First Solar, Inc. (FSLR)

As the lowest-price provider in a struggling market, they will have no difficulty selling all of their expanding output, and pricing the competition out of profitability (and business). Then on any upswings in the solar market, they'll be made of profit.

very strong company and solar is the future

Its cheap after the most recent Q.

This is the low cost producer for thin-film solar. That means they will survive the downturn.

They make solar panels; the value of solar will increase as the price of oil increases during the next global economic recovery.

This is an export company. Their pricing will get even better globally as the greenback takes more hits.

So, if you believe that a global recovery will happen sometime...if you believe that this recovery may not be led by the US...and if you believe that commodity pricing, particularly oil, will take off again during such an upturn, then this stock, at .5 PEG, is a steal right now.

Great patents on their thin, light weight panels. A leader in this area.

Love a winner.

It's the future and this is the strongest company in this sector

Why does everyone hate this stock so much? Seriously, it has low P/E (and thus positive earnings, unlike a lot of companies right now), high ROE, ROA, and ROI, low debt, and great long-term growth prospects. This is a strong growth stock at a great value.

High EPS compared to others in the industry. Good PE. And it's at it's lowest point since April.

Buying on the dip after earnings.

First Solar around $120? That's a steal. Solid fundamentals and I see this snapping back around the $150 range in the coming months. Easy pickup.

On a technical basis, at $121+ FSLR is way oversold. Since the 3Q earnings report on Oct 28, FSLR has had downgrades, negative press, and reduced revenue and EPS estimates.
Although there is a burgeoning price war among the polysilicon makers and increasing competition, causing polysilicon prices to plunge, First Solar's cost structure is the lowest in the solar industry. This selloff is overdone and the stock is due for a snapback rally to around 140 or so.

The green industry is growing fast, and FSLR is at the top of the "solar shoot". They are the most efficient money wise in producing solar cells compared to anyone else in their industry.

low cost leader in growing industry, should not have fallen this much just because of an earnings miss. The news is not as bad as the market thought.

Mmm...solar energy...

I understand we are in a new era of corporate culture at first solar. Only dedicated (if overworked) people remain. Solar is not just coming, it is here and it is profitable and growing rapidly.

Upthumb. Excellent cash flow. Very high historical sales growth of 200%. However, slowing sales in recession. But company technology is best-in-class. High gross margins. Soaring receivables. Reports of balance sheet and sales games. Need to get through the controversy.

Leader in it's industry. No one can compete on cost. Once the economy turns around in a year or so and investment starts up again First Solar has the capacity to capitalize unlike competitors.

If their technology is proved second rate they have the capital to buy up competitors to catch up.

Down to a reasonable multiple and into the S&P 500. Solar is now highly commoditised but I would imagine that First Solar remain as one of the market leaders.