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Tuesday, September 11, 2012

Stocks to Watch –Solar stocks, September 12, 2012

Crude oil prices have been surging recently, and there is little sign that the momentum will be slowing down. Every time crude oil reaches these types of elevated levels, it seems that interest in alternative forms of energy also rise. Solar is one type of alternative energy that gets particular attention, and should be on investors' radar going into 2012.  

First Solar (FSLR +3.7%) jumps after reaching power purchase agreements with PG&E (PCG) for two California solar projects that will produce 72MW of electricity. The projects, which First Solar is looking to sell, could begin construction next year. Yesterday, First Solar announced its Agua Caliente solar project, for which the company was recently forced to halt module deliveries, now delivers 250MW of power to the grid
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Below these are the  Solar stocks  I am follow on 2012.
  
Solar Stocks List 
Solar Pure Plays:
•SunPower Corporation (Nasdaq: SPWR)
•First Solar Inc. (Nasdaq: FSLR)
•Evergreen Solar (Nasdaq: ESLR)
•SunTech Power Holdings (NYSE: STP)
•Trina Solar (NYSE: TSL)
•Solarfun Power Holdings (Nasdaq: SOLF)
•Canadian Solar Inc. (Nasdaq: CSIQ)
•JA Solar Holdings (Nasdaq: JASO)
•China Sunergy (Nasdaq: CSUN)
•LDK Solar (NYSE: LDK)
•ReneSola Ltd. (NYSE: SOL)

Smaller companies with Solar exposure:
•Energy Conversion Device (Nasdaq: ENER)
•Hoku Scientific (Nasdaq: HOKU)
•Daystar Technologies (Nasdaq: DSTI)
•Spire Corporation (Nasdaq: SPIR)

Solar Energy ETFs:
•Market Vectors Solar Energy ETF (KWT)
•Claymore/MAC Global Solar Energy (TAN)

Bigger companies with Solar exposure:
•MEMC Electronics (NYSE: WFR)
•General Electric Co. (NYSE: GE)
•Boeing Co. (NYSE: BA)
•British Petroleum (NYSE: BP)
•Royal Dutch Shell (NYSE: RDS-B)
•Kyocera (NYSE: KYO)
•Applied Materials (Nasdaq: AMAT)

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