Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Into solar sector

|Includes: JA Solar Holdings, Co., Ltd. (JASO), LDK, TAN

I like valuations in the solar sector, although we have seen a (still modest) appreciation lately. PEs are in the low single digits, as the market predicts a substancial overcapacity to materialize in 11.

But events may turn positive and prices should leave some margin for profit. Expecting more giant deals (300mw+) to be announced during 1st half, and even more in second, when PV-prices go to lower levels supporting investment decisions.

I like LDK, JASO, and for broad sector exposure, the etf TAN, Guggenheim Solar.