First Solar (Nasdaq: FSLR) shares have now returned 88 percent since we recommended them in late August as a discounted play on the growing competitiveness of large-scale solar power arrays. We’re recommending you sell half of your initial investment after the latest surge, powered by optimistic long-term profit guidance amid near-term challenges. We continue to believe in the story, but the risk/reward equation has obviously changed. For more details, see the portfolio update section of The Energy Letter next Monday.