This Small Cap Could be the Lotto Ticket in the Emerging Carbon Capture Story (EQNR, VKIN, BEP, BE, FSLR, RUN, ENPH, STEM)

The coming decade will be defined by several major macro themes for investors. Perhaps foremost among them will be derivative themes related to the massive job of transitioning away from our collective addiction to fossil fuels. The job is enormous because it entails a complete reshaping of how we relate to the concept of energy. […]

How the Oil Spike Could Spur a Stampede into Alternative Energy Solutions (CCJ, VKIN, NEE, ENPH, FSLR, RUN, GE, ETN, TAN, URA)

One of the more interesting upshots of Russia’s invasion of Ukraine has been a big shift to the game theory landscape in the energy industry, sharply incentivizing investments in alternatives to crude oil following the spike in oil prices that has resulted from sanctions against Russia. WTI Crude Oil prices have spiked as high as […]

Market Dip Offers Chance to Buy Green Tech Stocks on the Cheap (FCEL, ECOX, ENB, BEP, FSLR, SONY, NIO, SEDG)

Rising commodity prices and skyrocketing inflation have imposed on global policy makers the burden of an economic context not seen since the 1970’s. That backdrop is also now paired with increasing angst over the pace and status of the climate change agenda, creating a rock-and-hard-place conundrum where no one wins… except perhaps private sector investments […]

Commodity Price Shock Could Fuel New Boom in Green Tech Stocks (BLDP, ECOX, NIO, BE, FSLR, TSLA, CSIQ)

As commodity prices skyrocket higher following Russia’s invasion of Ukraine, attention in the markets is turning toward sustainability plays. The ideas are entwined. For example, one of the main hurdles to the development and maturation of the solar energy industry is the cost-effectiveness of using solar energy. This has become less important as the industry […]

Why Russia’s Move is the Perfect Wake-Up Call for Green Energy Stocks (NEE, ECOX, ENPH, FSLR, RUN, GE, TSLA, STEM)

Stocks are on sale and commodities are going through the roof as Russian forces cross into Ukraine and begin to excise the Ukrainian military human and equipment infrastructure. The sanctions and threats of other sanctions add up to the risk of huge disruptions in the supply of many commodities, but Oil, Gas, and Wheat are […]

Why it may be Time to Buy the Dip in Sustainability Stocks (NEE, VKIN, STEM, QS, BE, FSLR, FAN, TAN, CEI)

The sustainability movement is likely to be the most important investment theme over the next ten years. The transition away from fossil fuels is going to be expensive, and it’s likely to drive further inflationary pressure. But it’s necessary, and the vast majority of Wall Street firms and younger investors are already aligned with this […]

Clean Energy Stocks on Sale and What to Do About It (CLNE, VKIN, NEE, FSLR, ENPH, BEP, BE)

As growth stocks sell off, investors have the opportunity to gain exposure to the secular narrative around clean energy, which is destined for leadership in the market over the coming decade as trillions of dollars in investments flow toward sustainable technologies aligned with the ESG investing theme. The Environment, Social, and Governance (ESG) investment theme […]

Top Clean Energy Stocks are On Sale and Structurally Favored (CLNE, CEI, NEE, FSLR, ENPH, BEP, BE)

The great transition away from fossil fuels is now well and truly underway following this year’s climate conference at COP26, which established stepped-up objectives for the developed world. That means trillions in added investment flows into clean energy plays. This is on top of the ESG movement, which has been driving new capital flows into […]

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 […]

Investors Should Prepare for the Green Age (GSFI, ENPH, FSLR, FCEL, PLUG, NEE)

One of the sure-fire thematic investment themes lining up across markets over the coming decade is green-age technology, which includes EVs, solar power, alternative energy solutions, power grid AI technology, and a host of other smaller thematic puzzle pieces that represent new ways of solving old problems with a negative carbon footprint over time. This […]

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 […]

Green Tech Rides Tailwind as Trillions Flow to Infrastructure (MASN, NEE, TSLA, ENPH, CLNE)

The trillion-dollar bipartisan infrastructure bill looks to be a done deal. Attention now turns to Biden’s $3.5 trillion reconciliation measure that will expand the budget and earmark a ton more money to human infrastructure and climate change projects. That places a bull’s-eye squarely on the green tech space for equity investors. The group could light […]

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 […]

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 […]

Effects Of Goldman’s Positive Rating Of First Solar, Inc. (NASDAQ:FSLR) Live On

Boston, MA 10/22/2013 (wallstreetpr) – It can be seen that since Goldman Sachs Group issued a positive rating on First Solar, Inc. (NASDAQ:FSLR), the stock has been on an impressive upward rally. For a stock that traded roughly $49.47 on Wednesday when this rating report was published, FSLR hit a day’s high of $56 yesterday Monday, […]