Items Tagged With SPWR

Polysilicon Shortage - Investors Shouldn't be Swimming Upstream
Written By: Eben Esterhuizen
2007-05-14 23:09:51
I like to catch up on my reading while on the subway on the way to work (Warren Buffet once said that Wall Street is the only place that people ride to work in a Rolls Royce to get advice from those who take the subway). I came across an interesting article discussing the polysilicon shortage choking the growth of the solar industry.

Short and Sweet: Turn the Solar Short Seller's Pain Into Your Gain
Written By: Eben Esterhuizen
2007-07-06 01:35:02
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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Solar Credit Crunch: Buy When There's Blood on the Streets (Part 3)
Written By: Eben Esterhuizen
2007-08-28 02:19:54
Have we now found a bottom for stocks? In Part 2 we recommended the "wait-and-see" approach, as more economic data is needed to show the impact of the subprime meltdown. I'm not going to pretend that it's easy to call a top or a bottom, but I believe that there is good value out there.

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SPWR - Good Companies are Not Always Good Investments
Written By: Eben Esterhuizen
2007-04-01 23:29:31
SunPower (SPWR - $46.40) has been on a medium uptrend since the September 2006 low of $26, and after strong gains in the last few sessions on the back of above average trading volumes, the share price is testing the all time high of $48. Bank of America (BAC), DeutscheBank (DB), Citigroup (C) and Thomas Weisel (TWPG) are among the cheerleaders for the stock, all saying that SunPower's prospects are among the brightest in the solar sector. While the stock is testing its all time high, I can't help wondering if this good company is a good investment.

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SPWR Earnings - SunPower Shows Why It Trades at a Premium
Written By: Eben Esterhuizen
2007-04-30 00:11:14

On April 26 SunPower (SPWR - Last trade $59.55) reported knockout Q1 results. This was the first quarter that SPWR reported results consolidated with PowerLight following its January 10th acquisition. The company reported EPS of $0.29/share, blowing away the street's estimate of $0.19/share (a lower tax rate allowed for EPS upside to the quarter). Non-GAAP revenues for the quarter were $143.2 million, also beating estimates at $127.7 million. SPWR also guided Q2 and FY07 ahead of street estimates, and the share price has moved from an April 26 low of $57.02 to a high of $59.55 on April 27.

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