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



Trina Solar


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

Energy Conversion Devices




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:

var config = new Array(); config<BRACKET>"videoId"</BRACKET> = 1785349377; config<BRACKET>"playerTag"</BRACKET> = "TSCM Embedded Video Player"; config<BRACKET>"autoStart"</BRACKET> = false; config<BRACKET>"preloadBackColor"</BRACKET> = "#FFFFFF"; config<BRACKET>"useOverlayMenu"</BRACKET> = "false"; config<BRACKET>"width"</BRACKET> = 265; config<BRACKET>"height"</BRACKET> = 255; config<BRACKET>"playerId"</BRACKET> = 1243645856; createExperience(config, 8);

This article was written by a staff member of