Memc Electr Matls Inc (NYSE:WFR)
CAPS Rating:
The Company is a worldwide producer of wafers for the semiconductor industry.
The Company is a worldwide producer of wafers for the semiconductor industry.
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Recs
Solar EPC - engineering, procurement and construction - are the place to be as these companies have just started to rebound after restructuring and absorbing the costs of industry shake out courtesy of China panel makers. Solar installations are growing at a high rate and companies that can design and install utility and commercial grade projects will do well, i.e. WFR, FSLR, GE, SPWR... I have been aggressively selling puts and have a 4% long position established recently.