Did he look at the ratios they're selling at? Nosebleed... FSLR has a forward PE of 154.0 SPWR trades at a P/E ratio of 133+. JASO trades at a P/E ratio of 72.9 STP forward P/E is 65.70 TSO P/E is 64.40 The industry average P/E is 25.70, while other sites like MSNBC say the industry standard is 48.9 Still seems kinda high to me