Speaking about the solar sector, our long-term favourite is now undisputedly one of the strongest (if not thè strongest) performer in the polysilicon sector. The company’s shares were slaughtered in the great crash, but they have now fully recovered, testifying that our analysis last year was pretty spot on..

Third Quarter 2009 Financial and Operating Highlights

• Solar module shipments were approximately 123 MW, above the Company’s previous guidance of 90 MW to 110 MW, representing an increase of 91.9% sequentially and 84.7% year-over-year
• Net revenues were $249.7 million, representing an increase of 66.5% sequentially and a decrease of 14.1% year-over-year
• Gross margin was 28.5%, above the Company’s guidance of 23.5% to 26.5%, compared to 27.4% sequentially and 22.4% year-over-year
• Operating income and operating margin were $45.5 million and 18.2%, respectively, compared to $18.6 million and 12.4%, respectively, in the second quarter of 2009
• Net income was $40.1 million, compared to $18.9 million in the second quarter of 2009
• Earnings per fully-diluted ADS was $1.29

Just look here for the whole story.