Buy Q-Cells (QCLF)
12/30/2008 8:00 pm EST
This German company is the largest independent producer of solar cells in the world. (Sharp's silicon division is the No. 1 producer.) Q-Cells will be one of the major beneficiaries of the end of the silicon supply bottleneck in 2008-2010 (whenever capital becomes available again) as new supply lowers the price of the silicon wafers that Q-Cells buys and therefore removes the uncertainties that have hobbled production.