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

First Solar Executives Try Again to Signal A Bottom for Company Shares

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Apparently, First Solar (FSLR) executives agree with my assessment that their company’s shares are undervalued…and now the company has officially launched its PR campaign to spread the word. After the close of trading, FSLR announced … Read more

ReneSola Allocates Increasing Cash Hoarde to Share Repurchases

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) ReneSola (SOL) went from a tremendous 2010 – gaining 84% and as much as 206% – to a complete collapse in 2011. On the heels of several disappointing earnings reports this year, SOL has dropped … 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

Another Solar Sell-Off and Another Round of Solar Buys

Higher oil prices are not helping solar stocks. Instead, earnings disappointments and hand-wringing in Italy over solar subsidies and policy have put downward pressure on almost the entire sector. While it seems the second half of 2011 could be rough for solar stocks, the current sell-off seems to be creating some buying opportunities. First Solar … Read more

Solar Swings: Sept Soaring to Oct Peaking to Nov Selling

After the stock market’s sharp rally off the March, 2009 lows, most solar stocks stopped appreciating by that summer. For the remainder of the year, they experienced wild swings up and down in price in quick succession. In the summer of 2010, it appeared prospects had finally turned around for the better for solar stocks … Read more

Fresh Opportunities in Solar Stocks As They Reverse September’s Heady Gains

Rallies in solar stocks would be more exciting if they were not so fleeting. In early September, I noted a “stealth rally” was underway in solar stocks. In early October, I wrote breathlessly about a “soaring September” for solar stocks. Just three weeks later I had to warn that selling volume was picking up in … Read more

ReneSola’s Earnings Momentum Accelerates in Q3

Integrated solar manufacturer ReneSola Ltd. (SOL) reported strong earnings results Friday morning. The summary from the company’s presentation says it all: SOL’s push downstream into the module production business has had a very positive impact on the business. Revenue and earnings growth accelerated in the third quarter. (Click for a larger view – I highly … Read more

Trading Volume Soars for Solar Stocks But Leaves Prices Behind

Prices soared for solar stocks in September. In October, volume has soared…but prices have swung sharply downward after a very strong start to the month. In most cases, solar stocks have lost all their gains for the month and then some. This trading action is creating buying opportunities, especially where uptrends and/or critical technical support … Read more