Investorideas.com | big ideas for the small cap investor- One of the first online investor resources providing research tools for renewable energy, water and Homeland Security Investing Search www.investorideas.com
   Member Access       Sign-up       Listings        Stock Directories       Research       Cleantech       Tech Newsletter         Headlines        Video       New Ventures   




AddThis Social Bookmark Button
+Related topics

Solar Stocks Interview with J Peter Lynch Discussing Portfolio Performance and Key Trends

Solar Stocks and Market Commentary with J Peter Lynch

Point Roberts, South Salem, New York - August 25, 2011 www.Investorideas.com, a leader in cleantech stock research, releases a recent Q&A interview with regular solar stocks columnist, J Peter Lynch.

Mr. Lynch discusses his performance in his solar portfolio and trends in the sector moving forward.

Solar Stocks Commentary with J Peter Lynch -

Read other articles, Exclusively for InvestorIdeas.com and Renewableenergystocks.com: http://www.renewableenergystocks.com/PL/

See Peter's technical solar stocks review: http://www.investorideas.com/PL/Solar-Stocks-Review.asp

Solar Stocks Interview with J Peter Lynch Discussing Portfolio Performance and Key Trends

J Peter Lynch

Join Investor Ideas Members to access the Renewable Energy stocks directory, water stocks, biotech stocks, defense stocks directories and the Insiders Corner

Q: Investorideas.com

Peter, in the volatile market we have all gone through recently, your solar stocks portfolio realized some significant gains . Can you give investors some hi- lights of the overall performance and where it stands now ?

A: J Peter Lynch

Our solar portfolio significantly outperformed the major indexes in both 2010 and YTD in 2011:

In 2010 we outperformed by 310% with a gain of 42.94% vs the markets average gain of 13.87%.

In 2011 we sold the last of our positions at the beginning of August and closed up 16.52% YTD vs the markets being down an average of approximately 6%.

Currently we are on the sidelines and feel that the current market may well be a correction at the beginning of a bear market. We will keep you informed but with this current market and its volatility this no time to be fooling around with stocks that are ALL in serious downtrends.

Q: Investorideas.com

I have read that Italy is poised to move ahead of Germany in the PV market - can you give us your insight as to what you see developing ?

A: J Peter Lynch

I have heard that too. But Germany is the strongest country in Europe by far and their Feed in Tariff program (FIT) has proven itself over the past 5 years. Germany will stay the leader for the foreseeable future. The only mystery to me is why the USA does not follow the proven German approach - the FIT - that has already been copied in one form or another by 40 additional nations.

Q: Investorideas.com

What do you see moving forward for the industry in terms of growth of installations and costs coming down?

A: J Peter Lynch

Industry margins are under pressure, as I predicted in mid-2010. I am hearing quotes from some Chinese solar companies that make me wonder if they are selling at a loss. We need the federal grant program to be extended at the end of this year, although I am hearing that it is not going to happen. What we really need is a nationwide FIT program if we really want to say we are serious about renewables. We will also need more flexible and available financing programs to enable companies to accelerate projects.

Q: Investorideas.com

There have been some recent upgrades in the sector recently including First Solar, what are your thoughts?

A: J Peter Lynch

My thoughts are to wonder what they are looking at - to put it very simply - FSLR is NOT a buy here unless your hobby is catching falling knives. The stock is in a strong downtrend and until it shows some positive signs of life it is not a buy for anyone except a serious focused trader.

Take a look at the graph below - does this look like a stock YOU would want in your portfolio? Also today was a strong day on the market and the stock traded down a sign the trend has not reversed.

Investorideas.com Newswire

Q: Investorideas.com

For investors that are still long solar stocks or for new investors looking for an entry point what are your thoughts?

A: J Peter Lynch

If you are holding stocks they are more than likely very oversold and at least due for a bounce, which you could use to exit. If you are looking to initiate new positions you will have to be patient and wait for the current volatility to calm down and solar stocks to start to show signs of life. Remember, no investor, will consistently buy a stock at the absolute bottom or sell a stock at the absolute top. What the savvy investor wants to do is to maximize his or her return while at the same time minimizing their risk.

This is exactly what we did in 2010 and 2011. In 2010 we achieved our superior returns with ZERO trades that year. In 2011 we started out well, but we sold out of our positions whenever they violated our criteria thereby letting our profits run as long as we could and then minimizing our downside losses by selling positions as they violated the rules we had set. This strategy once again allowed us to significantly outperform the market YTD in 2011.

Read Solar Stocks Commentary with J Peter Lynch at Investorideas.com

http://www.investorideas.com/PL/

Read Peter's technical solar stock reviews:

http://www.investorideas.com/PL/Solar-Stocks-Review.asp

Mr. Lynch has worked, for 34 years as a Wall Street security analyst, an independent security analyst an investment banker and private investor in small emerging technology companies. He has been actively involved in following developments in the renewable energy sector since 1977 and is regarded as an expert in this field. He was the contributing editor for 17 years to the Photovoltaic Insider Report, the leading publication in PV that was directed at industrial subscribers, such as major energy companies, utilities and governments around the world. He is currently a private investor and advisor to a number of companies. He can be reached via e-mail at: SOLARJPL@aol.com. Please visit his website for the promotion of solar energy - www.sunseries.net

Subscribe to the Peter Lynch solar RSS feed; http://www.investorideas.com/RSS/feeds/PL.xml

Disclaimer: The views and opinions expressed in the research published are those of the individual companies and writers and not necessarily those of Investorideas.com® or any of the industry sector portals. At the time of publication, writers may hold positions in the stocks or companies mentioned.

Research other solar with the renewable energy stocks directory ; a global stock directory featuring over 1100 green stocks. Investors also have the option to access the directory as part of the Investor Ideas Membership premium content that currently features an additional 10 stock directories, including the water stocks directory and all cleantech stock directories. http://www.investorideas.com/membership/

Get free investor stock alerts and newsletters:
http://www.investorideas.com/Resources/Newsletter.asp

About Investorideas.com Green Investor content:

Investorideas.com was on the of the first investor sites covering investing in water and renewable energy stocks and has become a global go-to destination for investors researching the cleantech sector, with stock directories, company news, commentary from experts, research reports and industry resources and links. Investors can follow solar stocks commentary on our site with solar expert, J. Peter Lynch.

Disclaimer/ Disclosure: Our sites do not make recommendations. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. We attempt to research thoroughly, but we offer no guarantees as to the accuracy of information presented. All Information relating to featured companies is sourced from public documents and/ or the company and is not the opinion of our web sites. This site is currently compensated by featured companies, news submissions and online advertising. Learn more: www.InvestorIdeas.com/About/Disclaimer.asp , http://www.investorideas.com/About/News/Clientspecifics.asp

For more information contact Investor Ideas:

Dawn Van Zant 800.665.0411, Email: dvanzant@investorideas.com or Cali at cvanzant@investorideas.com

Source: www.RenewableEnergyStocks.com, www.Investorideas.com


Other Green Investor Resources and Tools:

Subscribe to the Renewable Energy and GreenTech Business and Stock News RSS Feed

Investorideas.com Green Investor Audio Series

Investing In Water Podcast: The investing in water podcast features audio interview with some of the sector's leading experts and fund managers.

Investorideas.com Members- access to green stock directories and trading trends
With markets and investor sentiment changing daily- it is more important than ever to stay on top of key trends! Gain Exclusive Insight on Leading Sectors, Global Trends, and Insider Trading Ideas, News, Articles and Investor Ideas Members only Restricted Content including the water stocks directory, environment stocks and renewable energy stocks directory.
http://www.investorideas.com/membership/



TOP

Investor Ideas © 2000 - 2014 InvestorIdeas.com®, ECON

Free Investor Stock Alerts
Sign up here

login | logout | about us | contact | disclaimer / disclosure |
advertise | company profile directory | partners / links |
job search | privacy policy | trade | services | sitemap |