CSIQ – Bargain Hunting in the Chinese New Year

U.S. listed photovoltaic (PV) companies based in China are experiencing a significant sell-off after the Shanghai Composite index tumbled 9% on February 27. Many analysts believe that the (seemingly unjustified) drop in these shares has brought valuations back to attractive levels, creating a buying opportunity. They point out that the fate of China-based PV companies…

Will Q-Cells be the First Victim of a Solar Bubble?

Solid opportunities to invest in the solar boom exist, but many investors are starting to worry about the high valuation of stocks in the solar industry. Many feel that the worldwide silicon shortage is a major threat to solar's growth, but the silicon shortage is leading to a pickup in M&A activity in order to…

ENER: Time to Take a Bite out of the Bad Apple?

U.S. solar stocks have kicked off 2007 in grand style, averaging a 10% gain over the 6-week period, way ahead of the more diversified renewable ETFs (gaining 2.75%). Despite these strong gains, there are a few bad apples dragging down the performance of the group. If it were not for Distributed Energy Systems (DESC), DayStar…

New York Women on Wall Street

Women on Wall Street for the first time are raising serious money in the millions of dollars and emerging as a fundraising force in the same way they blazed a career trail among their male peers in finance. Three groups in particular– 100 Women in Hedge Funds, High Water Women and 85 Broads are gathering…

Cellulosic Ethanol to the Rescue?

While the corn ethanol industry seems to have a limited lifespan, the sustainability of the biofuels sector can be maintained via a technology known as cellulosic ethanol.  This type of fuel can be processed by means of sugar fermentation, where either pure cane sugar can be used directly, or a variety of feedstocks (switchgrass, rapeseed,…

TXU Buyout Influenced by Environmental Groups

Environmental groups have an impact on KKR buyout of TXU Corp – aka Texas Utilities (TXU).   They managed to force the company to reduce the total number of  coal plants being planned in Texas from eleven to three. Article at Business Week Online. Did David Neubert buy TXU? Rain Forest Action Network on "What Happens…

Mr. Gore Goes to Hollywood

Move over Martin Scorsese, Al Gore is Oscar .  This is one more step of climate change going mainstream.  One of the more interesting economic implications of this trend is with real estate values.  Prices may start to take into account potential direct implications, future regulatory changes, and changing marketplace perceptions. 

Selling Half My SRI

Stoneridge Inc (SRI – $12.17) is one of my favorite stocks to trade around. Today I sold about half my position at $12.39.  The auto parts maker moves up and down drastically on relatively small news. 

The Panelist Staff Party

Photo: Stuck in Customs For those of you that are part of the extended family of thepanelist.net, you know that our site has been growing for some time now, both in terms of content and direction. In addition to our wealth of exceptional freelance writers, we have been fortunate to have a number of devoted…

Regulations: Important, Crossing the Chasm: Imperative

Investor Network on Climate Risk (INCR) , a coalition of unions, public pensions, and faith-based institutional investors in Money magazine recently identified ten companies, including Exxon and Bed Bath & Beyond , that it believes are too slow to address climate change.  INCR suggest that companies that are slow to evolve their business operations to…

If You Think Education is Expensive…

I know, I know, try ignorance. But I do think education is expensive. Especially when the cute little calculator on savingforcollege.com just told me I should start packing away $623 a month for the next 17 years if I want my child to receive a college education (well actually, I have two weeks until he's…

Ethanol: An Uphill Climb

Photo: Flickr , AgWired.com We already know that America is by far the largest consumer of oil in the world. We have actually known that for a long time, it just wasn't until recently that The Powers That Be decided that this is a dangerous thing. So, it appears that the next big investment opportunity…