JA Solar Holdings Co., Ltd. (ADR)
A Look at First Solar’s Analyst Day
First Solar (NASDAQ: FSLR) saw a 45.53% midday rally as the company gave a presentation on its analyst day. The company began by talking about demand and long-term margins, including a wide array of new products. At this point the stock was trading higher by 6%, and then rose to 8% when it began to discuss its cost/watt being cut more »
Earnings can be the best period of opportunity in the market, as they often set the trend for the following three months. However, it can also be a trap. Therefore, I am looking at each of the below companies' performance to determine if these reactions are creating value or a value trap.
An Undervalued High-Risk Stock Gets Crushed After Earnings
On a flat trading day, a stock that outperforms with large gains is not hard to notice. Companies that see the greatest movement, on these days, are often driven by factors that could impact long-term trends. Therefore I am looking at stocks that moved to the highest degree on Thursday; stocks that might continue to trade higher.
JA Solar Holdings
If someone were to survey a random sampling of the people closest to me, he might conclude that I am a die-hard cheerleader for Chinese investment. I would argue, however, that this is not the case. For if I am a cheerleader I am a poor one, at best, for I only cheer when the team is winning. At worst, I will abandon the team when it becomes obvious to more »
After the roller-coaster year that First Solar (NASDAQ: FSLR) has had, it may be time to reassess whether or not the company and/or the entire solar industry is even viable. In full disclosure, I am a big fan of solar as a concept. However, it remains to be seen if the wide-scale implementation of solar power is economically feasible. If there is one company that has what it takes more »
A perfect storm has gathered to sink alternative energy and biofuel companies. Crude oil has fallen along with economic growth around the world, resulting in the exchange traded fund for the industry, United States Oil (NYSEMKT: USO), being down 15.17% for 2012. Over the same period, United States Natural Gas (NYSEMKT: UNG), the exchange traded fund for natural gas, is off by 24.96%. The exchange traded fund for more »
It has been a rough year for solar stocks. First Solar (NASDAQ: FSLR) was the worst performing stock in the S&P 500 last year and has lost almost 90% of its value from its 52 week high of 142. Nor was it alone in the solar industry. Suntech Power(NYSE: STP) is off 70%. JA Solar (NASDAQ: JASO) is off 80%. Solyndra, recipient of a $500 million U.S more »
Without a doubt, 2011 was a bittersweet year for the solar industry. Solar energy installations in the U.S. increased nearly 40% in the third quarter over Q2, adding more than 200 megawatts of solar power capacity--more than was added in all of 2009. Large-scale projects boomed and the residential market heated up, thanks to government tax incentives. Prices of panels began to fall, making solar even more attractive to more »