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 Yingli Green Energy Hold. Co. Ltd. (NYSE:YGE) fell more than 10% early Tuesday, then recovered slightly to close down around 8.5% after the Chinese solar specialist's fourth-quarter results missed Wall Street's expectations. 

So what: Quarterly revenue rose 31% to $613 million, helped by photovoltaic module shipment growth of 11.4% year over year. That translated to an adjusted net loss of $0.31 per American depositary share. Analysts, on average, were looking for a narrower $0.17 per share loss on revenue of $651.55 million.

Yingli also says it's targeting full-year 2014 PV module shipments in the range of 4.0 GW to 4.2 GW, or an impressive increase of 29.4% to 32.6% over fiscal 2013. 

Now what: Even putting aside its fourth-quarter miss, however, Yingli isn't expected to turn a profit this year. It also still needs to dig itself out of its massive $2.5 billion pile of debt. Until Yingli can clean up its balance sheet and prove to investors it has what it takes to eventually churn out a sustainable profit, I think investors would be wise to avoid using the drop as a buying opportunity.

Steve Symington has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.