadmium telluride, and that is controversial!)
www.avasolar.com
MEMC Electronic Materials: Climbing the Wall of Worry
Look What's Blowin' In: The New Wind ETFs
(How Danes feel in the winter may be another matter.)
Personally, I've seen nothing more hopeful and harmonious than a spread of wind energy fans whether they be in Europe or California.
Wind Power Is Blowing Strong Right Now
To Meet Wind Power Goals, Government Action Needed
Thanks for the discussion.
Will Some Solar Companies Face a Cash Crunch?
The Deflation/Inflation/Stagnation Debate
We saw the statistics about the American personal savings allocation going down. We witnessed that the Japanese personal savings rate was high and that no matter the stimulus, they still would not spend.
We saw the underemployment, the growing disparity of wealth. We heard about the 'new economy' and supply side.
Meanwhile, we voted against our own self interest and that of our children.
It was painful to watch the lack of response by these "wizards of wall street" and certain Administrations back to 1980.
While it may be true that the wealthy feel none of this, who, exactly is going to recharge the stock values in their portfolios once the buying public is completely tapped out and Disney Land, medications, electronic devices, education, Chinese toys for the kiddies, food from south of the equator and shiny new automotive transportation are no longer in the consumer’s budget? Politicians and magnates can’t continually hurt the citizenry with bad policy and expect the US to remain a world power.
Investor in the Woods, Part I
Buying Green Energy Stocks Into The Elections
I think we’ll see American consumer behavior change abruptly, particularly automotive and driving behavior. This “shock of gas prices” that was supposed to make people wise up once gasoline hit $6 a gallon has now begun at $4. Meanwhile, there is an ever increasing interest in other positive changes in behavior –at least all around me here on the front range of Colorado (excluding Colorado Springs). The few vociferous people who say that ‘peak oil’ is a hoax are dismissed as citizens begin to actually look into the issue.
Of course, I worry that political behavior will trump good reforms and that we’ll be a long time out of this entrapment by big-oil.
Meanwhile, with regard to Republicans being good for the economy, please to look at the actual performance of economies and stock investing as a function of which political party is in power. Review the depredations on Americans produced by Calvin Coolidge (much admired by R Reagan) and the unfortunate H Hoover. Understand the frustrations Republicans felt when a decent and insightful man (Theodore Roosevelt) became president and took on the mega-corps.
By the way, john gordon, I agree completely.
EV to EBITDA US Stock Screen
All of the Motor-Fuel Alternatives to Conventional Crude Oil Stink
Meanwhile, in the article and among the comments, geothermal was not mentioned. Geothermal investment options should be discussed on Seeking Alpha.
And, of course, there are inventive and competent engineers who are, at this moment, working on such problems as intermittency of power, or better battery technologies.
(My own conspiracy theory: We had an electric car, once. Remember Who Killed it.)
Thanks for the outline, Scott. Important stuff.
Renewable Energy: The Next Economic Boom