Solar's Potential Rises as Costs Decline

One of the habits I picked up from my time as an equity sell-side analyst is engaging management teams and other experts in conversation about their respective industries, companies and competitive landscapes. Sometimes those conversations can be confirming or illuminating, particularly if the team sees things differently from the herd's view. 

One controversial industry has been the solar industry. There's been a lot of speculation by investors, some making big money along the way while others have lost it. That means companies like First Solar (FSLR), SunPower Corp. (SPWR), Sunedison (SUNE) and, of course, Solyndra. Many people believe that solar will replace other forms of power generation, such as nuclear, coal and natural gas. Others see the potential boom in U.S. oil and the potential drop in oil prices as stifling demand for solar and other forms of alternative energy, such as wind and wave power. ...293 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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