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What: Shares of solar manufacturer Suntech Power
So what: After 3 GW of solar was installed in Germany in December, there have been rumors that another big cut was on its way. A cut far worse than some expected could be coming, including a 15% cut in April and a 2% monthly cut after that.
Now what: For now, these are just rumor, but it does appear certain that a cut in feed-in tariffs is coming to Germany. That could put a damper on demand in the short term, but I think the fourth quarter and early 2012 have been strong enough to ease fears for most suppliers. The solar market is now global and even Germany can't derail this train's momentum.
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Fool contributor Travis Hoium does not have a position in any company mentioned. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw.
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