Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of solar equipment maker GT Solar (Nasdaq: SOLR) fell 10% today on concerns in the solar sector.

So what: Research firm Solarbuzz released a report yesterday predicting that spending for solar equipment will fall nearly 50% in 2012. Since this is GT Solar's business, if the prediction comes true the company would feel some real financial pain.

Now what: As smaller solar manufacturers such as JA Solar (Nasdaq: JASO) and Hanwha SolarOne (Nasdaq: HSOL) have expanded capacity, the market has become flooded with solar panels. Eventually, the expansion needs to take a breather, and this research report predicts 2012 will be the year. It might be a good time to take some profits off the table if you own shares in GT Solar since the stock has been on a good run and traders may be seeing the end to the hot streak.

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