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 […]
GSFI
Green Stream (OTC US: GSFI) Catalysts Mount for Disruptive Solar Player at Outset of Secular Trend”
As the solar space continues to establish itself as a clear candidate for long-term ESG and growth investment flows on a structural, or secular, timeframe (rather than merely a cyclical one), investors seeking to allocate capital to relatively well supported fundamental themes are likely to continue to turn to stocks in the space. The notion […]
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 […]
Solar Stocks for the Win (SPWR, RUN, GSFI, SEDG)
The climate agenda has taken center stage as the Biden administration takes control in Washington DC and the Dems grab the wheel in both houses of Congress and look to enact an agenda with environmental sustainability at its heart. The upshot is likely to be continued strength in the solar stocks on the back of […]
