First Solar (NASDAQ:FSLR) reported a great third quarter, but there are some warts on the company's results. Low-efficiency panels aren't selling out like SunPower's (NASDAQ:SPWR) high-efficiency panels, full-year guidance was down, and backlog isn't coming with the same revenue as it once was. 

Does this mean it's time to take profit in First Solar stock? Erin Miller sat down with solar analyst Travis Hoium to see how these factors should impact what investors think about the stock.