Comments on: Energy Stocks to keen an eye on during this downturn http://energy.financialnirvana.com/2007/03/02/keep-an-eye-on-these-stocks-during-this-downturn/ research . analysis . forecasting Fri, 25 Apr 2008 13:50:47 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: Himanshu Pandya http://energy.financialnirvana.com/2007/03/02/keep-an-eye-on-these-stocks-during-this-downturn/comment-page-1/#comment-2451 Himanshu Pandya Sat, 03 Mar 2007 17:14:07 +0000 http://energy.financialnirvana.com/2007/03/02/keep-an-eye-on-these-stocks-during-this-downturn/#comment-2451 I think next week will tell us a lot about short term market trend. It was hard to stay loyal to STP this past week. But any further downtrend I think I might consider selling and buying back when the dust settles down. The thing I like about the solar industry is that most of the companies in this sector are profitable. It's not as speculative as say Fuel cell or Ethanol sector. STP, FSLR, SPWR, WFR, TSL, SOLF are all profitable but since this is a sexy sector to invest and future seems very bright they all might be overpriced a little. Trip was good but infrastructure in India needs a major upgrade. THere will be a lot of contracts coming up soon and I am trying to figure out which American companies might be able to take advantage of the infrastructure spending in India. GE is the obvious one and Boeing as well b/c Air travel has really taken off in India. Will need to try to figure out what other companies might be involved. Thanks for taking the time to leave a comment. Let's hope Suntech starts an uptrend from Monday. I think next week will tell us a lot about short term market trend. It was hard to stay loyal to STP this past week. But any further downtrend I think I might consider selling and buying back when the dust settles down. The thing I like about the solar industry is that most of the companies in this sector are profitable. It’s not as speculative as say Fuel cell or Ethanol sector. STP, FSLR, SPWR, WFR, TSL, SOLF are all profitable but since this is a sexy sector to invest and future seems very bright they all might be overpriced a little.

Trip was good but infrastructure in India needs a major upgrade. THere will be a lot of contracts coming up soon and I am trying to figure out which American companies might be able to take advantage of the infrastructure spending in India. GE is the obvious one and Boeing as well b/c Air travel has really taken off in India. Will need to try to figure out what other companies might be involved.

Thanks for taking the time to leave a comment. Let’s hope Suntech starts an uptrend from Monday.

]]> By: Oregonborne http://energy.financialnirvana.com/2007/03/02/keep-an-eye-on-these-stocks-during-this-downturn/comment-page-1/#comment-2445 Oregonborne Sat, 03 Mar 2007 15:40:10 +0000 http://energy.financialnirvana.com/2007/03/02/keep-an-eye-on-these-stocks-during-this-downturn/#comment-2445 I keep looking back to March of last year -- when solar stocks peaked, and then began a long decline. I still don't understand what brought that on -- unless it was simply the fact that there were a lot of speculators buying solar stocks. With all the talk about 'Peak Oil' over the past few years, solar started looking pretty sexy. This type of interest may have inflated solar stock prices beyond their fundamental value -- and maybe last summer was a big correction. But there is something about that explanation that feels off, to me. Wouldn't a correction in a rapidly growing industry look more like a steep drop-off, followed by continued steady increase? I've been staying pretty loyal to SunTech lately, because I believe they are solid for the long-haul. But I'd hate to see this spring and summer turn out like last year. By the way, welcome back! Hope your travels were enjoyable. I keep looking back to March of last year — when solar stocks peaked, and then began a long decline. I still don’t understand what brought that on — unless it was simply the fact that there were a lot of speculators buying solar stocks. With all the talk about ‘Peak Oil’ over the past few years, solar started looking pretty sexy. This type of interest may have inflated solar stock prices beyond their fundamental value — and maybe last summer was a big correction.

But there is something about that explanation that feels off, to me. Wouldn’t a correction in a rapidly growing industry look more like a steep drop-off, followed by continued steady increase?

I’ve been staying pretty loyal to SunTech lately, because I believe they are solid for the long-haul. But I’d hate to see this spring and summer turn out like last year.

By the way, welcome back! Hope your travels were enjoyable.

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