Solar manufactures are struggling with commoditization. U.S. manufactures have been fighting to stay alive and compete with low-cost Chinese panels subsidized by Beijing.
Editor's Note: Related tickers: SolarCity Corp (NASDAQ:SCTY), First Solar, Inc. (NASDAQ:FSLR), SunPower Corporation (NASDAQ:SPWR), Goldman Sachs Group, Inc.
The march of earnings continued from the solar industry last week, but unlike when Canadian Solar and Trina Solar reported it wasn't all roses. JA Solar Holdings Co., Ltd.
Longtime readers of my solar analysis know I haven't been positive about Chinese solar stocks for over two years now. Instead, I think U.S. companies will be the best way to invest in the industry.