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Written by Eben Esterhuizen
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Friday, 20 July 2007 |
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First Solar (FSLR - Last trade $111.64) on Thursday registered to sell 9.65 million shares, including 5.65 million shares to be sold by selling stockholders. FSLR traded down sharply on the news. We have suggested before that FSLR may go for a secondary offering, and today's sell-off on the news provides a great entry point ahead of Q2 earnings on July 30. |
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Last Updated ( Saturday, 28 July 2007 )
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Written by Eben Esterhuizen
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Thursday, 19 July 2007 |
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Earnings season is once again upon us, and the losses on subprime mortgages still continue to have a negative spill-over on the stock market. SunPower (SPWR - Last trade $68.71) reported ahead of the opening bell, and shares tanked. SPWR August option implied volatility moved up to 57 before the start of trade, above its 6-month average of 38, according to Track Data, suggesting larger risk. By the end of the day SPWR shares lost 1.84%, staging only a modest recovery in the afternoon. These losses are even more significant given the rally we saw in U.S. stocks today, with the DOW ending above 14,000. Given the sky-high valuation on SPWR, does this pullback in SPWR present a buying opportunity? |
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Last Updated ( Saturday, 28 July 2007 )
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Written by Eben Esterhuizen
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Tuesday, 17 July 2007 |
Photo:kqedquest, Creative Commons, Flickr
Have you been itching to buy FirstSolar (FSLR - Last trade $112.05), but nervous to get on board with the stock going hyperbolic? If yes, I have some great news. Barrons just did a front page story on how FSLR "may get singed". Given the stock's unbelievable run over recent weeks, investors are likely to bag some profits ahead of the Q2 earnings release on July 30. As suggested before, if we had to see a FSLR pullback it would be a buy signal. |
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Last Updated ( Thursday, 19 July 2007 )
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Written by Eben Esterhuizen
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Tuesday, 10 July 2007 |
Photo:coda, Creative Commons, Flickr
The German photovoltaic industry knew bad news was on the way, and it could have been worse. Last week, Germany’s Environment Ministry recommended a shift in subsidies from solar energy installations to offshore wind farms. The solar sector breathed a collective sigh of relief because the subsidy could have easily been significantly cut or completely eliminated. Nevertheless outraged, the German Solar Industry Association issued a statement complaining that its members were in “a sensitive phase of development and [face] harsh competition with Asia.” |
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Last Updated ( Friday, 13 July 2007 )
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Written by Eben Esterhuizen
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Friday, 06 July 2007 |
Let's assume for a moment that we had it wrong. Since we started covering solar stocks at The Panelist, we've been working with the assumption that solar valuations appear stretched. Love him or hate him, Mad Money host Jim Cramer also added his voice to the emerging consensus that solar valuations have gone too far.
Despite these high valuations, I still believe that there are opportunities to make money in this sector due to the lack of consensus on when the polysilicon shortage will end. Let's say that solar valuations are justified at current levels. If that is the case, short sellers are in for some pain. This article is about how you can turn the short seller's pain into profit. |
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Last Updated ( Tuesday, 10 July 2007 )
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