First Solar Remains A Buy Even As Short Interest Reaches New Highs

(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) The latest short interest data are out for the two weeks ending May 13, 2010 (see list of solar short interest at NASDAQ.com). There are three main changes from my review of the health of solar … Read more

Solar’s Debt-to-Equity Ratios Remain OK but Shorts Ramp as Disappointing Earnings Mount

(This is an excerpt from an EXTENSIVE article I published on Seeking Alpha. Click here to read the entire piece.) Just when you thought solar earnings could not disappoint the market any further…{snip}…LDK provided a pre-announcement that contained the news that the company canceled a debt offering because interest rates are higher than expected. This … Read more

Evergreen Solar Confirms Its Scramble to Avoid Bankruptcy

(This is a partial excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) When Evergreen Solar (ESLR) issued a dire earnings warning, I speculated that the company is flirting with bankruptcy. Tonight, ESLR reported quarterly earnings for the quarter ending April 2, 2011 and confirmed that it is … Read more

BTU International Warns As Solar Inventories Grow

BTU International (BTUI) is a global supplier of advanced thermal processing equipment and processes to serving markets in solar cell, nuclear fuel and fuel cell manufacturing as well as electronics assembly and semiconductor packaging. Before reporting disappointing earnings Tuesday evening, BTUI had a market cap of $117M. This small company caught my big interest after … Read more