SunPower's (SPWR) higher guidance has investors excited about solar stocks again, and even Chinese companies have dreams of making a profit. It's been a long road back for investors in solar stocks, but the clouds are lifting. With financial performance improving at leaders First Solar (FSLR 0.87%) and SunPower it may be time to get into the market. The Motley Fool's Erin Miller sat down with Fool.com contributor Travis Hoium to get the latest on the industry.