ReneSola LTD (SOL)

Downthumb. Negative cash flow. Very large debt ratio. One of the poorest balance sheets and cash flow statements in the Solar Energy businesses.

I thinks the recent spike that made the stock go over 5 dollars will repeat itself.

This is my long-term play on solar energy. Let's see. China + green technology = huge LT growth potential. SOL is becoming more of a vertically intergrated photovoltaic maker instead of selling their wafers to other companies. And since it is much smaller than SunTech, it allows for greater growth over time. Plus the cost base could end up being under $1/watt - which would be cheaper than SunTech.

They are naked in their intellectual property position in the US. They did not convert many of their Chinese patents into US ones, so they are basically giving free technology to the competition here. Once people realize this, the stock will dive.

Toxic assets, poor cash flow, based in China, a highly competitive solar industry, this stock is a speculative play-- not an investment

solar gonna boom big . up when oil back to 100. increasing usage of renewable

Company will increase production over the nrxt 18 months.

added to my real money portfolio

Gov support. Big China play.

http://www.fool.com/investing/high-growth/2009/06/21/the-next-millionaire-maker-megatrend.aspx

One of my primary complaints about solar stocks is the seemingly endless amount of competition in solar cell manufacturing and the apparent low barriers to entry. When it's difficult to tell one company's operations from the next, it becomes a bit of a crapshoot to pick which will excel and which will fall by the wayside.

ReneSola, however, gets around my complaint by not focusing primarily on manufacturing solar cells, but rather on making the silicon wafers that companies such as Suntech and JA Solar use to make their solar cells. So instead of trying to build the best mousetrap, ReneSola is providing springs to the mousetrap manufacturers. To me, that makes ReneSola a better pick to capitalize on the potential of solar power overall.

http://www.fool.com/investing/general/2009/06/09/great-call-on-conocophillips-whats-next.aspx

Macro trends in this stock's favor... Plus, they supply the razor blades, not the razor...

When oil goes up, solar stock goes up.

solar demands will keep growing all over the world with oil prices rising...

$12 target.

Risky, but the potential payout is too big to ignore.

I think solar energy is both unpractical and inefficient under our current means for obtaining it. However, there is a push for it, and as long as the green frenzy has a grip on the world these things will see positive gains...regardless of whether or not energy or the environment is actually being saved.

still undervalued

I like Solar & IT stocks that are undervalued because thet are set to soar if Obama manages to make only half of the green collar jobs that he has promised.