A prescient seller of solar years ago, Gordon Johnson is more bearish now than he's ever been -...

|By:, SA News Editor

A prescient seller of solar years ago, Gordon Johnson is more bearish now than he's ever been - even with most of the stocks trading at fractions of their old values. China alone has far more panel production capacity than the world needs, and it's still adding more thanks to the government propping up these cash-flow burners. U.S. government policy is equally perverse. Top sells: FSLR, YGE, TSL, STP, ASYS.