With the private sector shrinking instead of growing, any hope for the economy will likely come from public stimulus. That has fueled a discrete guessing game among investors as to which companies would benefit. After all, it would be nice to have at least a few… Read More »
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Kevin Kelleher
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First Solar appears to have reached an important and, for many solar companies, elusive target: grid parity, or the point where photovoltaic electricity is as cheap as conventional electric power. In a research note, Pacific Crest analyst Mark Bachman ran some calculations on First Solar’s 12.6… Read More »
Let’s say Steve Jobs retires next year. So what? I’m one of those in the lonely camp that doesn’t believe Jobs is Apple and Apple is Jobs. Or that when he disengages from Apple the wheels must necessarily fall off. Jobs bought Pixar in 1986, and… Read More »
During the last recession, eBay not only prospered but flourished — not so this time around. Over the past year, eBay has de-emphasized auctions and put more focus on “buy-it-now,” fixed-price sales. In some ways, the strategy makes sense. But the move away from the freewheeling… Read More »
“If we are lucky, we will come out with a bill next week that nobody likes.” With those words, Rep. Barney Frank (D-Mass.), chair of the House Financial Services Committee, wrapped up two days of testimony from auto executives intended to be something like a truth… Read More »
Even if your Thanksgiving gathering had its share of sour family moments, consider yourself lucky: You weren’t stuck with a bunch of OPEC ministers in Cairo, where they couldn’t even agree on whether to cut oil production further. Even though oil recently dropped below $50 a… Read More »
Google shares recently fell as much as 67 percent from an all-time high in November of 2007. But while there is plenty of reason for concern in the short term, there are also signs that Google is growing slowly more integrated into many facets of our… Read More »
More Must Reads
It’s far from certain — it’s even a fairly remote possibility — but the possibility of an economic depression is being discussed more and more these days. As is to be expected, the discussion tends to be centered around how much of what we’re used… Read More »
For the past few months, stocks of solar-energy companies have been following the movements of the broader market, only with amplified volatility. So it comes as no surprise that, with stock indexes in general rising for the fourth straight trading day, solar stocks are up big. In… Read More »
President-Elect Barack Obama reaffirmed his commitment to addressing climate change this week, asserting that “few challenges facing America – and the world – are more urgent.” But the speech was notable for skirting that other urgent challenge facing the world: its tanking economy. Read More »
Who says corporate blogs can’t be informative? Sometimes what is deemed worthy of a blog post can speak volumes about the companies publishing them. Let’s look at two companies and their posts. Both employ a lot of U.S. autoworkers. One of them is seeking a massive bailout… Read More »
J.P. Morgan analyst Christopher Blansett created some buzz in the solar sector Monday with a note urging investors to make a “flight to safety” — noting that companies will have to weather “reduced solar subsidies next year, higher solar system borrowing costs and increasing competition… Read More »
Updated: It’s a classic PR play: When you start to look like the bad guy, call out a bigger bad guy. And it seems to be the strategy that the Securities and Exchange Commission — besieged by accusations of lax enforcement before and during the… Read More »
One of the unintended but still entertaining side effects of deflated market caps is the corporate catfight. As of yesterday, we have a promising one being performed in the energy sector: After a few weeks of gentle pawing at smaller rival NRG Energy, industry giant Exelon has… Read More »
Growth Energy, a new trade organization for corn ethanol companies, is lashing out against critics of corn ethanol by buying ad space in the New York Times and issuing “policy briefs” (bulky pdf files peppered with Excel graphs). Read More »
Solar stocks continue to have a rough time. In stark contrast to 2007, when the bigger names in the sector were rallying month after month on the promise of solar power, there is no clear sign of where the bottom is. Just when it looks like old… Read More »
This year has brought more than its share of surprises to the energy industry, but the bankruptcy of ethanol giant VeraSun Energy was one that few would have predicted at the beginning of the year. The stock started the year at $15.28, down from its June… Read More »
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