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	<description>Opportunities in smallcaps</description>
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		<title>Haircut in First Solar seems a bit silly + Notes from the conference call</title>
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		<pubDate>Thu, 29 Oct 2009 14:15:14 +0000</pubDate>
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				<category><![CDATA[Alternative energy]]></category>
		<category><![CDATA[FSLR]]></category>
		<category><![CDATA[Solar sector]]></category>

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		<description><![CDATA[More of a timing issue.. Profit beat expectations, but revenues didn&#8217;t. The reason, a project in Canada had some delay so $58M in revenue won&#8217;t be recognized until the next (fourth) quarter. For additional reassurance, the company reiterates it&#8217;s full-year guidance and argued the revenue shortfall is truly a timing issue. One could even argue [...]]]></description>
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