RE: Top Solar Stocks for 2010duderon.. i dont follow any solar large cap companies and it depends what kind of exposure you want to solar.
GE does a lot of solar now, so now westinghouse.. and arcelormittal has an outstanding solar division.. so different ways to play it. remember to stay away from cell and panel assemble companys.. 50% of them are tits up or heading that way
if you want direct play..
stg- by far the biggest potential of any solar company on any listed exchange that i am aware of.
high speculation, but high reward, place AIR on your list.. if they manage to raise some $ the stock will move, and they are tapping into FIT in the spring time.
SATCON- recently reorganized its manu and sales efforts.. from what i am hearing through the street is that they are booking like crazy, they have some massive done deals in ontario FIT, and i actually picked up some, small shares outstanding, very estblished company, and great track record in California, # 1 down on the west coast and are likely the next BUYOUT.. probably less then 12months month.
PTOS if they ever manage to get the India project on the go, stock could pop to 10bucks from current .35cents range (high speculation)
CMH- maybe good for a double but they sold themself short by getting off the installation business
OPL- Appear to have some trouble getting sales on the CPV they build, but plently of cash and little outstanding shares possible run up.
Dont touch anything out california as the program is questionable, any avoid any new start up, were management has no industry experience. Also avoid buying shares in an installation business company (anyone can install, no value to installation companies), and avoid PINK Sheet and OTCBB stocks.. such as open energy, Ener1, ASWL, helix power, soen.
APV- if they stop bleeding cash.. they are having cell issues.. and bay street lost all faith in ian and his team from waterloo.. wait until they announce FIT contracts
DFE - if they make like banditts out of FIT then they could possible move back up north..
IMHO