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Sunny side up: Gordon Johnson, alternative energy analyst at Hapoalim Securities, sees a bright future for a handful of solar energy stocks.

Publication: Black Enterprise
Publication Date: 01-OCT-09
Format: Online
Delivery: Immediate Online Access
Full Article Title: Sunny side up: Gordon Johnson, alternative energy analyst at Hapoalim Securities, sees a bright future for a handful of solar energy stocks.(STOCK PICKS)(Interview)

Article Excerpt
THE SUN IS ALWAYS SHINING IN GORDON JOHNSON'S world. As an analyst at New York-based Hapoalim Securities, he spends his days seeking out investment-worthy companies in the solar technology industry. It's a hot field (pun intended) that's generating plenty of buzz as the Obama administration promotes green energy as a pillar of its efforts to reduce greenhouse gas emissions while creating jobs in the recovering economy.

The solar energy industry is made up of hundreds of public and private companies that produce the equipment used to convert sunlight into electricity. The main component in that conversion is a polysilicon wafer that contains photovoltaic cells. These wafers are pieced together to form the mirror-like solar modules that are appearing increasingly on the rooftops of homes and businesses around the world. Photovohaic solar cell production has doubled every two years since 2002, making it the world's fastest growing energy technology, according to business research firm GlobalData.

Johnson's job is to synthesize the science and economics of the solar market and make that information useful to investors. He talked to BLACK ENTERPRISE about the industry and its future.

We keep hearing about green technologies. Does that mean investors can simply pick...

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