Thursday, August 28, 2014

Best Solar Stocks To Own For 2014

According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


SolarCity Corp (SCTY): CEO Lyndon R. Rive Bought 107,434 Shares

CEO of SolarCity Corp (SCTY) Lyndon R. Rive bought 107,434 shares on 10/21/2013 at an average price of $58.03. Solarcity Corp has a market cap of $4.77 billion; its shares were traded at around $58.03 with and P/S ratio of 21.74.

SolarCity Corp. recently reported its second quarter 2013 financial results. For the second quarter of 2013, the company announced Operating Lease revenue of $20.6 million, rising 79% from $11.5 million in the second quarter of 2012. Total revenue decreased 19% year-over-year to $37.9 million.

John Burbank owns 200,000 shares as of 06/30/2013, which accounts for 0.25% of the $3.04 billion portfolio of Passport Capital.

Chief Revenue Officer Hayden Barnard bought 107,434 shares of SCTY stock on 10/21/2013 at the average price of 46.54. Hayden Barnard owns at least 107,434 shares after this. The price of the stock has increased by 24.69% since.

Best Japanese Companies For 2015: Canadian Solar Inc.(CSIQ)

Canadian Solar Inc. engages in the design, development, manufacture, and sale of solar power products in Canada and internationally. The company offers solar cell and solar module products that convert sunlight into electricity for various uses. Its products include a range of standard solar modules for use in a range of residential, commercial, and industrial solar power generation systems. The company also designs and produces specialty solar modules and products consisting of customized modules that its customers incorporate into their products, such as solar-powered bus stop lighting; and specialty products, such as portable solar home systems and solar-powered car battery chargers. In addition, it sells solar system kits, a package consisting of solar modules produced by it and third party supplied components, such as inverters, racking system, and other accessories, as well as implements solar power development projects. The company sells its products under the Canad ian Solar brand name. Canadian Solar Inc. offers its standard solar modules through a direct sales force and sales agents primarily to distributors, system integrators, and original equipment manufacturer customers, as well as to solar projects; and specialty solar modules and products to the automotive, telecommunications, and light-emitting diode lighting sectors. The company was founded in 2001 and is based in Kitchener, Canada.

Advisors' Opinion:
  • [By Travis Hoium]

    By some measures, Chinese solar manufacturers are improving. Yesterday, Canadian Solar (NASDAQ: CSIQ  ) reported higher-than-expected revenue, a lower loss, and a respectable gross margin of 9.7%. But by others, the market is deteriorating, like Trina Solar's� (NYSE: TSL  ) first quarter, when net loss more than doubled from a year ago to $63.7 million.

  • [By Travis Hoium]

    Chinese solar companies have been reporting massive losses, but one company has improved its financial performance and strategic position significantly over the past year. In the following video, solar analyst Travis Hoium covers why he thinks Canadian Solar (NASDAQ: CSIQ  ) is a likely candidate to emerge from Chinese solar consolidation, even better than big names such as Yingli Green Energy (NYSE: YGE  ) and Trina Solar (NYSE: TSL  ) . If the company is able to return to profitability, the sky is the limit for Canadian Solar.�

  • [By Travis Hoium]

    Who wins?
    It's important to remember that the only change from two months ago is that Chinese panels will have a higher price. So, companies such as LDK Solar (NYSE: LDK  ) , who were trying to compete on price alone, will likely be left in the dust. Investors should focus on higher-quality manufacturers like Yingli Green Energy, Trina Solar, and Canadian Solar (NASDAQ: CSIQ  ) as potential winners from the negotiated solar deal.

  • [By Travis Hoium]

    In China, Canadian Solar (NASDAQ: CSIQ  ) is doing a better job transitioning to Japan and project development than most, and it would be a much better pick than most. But still, there are risks, and this Fool's choice is to stick with high-quality U.S. companies for which you don't have to depend on government banks for survival.�

Best Solar Stocks To Own For 2014: EMCORE Corporation(EMKR)

EMCORE Corporation, together with its subsidiaries, provides compound semiconductor-based products for the broadband, fiber optics, satellite, and solar power markets. The company operates in two segments, Fiber Optics and Photovoltaics. The Fiber Optics segment offers broadband products, including cable television, fiber-to-the-premises, satellite communication, video transport, and defense and homeland security products; and digital products comprising telecom optical, enterprise, laser/photodetector component, parallel optical transceiver and cable, and fiber channel transceiver products. This segment?s products enable information that is encoded on light signals to be transmitted, routed, and received in communication systems and networks. The Photovoltaics segment provides gallium arsenide (GaAs) multi-junction solar cells, covered interconnected cells, and solar panels for satellite applications; and concentrating photovoltaic (CPV) power systems for commercial and utility scale solar applications, as well as GaAs solar cells and integrated CPV components for use in other solar power concentrator systems. The company markets its products through its direct sales force, external sales representatives and distributors, and application engineers worldwide. EMCORE Corporation was founded in 1984 and is headquartered in Albuquerque, New Mexico.

Advisors' Opinion:
  • [By Roberto Pedone]

    EMCORE (EMKR), together with its subsidiaries, provides compound semiconductor-based products for the broadband, fiber optics, satellite, and solar power markets. This stock closed up 1% to $4.09 in Tuesday's trading session.

    Tuesday's Range: $4.00-$4.14
    52-Week Range: $3.50-$5.62
    Tuesday's Volume: 187,000
    Three-Month Average Volume: 103,744

    From a technical perspective, EMKR trended modestly higher here back above its 50-day moving average of $4.03 with above-average volume. This stock has been making higher lows over the last three months each time it has pulled back, which is a bullish technical sign. This spike to the upside on Tuesday is starting to push shares of EMKR within range of triggering a big breakout trade. That trade will hit if EMRK manages to take out some key near-term overhead resistance levels at $4.16 to $4.20 and then above $4.22 with high volume.

    Traders should now look for long-biased trades in EMKR as long as it's trending above some key near-term support levels at $3.90 to $3.86 or above more support at $3.78 and then once it sustains a move or close above those breakout levels with volume that hits near or above 103,744 shares. If that breakout gets underway soon, then EMKR will set up to re-test or possibly take out its next major overhead resistance levels at $4.53 to its 200-day moving average of $4.65, or even $5 to $5.30.

Best Solar Stocks To Own For 2014: Peabody Energy Corporation(BTU)

Peabody Energy Corporation engages in the mining of coal. It mines, prepares, and sells thermal coal to electric utilities and metallurgical coal to industrial customers. The company owns interests in 30 coal mining operations located in the United States and Australia, as well as owns joint venture interest in a Venezuela mine. It is also involved in marketing, brokering, and trading coal. In addition, the company develops a mine-mouth coal-fueled generating plant; and Btu Conversion projects that are designed to convert coal to natural gas or transportation fuels; and clean coal technologies. As of December 31, 2011, it had 9 billion tons of proven and probable coal reserves. The company was founded in 1883 and is headquartered in St. Louis, Missouri.

Advisors' Opinion:
  • [By Aaron Levitt]

    While Gazprom will be the major winner of this, the potential losers include U.S. coal stocks Arch Coal (ACI) and Peabody Energy (BTU). Both have already felt the one-two punch of dwindling demand here at home coupled with rising environmental regulations. As two of the biggest suppliers to China, the deal could mean more losses for investors as the Asian Dragon replaces coal with Russian piped gas.

  • [By Justin Loiseau]

    Wall Street wasn't aiming high with this corporation. Sales are down a seasonally adjusted 8.5%, while adjusted EPS plummeted 50% as mining companies continually find themselves between a rock and a hard place. But considering Cliff's newest report and Peabody Energy's (NYSE: BTU  ) earnings win earlier this week, it seems that mining companies aren't out of steam yet. Yesterday's report coincided with a new International Energy Outlook report predicting a 56% uptick in global energy use over the next three decades. Mining companies' share prices have trailed the Dow over the past 12 months, with Peabody down 37% and Cliffs lagging a whopping 78%.

Best Solar Stocks To Own For 2014: DAQQ New Energy Corp.(DQ)

Daqo New Energy Corp., together with its subsidiaries, manufactures and sells polysilicon in China. The company sells its polysilicon to photovoltaic product manufacturers for use in the processing of ingots, wafers, cells and modules for solar power solutions. It also produces and sells mono-crystalline and multi-crystalline modules to photovoltaic system integrators and distributors in China and internationally under its Daqo brand. The company was formerly known as Mega Stand International Limited and changed its name to Daqo New Energy Corp. in August 2009. Daqo New Energy Corp. was founded in 2006 and is headquartered Wanzhou, the People?s Republic of China.

Advisors' Opinion:
  • [By Garrett Cook]

    Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).

  • [By Lisa Levin]

    Daqo New Energy (NYSE: DQ) shares gained 12.78% to $33.58 on quarterly results.

    SINA (NASDAQ: SINA) rose 7.26% to $51.29 after the company reported upbeat quarterly results.

  • [By Ali Berri]

    In trading on Friday, energy shares were relative leaders, up on the day by about 0.42 percent. Meanwhile, top gainers in the sector included Daqo New Energy (NYSE: DQ), up 9.4 percent, and Goodrich Petroleum (NYSE: GDP), up 6.2 percent.

Best Solar Stocks To Own For 2014: Real Goods Solar Inc.(RSOL)

Real Goods Solar, Inc. operates as a residential and commercial solar energy integrator primarily in California and Colorado. The company provides engineering, procurement, and construction services. It offers various turnkey solar energy services, including design, procurement, permitting, build-out, grid connection, financing referrals, and warranty and customer satisfaction services. The company installs residential and small commercial systems that range between 3 kilowatts and 1 megawatt output. It also engages in the retail sale of renewable energy products. The company was founded in 1978 and is based in Louisville, Colorado.

Advisors' Opinion:
  • [By Bryan Murphy]

    There's no denying that LDK Solar Co., Ltd (NYSE:LDK) has been a notable laggard this year compared to performances from First Solar, Inc. (NASDAQ:FSLR) and Real Goods Solar, Inc. (NASDAQ:RSOL). RSOL is up nearly 180% year-to-date, with a decent chunk of that gain unfurling in just the last couple of months. FSLR is up 25% for the year so far, though that more modest gain would have been much bigger had it not been for February's 24% plunge. Meanwhile, LDK shares are down 22% year-to-date, and have barely even blipped despite the fact that solar energy has become all the rage again in recent months.

  • [By John Udovich]

    Small cap solar stock Andalay Solar Inc (OTCMKTS: WEST) has largely cratered for investors�verses solar stock peers Real Goods Solar, Inc (NASDAQ: RSOL) and SolarCity Corp (NASDAQ: SCTY), but is the company finally turning itself around after a failed deal to be acquired?

  • [By Bryan Murphy]

    Three weeks ago, I recommended Real Goods Solar, Inc. (NASDAQ:RSOL) as a buy. Though the stock was still drifting in the shadow of a huge May pullback - from a high of $7.17 to a low of $2.13 by mid-June - RSOL was finding some support at key moving average lines, and even pushing up and off of them. Not many of you (and I'm using "you" interchangeably with "investors in general") seemed to care. So why am I looking at Real Goods Solar again now? Because, with competitors LDK Solar Co., Ltd (NYSE:LDK) and ReneSola Ltd. (NYSE:SOL) seeing their shares surge today, odds are good RSOL is going to get swept up in that move. Real Goods Solar shares are a better bet, however, in that - unlike SOL and LDK - they aren't overbought yet.

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