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SPWRA Analysis & Videos »
SPWRA: Bull or Bear?
Solar Generation Costs on Track to Achieve Grid Parity
SPWRA
-77.12%
in
450 days
Introduction <>There is a considerable amount of talk in investment and research communities these days about the cost of solar power generation. Even though the cost of solar power today from sources such as photovoltaic [PV] and solar thermal is more expensive than traditional forms of power generation utilizing resources such as coal and natural gas, many believe that in the long term solar power will achieve cost parity with traditional forms of grid power. For the reasons stated below, I believe that solar power generation is on track to achieve grid parity in the next few years witho< />...
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SunPower Is a Semi - It Deserves to Be Valued Like One
SPWRA
+71.36%
in
473 days
<>SunPower (SPWR) is on a roll. Revenues for Q2-2008 were $383 Million - up 120% yoy. Guidance for 2009 was excellent, I think that SPWR's management is excellent, and their products are the best in the industry. Until someone comes up with a cheap multi-junction solar cell, SPWR will be the top dog for cell efficiency - a measure of how much of the sun's energy can be converted to electricity. SPWR depends on polysilicon to make their solar cells - in other words, their technology is mainstream - the only differentiator are the dyes used in processing - while that is interesting for a guy wh...
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SPWR
SPWRA
+0.26%
in
2 days
(closed on 07/17/08)
I bought Aug 65 puts on SPWR.
<>This is an Option Addict recommendation: "I still think if you are looking for a decent trade, the solars and particular energy trades show some short term weakness. Even the strong stocks are confirming lower highs, and the weaker stocks are now displaying lower lows. Take a look at the XLE...not looking so good." <>SPWR has risen 18.91% in 5 days on news that Florida Power & Light Co. hired it to build two solar power generating plants, one of which is expected to be the largest in the U.S. Good news, but it's starting to look extended to me. FSLR also looks to...
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SunPower Corp
SPWRA
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-69.01%
in
496 days
SunPower Corporation engages in the design, manufacture, and marketing of solar electric power technologies. It operates in two segments, Components and Systems. The Components segment sells solar power products, including solar cells, solar panels, and inverters, which convert sunlight to electricity for the utility networks serving installers and resellers for use in residential and commercial applications. It also sells products for use in multi-megawatt solar power plant applications. The Systems segment offers power systems and system technologies, which include development, engineerin...
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Solar will run
SPWRA
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-67.36%
in
498 days
As oil continues to fall toward $120, I think solar stocks will recover marginally with the market. Additionally, I like most of the solar industry besides FSLR (and even them some) on a valuation basis. The market is factoring in the possibility of stopping the solar subsidy, but I think that chance is really 0 in an election year.
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Premium for SunPower Justified
SPWRA
-71.92%
in
528 days
New cheaper polysilicon supply contracts and thinner wafers are improving the solar cell and panel production overheads.
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high growth potential
SPWRA
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-71.29%
in
527 days
Today's stock selection: SPWR
Reference:
Bull of the Day for Jun 10, 2008
http://www.zacks.com/newsroom...
The fortunes of SPWR appear greener given the very high
growth potential in the alternative energy industry, and
specifically solar power energy, with apparently greater
certainty of polysilicon supply through SunPower s new 5-
year supply agreement with Jiawei SolarChina. In
addition, a new solar cell manufacturing facility in the
Philippines and the company s expansion into the Italian
market with the acquisition of Solar Solutions adds
visi...
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States’ RPS Mandates Justify Lofty Solar Valuations
SPWRA
+17.24%
in
85 days
(closed on 08/26/08)
Introduction Have you opened your electric utility bill lately? Chances are you have noticed the insert sent to you by the utility company that declares their power mix or multiple generating sources that the company utilitizes to bring power to your home or business. <>Commonly termed as a portfolio of electrical generating assets (not necessarily all owned by the same utility company), for most investor and publicly owned utilities [IOU/POU] the power mix includes energy generating resources such as natural gas, coal, hydroelectric, nuclear, and of late interest, renewable energy resource...
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Merrill: Sell SunPower and Evergreen on Account of Pending German Subsidy Cuts
SPWRA
+73.07%
in
538 days
5/29 - "Shares of solar power technology firms are tanking following a note from Merrill Lynch analyst Mark Heller cutting his rating on SunPower (SPWR) and Evergreen Solar (ESLR) from “Neutral” to “Sell” because Germany’s government may cut subsidies for solar by as much as 25%...According to the Bloomberg account of things, Heller thinks analysts’ expectation of a 16% cut is too low. "An increasing number of politicians are advocating a bigger cut to the German solar subsidy due to the escalating cost,” Bloomberg quotes a Merrill analyst, Matthew Yates, as writing in the report."
"In the...
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Cramer on BloggingStocks: Oil's not the widespread tax it used to be
SPWRA
-77.04%
in
549 days
Filed under: General Electric (GE), Exxon Mobil (XOM), Market matters, Halliburton (HAL), Schlumberger Limited (SLB), Alcoa Inc (AA), Archer-Daniels-Midland (ADM), Bank of America (BAC), Boeing Co (BA), Chesapeake Energy (CHK), Chevron Corp (CVX), duPont(E.I.)deNemours (DD), Office Depot (ODP), Deere and Co (DE), Honeywell Intl (HON), United Technologies (UTX), Eaton Corp (ETN), Anadarko Petroleum (APC), Oil, Stocks to Buy, Burlington Northern Santa Fe (BNI), Norfolk Southern Corp. (NSC), Union Pacific Corporation (UNP), Cramer on BloggingStocks, Potash Corp. of Saskatchewan (POT)  <>TheStreet....
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SunPower Buy Opportunity?
SPWRA
-74.45%
in
557 days
In
the middle of April, SunPower (SPWR) hit a new recent high around $100.
Since then, the stock has retreated (mostly on below average volume)
and is now hovering around the 50-day moving average. <!---->Starting at the
beginning of May, SPWR appears to be setting up a new base of support
around $82. With the big swings in price following the run-up in late
2007, predicting the next move is difficult. However, with oil
maintaining price above $100, and natural gas and coal prices also
rising, solar continues to attract interest and SunPower should be a
beneficiary. <>SunPowerremains one ...
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Solar Stocks: Nine That Will Shine in a Bull Market
SPWRA
-76.46%
in
577 days
As the market rebounds, investors continue to reward the large cap growth leaders, and alternative energy led by solar has been one of the prime beneficiaries.<!--more--> The need for alternative energy continues to be a main focus for all governments as oil continues it's climb to over $110 a barrel. Solar stocks are getting the most headlines because they are farther along the commercialization continuum and they are more prevalent than their wind and alternative fuel counterparts.
<>Any discussion about solar companies must start with First Solar (FSLR). Clearly, the leader in the sector...
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Solar Power Plays Look to Grow with Clean Energy Act, Spanish Subsidies
SPWRA
-75.17%
in
592 days
<!--more-->
Portugal is doing its part to invest in renewable energy with the
dedication of a new 11-megawatt [MW] solar plant. The plant, which is
located in Serpa, is one of the largest solar arrays in the world and
can supply enough electricity for 8,000 households. This farm was
created by a Swiss subsidiary of SunPower Corporation (SPWR),
PowerLight Systems S.A. SPWR recently announced they would build
another solar electric power plant in Llerena, Spain. The generating
capacity of this new photovoltaic system is expected to be
approximately 4.8 megawatts [MW] of peak power.
<>I heard tha...
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Solar is rallying
SPWRA
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-30.01%
in
84 days
(closed on 07/02/08)
Solar doesn't trade with oil. These stocks sold off in the fall and winter, but now the crowd is back behind them.
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