CNBC Stock Blog
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Why Amazon Rules Retail
- Wave of Debt Payments Facing US Government
- The Social Media Gaming Threat
- China Eastern to Complete Shanghai Air Buy by End '09
- Paul: Audit the Fed
- JAL Slides to Record Low on Bankruptcy Jitters
- Gold Will Collapse Like Oil Did in 2008: Charts
- Prepare For Large Decline In Stocks, Next Year?
- Lyondell Urged to Consider Reliance Takeover Offer
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- HP's Mark Hurd
- HP Comes in As Expected; Is It Time to Buy?
- 9 Stocks That Play Rising Water Costs: Strategists
- Weis' Deal Likely Won't Change Big Money Contracts
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Nov. 23: Unusual Volume Leaders
- Help Wanted—Please Run $4 Billion University
- Apple Comes to AT&T's Rescue
- How Many US Consumers Will Shop this Weekend?
- Tuesday's Heavy Dose of Data to Dictate 'Risk' Behavior
- Obama says Boosting US Jobs is Top Priority
- GM to Cut up to 9,500 Jobs in Europe
- More Consumers Giving 'Black Friday' the Cold Shoulder
- Prepare For Large Decline In Stocks, Next Year?
- Appeals Court Denies Microsoft's Alcatel Petition
- HP Comes in As Expected; Is It Time to Buy?
- Cramer: What Monday’s Housing Number Really Means
RSS FEED
Text Size 
CNBC News Associate
With the price of solar panels falling, industry watchers say now may be a good time for consumers to take a look at the technology.
Analysts Paul Clegg at Jeffries & Company and Vishal Shah of Barclays Capital shared their sector strategies and stock picks. (See their Buy, Sell and Hold calls, below.)
“We’ve seen a significant amount of [panel] supply coming online,” Shah told CNBC.
“I think there is going to be a more balanced supply-and-demand outlook for some of the low-cost solar manufacturers, but not for everyone.”
Shah said the falling price of solar panels will benefit solar stocks and has a positive outlook on the sector in the near-term.
- China Investment Pro Picks a Solar Stock
- Yoshikami: Don't Miss the Other Emerging Markets!
- Oil vs. Gold: Which One Should You Buy?
Clegg, on the other hand, is more negative on the solar area.
“We’re still on the sell side,” he said. “We don’t agree that the capacity is absorbed. We think that there’s still a significant amount of overcapacity in the sector and we’d be concerned about the fact that a lot of the companies in this industry are pricing very aggressively.”
Clegg’s Recommendations:
"Buy" rating on MEMC Electronic Materials [WFR
Loading...
()
]
"Hold" rating on First Solar [FSLR
Loading...
()
] and SunPower [SPWRA
Loading...
()
].
"Sell" rating on Suntech Power [STP
Loading...
()
] and Energy Conversion Devices [ENER
Loading...
()
].
Shah’s Recommendations:
"Buy" rating on Yingli Green Energy [YGE
Loading...
()
].
"Hold" rating on First Solar and Sun Power.
______________________________
Disclosures:
No immediate information was available for Clegg or Shah.
______________________________
CNBC Slideshows:
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes