Stocks Poised to Draw Attention as Sustainability Favorites Ahead (NEE, BLQC, ENPH, FSLR, RUN, GE, TSLA, STEM)

As growth stocks pull back in 2022, investors face what could be a defining long-term investment opportunity (1). When the streets run red with the blood of panic, savvy market participants encounter their most important opportunities (2). While the S&P isn’t down all that much, high-growth stocks have been disproportionately hit. One of the epicenters […]

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 […]

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 […]

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 […]

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 […]

Homeowners In Wisconsin To Be Able To Cut Down On Their Electric Bills Following Sunrun Inc (NASDAQ:RUN)’s Move To Bring Them Solar Energy Savings

Sunrun Inc (NASDAQ:RUN) happens to be one of the high end residential solar providers in the U.S and today it has made the move to break its silence in making public its expansion plan. The company seeks to expand its home solar service in the state of Wisconsin and of course it is the very […]