Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 38 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

The Quant Rating for First Solar (NASDAQ: FSLR ) in Seeking Alpha is a neutral Hold. While Valuation and Financials growth remains good, the drags come from lack of momentum in share prices and several downward earningsI am a stock analyst with 20+ years of experience in quantitative research, financial modeling, and risk management. I specialize in equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities. As a former Vice President at Barclays, I have led ...

Company Overview - First Solar, Inc. (FSLR) is a technology company that specializes in providing solar energy solutions globally by producing photovoltaic (PV) solar modules [1]. Stock Performance - Recently, the stock of First Solar has exhibited poor performance, which may be perceived as undervaluation [1]. Investment Background - The article discusses the author's background in algorithmic trading and macroeconomic topics, highlighting a conservative investment track record with a portfolio yield of 17.5% at the end of 2020 and a nearly flat performance in 2022 with a loss of only 0.16% [1]. - The author transitioned to a quantitative trading approach, achieving a portfolio yield of 12.84% last year with a beta of less than 0.6, indicating a lower risk profile [1]. Future Plans - The author plans to increase risk to enable higher yields on investments moving forward [1].

First Solar Inc.’s (FSLR) shares have plunged 28.2% in the year-to-date period, underperforming the Zacks solar industry’s decline of 18.1% as well as the broader Zacks Oil-Energy sector’s growth of 4.7%. It also lagged the S&P 500’s decline of 3.7%.Image Source: Zacks Investment ResearchOther heavyweight solar stocks, such as Canadian Solar (CSIQ) and Enphase Energy (ENPH) , also performed poorly on the bourses, as evident from their year-to-date share price loss of 13.7% and 11.6%, respectively. With sola ...

PORTLAND, Tenn., March 26, 2025 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. ("Shoals") (NASDAQ:SHLS), a global leader in electrical balance of systems ("EBOS") solutions for the energy transition market, announced its continued commitment to investment in domestic manufacturing in Alabama with First Solar, Inc. (NASDAQ:FSLR). This partnership enables the two companies to support the continued reshoring of domestic supply chains for the U.S. solar industry. "Our longstanding partnership with First So ...

Group 1 - First Solar, Inc. (FSLR) has benefited from the Inflation Reduction Act (IRA) under the Biden administration, gaining from strong government incentives and a push toward renewable energy [1] - The company has demonstrated strong revenue growth momentum, although its earnings remain under pressure [1]

Core Insights - First Solar has been identified as a standout performer in the solar stock market, with expectations for continued success in the future [1] Financial Performance - The company maintains a strong balance sheet, which is a critical factor in its ongoing success [1] Future Outlook - First Solar has a strategic plan in place that positions it well for future growth and profitability in the solar industry [1]

Group 1: Company Overview - First Solar (NASDAQ: FSLR) recently released its Q4 results, indicating ongoing challenges in the solar industry due to policy uncertainty [1] - The company is positioned within a sector that is experiencing significant volatility, which has been previously analyzed in detail [1] Group 2: Analyst Insights - Oliver Rodzianko, an investment analyst, specializes in the technology sector, focusing on companies with resilient management and competitive advantages [1] - Rodzianko's investment strategy includes value trading at inflection points, typically holding investments for one to two years [1] - The analyst employs advanced risk-mitigation strategies to protect against market downturns while aiming for substantial annual returns [1]

Core Viewpoint - First Solar's profits are significantly driven by subsidies, which raises concerns about the sustainability of its growth in the future [1] Group 1: Company Performance - First Solar anticipates growth in 2025 due to increased production at its solar plants [1] Group 2: Financial Insights - The reliance on subsidies for profit generation is highlighted as a potential risk for the company's financial health [1]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...