Some Solar Stocks Offer Great Opportunity But Not Yingli

By StockBaller:It's been an exciting couple of months for investors in solar companies. The market leader in the U.S., First Solar (FSLR), has absolutely crushed all expectations as it has jumped from the $20s in March and April up to the mid $40s.

By Emerging Money: By Sean Geary Chinese solar outfit Yingli Solar (YGE) surged in Wednesday's trading after the company reported better-than-expected quarterly results.

Stocks of major Chinese solar companies, namely, JinkoSolar Holding Co., Ltd. (NYSE:JKS), Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE:YGE), Trina Solar Limited (ADR) (NYSE:TSL), JA Solar Holdings Co., Ltd. (ADR) (NASDQ:JASO), and Canadian Solar Inc.

Year-to-date, the Guggenheim Solar ETF (TAN) increased 14%, outperforming the SPDR S&P 500 ETF Trust (SPY), which increased 4.8% to close at an all-time high on Friday.However, since March 7, the solar industry exchange-traded fund (ETF) is down 20.1% from its 52-week high of $50.17.

The US Department of Commerce has levied anti-dumping tariffs on Chinese and Taiwanese solar cell and module importers. This is yet another attempt by US authorities to stop Chinese and Taiwanese companies – who have shipped solar equipment worth $2.25 billion at prices 25% lower due to Chinese subsidies – from dumping low-cost equipment into the US market.

By Alex Shadunsky: Dry bulk stocks have struggled this year for a number of reasons, including over building and weak economic conditions.

Ganaxi Small Cap Movers submits: Leading hedge fund and mutual fund managers that have a long-term track record of generating high market-beating returns are severely underweight the solar energy group by a factor of six. These high alpha or guru funds number less than 100 or less than one percent of all funds, and they control almost ten percent of the U.S. equity discretionary fund assets.

Andrew Ling submits:First solar's (FSLR) stock was punished in 2009 and range bound in 2010 due to systems investors running into financing difficulties and increased module competition from Chinese manufacturers. The financing issues have long since eased.