T2108 Update (June 14, 2013) – Churn and Burn
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are highly likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades [...]
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First Solar Puts Heads On A Swivel
(This is an excerpt from an article I originally published on Seeking Alpha on April 22, 2013. Click here to read the entire piece.) Suddenly, I am much more interested in the solar industry again. In late 2011, I tried to lay out some rules for identifying survivors of the solar recession (see “Using Debt-To-Equity [...]
Shorts Are Still Retreating, But It Is Time to Protect Positions In First Solar
It has been a good run, but it seems that First Solar’s best gains are behind it for now. First Solar (FSLR) declined 5.9% on Tuesday, January 29 on heavy trading volume. FSLR is now trading below its 50-day moving average (DMA) for the first time since October. This breaks a primary uptrend that has [...]
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First Solar’s Breakout Demonstrates the Opportunity In Utility-Scale Projects Despite On-Going Risks
(This is an excerpt from an article I originally published on Seeking Alpha on December 10, 2012. Click here to read the entire piece.) For over three months, First Solar (FSLR) has benefited from a lack of bad news. When FLSR announced on August 30th that it would halt deliveries of solar panels to its [...]
T2108 Update (December 10, 2012): Still Creeping Upward
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are highly likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades [...]
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First Solar’s Latest Rally Is Losing Momentum
(This is an excerpt from an article I originally published on Seeking Alpha on September 23, 2012. Click here to read the entire piece.) Over a month ago, I claimed that First Solar (FSLR) is just a trading stock, meaning that sentiment would primarily drive the stock and both bears and bulls would find great [...]
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First Solar Is Still Just A Trading Stock
(This is an excerpt from an article I originally published on Seeking Alpha on August 13, 2012. Click here to read the entire piece.) Since reporting earnings August, 1, First Solar (FSLR) has been on a tear. {snip} This trading action represents strong follow-through to the nascent bullish action I pointed out on June 19th: [...]
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Centrotherm Photovoltaics Bankruptcy Places Yellow Flag Above GT Advanced Technologies
(This is an excerpt from an article I originally published on Seeking Alpha on July 11, 2012. Click here to read the entire piece.) Almost two years ago, I wrote about Centrohterm Photovoltaics because of big equipment contracts the company signed with state-owned enterprises in China (see “Centrotherm Photovoltaics Continues Its Success in China“). {snip} [...]
As First Solar Retrenches, Product Issues Receive A Fresh Spotlight
(This is an excerpt from an article I originally published on Seeking Alpha on April 23, 2012. Click here to read the entire piece.) Last week, First Solar (FSLR) cited a “…lack of legislative support for utility-scale solar projects in Europe” for a significant shutdown of manufacturing facilities in Europe and Malaysia. FSLR is also [...]
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How to Play First Solar Until A Savior Arrives
(This is an excerpt from an article I originally published on Seeking Alpha on March 7, 2012. Click here to read the entire piece.) When Energy Conversion Devices (ENERQ.PK) filed for bankruptcy in mid-February, I wrote “The Solar Fun Is Done For Now.” I should have also said that the “horror show has just begun” [...]
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