Where should investors be putting their money in solar right now? Joel South sat down with solar analyst Travis Hoium to see where he sees opportunity and risk in the industry.
SunPower (SPWR -1.02%) is his top pick because of its exposure to the U.S., Japan, and China as well as its utility and residential exposure. The efficiency leader has been a top performer in solar over the past year and there's no reason SunPower will stop now.
On the sell side, Travis sees a lot of risk in Yingli Green Energy's (NYSE: YGE) $2.8 billion in debt, which will put it behind as the next generation of solar equipment rolls out. Again, Yingli has jumped this year but unlike SunPower it has yet to make a profit.
The big question is around SolarCity (SCTY.DL), who has built a lead in the residential market. SolarCity is a clear leader in that space, but there's a question as to whether the company is a good value and if its business model will stand the test of time.
Find out more about SunPower, Yingli Green Energy, and SolarCity in the video below.
