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Another day, another big rally for heavily-shorted solar stocks (TAN +3%). Hopes are growing the...

Another day, another big rally for heavily-shorted solar stocks (TAN +3%). Hopes are growing the beleaguered industry might finally be bottoming: Credit Suisse's Satya Kumar is encouraged by flattening polysilicon and module pricing, and thinks U.S. and Chinese solar initiatives could drive growth. However, he adds "excess panel capacity in China needs to be permanently retired." LDK +9.3%. SCTY +8.3%. GTAT +5.1%. DQ +7.2%. SOL +7.9%JKS +6.5%. FSLR +2.9%. (yesterday: I, II)
Comments (5)
  • moreofthesame
    , contributor
    Comments (743) | Send Message
     
    How many on here still think that Solar will come crashing down again?
    12 Feb 2013, 12:47 PM Reply Like
  • keu4bike
    , contributor
    Comments (232) | Send Message
     
    I'm bearish (but long TAN) on the solar panel manufacturers.

     

    I'm bullish on the parts of the industry that benefit from lower module prices -- installers, operators, real estate owners, etc.
    12 Feb 2013, 01:24 PM Reply Like
  • AZ Desert Trader
    , contributor
    Comments (239) | Send Message
     
    keu please explain the logic in this. 6 of the top ten holdings of TAN are the Largest panels makers in the world
    12 Feb 2013, 01:32 PM Reply Like
  • keu4bike
    , contributor
    Comments (232) | Send Message
     
    Mister Destructo, I dedicate a small portion of my portfolio to money-where-your-mouth-is investments. I believe in solar, so I invest in solar. I would feel like a hypocrite if I didn't do so.

     

    I'm not in position to put panels on my roof just now, so I look to the market to make the investment. The portfolio is so small I have to use ETFs or Mutual Funds to have any diversity. There aren't a lot of options.

     

    I'm in TAN and PBW, even though I'm somewhat skeptical of large parts of TAN. I'm watching PW, KWT, and couple other opportunities. Last I checked, I liked TAN better than the solar mutual funds, although it's time to revisit them again.

     

    It's ironic for all the problems with the solar panel manufacturers in the top ten holdings of TAN, the fund has had the best dividend yield in my portfolio for both 2011 and 2012.
    12 Feb 2013, 02:53 PM Reply Like
  • Surf Dog
    , contributor
    Comments (825) | Send Message
     
    I am very confident that Solar will see considerable growth beginning this year and for the forseeable future.

     

    What we are seeing now is just the beginning.

     

    Large investors and individuals are seeing this as the perfect timing to get back in the game while prices are at bargail levels.
    12 Feb 2013, 05:21 PM Reply Like
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