How to Play Europe's Alt-Energy Demand - TheStreet

In the following video, Larsen Kusick offers his take on China-based A-Power (APWR) and other troubled alternative energy stocks that nonetheless remain in his Breakout Stocks portfolio.

Kusick also analyzes solar plays such as

Yingli Green Energy

(YGE)

and

Trina Solar

(TSL)

, and explains why, when it comes to solar, he prefers

Energy Conversion Devices

(ENER)

.

From

China Watch: Don't Give Up on A-Power

(Video, Sept. 15):

Kusick: "There were hopes that they

A-Power would start producing wind turbines in the third quarter. That got pushed back to the fourth quarter because they're having difficulty securing gear boxes -- the little parts they need to start wind turbine production... As long as this company is still on track, we're with it... The main issue right now is you're seeing a collapse in the solar sector along with energy, infrastructure... Everything's tied together... Europe is a major driver of the solar story. If the euro's weak, you've got earnings risk. That's simply what's pushing them

solar stocks down here. Long term, I like the solar sector as a whole, but it just seems like there's too many of these smaller players. And your success in investing in these is a little too dependent on somebody buying them out."

To watch the video, click the player below:

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This article was written by a staff member of TheStreet.com.