Opportunity remains in a few solar-energy stocks, Ben Kallo of R.W. Baird and Tim Seymour of EmergingMoney.com say.On CNBC's "Fast Money," Kallo said that the strong performance of such names as JA Solar, Trina Solar, SolarCity and First Solar, the sector was not in bubble territory.
"We've had a big move off the bottom. The past two years were terrible," he said. "A bubble was in 2007 when we were really focused on Europe. That was really the only market, Germany and Italy and Spain. Now, we have a global market, and it's a different business."...Still, the solar space was not in bubble territory, Kallo said. "We're in the third inning, maybe."....Tim Seymour of EmergingMoney.com said that he owned SunPower and Trina Solar stock.
Seymour also said that "some of these Chinese solar stocks have done this round-trip two times. So, Trina Solar was a $50 stock two different times in between trading down to $5."Seymour said that Chinese solar companies were now getting a handle on their previous oversupply issue.
"Profits are there, and valuations are not stretched," he said.
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