Solar Headwinds, Part I: How Solar PV Is Like Ethanol
Tom Konrad (AltEnergyStocks) submits:
In May 2007, I published a competitive analysis of the corn Ethanol industry based on Michael Porter’s classic Five Competitive Forces model. At the time, Ethanol stocks were flying high, but my conclusion was that "the prospective ethanol investor should be very careful about investing in corn ethanol producers at random." If anything, I understated the case.
This chart shows three ethanol stocks that have survived since 2007. As survivors, they are among the best performers in the industry; several others have declared bankruptcy.
Investing, Long Term Investment, stock market | admin March 12, 2010
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