Wayfarer

Comment Stream

Filter comments by:

Highest rated Latest comments

Or filter by symbol:

Saudis Try to Re-Invent the Internal Combustion Engine

It is fun to speculate but that is all this is. Even if this came true it still wouldn't change the peak oil profile by more than a few years. Transportation energy will change over the next few decades.
Dec 10 11:05 am |Rating: +3 0 |Link to Comment |View article
Obama and McCain Square Off on Solar

Enough with the politics. This is an investing site focused on alternative energies.
Nov 01 16:31 pm |Rating: 0 0 |Link to Comment |View article
Post-Election Sector ETF Scenarios

Bunch a political crap by somebody that doesn't have a clue about investing.
Oct 30 18:24 pm |Rating: 0 0 |Link to Comment |View article
Renewable Energy Is at the Center of the Presidential Debate

A square 100 miles on a side in the Arizona desert filled with solar thermal would supply all of the energy this nation currently uses and at today's prices. Solar thermal is also a baseload power because it can be stored as a salt brine in 'insulated vaults' for days. This, PV on roof tops, and wind can and will supply most of the power to the West within a few decades. It will be phased in as old coal and gas plants are retired. If a new transmission grid is built the Southwest can supply the entire nation. Arizona power has begun construction on a 250 meg solar thermal plant south of Phoenix. California has a number that will soon break dirt.
Oct 08 19:49 pm |Rating: 0 0 |Link to Comment |View article
Goldman Turns Cautious on Solar Sector

Goldman manipulates the market regularly. They talk about weakening demand but the government just passed a bill that will pay 30% of every solar job for the next 8 years. They didn't mention this? How could they miss this? The U.S. has become the 800lb gorilla in world solar demand. Goldman should never be trusted.
Oct 07 21:30 pm |Rating: 0 0 |Link to Comment |View article
When Will Solar Be Cost-Competitive with Electricity?

First Solar advertisement. Cost/watt is less than half the story.
Sep 16 23:44 pm |Rating: 0 0 |Link to Comment |View article
Rough Seas Ahead?

I am not sure what this is doing being posted here in Alternative Energies but it is a good read on the bigger energy picture I think.
Sep 08 13:33 pm |Rating: 0 0 |Link to Comment |View article
Lower Your Solar Electricity Costs with First Solar

Gumby, panels aren't that finicky. Maybe once a year for a scrubbing and once a month for a hose for dust, max. Now if you are stupid enough to put them under sap dripping tree that birds love, then you might be right.
Sep 08 13:21 pm |Rating: 0 0 |Link to Comment |View article
Lower Your Solar Electricity Costs with First Solar

What are FSLRs installed costs, and what is the payback time, what is the total return over the life of the system, and how do these compare to STP and SPWR? All of this other stuff may matter to traders but not to long term investors.
Sep 08 10:14 am |Rating: 0 0 |Link to Comment |View article
Need Cash? See Suntech

Thank you. I think you have asked a bunch of very important questions. I don't have very many good answers. My feeling on the voting machine is near term the voting machine and a bear market will drag them down. Passage of a long term ITC will reverse this and begin a long term solar bull which will eventually evolve into the need for a weighing machine. Thanks again.
Aug 24 22:44 pm |Rating: 0 0 |Link to Comment |View article
First Solar Cheaper Than SunPower - Citi

I don't think SPWR and FSLR compete much anywhere other than Wall Street. Their solar efficiencies are too different. My question is how will the Cypress distribution affect SPWR? This is projected to have a report date in Sept and a distribution in Oct.
Aug 22 14:48 pm |Rating: 0 0 |Link to Comment |View article
Trina Solar: Will 2009 Be a Breakout Year?

Thanks, Jack

I have been checking back for two days in hopes you would post. Your work always has simple math backing up your statements. I get so tired of the posters that just make assertions. I don't own TSL now but I think I will get some after earnings season.
Aug 19 14:00 pm |Rating: 0 0 |Link to Comment |View article
Game Changer in Solar Energy: PG&E Inks Deal

Jack,

Thanks for the further comments. I too believe alternative energies are a certainty and soon. There are a number of little thinfilms that have or will start production in the next year. On top of Optisolar which is evidently not so little there is Global Solar whose product is flexible and manufactured roll to roll. Their current efficiencies are 10% with projections of 13% in 2010. They have a partnership with DOW which might allow them to scale very rapidly at some point and the flexible product sounds very interesting for covering entire residential roofs.
Aug 16 22:34 pm |Rating: 0 0 |Link to Comment |View article
Game Changer in Solar Energy: PG&E Inks Deal

Jack,

Thanks for the post. I too am confident a long term ITC will be passed within the next year. Also, do you have any idea what Optisolar's solar efficiency is? Their large 500 meg entry to the solar world makes me wonder if their solar efficiency is significantly better than FSLR's.
Aug 16 15:46 pm |Rating: 0 0 |Link to Comment |View article
Everything They Tell You About Solar Is Wrong - Travis Bradford

This guy gets it. He is a professional and you can tell that he understands the industry. Read Earth: The Sequel by Fred Krupp. He says lays out the same argument for the development of an solar energy industry infrastructure and the benefits it will bring. Mr. Krupp is the president of the Environmental Defense Fund, the group that convinced George Bush One to deal with acid rain using a cap and trade system.
Aug 15 21:30 pm |Rating: 0 0 |Link to Comment |View article

Wayfarer's Comments Stream Stats

39 Comments, 3 , 0
Total Comment Stream rating - = 3

Free E-Newsletters
Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
We don't spam