The Case Against First Solar and Other "Overvalued" Solar Stocks

Whithout taxpayers money this corporation is dead us all other corporations

I don't see better future to oil. Until fusion reactor is reality (if it ever comes) solar energy is the only available solution in a long term.

The only trickery and overvalued anything going on is from the rabble of pseudo fake analysts making s#$% up on companies.

Huge buying opp now in Trina and CSIQ... They have worked trough expensive inventory, are gaining market share and their estimates are rising. They both have forward PE's well below 10 and nest years growth rate will be 30%+

Aaron, "respectively disagrees?" I think you meant "respectfully disagrees." Anyway, interesting interview. Cheers.

Good bottoms up analysis. A breath of life after listening to all the big talking, smoke blowing tops down analysts. I like ICLN ETF for investment in alternative energy.

There's nothing wrong with FSLR. It's a real company with decent profits and a real customer base. It's not the company's fault that idiot investors bid it up to $180. It's been great for call spreads recently.

FirstSolar is a German government Welfare Queen! Without the generous subsidies this company is just a niche player.

I think Gordon Johnson does not know how a business runs. He is just repeating a Barrons artilce. In some bussinesses like solar, some producers like FSLR build solar plants and sell them to investors. That is normal part of business. FSLR will have 40% growth in shipments for the second half according to some analysts. I feel FSLR is a Strong buy

FSLR... hmmmmm... might be a good time to buy.

what bout the case against Wal*Mart. Tat 5 and Dime store from the Ozarks wants to look at all 57...oops! 50 states capital buildings red...oops! blueprints in order to turn them building green and at the same time the Walton estate owns millions of shares in First Solar... oh! jus why does Wal*Mart need to see those blueprints in the first place....it's not like ther Global Procurement offices base in China could help.

Hey Chuck, have you noticed yet how your idiot rants show up 3-4 times? Press "Post Comment" once, OK? Sometimes it takes a while, you moronic douchebag.

Buy Coal Stock if you want to keep your lights ON !!

Solar power is in its infancy. There will be many alternative configurations, that will be more economical. Investing in companies producing solar systems at present is a "crap shoot" to say the least.

Hey this is Tech Ticker - shouldn't you guys be spending your time trashing bank stocks??

It will grow. Solar will grow. Wind power will grow. Both are full speed ahead. However, there are a lot of underpriced stocks out there and FLSR is not one of them.

Just like everything else people are not buying. The housing sales that have been reported are mainly the results of foreclosures and auctions. Otherwise, everybody is afraid to buy unless they have a secure job. Cash for clunkers brought all of the remaining year end car purchases into August, and the day after nobody was in car showrooms. Sales have plummeted!

This analyst obviously bought TSL earlier and now wants to sell TSL and buy YGE or STP because YGE has much more potential than TSL with limited capacity.

ESLR has to invest 450 million USD to construct a factory in China and it takes 3 years to begin production. China’s stimulus funds are for solar projects within next 2 years, so ESLR is late. ESLR’s advantage of using less polysilicon no longer exists after polysilicon price has dropped a lot and when other solar players can get government subsidies. ESLR and STP both tend to spend a lot and hard to show money.

How do you make money on solar if the product is over priced. The technology is being developed. The sun is still shining and there will be a brighter day.