Don’t be fooled by the bad Q2 results, First Solar, by being very conservative, has built valued stability for itself in an environment that is rather volatile. Another plank of their iron-clad position is the competitive position of their series 6 panels. The company is an object lesson in how to manage a solar company […]
First Solar Is The One Company To Own In The Solar Space
August 2nd, 2018 · Comments Off on First Solar Is The One Company To Own In The Solar Space
Tags: FSLR
First Solar: What Moved It Higher?
November 1st, 2017 · Comments Off on First Solar: What Moved It Higher?
The Q3 figures from First Solar were very well received. At first sight, it was a little difficult to perceive what exactly caused the shareholder enthusiasm. Yes, there was a big quarterly beat, but quarter to quarter business is volatile and the yearly outlook didn’t change all that much. We delve into this and will […]
Tags: FSLR
SHU Portfolio: What To Buy Next
October 30th, 2017 · Comments Off on SHU Portfolio: What To Buy Next
Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from 3D sensors and is well positioned for a Chinese demand recovery. Source: SHU Portfolio: What To Buy Next – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha
Tags: FNSR · FSLR · SHU Portfolio
SHU Portfolio: About That $110 Price Target For First Solar From Deutsche Bank
October 13th, 2017 · Comments Off on SHU Portfolio: About That $110 Price Target For First Solar From Deutsche Bank
First Solar would be the main beneficiary from the implementation of US tariffs. With the biggest hurdle seemingly out of the way for those tariffs, buying the stock seemed almost like a no-brainer. However, the situation is a little more complex than this, as we will explain. Source: SHU Portfolio: About That $110 Price Target […]
Tags: FSLR · SHU Portfolio
SHU Portfolio; FSLR, An Interesting Risk/Reward Situation
October 12th, 2017 · Comments Off on SHU Portfolio; FSLR, An Interesting Risk/Reward Situation
The solar market is booming this year, it might even reach 100GW of worldwide installations. However, possible tariff changes in the US and China might dent the perspectives next year. First Solar will be a beneficiary from US tariffs, but won’t be able to entirely escape any consequences from any lower Chinese feed-in tariff. Source: […]
Tags: FSLR · SHU Portfolio
SHU Portfolio; FSLR, An Interesting Risk/Reward Situation
October 5th, 2017 · Comments Off on SHU Portfolio; FSLR, An Interesting Risk/Reward Situation
The solar market is booming this year, it might even reach 100GW of worldwide installations. However, possible tariff changes in the US and China might dent the perspectives next year. First Solar will be a beneficiary from US tariffs, but won’t be able to entirely escape any consequences from any lower Chinese feed-in tariff. Source: […]
Tags: FSLR
Profit From The Solar Crash
November 12th, 2016 · Comments Off on Profit From The Solar Crash
Tags: Solar sector · SPWR
Haircut in First Solar seems a bit silly + Notes from the conference call
October 29th, 2009 · Comments Off on Haircut in First Solar seems a bit silly + Notes from the conference call
More of a timing issue..
Tags: Alternative energy · FSLR · Solar sector
Some ideas in solar
August 26th, 2009 · Comments Off on Some ideas in solar
Food for investment thought..
Tags: LDK · Solar sector
Shift in the solar energy space
May 26th, 2009 · 1 Comment
Times, they are changing. The reign of the undisputed king of solar energy, First Solar (FSLR) might be about to come to a grinding halt. Who is going to profit?
Tags: Solar sector