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

Kill Any Hopes for an 11th Hour Resurrection of Evergreen Solar in the U.S.

I thought I had written my last piece on Evergreen Solar when it filed for bankruptcy in August. Perhaps this one will truly be the last. On October 11, Hilco Industrial, a company that provides industrial capital asset acquisition and disposition services, announced that a bankruptcy judge has granted the company permission to auction off … 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