I'll say it right up front: JA Solar
While I noted in a recent look at Trina Solar's
But that's just me. More than 1,100 of you have rated this cell-slinger to stomp the S&P in Motley Fool CAPS -- signaling more enthusiasm than exists for attractively priced, proven winners like Air Products & Chemicals
If you've been following this story since the deflationary fall, you already knew the fourth quarter was pretty much a disaster. Now we have the hard numbers: Since the previous quarter, shipments dropped about 38%, and revenues plunged 54% on lower average sales prices. These figures make Suntech Power's
Now, here's the twist. JA Solar looks to be in pretty fine shape going forward. The company's sewn up a sweet deal supplying cells to BP
There's a caveat here, of course. 2009 simply marks a lull for this company in the relentless contest to scale up and cut costs. JA Solar is going to have to get back on that treadmill before too long, and as an investor, that is not where I want to be.
Fool contributor Toby Shute liberally applies his thumb in CAPS under the name TMFSmashy, but he doesn't have a position in any company mentioned. The Motley Fool's disclosure policy doesn't mind the treadmill, so long as there's a nearby television tuned to ESPN.