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 First Solar
So what: We don't know how much MidAmerican was willing to pay for the $2 billion Topaz project. The bet is nevertheless interesting because of who's making it. MidAmerican is a subsidiary of Warren Buffett's Berkshire Hathaway
Now what: Though First Solar is arguably better positioned than many peers, a handful of solar stocks rallied as the news spread. Canadian Solar
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