How one trader is playing small caps and Apple amid market rotation

Friday, 8 January 2021, 14:48:48
TradingAnalysis.com founder Todd Gordon makes trades in Zions Bancorporation, Sunrun and Apple.
— CNBC

Stocks making the biggest moves midday: Roku, Sunrun, Walgreens, JPMorgan, Teladoc and more

Thursday, 7 January 2021, 18:16:39
Take a look at the stocks making notable moves in midday trading.
— CNBC

A top Wall Street bank names the 3 solar stocks to buy now that will surge under Biden

Tuesday, 5 January 2021, 19:55:57
Summary List Placement Clean-energy stocks surged in the final days of 2020, after Congress passed an economic relief bill that included a handful of provisions that benefit the industry. But at least three solar stocks still have plenty of upside, according to analysts at JMP Securities. Panel manufacturer First Solar, in addition to rooftop solar firms Sunrun and Sunnova, stand to benefit in a Biden administration and they provide an opportunity for investors to “put their money to work,” the analysts wrote in a report Monday. The latest relief bill includes a handful of provisions that benefit solar companies, such as an extension of current tax credits for new installations. The market has already priced in those benefits, the analysts wrote. “With the news now in the market, and with solar and wind stocks having added to their already substantial outperformance, the question is where investors can still put money to work productively?” the analysts said. To answer that question, they turned to the policy changes they expect under a Biden administration. ‘There is still plenty of additional policy coming' While not totally unexpected, extending the tax credits for solar projects — which now stands at 26% — is a big deal, and it was a major ask among clean energy lobbyists.
— Business Insider

A top Wall Street bank handpicked 7 little-known clean-energy stocks to buy now to benefit as the green economy booms

Wednesday, 30 December 2020, 21:00:38
Summary List Placement It was a remarkable year for clean-tech equities, which surged about 200% since the start of 2020 and reached a combined market value of close to $1.5 trillion, according to analysts at Raymon James. With 123 clean-tech companies now trading in US markets, the choice for investors is “practically limitless,” the analysts wrote in a report published Wednesday. About half of those companies — from wind giants to electric-car makers — trade on a well-known exchange and are worth more than $1 billion in market value, they said. The performance of clean-energy stocks this year is in stark contrast to that of oil and gas equities. The S&P 500 energy index, comprised of oil and gas firms, is down roughly 36% from the start of the year, compared to the broader S&P 500, which is up about 15%. Firms that sell oil saw demand for their products plummet with the spread of pandemic-fueled lockdowns. Hundreds of institutional shareholders — that manage as much as $19 trillion in assets — have also divested from coal or other fossil fuels, according to another Raymond James report, published in the fall.
— Business Insider

Greentech Media’s Must-Read Solar Stories of 2020

Tuesday, 29 December 2020, 15:50:00
With 2020 righteously drawing to a close, we here at Greentech Media are taking a look back at all the news we covered. It was a year unlike any other. In the solar industry, large-scale solar is expected to hit annual capacity records. At the same time, home solar companies struggled to keep afloat during some of the worst months of the coronavirus pandemic. And with a new president headed for the White House, clean energy is hoping to get a significant boost, though it weathered years of policy uncertainty under Trump while still installing significant volumes. Here are some of the biggest themes and stories we covered in 2020 to give you a head start on 2021. ‘No One is Being Spared’: Coronavirus Shutdowns Sap Demand for Residential Solar In the early days of the pandemic (remember those?) residential solar companies such as Sunnova described “herky-jerky” demand as the industry struggled to come to terms with the crisis. A New Response to Coronavirus: Giving Solar Away for Free After suffering waning demand, solar companies had to come up with innovative ways to boost sales.
— Green Technology Media