- 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.
at Zacks.com (Jan 16, 2015)