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 panel maker First Solar
So what: This is more than just a volatile stock following the market higher on good news from Europe. Solar manufacturers have pointed to increasing borrowing costs and tighter financing for developers as one of the reasons demand has been sluggish in recent months. This could help ease that pressure, although as soon as we see signs of hope in Europe, they almost always seem to fade away.
Now what: First Solar is still one of the solar leaders despite its stock price tumbling throughout 2011. But considering that feed-in tariffs are being increasingly geared toward rooftop installations, I think SunPower
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Fool contributor Travis Hoium owns shares of First Solar and SunPower. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw.
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