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Solar: Can U.S. Upside Trump European Slowdown?

November 26, 2008
by Eric Savitz
Blogger and Columnist, Barron's, Tech Trader Daily

Eric Savitz

So here’s the crux of the debate on the solar stocks, which today have gained ground for the fourth straight session, posting some impressive cumulative gains after a long, long slide.

The bearish view is that the stocks, while certainly badly beaten up in recent months, still must endure a period of tighter credit, collapsing prices, too much supply, a stronger dollar and strapped governments pulling back on subsidy programs. The bears argue that solar valuations are low in part because the market is adjusting to low-margin commodity pricing; P/E multiples on forward numbers are low in no small measure because there is no confidence that the estimates for next year and beyond can be met.

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