Daryan

Barron's Wrongly Gets Sensational over First Solar's Earnings Beat

FSLR aside, Bill Alpert is nothing but a friend of certain shorts. His analysis on the LDK situation turned out to be nothing more than a ticked off employee...pathetic, yet he actually put those allegations in a mainstream publication and to this day, sticks by his journalistic integrity.

ReneSola's New Business Model Is Designed to Beat Wall Street

FSLR is going to get crushed by the Chinese manufacturers on a cost/watt basis, and any advantage technologically-speaking that thin-film currently has will be alleviated by cost. FSLR is a great short for a pairs trade at these levels against a long position in whichever Chinese manufacturer one chooses on a fundamental or technical basis. That said, the street will never figure this out until it is much too late as the herd is too closed-minded to trust any of the chinese companies or their abilities to execute on a business plan even though corporate America is a gigantic disaster as far as I am concerned. The "china discount" on a PE basis will eventually turn into a premium as we continue to print money faster than the trees are growing to make paper, but until then expect one heck of a high-beta ride.

Stimulus Package Stimulates Chinese Solar Sector

The sad thing is, Eric's tone is still negative despite the better news. Come on dude, don't let your personal opinions color your very appreciated journalistic reports that I for one really appreciate.

FirstSolar Customers Hoarding Inventory - ThinkEquity

Most overpriced and hyped stock in the entire group. The winners will be the much lower cost manufacturers in China, especially with the govt. there backstopping the industry.

First Solar and Solarfun May Defy Short-Term Weakness in Solar Sector

This hopping on the FSLR bandwagon is absurd. It is truly one of the most exspensive stocks out there STILL, yet everyone seems to think it deserves to be bought when the majority of their business is tied to the US which is in negative GDP growth mode while China/Asia continues to grow. Not to single out a company, but LDK is far superior on all fundamental metrics as well as valuation.