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There's a Solar Shakeout Coming - Citigroup

Interesting that this article, like the talking heads on Fast Money, only focus on the USA solar manufacturers.

For a better comparison, and a look at the P/E's of a broader range of Solar Stocks, the reader might want to check out this site: www.cnanalyst.com/sola... with the latest comparison table dated May 7, 2008.

Here are the 2008 P/E's (from Low to High) of a few solar stocks listed there, but only those with Net Margins in the Positive: TSL@13, WFR@15, SOLF@20, LDK@21, YGE@24, JASO@26, STP@28, SPWR@39, and FSLR@97.

Solar stocks with Negative net margins are ESLR, CSIQ, and others.

As the gentleman above said, do your own DD.

Solar Stocks: Nine That Will Shine in a Bull Market

You side-stepped two important facts that perhaps you didn't realize:

1.) First Solar uses Cadmium which is being banned for any use in many European countries.
2.) Evergreen Solar is operating in the red and has yet to turn a profit.