If You Thought 2013 Was a Good Year for Solar, Just Wait for 2014

The solar market was hot in 2013 as the emergence of the U.S., Japan, and China as demand sources helped reverse the falling price of solar panels. Next year, demand should only grow, which bodes well for companies like SunPower (SPWR -8.41%), Canadian Solar (CSIQ -0.67%), and JinkoSolar (JKS 4.86%), which are already profitable. If they can continue to cut costs and prices continue to rise their margins will grow. 

Installers should do well in 2014, too, which is positive for SolarCity (SCTY.DL) and SunPower, which generate revenue from residential leases as well as project sales. 

Erin Miller sat down with solar analyst Travis Hoium to see what investors should look for next year and where their money should be.