From Cramer: My Top Solar Play for 2009 (Video, Aug. 6):
Cramer: "There's two solar industries. There's a solar industry of the individual and I don't want to invest in that at all... First Solar is an industrial company... They are not one-to-one... They use large available pieces of real estate... and they put their film solar panels on top of those and then sell the electricity... They're going to win a series of very big contracts... There's no future for that one-to-one market. It's going to be industrial. And only First Solar right now is playing it. When I say only, there are others coming on, which is other reason why First Solar's multiple could shrink eventually." To watch the video, click the player below:- Loading Comments...
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