T2108 Update (October 6, 2014) – Resistance Caps the Oversold Bounce

(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 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 are … Read more

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} … Read more

The Solar Fun is Done For Now

(This is an excerpt from an article I originally published on Seeking Alpha on February 15, 2012. Click here to read the entire piece.) I hope my fellow solar enthusiasts enjoyed 2012’s solar run while it lasted. Solar stocks went on a tear to start the new year, but now the fun is done. Reality … Read more

GT Advanced Systems A Likely Loser in Looming Solar Trade War

This is an excerpt from an article I originally published on Seeking Alpha on December 15, 2011. Click here to read the entire piece.) On December 2nd, the U.S. and China got another step closer to a trade war over solar energy. In “China Rejects U.S. Panel Ruling That Solar Imports Harm Industry“, Bloomberg reported … Read more

Using Debt-to-Equity Ratios to Identify Potential Survivors of the Solar Downturn

This is an excerpt from an article I originally published on Seeking Alpha on November 28, 2011. Click here to read the entire piece.) In “5 stocks for the solar surge“, Jim Jubiak at MSN Money lays out some interesting groundrules for taking advantage of the downturn in solar to buy companies on the cheap. … Read more

Solar Warnings Season Begins

This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Solar stocks have been in freefall since last peaking in the Spring. There was some lingering hope that demand would pick up in the fourth quarter as companies rushed to take advantage of fading subsidies, … Read more

Picking Through the Rubble Of Solar Stocks (Priced for Recession)

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) The shorts completely nailed solar stocks across the board in 2011. {snip} Please click on the charts to enlarge them. Source: NASDAQ.COM Solar bears have been very vocal, and very correct, in predicting a severe … Read more