Why the Correction Spells Opportunity for Solar Investors (SEDG, JKS, ARRY, SUNW, CSIQ, GSFI)

It’s not new – solar stocks take a beating when we run into macro market bearish events that don’t also drive interest rates into the floor. Monday was another such case – Evergrande, the Chinese property company with over $300 billion in liabilities looks set to default. Markets often struggle toward the end of calendar […]

For Solar Investors, the Future is Now (FSLR, GSFI, RUN, TAN, SPWR, CSIQ)

The solar industry remains one of the fastest-growing secular trends in play for long-term investors as well as swing traders looking for high-beta areas of the market for well-timed speculation. Recent data from Our World in Data and BP shows that total global solar installations have soared over the past two decades, growing from 0.65 […]

What Trillions in Green Infrastructure Spending Means for Solar Stocks (GSFI, ARRY, FSLR, SEDG)

The “good news” for solar investors looking to put cash to work is that solar stocks have underperformed the major averages so far this year. That’s good news because the fundamental picture for the group may be better than ever after profit-taking activity and supply chain obstacles have keep multiples contained right into the teeth […]

Solar Stocks in Focus: Consolidation Spells Opportunity (CSIQ, SEDG, GSFI, SOL, SPWR, RUN, ARRY, JKS)

Solar energy stocks have been consolidating over recent months, potentially providing a value opportunity for market participants looking to allocate new capital to names like Canadian Solar Inc. (NASDAQ:CSIQ), Solaredge Technologies Inc (NASDAQ:SEDG), Green Stream Holdings Inc (OTC US:GSFI), ReneSola Ltd. (NYSE:SOL), SunPower Corporation (NASDAQ:SPWR), Sunrun Inc (NASDAQ:RUN), Array Technologies Inc (NASDAQ:ARRY), and JinkoSolar Holding […]

Key Stocks to Watch in the Solar Space (GSFI, FSLR, SPWR, ARRY, CSIQ, ENPH, TAN)

The future of the energy industry is likely going to be a hodgepodge of different renewable sources. But the primary factor will be solar power.  The solar industry is a prime example of a set-it-and-forget-it secular growth theme that – while featuring occasional bouts of volatility and the need for internal stock picking – will […]

Top Ideas for the Emerging Energy Paradigm (GSFI, CSIQ, RUN, JKS, FCEL, PLUG)

Last week’s OPEC meeting turned out to be quite a bit bumpier than expected as members argued over a number of points, with the decision being delayed by days. Looking ahead, OPEC’s job is going to continue to get more and more difficult because the 20th century energy model is headed for the scrapheap. Pulling […]

Navigating the Solar Stock Shakeout (FSLR, SPWR, GSFI, CSIQ)

The big answer is “ESG”, which stands for “Environmental, Social, and Governance”. The ESG movement is a defining aspect of the business economy now and will be for the long-term. The upshot is that companies now file ESG reports to show how they are working to reduce their carbon footprints and make a positive contribution […]