First Solar Inc. (FSLR)

All Comments on FSLR

  • commenter
    SPINNER
    Aug 18 04:30 PM
    With Help from California, Solar Gets Fired Up [view article]
    This is why I don’t post. You can’t talk to irrational people.
    Some how they have the most time to argue while the rest of us work towards bettering ourselves with action rather than complaining. And yes my family is fighting for our freedoms and yes I have been to funerals unfortunately for our fallen and have actually heard some of the most inspirational words from the mothers and fathers of the soldiers who have died.
    And an excerpt from your liberal paper The New York Times : The top 1% of income earners pay about 32% of all income taxes. The top 5% pays 51.4%. The top 10% of high income earners, pay 63.5% The top 20% of high income earners, pay 80%
    I do not believe in everything Bush sets forth, but I do believe with out security, there is not much else.
    I would like to continue, but I have to get back to work.
    Reply
  • commenter
    gaucho
    Aug 18 01:38 PM
    My Website
    With Help from California, Solar Gets Fired Up [view article]
    Spinner is a good name for you. You must work for the Bush administration.

    "Reagan is was one of the greatest leaders in modern history." Yea a debt of 3 trillion in 1980 dollars & the jerk cut taxes for the wealthy and destroyed alternative energy and fuel efficiency standards that lead us into this mess. Remember how he ran away in Lebanon after one attacked where he had disarmed our soldiers. His only claim to fame is that Russian empire happened to collapsed on his watch.
    I bet you joined the young Republicans and are opposed to health care for children. I bet you supported the Bush administration and his 5 trillion in debt and his lies about the WMDs and are really stupid enough to believe that it was not for the largest reserve of cheap oil left in the world. Why don’t you send your family over there to get ground up. Ohh, I forgot you are above that! You are a chicken hawk Republican fighting is for the lower classes, the reserves and college deferments are for the Republicans (see Bush and Chaney). You just belittle people who did serve as cowards or their service was somehow flawed.
    BTW the Chaney had maps of Iraq oil fields brought into the “energy meeting” in April of 2001. Wow wasn’t it fortuitous that 9/11 happened 5 months later so that we could go after that oil.
    Reply
  • commenter
    frflyer
    Aug 18 12:27 PM
    With Help from California, Solar Gets Fired Up [view article]
    Don't forget that a good amount of the solar energy in California will come from solar therml power plants.

    Reagan may have been a good leader in some ways, but in my opinion is over-rated. He was as anti environment as George Bush has been.
    It was Reagan who appointed James Watt as secretary of interior, and said "if you've seen one Redwood tree, you've seen them all".
    Only an idiot is not an environmentalist in this day and age, and that was apparrent in the 70s and 80s as it is today.
    And his trickle down economics has only benefitted the top 20% of Americans, mostly the top 2-10%.
    Between 1983 and 2004 the top 11% enjoyed 89% of the growth in wealth in America, meaning the lower 80% only got 11%, and the lower 40% had a negative growth in wealth.

    And his economic policies started us on this road to runaway federal deficits.
    As far as the cold war, it is silly to credit Reagan for singlehandedly winning it. What about all the other administrations since WW2? What about Kennedy?


    Reply
  • commenter
    longtermstoc
    ks
    Aug 18 12:05 PM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    The more players like GE, PG&E, Siemens, Honda, etc.. The more I am re assured that these stocks are the future and the best place to be. Reply
  • commenter
    alphameister
    Aug 18 10:18 AM
    With Help from California, Solar Gets Fired Up [view article]
    SOL is a major holding of mine along with TSL and YGE. Also have stakes in SPWR (through CY) and CSIQ. Have owned SOLF in the past and probably will again. California is leading a trend in energy generation that will increasingly be embraced across this nation (and the world). Reply
  • commenter
    David White
    Aug 18 09:44 AM
    With Help from California, Solar Gets Fired Up [view article]
    SOL reports earnings tomorrow. It is in the same space as LDK. It should do extremely well. I am looking for a good to great beat on EPS estimates. The outlook should be favorable too. The recent California contract (PG&E) with SPWR should provide more reason to expect great things from SOL. Reply
  • commenter
    SPINNER
    Aug 18 09:41 AM
    With Help from California, Solar Gets Fired Up [view article]
    Thank you alphmeister! I may post comments on websites two or three times a year. But when people can’t appreciate the freedoms what we are given, and the safety this great nation provides, it just makes me a little crazy. I appreciate your comment.
    PS. There is a time for all investments and now is the time for solar… Instead of going w/one giant, go to the supplier of many giants… try SOL -
    Reply
  • commenter
    alphameister
    Aug 18 08:58 AM
    With Help from California, Solar Gets Fired Up [view article]
    ....and kudos to SPINNER for telling it like it is! Reply
  • commenter
    alphameister
    Aug 18 08:56 AM
    With Help from California, Solar Gets Fired Up [view article]
    On all levels, fundamental, technical and political, the skies are increasingly sunny for solar stocks. Reply
  • commenter
    SPINNER
    Aug 18 08:55 AM
    With Help from California, Solar Gets Fired Up [view article]
    So you lost some mony in solar energy in 1984... Maybe you should have bout MSFT. Reagan is was one of the greatest leaders in modern history. What good would have your investment in solar be if we were destroyed by the USSR or Iran back in the 80's. I'm sure you believe that 9-11 was an inside govenment job as well. But on your big boy pants and invest like a man. Reply
  • commenter
    STEVE35
    Aug 18 08:38 AM
    My Website
    With Help from California, Solar Gets Fired Up [view article]
    Thanks, Arnold for the push. He is a guy with a brain and not just muscle. In 1984 I had $7,000 invested with Solar Energy and lost it all when the bastard Reagan fully cut all the energy full from solar and gave it to OIL. Reply
  • commenter
    TraderMark
    Aug 18 05:30 AM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    <<<but SOL is much more loved by analysts and the investment community.

    Understatement of the year :) Trina when it fell to upper 20s not only got zero analyst defense, Goldman Sachs actually came out and downgraded with a target to low 20s. Even after the secondary was priced and that headwind was out of the way - no real analyst defense. THis is what happens when you blindside analysts constantly.

    That said, still own a sizeable batch on valuation alone and like Jack like SOL for valuation - even after last week's 30% run its still at forward PE of 14 instead of 11. LDK was also impressive this Q.

    Don't forget STP reports Wed this week as well although they have been all over the map in each quarter vs analysts     Reply
  • commenter
    ETF Planet
    Aug 17 04:47 PM
    My Website
    An In-Depth Look at Solar Stocks [view article]
    Great Article! a nice summary for people wanting to get a good basic understanding of the solar players Reply
  • commenter
    andymajumder
    Aug 17 12:54 PM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    Jack, thank you for your comments and prior analysis. I am long TSL, SOL and CSIQ as well.
    I am sure the ITC will pass by october this year. Already we can see that the democrats are reconsidering their position on offshore drilling and that should lead to a compromise and eventually the bill should pass.

    www.washingtonpost.com...

    Congress will definitely pass this before the November elections.

    Thanks,
    -Andy     Reply
  • commenter
    Jack Yetiv
    Aug 17 11:32 AM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    User, I still believe that TSL and SOL offer the best value in the solar space, and have not sold any of my shares in either one. I bought my considerable position in TSL in the low 40's about maybe 3 months ago, so I am way underwater on those. SOL I bought about 3 weeks ago at $13.54, so I'm good on those.

    But keep in mind this has been a very fickle, anti-solar, anti-oil market, and even though I thought FSLR and CSIQ announced very well, their stocks really haven't gone anywhere, unlike at any time in the past. Part of this is due to the perceived connection between dropping oil prices and a lower attraction to solar, and part of this is due to negative press on the solar companies and ITC expiration concerns.

    TSL is by far the PE leader, trading at what I believe to be a 2008 PE of under 9 (I am projecting income at about $3.50 for 2008), while SOL is at about 11-12 PE, but SOL is much more loved by analysts and the investment community.

    TSL announces tomorrow and SOL on Tues. In the past, I would have said that if they blow out their numbers, they will go up 30-40%, but having observed FSLR and CSIQ, I'm not as sure this time around. But the solar stocks have shown some strength recently, so maybe we will get a nice run if these companies report very well. LDK absolutely demolished estimates, and last quarter, probably would have run close to 100%, but only ran about 30% this time.

    But since I am not a daytrader, I can wait for the market to recognize the value in these names.

    Jack     Reply

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