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A Breather, Not Yet a Pullback (ORCL, GIS, KKD, JBL, QPSA, YGE)

Posted by Geoff Seiler at 4:36PM on March 21st

Stocks finished the day mixed on an overall quiet day. The earnings news was generally solid, while the housing data was pretty much in line with expectations. After a strong run, stocks looked like they just needed a breather. However,…

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Can U.S. Strength Pull Up the Rest of the World with it? (DELL, INTU, GRMN, DLTR, FCEL, YGE)

Posted by Geoff Seiler at 4:42PM on February 22nd

Stocks traded modestly lower on the day following mixed earnings results and some weak economic news abroad. In Europe, the Eurozone Services Purchasing Managers’ Index (PMI) showed contraction, falling below 50.0 to 49.4 in February. In China, meanwhile, HSBC showed…

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Investor Q&A: Is a Solar Rebound Possible? (FSLR, TSL, YGE)

Posted by Next Inning at 9:57AM on February 22nd

A reader wrote in with this question: “What is your opinion on the future of the solar sector now that stock prices have decreased (with margins) across the board? Is a turnaround possible now that we are starting to see…

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Greeks Stoke Bulls (CSCO, GRPN, AKAM, WFM, YGE, REE)

Posted by Geoff Seiler at 4:40PM on February 9th

Stocks rose modestly higher as Greek leaders finally agreed to some austerity measures, the first step in the country receiving its latest bailout funds. The economic data, meanwhile, was once again solid, as were the bulk of earnings. The market…

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Markets Spooked by Bankruptcy Filing in Financial Sector (HUM, L, CNA, CKSW, UN, BGS, GS, SIFY, YGE)

Posted by Geoff Seiler at 5:02PM on October 31st

Investors got spooked this Halloween after a very strong month overall, as the bankruptcy filing of MF Global (MF) riled the markets. The small financial institution run by former New Jersey Governor and Goldman Sachs (GS) CEO John Corzine was overleveraged…

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Small Solar Companies May Experience Hard Landing (SOLR, AMAT, FSLR, SPWRA, JKS, YGE)

Posted by Eric Monte at 3:46PM on July 11th

Solar companies could be in for a bumpy ride over the next couple of years according to Solarbuzz in a research report. The firm said that spending for crystalline silicon, which is the key material in manufacturing of photovoltaic solar…

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Goldman: First Solar A Better Bet Than SunPower (FSLR, SPWRA, JKS, SOL, YGE, TSL)

Posted by Todd Shriber at 1:26PM on July 8th

Shares of First Solar (FSLR), the largest U.S. solar company, are down fractionally despite an endorsement from Goldman Sachs, which recommends buying the shares, but rival SunPower (SPWRA) is slumping 2% after Goldman advised selling that stock. Neither stock is helping the…

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Expect Lower Guidance From First Solar; JA Solar Makes A Deal (FSLR, JASO, STP, TSL, YGE)

Posted by Todd Shriber at 12:14PM on July 1st

Shares of First Solar (FSLR), the largest U.S. solar company, are up 1% today, adding to a strong run on Thursday, despite Needham & Co. saying it expects the company will lower 2011 guidance due to pricing pressure when it reports…

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Clouds Part For First Solar, Avian Chimes In On Solar Stocks (FSLR, JKS, STP, SPWRA, YGE, CSIQ, HSOL, JASO, SOL, TSL)

Posted by Todd Shriber at 12:11PM on June 30th

Shares of First Solar (FSLR), the largest U.S. solar company, are surging 8% on volume that is already more than double the daily average following news the company won conditional loan guarantees for three solar projects. The news prompted Credit Suisse…

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Morning Spy: Solar Pops, Apple Worst 1H Since ‘08 (MCP, YGE, FSLR, IMAX, USCR, BCS, AMZN, BAC, AAPL, GOOG)

Posted by Eric Monte at 10:24AM on June 30th

The markets have started Thursday higher once again, adding to Wednesday’s gains. In economic news, Initial claims fell slightly from 429,000 for the week ending June 18 to 428,000 for the week ending June 25. Analysts’ consensus expected the initial…

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