Curiously, the best choice of Pourreza was not FSLR but SPWR.
SunPower (NASDAQ: SPWR ) , a current outperform CAPScall in the TMFYoungGuns portfolio, which Pourreza listed as a "conviction list buy" and noted its industry-leading efficiency and financial backing from Total as reasons for the call. I would, personally, much rather own the efficiency leader in SunPower, which has just as many quality joint ventures as First Solar and comes with a much more reasonable valuation.
It is because the short interests in FSLR are bigger and the company is more visible by being the biggest but actually the price SPWR is much more atractive. After the Buffett deal it is ridiculous to mantain this low price.