d1synerget... There are a lot of solar investors who invest based on that fact they like solar...period. So take a look at the exact opposite, say fossil fuels and compare. One can wish and hope for solar, even put panels on his or her home or business like I just did, but invest? Panels are getting much cheaper to buy which is good for me putting them on my coffee shop, but I would hate to be a manufacturer. (for the record, the monthly cost on the 10-year note for the panels is less than the monthly savings, so they were free)
So lets look at Kinder Morgan Partners (KMP) vs FSLR last six months. Don't forget, KMP also offers a huge dividend and always has. Now over 5% even after the huge runup.