Solar Energy

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

Buy First Solar On the Other Side of An Earnings Disappointment

Famous short-seller Dick Chanos visited the CNBC set on April 14 and talked about his expanding list of targets that includes alternative energy, especially First Solar (FSLR). In response, the stock dropped 2.7% that day and did not stabilize until the stock lost almost 10% over the course of a week. Directly ahead of another … Read more

After Two Years and 200 Companies, Total Group Picks SunPower – A Watershed Solar Deal With More Upside

(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece) Perhaps it is not a good idea to use the term “watershed” twice in a year when referring to solar stocks, but it seems to me that Total Group’s acquisition of a 60% controlling stake in … Read more