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