Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating [View article]
it's a very static look at the solar industry. silicone will be in oversupply not later than a year from now changhing the rules of the game. less-efficient thin film (FSLR) will lose its only advantage in the process, which is costs. While most Chinese solar plays are rather reasonably priced even counting in margin pressures and oversupplies going forward, the only true solar bubble stock is FSLR. ironically, everybody talsk about a bubble in chinese stocks and bargains in uS-stocks. when it comes to solar, it is exactly the opposite
Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating [View article]