We like Lazard (and Cowen) in this space. Not only do they know what they're talking about but they both seem to have a feel for the inflection points.
From 24/7 Wall Street:
Between late yesterday and early today, Lazard Capital Markets' Sanjay Shrestha has keyed on many of his alternative energy picks after earnings or other news. Among the calls are Canadian Solar, Inc. (NASDAQ: CSIQ), LDK Solar Co. Ltd. (NYSE: LDK), and JA Solar Holdings Co. Ltd. (NASDAQ: JASO).
Below are the notes for each call: Canadian Solar, Inc. (NASDAQ: CSIQ) shares are up 31% to $44.85 after the company just trounced the earnings estimates. Shrestha at Lazard maintained his buy rating...MORE