the general opinion guilelessly sees more capacity being stacked against a perception of lower demand resulting in risks of module glut and lower ASP

The first quarter of 2014 was the largest quarter to date for deliveries, at 4.8GW of modules sent

The first quarter of the 2014 has the potential to become the largest quarter since Q2 2013, reaching around 4.6GW

Canadian, delivering EPS between $4.30 and $4.70, could get a price target of $65 to $68 by the end of the year, offering nearly a 100% return from Friday's March 21 closing price.

Having most of the fourth quarter results behind us, it is time to summarize what to expect from 2014 in the case of portfolio development, and which companies are likely to make it worthwhile for investors.

Chaori rose a lot of attention in financial circles as being the first corporate bond default in Chinese history, but for the solar industry, this is just system at work

The overall deliveries for January were a 38% increase month-over-month, and 19% year-over-year

Deutsche Bank, in recently published world solar market forecasts, announced another gold rush, and it said China would be one of three profit drivers in the next two years. Still, this time around, the Chinese are pretty calm about it

During December, final deliveries were 1.7% higher than November 2013 and around 22% greater than December 2012.  

Global module deliveries during November 2013 amounted to a total of 1.2GW versus 1.24GW, or 2.2% less than October 2013. In comparison to a year over year, overall deliveries in this period were 37% higher than the comparable period during 2012.