Via Energy and Gold.com:

Solars are easily the best performing sector of 2015. Here are just a few of the percentage gains we have seen among solar stocks in 2015:

CSIQ +32%

FSLR +33%

SPWR +26.3%

TSL +21%

 

During the past week solars have fallen along with the broader equity market pullback. I believe we are approaching an opportunity to get into this leadership sector before it launches into its next leg higher:

TAN_Weekly_3.12.2015

 Two weeks ago TAN had a high volume breakout from a 12-month downtrending channel and ran into an area of supply dating back to last summer.  A typical scenario would call for a 3-4 week sideways-to-lower consolidation on lighter volume before the next leg higher begins. The green oval looks to be a solid long entry point.

Solars have been hot during the first couple of months of 2015, investors would be lucky to get a 3-4 pause that refreshes before this sector launches into its next big rally which could see share prices rise 50%+ just to get back to their 2010 highs.

The fundamental reason for Solar's recent rally, China's push to clean up its air quality and environment, probably isn't going away anytime soon. A quote from a recent Jefferies research report on Solar: “We believe the campaign to clean up China’s environment could become as intense as the anti-corruption campaign....Obvious beneficiaries are wind, solar, gas distributors, nuclear and environment services sector.”