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    1. The Solar Industry: U.S. Duties, WTO Ruling And The Obvious Winners


      Fri, 18 Jul 2014

      By Soid Ahmad : The global solar industry witnessed several ups and downs in the recent past. First there was an oversupply problem back in 2011, thanks to Chinese solar manufacturers, then interventions from different governments improved demand-supply condition of the industry, and solar stocks

    2. Taking An Early Look At First Solar's Second Quarter Earnings And Full-Year Outlook


      Wed, 16 Jul 2014

      last article in this series on First Solar (NASDAQ: FSLR ) looked at their earnings guidance ..... The article suggested that First Solar is consistently conservative ..... bandwidth of potential earnings for First Solar in 2014. The current analyst

    3. First Solar reportedly abandons plans for Chinese plant


      Fri, 11 Jul 2014

      First Solar ( FSLR -0.3% ) is reportedly abandoning its effort to build a 2GW solar ..... with Guangdong Nuclear to help develop the project. For reference, First Solar estimated it had 12.2GW of potential booking opportunities at the

    4. Solar stocks drop; China reportedly thinking of cutting targets


      Tue, 8 Jul 2014

      sales to the former market. Solar stocks are lower amid a market selloff: YGE -5.3% . CSIQ -4.7% . SCTY -3.5% . FSLR -3.5% . SPWR -3.2% . JKS -4.6% . HSOL -4.4% . SOL -3.5% . DQ -3.4% . CSUN -5% . TSL -2.7% . ENPH -3

    5. First Solar Positioned To Capitalize On Exploding U.S. Residential Market


      Mon, 7 Jul 2014

      By Livio Filice : The solar PV industry is now moving towards a decentralized model away from large utility scale solar farms to growth in the residential space. Solar systems are now being installed at the point of consumption rather than vast distances away from the general population which is ...

    6. An Inquiry Into The Wealth Of Renewable Energy: Part III


      Thu, 3 Jul 2014

      By Jonathan Fishman : For Part II go here The Energy Mix of the Future In this last part, we'll think about the role of different renewable energy technologies in our future. I'll remind you that the Energy Information Association (EIA) currently has the following forecast in place: Year 2010 2015

    7. An Inquiry Into The Wealth Of Renewable Energy: Part II


      Wed, 2 Jul 2014

      By Jonathan Fishman : For Part I go here . In this part, we will go over investment flows in different renewable technologies, think about the future role of renewable energy, and discuss the case of Germany. Investment Flows Examining the investment environment of renewable technologies over the

    8. Why First Solar Is A Better Buy Than SolarCity


      Sun, 29 Jun 2014

      solar companies, based on market cap, are First Solar ( FSLR ) and Solar City ( SCTY ). As shown by the chart below, both FSLR and SCTY are off to a strong start in 2014. FSLR data by YCharts SolarCity Despite the fact

    9. RadioShack Is Not As Bad As Everybody Thinks


      Thu, 26 Jun 2014

      By Charles Moscoe : So while I'm a contrarian, I don't blindly jump into everything that the betting public hates. There must be a significant asymmetrical risk reward profile for me to get interested and make a bet. I've been following RadioShack ( RSH ) for the past several years. I took my first

    10. First Solar gets $290M in financing for Chilean project


      Thu, 26 Jun 2014

      respectively providing $230M and $60M for a 141MW First Solar ( FSLR +1.6% ) project to be built in Chile's Atacama Desert. The deal paves the way for First Solar to start construction. First Solar notes the project is one of several it has

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