We spoke with analyst Steve O’Rourke of Deutsche Bank in our special focus on Alternative energy this week. He had two picks  in the Solar Energy space that he thought we key players in the U.S. market:

Mr. O’Rourke: Two key [companies] here in the US are First Solar (FSLR) and SunPower (SPWRA). Each of those companies has clear technology differentiation, First Solar with cadmium telluride and SunPower with high efficiency crystalline silicon. They are the technology leaders in the industry, and often differentiation does come down to technology. All that said, I think they have sustainable competitive advantages that translate to a lower cost of energy all the way down the value chain. If a company can maintain that cost of energy advantage, and maintain a strong balance sheet, they can weather the storm and build upon an already strong market position. Leveraging technology and market-based advantages will drive market share gains and set up the company to come out the other side much stronger.

For the complete Alternative Energy report, including a full interview with Mr. O’Rourke and a roundtable discussion of the space, click here.  

This entry was posted on Wednesday, June 10th, 2009 at 4:35 pm and is filed under Natural Resources Stocks. You can follow any responses to this entry through the RSS 2.0 feed.