SUNDAY

Credit Suisse lowered price targets Friday on SPWRA, FSLR and JASO (plus some NYSE solars). A little behind the curve, I'd say. These 3 are way down from latest highs and are probably on or near their bottoms. Yes, Germany feed-in tariffs are cut back in July and Europe currency hits margins already coming down from over supply and competition. But solar industry overall to grow 40% more this year and it won't stop there. Also, some are predicting mergers and acquisitions within the industry. FSLR has cost advantage and size still, though a couple privately-held comps will eat into it on price competiveness. The report left out SOLF, which may be the most attractive upside short-term. CSIQ's quarterly comes out soon and though they will report a profit v loss last year it may not make analysts' precall of 19 cents/sh.