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First Solar On An Earnings Run

There is one major factor that was left out of this wonderful and insightful analysis, sentiment. There aren't too many stocks that are actually trading where they should be trading based on absolute fundamentals.

Unfortunately, what matters is where Wall Street thinks the stock should be. Is (FSLR) overpriced? Yes. Is Wall Street overlooking that right now? Yes. So until solar stops being one of the hot sector of the moment or the company absolutely disappoints, we won't see a huge decline in the shares, or they'll rebound in very short order.

Also, I would not stay away from the earnings, its a good way to make great money. When earnings time gets close, buy some calls, then hedge the position.

There are strategies to ensure you make money in a stock like (FSLR) which is guaranteed to move strongly on an earnings release even without knowing which way the stock go.