First Solar Inc.

FSLR-Q

Analysis and Opinions about FSLR-Q

Signal
Opinion
Expert
COMMENT
COMMENT
July 5, 2019
Largest solar panel manufacturer probably in the world. They got hit when China flooded the market with cheap solar panels. One of these company that had a great product but had to continuously drop their price which had a huge impact on their revenues. Has a new solar panel coming out this year and sees it as promising for future earnings. Buying the rumor, selling the news. Always hesitant about investing in specific technologies. Prefers Market Vectors GEX ETF where First Solar is the top holding, or TAN Solar ETF. The technology is moving so quickly you don't want to bet on a specific technology.
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Largest solar panel manufacturer probably in the world. They got hit when China flooded the market with cheap solar panels. One of these company that had a great product but had to continuously drop their price which had a huge impact on their revenues. Has a new solar panel coming out this year and sees it as promising for future earnings. Buying the rumor, selling the news. Always hesitant about investing in specific technologies. Prefers Market Vectors GEX ETF where First Solar is the top holding, or TAN Solar ETF. The technology is moving so quickly you don't want to bet on a specific technology.
Tim Nash

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Price
$66.840
Owned
Unknown
WEAK BUY
WEAK BUY
July 20, 2018

Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

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Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

SELL
SELL
January 7, 2014

(Market Call Minute.) There is weak demand and pricing pressures on large screen TVs.

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(Market Call Minute.) There is weak demand and pricing pressures on large screen TVs.

WAIT
WAIT
April 9, 2013

Solar sector has been in the doldrums. It is very subsidized, in particular by a lot of the European countries, and when they got into financial difficulties, a lot of the subsidies were pulled. This company has a big project coming on and have a strategy to increase their cost base. Probably not a good time to get in as it probably had a short squeeze that made the stock jump so dramatically.

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Solar sector has been in the doldrums. It is very subsidized, in particular by a lot of the European countries, and when they got into financial difficulties, a lot of the subsidies were pulled. This company has a big project coming on and have a strategy to increase their cost base. Probably not a good time to get in as it probably had a short squeeze that made the stock jump so dramatically.

BUY
BUY
January 27, 2010
90%+ of solar world panel producers use silicon. This company uses cadmium cellulite instead, which has allowed them to be the lowest cost producer. Stock is under pressure because with Chinese coming in, there is concern that silicon costs will become so low that it could hurt them. Good buy at this price.
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First Solar Inc. (FSLR-Q)
January 27, 2010
90%+ of solar world panel producers use silicon. This company uses cadmium cellulite instead, which has allowed them to be the lowest cost producer. Stock is under pressure because with Chinese coming in, there is concern that silicon costs will become so low that it could hurt them. Good buy at this price.
BUY
BUY
November 16, 2009
Still the leader in solar energy and the lowest cost producer. Long-term it will continue to do exceptionally well. Trading at 16X earnings. Huge leverage to a rising equity market. Volatile.
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First Solar Inc. (FSLR-Q)
November 16, 2009
Still the leader in solar energy and the lowest cost producer. Long-term it will continue to do exceptionally well. Trading at 16X earnings. Huge leverage to a rising equity market. Volatile.
COMMENT
COMMENT
May 27, 2009
Looks like there could be resistance at around $200. If you believe the market starts to have a decent year, a little above last year, this is worth $180-$200. If things really take off is probably a $300 stock. If you believe in solar, there is still upside in this.
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Looks like there could be resistance at around $200. If you believe the market starts to have a decent year, a little above last year, this is worth $180-$200. If things really take off is probably a $300 stock. If you believe in solar, there is still upside in this.
WAIT
WAIT
May 21, 2009
This is probably the solar company with the best results. Has a relation with the price of oil in that if oil is low who needs solar? Last quarter, this company was still up year-over-year. Obviously they are gaining market share. Solar is one of the businesses that an investor should be in in the future. Since the market has had a huge run, he would not buy anything aggressively today.
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This is probably the solar company with the best results. Has a relation with the price of oil in that if oil is low who needs solar? Last quarter, this company was still up year-over-year. Obviously they are gaining market share. Solar is one of the businesses that an investor should be in in the future. Since the market has had a huge run, he would not buy anything aggressively today.
BUY
BUY
May 1, 2009
Solar is a coming field. This is the wave of the future. Companies that have good technology and technology changing quickly will do well over time.
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Solar is a coming field. This is the wave of the future. Companies that have good technology and technology changing quickly will do well over time.
BUY
BUY
April 29, 2009
Bought a customer who is building out solar farms in the US.
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Bought a customer who is building out solar farms in the US.
BUY
BUY
March 24, 2009
Set out a mandate to be the lowest cost producer of solar panels. Don't use silicon technology but use thin film technology instead. Essentially take a piece of glass and coat a very thin layer of solar material. Not as efficient, but much cheaper to produce. Cost per watt is the lowest in the industry.
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Set out a mandate to be the lowest cost producer of solar panels. Don't use silicon technology but use thin film technology instead. Essentially take a piece of glass and coat a very thin layer of solar material. Not as efficient, but much cheaper to produce. Cost per watt is the lowest in the industry.
BUY
BUY
May 7, 2008
If you like the solar space, some of the companies that you could consider are First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q).
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If you like the solar space, some of the companies that you could consider are First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q).
PAST TOP PICK
PAST TOP PICK
April 18, 2008
(A Top Pick Nov 22/07. Up 34.7%.) Likes this one for the long-term. This is the long-term, going to survive, IBM, Apple of the solar industry. Wouldn't make it an overweight holding, but would put a little bit in your per photo.
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(A Top Pick Nov 22/07. Up 34.7%.) Likes this one for the long-term. This is the long-term, going to survive, IBM, Apple of the solar industry. Wouldn't make it an overweight holding, but would put a little bit in your per photo.
TOP PICK
TOP PICK
November 22, 2007
One of the most expensive solar stocks. Will be the IBM, Dell or Mac in the solar space. In the most recent quarter they announced they will be able to produce solar cells at a cost of $1.15 a watt. As the polysilicon shortage unwinds itself, they will have an advantage.
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First Solar Inc. (FSLR-Q)
November 22, 2007
One of the most expensive solar stocks. Will be the IBM, Dell or Mac in the solar space. In the most recent quarter they announced they will be able to produce solar cells at a cost of $1.15 a watt. As the polysilicon shortage unwinds itself, they will have an advantage.
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