Dirtt

Solar's Warm, But Not Hot - Barron's

I don't see any screaming buys but plenty of risk. The subsidies in Spain and Germany impacting revenue must be dependent on the housing market to some degree. And the last time I looked the 20,000-ton gorilla in the room is housing inventories. (The 800 lb gorilla is subject to inflation also) Housesitters tend not to make improvements on property they don't own.

And just because people are tired of hearing it and the media tired of reporting it doesn't mean that gorilla is moving anytime soon. If fact he's not even awake yet.

To be sure plenty of risk in EMKR has evaporated. It could sneak back into the $7.73-9. area.