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Half Of Solar ETF’s 2015 Gains Come From One Stock: China’s Hanergy

FYI: Many investors are growing bullish on the prospects of investing in solar energy, but note that one stock drove half the gains this year in the market’s biggest solar exchange-traded fund.

Joshua Friedman, co-founder and chief of hedge fund Canyon Partners said on Wednesday at the SALT hedge-fund conference that falling production costs bode well for companies like SunEdison (SUNE) and SolarCity (SCTY).
Regards,
Ted
http://blogs.barrons.com/focusonfunds/2015/05/07/half-of-solar-etfs-2015-gains-come-from-one-stock-chinas-hanergy/tab/print/
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