SolarCity (SCTY.DL) has been on a tear this year and is expecting to grow installations as much as 90% next year. But it's depending on growth in solar leases, which may not be the dominant product for the industry in five to 10 years. Erin Miller sat down with solar contributor, Travis Hoium, to discuss why investors may want to be cautious with this hot solar stock. 

For investors still looking for exposure to solar without the risk posed by SolarCity, SunPower (SPWR -1.02%) and First Solar (FSLR -1.46%) may be worth a look. Both are profitable and in a more diverse set of markets than SolarCity. Find out more in the video below.