First Solar, Inc. (NASDAQ:FSLR)

Overpriced. I expect market pull back hurting photovoltaic.

Current administration supports solar power. The company hit a rough time but is now pulling out and the stock price should return to triple digits with any luck.

the entire industry is a joke from a profit standpoint....the huge runup only makes the fall to reality more profitable..the most expensive way to create power ..when we are floating in domestic oil and NG

Still amazed that a stock with such a negative PE still has a positive price trend.

Very simple thesis: China's loss is FSLR's gain. China has been over-subsidizing their solar industries, forcing panel prices unreasonably low. If China lets Sunpower and Trina be real market companies (as in "bankrupt") FSLR can let prices rise. Simple; TRNA down, FSLR up.

The demand and supply fundementals/pricing for the solar industry are at an inflection point post the Chinese industry troubles that will favour FSLR given its size and its strong balance sheet.

Adding solars after many years of falling prices. Industry stablizing and non-competitive co.'s going bankrupt which should stablize panel pricing. First Solar make more money than Sunpower, but it has an inferior product based on efficiency. First Solar seems to focus more on large projects. Sunpower focuses on large projects and, now, residential. SolarCity is interesting as it is immune to panel prices. Solarcity is an installer and basically an energy company. They want to invest heavily up front to install residential systems for free, and then become the consumers energy provider. It remains to be seen if this model can work.

Solar power generation is becoming increasingly efficient and cost per kWh generated is steadily declining. Fossil fuel based kWh costs are steadily rising. Parity will be achieved and this will fuel growth in solar companies.

I'm long solar in general and think the turn around may be coming soon. I figure it's a fair bet that this pull back is temporary. Debt load is low and cost to book value is low, so it's worth a shot.

Promising technology with good strategy. Admittedly this is a high-risk stock, but it's also dirt cheap.

Solar is doing well! More and more people are trying to become eco-conscious and eco-friendly

First Solar falls in to the presidents pet projects ( renewable energy) which is a bonus. Low debt, Good revenue, beaten down from high Feb 2011 of $168.00, appears to be slowly coming back. Book value of 39.74.

Global warming.

Whats next for this pure play solar company

Solar Cost/watt decreasing, and utilities by law must produce renewables. Refocus on utility projects overcomes Chinese pvc panel advantage in costs.

The future of energy generation will be a mix. Solar will play an important part and thin film is good at hot climate which naturally has more sunlight to capture. The fast reaction of changing business strategies to the market downturn indicate that it could be a winner in the industry.

Despite a revenue miss this most recent quarter, the company demolished earnings estimates. The re-election of President Obama is undoubtedly friendly for the industry. The new tariff on Chinese solar panels will help the company grow in the US. The company is removing itself from the dismal European economy, and those costs are already priced into the stock. It is currently trading at a miniscule PEG of about 0.2. As the stock breaks through $26 I expect shorts to cover and the stock to move up quickly.

I try to short any ideas that the current administration supports.

It's been hammered over the past year. It's showing a lot of improvement. After Obama wins, alternative energy sources may benefit from more government support. They're one of the best in their industry.