While Pacific Crest cut its rating on First Solar (FSLR -1.7%), Deutsche Bank's Vishal Shah says...


While Pacific Crest cut its rating on First Solar (FSLR -1.7%), Deutsche Bank's Vishal Shah says FSLR in particular could benefit from apparent strong demand across a number of markets and what he sees as a better energy policy landscape. Shah cites a possible weening of solar from subsidies in 2014, and the same improvements in polysilicon pricing that boosted solar shares last week.

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