Solar Stocks

Prices crashed recently with many companies losing between 2/3s and 4/5s of their value just in the last 3 months. Bearish bets (short interest) in many issues amounts to more than 50% of float, or the number of shares available for trading.
The largest publicly traded issue, First Solar (FSLR) fell from 140 to now 55 and has a short interest of about 20 million shares against a float of about 35 million. Recently downgraded by Ticonderoga (see "Barron's" link here : http://blogs.barrons.com/techtraderdaily/2011/10/12/fslr-ticonderoga-says-sell-modules-to-lose-money-in-2012/?mod=yahoobarrons), it was recommended for purchase by Goldman Sachs with a price target of $90.
Perhaps the best way to play this sector is an ETF with an unwieldy name but a much better ticker symbol.
Guggenheim Solar - ticker: TAN.
Because of its size, First Solar makes up about 20% of the fund.

Some Charts :
TAN


FSLR


Here's another interesting viewpoint:
http://finance.yahoo.com/news/Is-Solar-Dead-indexuniverse-4280332257.html?x=0