LDK Solar Co., Ltd.
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A Hidden Solar Small Cap Gem is up 300% from its recent low
By Sneha Shah - May 9, 2013 | Tickers: ENPH, FSLR, GE, GTAT, LDK, PWER, SI, SCTY, SPWR, STP
US Solar Stocks are on a bull run
Solar stocks have been rising rapidly in the recent months along with the general stock market and improving industry fundamentals. The buyout of Power-One (NASDAQ: PWER) for a substantial premium by European giant ABB has improved the sentiment as well. While the Chinese solar stocks are still under pressure due to the bon defaults by Suntech (NYSE: STP) and LDK Solar (NYSE: LDKmore »)
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A Few Reasons Why This Stock Deserves More Limelight
By Alexander Cho - April 24, 2013 | Tickers: FSLR, LDK, STP, YGE
First Solar's (NASDAQ: FSLR) recent earnings announcement turned a lot of heads, as analysts were quite thrilled and surprised with the results. The company’s results were enough to cause the stock to soar 33% last Tuesday. More important was the extremely strong guidance provided by First Solar.
On Wall Street, guidance is literally the most significant forward indicator. Analysts use guidance as a means to predict earnings one more »
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Is This Company a Short Squeeze Victim, or a Fundamental Long Play?
By Meena Krishnamsetty - April 22, 2013 | Tickers: FSLR, LDK, NRG
The solar industry is notoriously volatile, with companies in the sector being prone to wild swings in a single-trading day based upon a variety of factors. As such, perhaps it is not totally unexpected that shares of First Solar (NASDAQ: FSLR) experienced a meteoric rise of about 49% on April 9.
The question for investors is, whether First Solar, and perhaps the solar industry in general, is poised for continued more »
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Is First Solar a Short Squeeze Victim, or a Fundamental Long Play?
By Meena Krishnamsetty - April 17, 2013 | Tickers: FSLR, LDK, NRG
The solar industry is notoriously volatile, with companies in the sector's shares being prone to large single-day moves up and down based upon a variety of factors. As such, perhaps it is not totally unexpected that the shares of First Solar (NASDAQ: FSLR) experienced a meteoric rise of about 49% on April 9th. The question for investors is whether First Solar, and perhaps the solar industry in general more »
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MEMC to Benefit From Solar Industry Catalysts
By HM Joshi - April 17, 2013 | Tickers: FSLR, LDK, SUNE, SPWR
MEMC Electronic Materials (NYSE: SUNE) recently proposed a company name change to SunEdison, to be effective post-May, for a good reason. Even though it is a company essentially in the semiconductor equipment/Information Technology business, its solar business is what makes this $5 stock a great risk-reward opportunity. There are several business and market drivers that will benefit MEMC Electronic Materials in the next two years.
Key Business and Market more »
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Why First Solar Could Merit Investment Opportunity Of The Year
By Alexander Cho - April 16, 2013 | Tickers: CSIQ, FSLR, JKS, LDK, SPWR, TSL, YGE
First Solar recent earnings announcement turned a lot of heads as analysts were quite thrilled and surprised with the results. The company’s results were enough to cause the price of the stock to soar by 33% last Tuesday. More important than just the earnings were the extremely strong guidance that was provided by First Solar. On Wall Street, guidance is literally the most significant forward indicator. Analysts use guidance more »
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Solar Stocks Rally and the Sky Is the Limit for Future Gains
By Brian Nichols - April 12, 2013 | Tickers: FSLR, JASO, JKS, LDK, SPWR |
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 »
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The Sun Is Setting on China's Solar Industry
By Leo Sun - March 21, 2013 | Tickers: LDK, STP, TSL, YGE
The sun is setting on the Chinese solar industry - once one of the hottest growth sectors in the world. Years of declining revenue, contracting margins and negative profit growth have finally taken their toll, smothering industry leader Suntech (NYSE: STP), once the largest solar company in China, under a mountain of debt.
Suntech once tied First Solar as the largest solar company in the world by factory capacity. That explosive more »
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A Foolish Take on Solar
By Dana Blankenhorn - March 15, 2013 | Tickers: FSLR, TAN, LDK, KWT, SCTY, STP, YGE
This should be a good time to hold some solar, but most stocks in the sector are down, and the major ETFs covering the space, TAN (NYSEMKT: TAN) and KWT (NYSEMKT: KWT), are both down 35% year-over-year.
What's wrong with solar stocks? Nothing, per se. The sector continues to grow, costs continue dropping across the board, and more locations are passing through grid parity or convergence, the point at more »
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Is This Solar Equipment Provider Undervalued?
By Shobha Narasimha - February 26, 2013 | Tickers: GTAT, LDK, VECO
GT Advanced Technologies (NASDAQ: GTAT) is one of the largest equipment providers for the solar and LED industry. In the last year its stock price has declined more than 60%, and now is in range of its 52 week low. A 52 week low is never a buy signal for any company--it just means investors are pessimistic about the company’s future. Let us take a look at what is more »
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Dear Trina Solar, I'm Back! - Billionaire Ken Griffin
By Marshall Hargrave - February 14, 2013 | Tickers: FSLR, LDK, STP, TSL, YGE
Per a 13G filing with the SEC, billionaire investor and founder of Citadel Investment Group Ken Griffin has returned as a Trina Solar (NYSE: TSL) shareholder. He now owns 6.2% of Trina's outstanding shares, over 252 million shares. The last time Griffin owned a meaningful stake in Trina was the fourth quarter of 2008, where his stake was over 135 million shares. This recent purchase is just one more »
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Follow Your Heart But Check The Ticker
By AnnaLisa Kraft - February 11, 2013 | Tickers: FSLR, LDK, VWSYF, YGE
Socially responsible investing can be profitable, very profitable, but there are some object lessons out there that should cause investors to make sure that not only are their companies socially responsible but that they have a compelling reason to be in the stock beside just good vibes. Alternative energy seems to be the worst-hit sector of socially responsible stocks over the last few years.
Profits Gone With The Wind
One more »
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Solar's Exile to Green Fringe Ending?
By Nihar Patel - January 14, 2013 | Tickers: FSLR, JKS, LDK, SPWR
I only mention this because the industry was particularly hard hit when the global economy took a beating. With all the problems in Europe and subsidies drying up the solar industry suffered massively. For classic silicon wafer makers, the massive expansion in production capacity and raw material capacity put severe pressure on the industry as supply boomed and demand lagged. Chinese solar companies like LDK Solar (NYSE: LDK) spent a more »
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Mounting Debts, Declining Margins for This Solar Stock
By Shas Dey - January 8, 2013 | Tickers: BRK-A, LDK, SPWR, TSL
Solar stocks have something in common with web/social media stocks. Both the sectors are darlings with investors, but most of the stocks operating in these sectors have failed to perform. In the past two years, a number of solar companies floated their IPOs and the initial investors are still trying to recoup their investment, forget about making profits. Older companies are failing to provide returns as well. As an more »
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Solar Stocks Look to Rally Following Berkshire's Move
By Brian Nichols - January 4, 2013 | Tickers: FSLR, LDK, SPWR, STP, TSL
Most stocks trade at a higher multiple compared to their sales. This is of course dictated by industry, as some sectors trade with more optimism. However, the solar industry might be the most undervalued space in the market, and the recent acquisition by Berkshire Hathaway is solid proof.
If you look through most of the high-profile technology companies you will find that most trade with a price/sales ratio over more »
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Is This Solar Play as Cheap as it Seems?
By Steve Symington - December 18, 2012 | Tickers: GLW, GTAT, LDK, SSNLF, TSL, PANL, YGE
As a starting point in my continuous search for new ideas, I often look for companies with high earnings yields and great returns on invested capital. Why? Companies with high returns on invested capital generally possess durable competitive advantages and demonstrate a knack for creating shareholder value. When these companies also sport high earnings yields, they represent great potential opportunities for investors to beat the market.
Skeptical? You don't more »
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One Stock Shorts are Beginning to Fear
By Edgar Ambart - September 8, 2012 | Tickers: FSLR, TAN, JKS, LDK, YGE
Wise investors know exactly when to turn bearish, right around the time when everyone else is overwhelmingly bullish. Per John Templeton, bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.
As the S&P500 fired off after Mr. Obama's more »
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Bite-Sized Solyndra: The Amonix Shutdown
By Evan Buck - July 23, 2012 | Tickers: CSIQ, ECTY, FSLR, LDK
Amonix, a solar manufacturing company based in Seal Beach, California, has just shut its doors for the 214,000 square-foot facility in North Las Vegas, Nevada, a year after it opened. Amonix was heavily subsidized by the federal government, with more than $20 million in total in federal tax credits and grants. Amonix was highly praised and extolled by several Republican and Democratic politicians, including Senator Harry Reid (D-NV), Nevada Governor Brian Sandoval (R), and U.S. Representative Shelley Berkley (D-NV), among others.
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When Numbers Mask the Real Story
By Peter Pham - June 19, 2012 | Tickers: LDK, SPWR, STP, TSL
Sometimes financial figures cannot be used as the main criteria for judging a company’s prospects. Sometimes it takes a bit more work to construct the real story which will allow you to arrive at a meaningful conclusion.
Currently, Trina Solar’s(NYSE: TSL) financial statistics are not in its favor as its net income, ROA, and ROE are all negative. To put it bluntly the company is bleeding red more »
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Is it Finally Time to Buy First Solar?
By Chad Henage - April 5, 2012 | Tickers: FSLR, LDK, STP
Bottom line, I'm going to be closing out my under-perform call on First Solar today, and initiating an outperform call going forward on CAPSCall. With the stock selling for a single digit forward P/E, and with decent positive expected cash flow, I'm hoping to catch the handle of this falling knife. The fact that First Solar has one of the best gross margins in the industry, and is sitting on a net cash position of $124 million also gives me comfort. Solar power will continue to be a viable alternative fuel. First Solar seems to be positioned well to take advantage of this trend.
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