Stocks to Watch –Solar stocks, November 1, 2013

Crude oil prices have been surging recently, and there is little sign that the momentum will be slowing down. Every time crude oil reaches these types of elevated levels, it seems that interest in alternative forms of energy also rise. Solar is one type of alternative energy that gets particular attention, and should be on investors' radar going into 2013. 

First Solar resumes trading, shares +8.1% AH; more on Q3

• First Solar (FSLR) is trading near its October highs following its big Q3 beat.
• While systems sales are taking center stage in Q3 report, the performance of First Solar's module ops also improved. Module production (exc. German plant closures) rose 10% Q/Q and 8% Y/Y to 426MW, cost/watt fell $0.08 Q/Q and Y/Y to $0.59, and conversion efficiency, which has historically trailed that of non-thin-film module vendors, rose 30 bps Q/Q and 60 bps Y/Y to 13.3%.
• Capacity utilization was 80% in Q3, +500 bps Q/Q but -600 bps Y/Y. The company's 2013 module-only shipment guidance range has been favorably narrowed to 400MW-500MW from 300MW-500MW.
• On the other hand, First Solar is now guiding for 2013 systems shipments of 1.2GW, down from a prior 1.3GW; that's the main reason for the revenue guidance cut. 50% of Desert Sunlight revenue is now set to be recognized this year, up from ~33%.
• First Solar ended Q3 with $1.5B in cash/investments, up from $1.3B at the end of Q2. Opex rose 19% Y/Y, less than rev. growth of 51%.

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Below these are the  Solar stocks  I am follow on 2013.

  
Solar Stocks List 
Solar Pure Plays:
•SunPower Corporation (Nasdaq: SPWR)
•First Solar Inc. (Nasdaq: FSLR)
•Evergreen Solar (Nasdaq: ESLR)
•SunTech Power Holdings (NYSE: STP)
•Trina Solar (NYSE: TSL)
•Solarfun Power Holdings (Nasdaq: SOLF)
•Canadian Solar Inc. (Nasdaq: CSIQ)
•JA Solar Holdings (Nasdaq: JASO)
•China Sunergy (Nasdaq: CSUN)
•LDK Solar (NYSE: LDK)
•ReneSola Ltd. (NYSE: SOL)

Smaller companies with Solar exposure:
•Energy Conversion Device (Nasdaq: ENER)
•Hoku Scientific (Nasdaq: HOKU)
•Daystar Technologies (Nasdaq: DSTI)
•Spire Corporation (Nasdaq: SPIR)

Solar Energy ETFs:
•Market Vectors Solar Energy ETF (KWT)
•Claymore/MAC Global Solar Energy (TAN)

Bigger companies with Solar exposure:
•MEMC Electronics (NYSE: WFR)
•General Electric Co. (NYSE: GE)
•Boeing Co. (NYSE: BA)
•British Petroleum (NYSE: BP)
•Royal Dutch Shell (NYSE: RDS-B)
•Kyocera (NYSE: KYO)
•Applied Materials (Nasdaq: AMAT)

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