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| PAST TOP PICK | 38.480 | Drummond Brodeur | (A Top Pick July 24/07. Up 24%.) Bullish on the solar sector. When you look at the energy demand that is coming out of China and emerging markets there is no way this can be provided on a carbon-based system. One of the largest in the space and lowest cost operator. Good buy below $40. | 2008-09-26 | |
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| TOP PICK | 32.290 | Drummond Brodeur | Global energy demand is on a collision course with climate. This is a global leader in solar energy. One of the top 3 producers of solar cells and modules. Low-cost operator. Has its own technology. Trading at 20X earnings and 12X next year’s. | 2008-07-24 | |
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| TOP PICK | 47.050 | Steve Martin | One of the biggest cell manufacturers globally. Have an integrated model where they are playing in each part of the value chain and can protect their gross margins going forward. 2 or 3 months ago, they pre-released that the 2008 production would be 530 MW, below expectations. Long-term, they are one of the best-positioned companies. Good price. | 2008-04-18 | |
Experts that have talked about Suntech Power Holdings Co. Ltd.
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