Are the Declines in Solar and Wind Stocks Structural, or Cyclical

Are the Declines in Solar and Wind Stocks Structural, or Cyclical?

Are the Declines in Solar and Wind Stocks Structural, or Cyclical

Last week, I asked three green money managers if they thought cleantech stocks, especially solar and wind sectors were near a bottom. While they did tell me about eight cleantech value stocks , they were not ready to call the bottom . Commoditization in Clean Energy In response to my questions, Rafael Coven, the manager of the Cleantech Index (^CTIUS ), which is the index behind the Powershares Cleantech Portfolio ETF (PZD ,) told me that he and his colleagues at the Cleantech Group "are continually reminded how fast certain sectors have product commoditization, where intellectual property isn’t strong enough to differentiate products sufficiently, then prices have been collapsing even faster than we had anticipated. This is true for smart power meters, solar panels, wind turbines, and most lighting products – especially LEDs. ... Sector growth doesn’t necessarily mean tha...

Full article: http://www.altenergystocks.com/archives/2011/07/are_the_d...

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@renewablefacts » 02 Aug '11, 5pm
Are the Declines in #Solar, #Wind and #Geothermal Stocks Structural, or Cyclical? The answer it seems, is both. [link]
@ProfitMircle » 29 Jul '11, 5pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical ...: This is true for smart power meters, sola... [link]
@FreePhoneEnergy » 29 Jul '11, 3pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical? [link] [plz RT]
@NevvusPowergard » 29 Jul '11, 3pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical?: Filed under: Energy News [link] alternative energy
@ProfitMircle » 29 Jul '11, 3pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical?: This is true for smart power meters, solar p... [link]
@AlphaVerde » 29 Jul '11, 3pm
#GreenAlpha quoted today in @AltEnergyStocks' "Are the Declines in Solar and Wind Stocks Structural, or Cyclical?" [link]
@LizNRG » 29 Jul '11, 2pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical?: Fossil fuel prices are far from the only fac... [link]
@AltEnergyStocks » 29 Jul '11, 2pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical?: Tom Konrad, CFA Last week, ... [link] @altenergystocks
@green4lifeok » 05 Aug '11, 4am
Are the Declines in Solar and Wind Stocks Structural, or Cyclical? | Alternative Energy Stocks [link] [link]
@erenewableinfo » 03 Aug '11, 4pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical? | Alternative Energy Stocks [link]
@DrDuru » 31 Jul '11, 12pm
Are the Declines in #Solar and #Wind Stocks Structural, or Cyclical? | Alternative Energy Stocks [link]
@freeeats » 30 Jul '11, 11am
[link] Are the Declines in Solar and Wind Stocks Structural, or Cyclical ... [link]
@investmentsinfo » 30 Jul '11, 10am
Are the Declines in Solar and Wind Stocks Structural, or Cyclical ...: Are the Declines in Solar and Wind Stocks... [link]
@passongas » 29 Jul '11, 4pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical ... [link]
@7y5 » 29 Jul '11, 3pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical? [link]
@solartechnic » 29 Jul '11, 3pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical ... [link]
@cleandurt » 29 Jul '11, 2pm
Are the Declines in Solar and Wind Stocks Structural, or Cyclical? [link]