RobDC

In the Battle of Best Solar Plays, U.S. Is a Distant Second

The author's cursory analysis of ESLR belies a lack of knowledge on said company. They beat analyst estimates, and they don't have much production online currently which explains why they had such "ridiculous" numbers in such a "golden time". A more careful look at ESLR would show that Evergreen is actually doing better than nearly every other solar play out there during the past 3-5 months of market sell-off, the stock price being largely unchanged.

akeygon, I agree. LDK is a great company which will be one of the survivors.

Additionally, the author points out the European subsidies are far ahead of the American subsidies, and that the Americans are behind in that regard. Considering that the future is an important consideration when buying a stock, I think it's actually a positive thing that the US is currently warming to solar subsidies - a factor that will most likely play out well for US solar companies this election year. Europe is very shaky on subsidies and decreases are being discussed, whereas in the US it is almost a given that subsidies will proliferate and increase.