Oil’s last bull market is here. So what. Invest in clean energy anyway. Open with Free Library Card
Tag: solar
Stocks Of The Week: The Clean Energy Legislation Is Here
Clean energy legislation is huge globally and is about to start pushing clean energy stocks again. Buy the dips on clean energy and carbon capture. Access with Sustainable Growth or higher.
Weekend Trending
Today we expanded our discussion a bit to include different ideas of liquidity and market impact. Discussed several stocks, how I think of them, what the market is missing and why I’m buying. Briefly discussed the coming acceleration in the changes in the energy system. We will discuss SPACs and what to look for as an investor on Monday’s stock call. We will discuss the energy transition and investment opportunities with a new working paper next Friday. Free Library Card for access.
Quick Thoughts On SunPower
SunPower has surged since we bought it in the single digits. The stock is rallying again on Democratic wins in Georgia Senate elections. How high can it go?
Sustainable Growth Investing
Investing in the sustainable “smart everything” world. This is where we are finding our “10 Baggers!”
– Technology: Fintech, Biotech, AI, Cloud, IoT, 5G, Space…
– Clean Energy & Sustainability
– Consumers & Entertainment
– Mid Caps & Small Caps
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Plug & Play ETF Portfolio Models Q3 2020
Summary Read “Using The Plug & Play Portfolio Models” before you do any buying or selling.First off are cash levels appropriate for different investor mindsets.Plug & Play Portfolio Models. My “Plug & Play Portfolio Models” present investment ideas from our “Very Short Lists” that are near buy zones as of the first […]
Stocks Of The Week: 7-7-2020
This piece is normally reserved for members. See it this week with a Free Library Card. Like it, subscribe to RARE for half price forever and 75% off first year using code “Freedom.”
Too Much Smoke At Enphase, Take Profits
Enphase is showing puffs of smoke. Does that make them a sell? Read this article with a “Free Library Care” to Fundamental Trends.
Quick Thoughts: Enphase
Summary Enphase operates in a duopoly with Solar Edge in the solar microinverters space.Enphase is expanding into energy management which is a natural flow.I believe this stock will reach $200 per share by the middle 2020s. It currently trades around $50.If you are a growth investor, you should look to […]
Enphase SWOT Report
A Fundamental Trends custom SWOT Report of a duopoly leader in the booming solar energy space. This company’s stock has already jumped, but we think has a long way to rise.
ETF Chart Book & Investing Ideas
See this important asset allocation analysis using ETFs now using a Free Library Card.
Investing In The 2020s
A Special Report that I am giving to clients of my investment advisory for the 2020 New Year. Webinar linked. Get access with a Free Library Card.
Kirk’s Weekend Review: Mini Trade-Deal, Conflicting Economics, Fed Standing Pat, Brexit And Investing In Alt Energy & The Smart Grid
This week we finally got the well publicized “phase 1” trade deal with China. We also got more conflicting economic data and news on Brexit. My webinar this week was about investing in alternative energy and the smart grid in the 2020s.
Kirk’s Weekend Review: Smart Everything, Alternative Energy, Tech, Gold & #Crash2020
Each weekend I provide a quick review piece to help you find what you need most. I also include some “Quick Thoughts” to help put things into context. To start, here is the link to this week’s webinar: Euphoria, #Crash2020 & The Coming Retirement Crisis The stock market is on […]
First Solar SWOT Report
First Solar SWOT Report │ Open to the Public
Sell Utilities And Buy Companies Utilities Pay
Utilities are priced for perfection and about to enter a heavy capital spend cycle as they build out renewable energy and the smart grid. Buy stocks in companies that utilities will have to spend with. Sustainability does not have to mean higher risk.
What I’m Reading Again This Weekend
Each week I bookmark the articles, columns and editorials that I want to come back to and read again. Some of these pieces offer insights that I think are valuable, others are updates to something I am following and a few could be contrary indicators. Make no assumptions about what […]
The Solar Stock Utilities Love And An Oil Company Might Buy
Solar has a growth rate over 20% per year and will likely see a phase of 30% growth soon. There are a few leaders in utility scale solar that should be on your radar as a core holding. The oil majors are likely to expand into solar given their land holdings and stated desire to become “stewards of the environment” (cough, I know, sort of funny, but not in a “ha-ha” way).
