19 December 2007

Clean Tech: Solar! Solar! Solar!


The Sun will always shine on its little sister, Earth. Well at least until it enters the asymptotic giant branch of a planetary nebula phase in about 7.8 billion years. (You think global warming is bad now? Trust me, you don't want to be around for the sun's nebula phase and the boiling rivers.)

Meanwhile, however, there is growing interest in harnessing the Sun's energy for the purposes of continuing life on Earth. And solar power, once de rigeur for unwashed hippies and counter-culture, off-the-grid, back-to-the-landers. And Libertarians. Did I forget to mention Libertarians?

Anyway, we've been pimping solar plays here on The Green Skeptic for some time, and it seems the sun is shining all over these days. Some of my favorite investor/pundit-type dudes, like Howard Lindzon and Jim Cramer, are getting frothed about it, and even private plays like Nanosolar are getting attention for its "buck a watt" solution.

Despite the fact that Congress excluded alternative energy incentives from its Energy Bill, which I thought might actually hurt solar plays, these stocks and companies seem to be on the rise. And this is a good thing: for the economy, for the environment, and for investors.

As Howard put it yesterday: "This is the beginning, not the end of solar energy. Very exciting times. If you get mucked up focused on the averages and the financials, you will miss all the great new trends just beginning."

My Solar Portfolio (12/19/07)

FSLR
247.98
+0.88
(0.36%)
19.33B
CSUN
11.84
+0.94
(8.62%)
468.34M
AMAT
17.59
-0.12
(-0.68%)
24.32B
STP
80.70
+2.65
(3.40%)
12.42B
VSE
15.26
+0.07
(0.46%)
1.42B
SPWR
129.11
+3.76
(3.00%)
10.82B
SHCAY
17.70
+0.80
(4.73%)
19.30B
WFR
87.94
+1.46
(1.69%)
20.15B
CSIQ
26.00
-0.88
(-3.27%)
713.35M


Disclosure: Very Long Solar

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