While the market is still thinking about what to do with the Dubai news, some "green" player are well in the green...
Watch all the chinese solar companies... such as STP, TSL, SOL, LDK,... but also FSLR (lagging I admit...).
You invest in Europe: check QCE.DE & SWV.DE...
Everybody wants a better world with greener energies... off course, not at any prices...
I'd consider in a portfolio Suntech (STP) , the biggest solar player in china...
Technically, it seems to come out of a "low"... I'd build some position in the area of 15 and below.
Upside Potential: too easy if I'd say, the Sun is the limit... So, I'd consider a short term of 20US$...
Long term: Keep it for your kids & I'm quite confident to believe that they'd enjoy a good future in the sun...
First Solar FSLR (A US big player in the same sun energy but with a different technology... check its profile here
But around 120US$/share, the upside has more chances then its downside.. certainly after looking at its recent earnings... & also the recent contracts it received in China... Yep.. China not only can sell but also should buy from US if they want to enjoy fair trades in the worlds.
These are just ideas.. but I admit that with a market questioning itselfs to where to go... the Solar are pointing today to the direction of the sun in your portfolio...
n.b. at the time of writing, I own STP, SOL, FSLR & QCE.DE
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