Ryan Barnes submits:The solar stocks have faced a brutal, early winter environment the past few months; the crushing of their equity along with a frozen debt market has effectively removed their medium-term funding. Meanwhile, the much lower price of crude oil has driven a move to broadly lower energy costs, which takes away from solar energy’s cost effectiveness. Now that most of the solar stocks are down 75% or more, I’m trying to pick out a member of this group that has sights on hitting the important marks first… $1/w in cost per unit, and critical mass production capacity that can be achieved with at least a 10% operating margin. After (finally) finishing my read of SunPower’s (SPWRA) Levelized Cost of Electricity white paper, I’m intrigued by its vision, and the company has the capitalization to make a good run at it.Complete Story »