Opinions
Mark Grammer
SunEdison Inc
SUNE-N
DON'T BUY
Nov 07, 2012
$2.390
Stock price when the opinion was issued
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DON'T BUY
Big manufacturer of silicon primarily used in solar panels and somewhat for the electronic industries. Solar panel industry has recently taken off, which has led to a shortage of the highly purified, highly crystallized and high-grade silicon. Earnings have done very well recently. There are now plants starting up in China, so expects pricing pressures to come.
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This is a green utility energy company consolidator. They might buy a wind power, solar power, etc. This is more of a growth model. Have started moving the tolling into an income fund called TerraForm (TERP-Q2). Both these stocks had been hit a little. SunEdison is more the growth model and TerraForm is the income model. They are in a great space. There is a lot of action in this space. The Shorts have been on these stocks lately. This is a good area to be in going forward.
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Wafer company in electronics. Solar craze has now gone away and the stock has been abysmal. Prospects here are quite difficult. Facing competition from a variety of fronts. Chinese particularly are very competitive.