tag:blogger.com,1999:blog-1527840491496268397.post1764331353533975273..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Evergreen Solar (ESLR) Down After Hours on Fourth Quarter Financial ResultsUnknownnoreply@blogger.comBlogger4125tag:blogger.com,1999:blog-1527840491496268397.post-77951382666359211882011-03-09T22:50:00.665-07:002011-03-09T22:50:00.665-07:00Yes, there are some big cap solar companies now th...Yes, there are some big cap solar companies now that look to be survivors.<br /><br />There are LOTS of industries that have changed the world and changed their shareholders' (and, sometimes, bondholders') pockets to empty.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-79218821313284566692011-03-09T21:25:24.463-07:002011-03-09T21:25:24.463-07:00Considering the high flyer status these companies ...Considering the high flyer status these companies had a few years ago (at least FSLR), some of these have actually grown into their valuation decently. First Solar FPE Of 12, GT Solar FPE of 7. <br /><br />They almost look like values here, but I'm concerned about electric prices being flat for a very long time (with NG prices at $4/MCF) and an awful lot of supply coming online in the next few years. This industry could be like the hard drive industry - lots of innovation but awful difficult to brand or differentiate..anony mousehttps://www.blogger.com/profile/13374405243482323971noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-73563044969371268842011-03-09T17:47:58.770-07:002011-03-09T17:47:58.770-07:00Well.. ESLR was never a high-flier.
But, yes, th...Well.. ESLR was never a high-flier. <br /><br />But, yes, there has been a pretty big shift taking place in the "momentosphere".CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-9504079409740978302011-03-09T17:46:39.763-07:002011-03-09T17:46:39.763-07:00First NFLX, now solars and wonders like JDSU! Wha...First NFLX, now solars and wonders like JDSU! What's happening to our vaunted MOMO recovery?EconomicDisconnecthttps://www.blogger.com/profile/02802078645713106743noreply@blogger.com