Seeking Alpha

Solar selloff overdone, Deutsche Bank says

  • 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.
Comments (1)
  • Michael Bryant
    , contributor
    Comments (5774) | Send Message
     
    Long (SPWR). Ichan seems to be eying (FSLR). I also like (TSL).
    29 Oct 2013, 12:28 AM Reply Like
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