Adding To My Position In Suntech Power Before the Polysilicon Shortage Ends
Aggregated Source: Seeking Alpha China stocks
Despite general misgivings about the market as a whole, I have been looking at some individual names over the past few days. One that I like for the long term, whose chart has improved significantly last week, is Suntech Power Holdings (STP). This company is the Google (GOOG) of Chinese solar producers... best research, best management, biggest scale. However, due to a large relatively large share count, it does not 'fly' upwards like some of the smaller solar players in the space. It is, however, the most conservative way to play this angle in China.
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