The following video is part of our "Motley Fool Conversations" series in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Solar companies have been generating real revenue recently, though their margins have compressed and their stock prices have fallen. With that in mind, Dave has been taking a closer look at the suppliers to these companies. And he's also considering the Market Vectors Solar Energy ETF, which covers the entire industry.

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