22 Jul '11, 2pm

Green Stock Experts, Part 2: Eight Great Values

Green Stock Experts, Part 2: Eight Great Values

I also asked if they had any recommendations for possible shorts. None of them were willing to name names, but Coven did say, "I think that there are a number of solar PV companies, “clean coal,” grain-based ethanol and smaller LED companies that will wither away soon. These sectors are capital intensive, have cut-throat pricing, and the products are rarely sufficiently better than the competition. There are major consolidations coming in the wind turbine and solar PV markets to consolidate capacity and push down turbine costs – the market isn’t growing fast enough to support all the production capacity and the IP [intellectual property] and know how is spreading (legally and illegally) at great speed in Asia."

Full article: http://www.renewableenergyworld.com/rea/news/article/2011...

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Green Stock Experts: Too Soon to Call a Bottom

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