Solar sector has been on fire for 2 months and is worth keeping track of.
Feb 11 11:42 AM Solar stocks are having a good day (TAN +2.8%). One possible reason: a weekend FT report that observes bankers are close to securitizing solar panel leases into bonds. Functioning much like MBS', solar bonds would package panel leases and be supported by cash flows from related electricity purchase commitments. SPWR +9.8%. SOL +6.1%. YGE +6.5%. STP +5.5%. FSLR +5.5%. LDK +4.5%. JASO +4.5%. TSL +4.4%