Buy solar installers and dump solar manufacturers, according to Goldman Sachs. https://www.cnbc.com/amp/2018/06/07/the-solar-industry-is-entering-a-downturn-says-goldman-sachs.html "Solar modules and cells will probably fetch about 15 to 30 percent less than they did for manufacturers last year, according to Goldman." Sounds like that largely negates the 30% tariff. $100+30% tariff = $130. $100-30% discount = $70+30% tariff = $91. $100-15% discount = $85+30% tariff = $110.50.
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