Solar stocks - best for next 6 to 12 months?

Question

In the first tier I have LDK and SOL.

In the 2nd tier I have YGE and STP.

How do you rank them?

Answer 1

I have STP as first tier.  Hard to go wrong, unless WWIII starts, or there is a breakthrough with thin-film.  But thin film has been promising a breakthrough for the last 25 years.

I also have YGE as a real long shot.

I'm hesitant about investing in polysilicon suppliers for the long term, as there should be a flood of supply soon.  But soon for me is a year or two.  I see your time horizon is shorter.

Also, I'm not putting much into individual stocks such as these.  Only what we can afford to lose, if need be.  Most of our funds are in far more conservative investments.

Answer 2

I like better evergreen and first solar  

Answer 3

STP is more 1st tier than LDK and SOL.  LDK is a wafer manufacturer. SOL has revenue of only 500 million.  Not first tier revenue.