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I have been positive about Yingli Energy (YGE) since the beginning of this year, as the company has gained a large amount of market share during the solar downturn. It is all set to benefit from its increased shipment levels as the industry comes out of the morass. I have also been advocating buying the Chinese solar stocks over US solar stocks, given that the valuation of the Chinese solar stocks are much lower and their stock prices have not risen as much. Both of these thesis are playing very well as Yingli, Renesola (SOL), Hanwha (HSOL), Jinko Solar (JKS) etc. have performed much better than the US solar stocks such...

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