Why Solar Panel Makers Are Actually Like Steel Companies

Nick Sciple: Can you talk a little bit about the dynamic between the tech-focused cutting-edge panel manufacturers vs. what you’re seeing from some of the more commodity-focused manufacturers like Junko Solar? What should investors think about when deciding where they should allocate their cash between those two broad categories of panel makers? Jason Hall: There’s […]

Why These 4 Companies are Top Solar Stocks Right Now

Nick Sciple: In the panel space, Jason really likes First Solar, their strong balance sheet, their ability to ride downturns in the cycle. On the yieldco side, Brookfield. Across anything in the infrastructure space, Brookfield really seems to be well positioned and able to ride cycles and make strong investments. One thing to note with […]