NEW YORK ( Minyanville) -- The promise of the solar sector has been spotty to say the least. From a fundamental standpoint, there have been many fits and starts, closing of plants, consolidation, and government subsidies to try to keep the dream alive. Compressed natural gas is also an arena that has the potential to solve many of our energy needs and has yet to reach its full potential. In the end, there will be a few successful companies that make it through the gauntlet and deliver the energy needs of the next generation. I want to revisit two names I see as poised to capitalize on the demand. First Solar ( FSLR) is perhaps the best-known solar company in a fast-changing arena. In the 2007 bull market, First Solar ran up tenfold on brightening prospects for the solar names. With competitor LDK Solar ( LDK) reporting outsized earnings on Monday, the entire sector enjoyed a nice pop. (First Solar reports on February 17.) From a chartist's viewpoint, many names are particularly attractive at current levels. In fact, I have positions in China Sunergy ( CSUN), SunPower ( SPWRA) and Guggenheim Solar ETF ( TAN) for my clients.
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