Solar and semi-conductors may just be back in play again. 4 GREAT PLAYS you MUST be prepared for in this new "resparking" of the sector. CSIQ, FSLR, JASO, STP

When a sector is so white hot, growing up pangs are bound to create speed bumps, and in the case of solar stocks, the bumps are named government funding, China startups and a polysilicon shortage..

Hoku Scientific is up 10% on the news that they were able to amend 2 Polysilicon Contracts in an effort to keep customers while securing financing for a planned polysilicon plant.

Sanyo Electric Co. amended their polysilicon supply agreement to provide Hoku with six additional weeks to secure financing for its plant. The initial deadline was Dec. 31, but is now Feb. 15.