- Today's solar selloff is overdone, and investors should buy the dip, Deutsche Bank's Vishal Shah says, as Q3 earnings could provide a catalyst.
- Expectations have been reset, and most solar stocks are well below their 52-week highs, the analyst says, expecting a rally through year-end based on prospects of further improvement in pricing/margins and upward estimate revisions.
- The firm's top picks in the sector are Trina Solar (TSL) and Yingli Green Energy (YGE).
- ETFs: KWT, TAN.
From other sites
at Zacks.com (Mar 13, 2015)
at Benzinga.com (Jan 12, 2015)
at Benzinga.com (Jan 6, 2015)
at Benzinga.com (Dec 30, 2014)
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