Josh Brown's "best stocks in the market:" First Solar
Speakers
Josh Brown
— CEO, Ritholtz Wealth Management
Summary
Josh Brown presents First Solar as a name to put on the radar, though he says it is not ready for entry yet. He cites strong fundamental improvements and a large backlog while focusing on a technical trigger: a break above the 50-day moving average. He also notes KeyBanc's bearish underweight/sell view as a counterpoint.
- Josh Brown spotlighted First Solar as a best-stocks candidate.
- He said the stock is not ready for entry but should be monitored.
- Fundamental positives include 550% EPS growth, revenue growth, and a $16.4 billion backlog.
- First Solar is now more utility- and industrial-grade solar than residential.
- The technical trigger is a break above the 50-day moving average.
- A breakout could send shares back toward old highs, potentially explosively.
- KeyBanc reiterated an underweight/sell rating and argued this time is not different.
Ideas
Watch First Solar for 50-day breakout
Josh Brown says First Solar is not ready for entry yet but deserves to be on the radar. He cites improving fundamentals: EPS growth of about 550%, revenue growth, a massive $16.4 billion backlog, and a shift toward utility- and industrial-grade solar rather than residential installations. Technically, he wants to see a break above the 50-day moving average as the first clue that buyers are in control; that could take the stock back toward its old highs and be explosive if it breaks through.
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Speakers: Josh Brown · Tickers: FSLR