Two Picks in Solar Stocks

Market just opened deep in the red, Crude Oil continues its downward movement and the Solar Stocks follow.

Some news regarding Deutsche Bank's choice on Solar Stocks:

Mr. O’Rourke: Two key [companies] here in the US are First Solar (FSLR) and SunPower (SPWRA). Each of those companies has clear technology differentiation, First Solar with cadmium telluride and SunPower with high efficiency crystalline silicon. They are the technology leaders in the industry, and often differentiation does come down to technology. All that said, I think they have sustainable competitive advantages that translate to a lower cost of energy all the way down the value chain. If a company can maintain that cost of energy advantage, and maintain a strong balance sheet, they can weather the storm and build upon an already strong market position.

Source

Labels: Deutsche Bank, First Solar Inc, FSLR, Solar News, Solar Stocks, SPWRA, SunPower Corp

posted by Ertai at 10:07 AM