Power-One (Nasdaq: PWER), a holding of Jim's Messed-Up Expectations portfolio, had a very strong second quarter, beating estimates for both revenue and earnings. Not only that, but it also guided for Q3 revenue ahead of where analysts had pegged. IMS says demand is growing worldwide despite the slowing economies and reductions in tariffs. Watch the following video to see why Jim thinks it's time to add more shares as solar continues to become a larger slice of the world's energy pie.(AEIS -1.14%)

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