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MEMC Electronic Materials, Inc.

  • ViaSat, Consolidated Graphics, MEMC: What is driving these stocks?

    By Jacob Wolinsky - May 20, 2013 | Tickers: CGX, WFR, VSAT

    The rally in the U.S. equity markets continues to amaze investors, amid remarkable resilience. Stocks such as ViaSat (NASDAQ: VSAT), Consolidated Graphics (NYSE: CGX), and MEMC (NYSE: WFR) registered more than 20 percent gains last week and touched new 52-week highs. Here is what is driving these stocks:

    Consolidated Graphics provides commercial printing and print-related services, and the business went through a rough patch during last year. However, the more »

  • Is it Worth Investing in Solar Energy?

    By Lior Cohen - May 10, 2013 | Tickers: FSLR, WFR, SPWR

    Leading solar panels manufacturers such as SunPower (NASDAQ: SPWR) and First Solar (NASDAQ: FSLR) have done very well in the past several months in the stock market. Many investors are turning towards investing in solar energy and believe these companies will eventually lead to profits with positive return on investment. Is it worth investing in solar manufacturers or other related companies to solar energy? Is high growth in solar panel more »

  • 6 Solar Stocks The World’s Smartest Investors Are Holding

    By Meena Krishnamsetty - May 7, 2013 | Tickers: AMAT, FSLR, GTAT, WFR, SPWR

    Empirical research has found that it has been possible for piggyback buyers to beat the market by 18 percentage points a year while following hedge funds' best picks; learn how they did it here. It’s for this reason that we’re going to take a look at hedge funds’ interest in one particular segment of the energy marketplace.

    Energy is one of the most important topics in the world more »

  • MEMC to Benefit From Solar Industry Catalysts

    By HM Joshi - April 17, 2013 | Tickers: FSLR, LDK, WFR, SPWR

    MEMC Electronic Materials (NYSE: WFR) 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 »

  • The Sun Is Setting on This Stock

    By Marshall Hargrave - April 16, 2013 | Tickers: FSLR, WFR, SPWR

    First Solar (NASDAQ: FSLR) rallied some 35% in one day earlier this week after providing impressive guidance through 2015. This disaster of an industry has led to hypersensitivity to good news. First Solar's earnings guidance caused an over-reaction in the entire industry. 

    First Solar's "good news" includes:

    • Fiscal 2013 guidance estimates revenue to come in between $3.8 billion and $4 billion, far above the consensus estimate of more »

  • The Sun Is Setting On This Stock

    By Marshall Hargrave - April 13, 2013 | Tickers: FSLR, WFR, SPWR

    First Solar (NASDAQ: FSLR) rallied some 35% in a day earlier this week after providing impressive guidance through 2015. This disaster of an industry, has led to hypersensitivity to good news. First Solar's earnings guidance caused an over reaction in the entire industry. 

    First Solar's "good news" includes:

    • Fiscal 2013 guidance estimates revenues to come in between $3.8 billion to $4 billion, far above the consensus estimate more »

  • Three Market-Moving Upgrades: 2 to Buy & 1 to Sell

    By Brian Nichols - March 8, 2013 | Tickers: MLNX, WFR, TPLM

    It Might Finally Be Time to Buy this Fallen Stock

    Shares of semiconductor company Mellanox Technologies (NASDAQ: MLNX) saw a boost in valuation after JMP Securities upgraded the stock to “Outperform’ with a $70 price target. The firm believes that its recent downtrend was too harsh and that the stock is now priced attractively. JMP also likes the company’s recent partnership with Radware and the fact that its InfiniBand more »

  • Once in a Lifetime Buy in Clean Energy (Part I)

    By Paul Franke - February 23, 2013 | Tickers: FSLR, TAN, KWT, WFR, SPWR

    The biggest “beneficiary” of continued rises in coal, oil and gas pricing will be, in our opinion, clean energy – mainly solar and wind resources.  Not only will the real world “cost” of clean energy production cross BELOW the expense of burning brick, liquid and gas fossil fuel, but their renewable and available everywhere aspects will generate a sea change in demand for clean energy.

  • Should You Invest in This Promising Solar Company?

    By Meena Krishnamsetty - October 18, 2012 | Tickers: FSLR, WFR, SPWR, TSL, VECO

    Altai Capital, managed by the trio of Rishi Bajaj, Toby Symonds, and Steve Tesoriere, is a mid-sized hedge fund with an estimated $620 million in assets under management. Altai uses a variety of investment strategies and has roughly half of its capital allocated in U.S equities. With a 13F portfolio of just under $200 million, the fund has a strong focus on the technology sector, most notably in MEMC more »

  • Out of China's Frying Pan and Into its Fire

    By Palwasha Saaim - October 16, 2012 | Tickers: WFR, TSL

    The future fate of green energy rests in the hands of America’s future President. It was evident in the First Presidential Debate that Governor Romney is not a fan of government subsidies to renewable energy producers. President Obama seems to be on the other side of the aisle.

    Politics aside, the issue of green energy in my view is not debatable. There’s no denying the fact that renewable more »

  • Diversified Solar Energy for Your Porfolio

    By Piyush Arora - September 26, 2012 | Tickers: AMAT, GTAT, WFR, SPWR, TSL

    Post the crash of the 2008, majority of the people around the globe either lost their jobs or had to deal with pay cuts. Add Europe to the recipe, and austerity drive becomes imminent for millions of households across the globe. For a world that has a need to save on its expenses, there must be a business model that caters to this need. GT Advanced Technologies (NASDAQ: GTAT) is more »

  • US Solar Tariffs Won't Help Industry

    By Tony Daltorio - May 24, 2012 | Tickers: WFR, STP, TSL, YGE

    In the modern global economy, the worlds of politics and economics often overlap. The most recent case of the intersection of the two is the US Department of Commerce's proposed anti-dumping duties on Chinese manufacturers of solar panel cells. The Commerce Department said the Chinese solar industry benefited over recent years from unfair export subsidies. Chinese exports of solar cells rose from $640 million in 2009 to $3.1 more »

  • Rethinking Solar's Still Bright Future

    By Kirk Spano - March 7, 2012 | Tickers: FSLR, GE, TAN, LDK, WFR

    If you are considering an investment in solar, EPC is an acronym you need to know.