Solar power has been growing like crazy. Last year the solar industry installed a record amount of solar capacity. The impact can be seen in the data. According to the Energy Information Administration, in 2012 there were 3.5 million megawatthours of electricity generated by solar photovoltaic panels. In 2013 that more than doubled to 8.3 million Mwh. And to think that a decade ago the U.S. generated just 6,000 Mwh from solar PV. Solar is closing in on price parity with the likes of coal ��with full-cycle, unsubsidized costs of about 13 cents per kilowatthour, versus 12 cents for advanced coal plants.
So is the solar revolution finally here? Not quite. Even after a decade of rampant growth solar energy still barely moves the needle in the U.S. energy mix. In fact, solar merely equals the amount of electricity that the nation generates by burning natural gas captured from landfills. And it�� only slightly more meaningful than the 7.3 million Mwh we get from burning human waste strained out of municipal sewer systems.
Hot Wireless Telecom Stocks For 2015: JA Solar Holdings Co. Ltd.(JASO)
JA Solar Holdings Co., Ltd., through its subsidiaries, engages in the design, development, manufacture, and sale of photovoltaic solar cells and solar products, which convert sunlight into electricity in the People's Republic of China. The company?s principal products include monocrystalline and multicrystalline solar cells, as well as various solar modules. It also provides silicon wafer and solar cell processing services. The company sells its products primarily under the JA Solar brand name, as well as produces equipment for original equipment manufacturing customers under their brand names. It sells its solar cell and module products primarily to module manufacturers, system integrators, project developers, and distributors in the Germany, Italy, the United States, Hong Kong, Spain, India, the Czech Republic, France, and South Korea. The company has strategic partnerships with various solar power companies, such as BP Solar, Solar-Fabrik, and MEMC/SunEdison. JA Solar Holdings Co., Ltd. was founded in 2005 and is based in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Gary Bourgeault]
Other companies of note that will be hurt will be LDK Solar (LDK), Suntech Power (STP), JA Solar Holdings Co., Ltd. (JASO) and Renesola (SOL) among others. Some these are already hanging on by a thread because of taking on too much debt and defaulting on bonds.
- [By Wall Street Strategies]
Naturally the news is a big positive for the industry, with Chinese solar names like Yingli (YGE), Trina (TSL), Canadian Solar (CSIQ) -- which is actually Chinese despite its name -- JinkoSolar (JKS), JA Solar (JASO), and LDK Solar (LDK) each up more than 10% at midday. The Guggenheim Solar ETF (TAN), which tracks several global solar companies, was up 8%, breaking to a new 52-week high.
- [By Jonathan Yates]
For investors looking to profit from shorting stocks in the sector, JA Solar Holdings (NASDAQ: JASO) and LDK Solar (NYSE: LDK) are both vulnerable. For those looking to go long, Exxon Mobil (NYSE: XOM) is very strong in natural gas, which is expected to increase its market share, according to a recent report from the Department of Energy.
- [By Paul Ausick]
Big Earnings Movers: Tiffany & Co. (NYSE: TIF) is up 8.7% at $88.05 following positive results and a raised outlook. Barnes & Noble Inc. (NYSE: BKS) is down 6% at $15.45 as the bookseller watches its revenue slide. JA Solar Holdings Co. Ltd. (NASDAQ: JASO) is down 10.3% at $XX on a mixed earnings report and LDK Solar Co. Ltd. (NYSE: LDK) is flat at $1.60.
Best Solar Companies To Watch 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]
If you were lucky enough to be in an American Community (OTCMKTS:ACYD) position anytime before October 8th, then congratulations - you're up big. Now get out. Instead, use freed-up that capital to take on a position in Real Goods Solar, Inc. (NASDAQ:RSOL), which looks like it's at the beginning of a good-sized rally.
- [By Bryan Murphy]
My enthusiasm regarding Real Goods Solar, Inc. (NASDAQ:RSOL) and Westinghouse Solar Inc. (OTCMKTS:WEST) hasn't exactly been a veiled secret. Though I've favored one over the other at various times since the entire solar panel industry went back into high gear in the middle of the second quarter, I've been a fan of both RSOL as well as WEST for a while. The trick has been finding the right entry spot for both of these volatile stocks.
- [By Bryan Murphy]
Last Thursday when I suggested American Community (OTCMKTS:ACYD) was a stock that should be shed immediately, and replaced with a position in Real Goods Solar, Inc. (NASDAQ:RSOL), I didn't win a lot of friends. After all, ACYD was the market's newest darling, in the middle of a red-hot runup, while RSOL was "just another solar name" that happened to be lucky enough to stumble its way above a key support line. Well, I hate to be the one to day I told you so, but, I told you so. American Community shares are down 35% since then, while Real Goods Solar shares are up 36% in the meantime. Both stocks seem pretty well entrenched in their current trends too.
- [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.
Best Solar Companies To Watch For 2014: Ascent Solar Technologies Inc.(ASTI)
Ascent Solar Technologies, Inc., a development stage company, focuses on commercializing flexible photovoltaic (PV) modules using its proprietary technology. The company intends to manufacture roll-format PV modules that use copper-indium-gallium-diselenide (CIGS) on a plastic substrate. Its proprietary manufacturing process deposits multiple layers of materials, including a thin-film of CIGS semiconductor material on a plastic substrate and laser patterns the layers to create interconnected PV cells or PV modules through monolithic integration process. The company would serve the building applied photovoltaic (BAPV) and building integrated photovoltaic (BIPV) market, as well as specialty markets, such as defense, portable power, transportation, electronic integrated photovoltaic, and space and near-space. It has a strategic relationship with Norsk Hydro Produksjon AS to access customers in the BIPV/BAPV markets worldwide. Ascent Solar Technologies, Inc. was founded in 200 5 and is based in Thornton, Colorado.
Advisors' Opinion:- [By John Udovich]
Solar stocks have not exactly given buy and hold investors a smooth ride, but small cap�GT Advanced Technologies Inc (NASDAQ: GTAT) could be an interesting materials play on the solar sector���meaning its worth taking a closer look at the stock along with potential peers like Ascent Solar Technologies, Inc (NASDAQ: ASTI) and STR Holdings, Inc (NYSE: STRI) plus solar ETF Guggenheim Solar ETF (NYSEARCA: TAN). I should mention that just last week, we added GT Advanced Technologies to our�SmallCap Network Elite Opportunity (SCN EO) portfolio for both�fundamentals and technical reasons and we are already up almost 9%.
Best Solar Companies To Watch For 2014: First Solar Inc.(FSLR)
First Solar, Inc. manufactures and sells solar modules using a thin-film semiconductor technology. It also designs, constructs, and sells photovoltaic solar power systems. The company?s solar modules employ a thin layer of semiconductor material to convert sunlight into electricity. Its integrated solar power systems activities include the project development; engineering, procurement, and construction services; operating and maintenance services; and project finance. The company sells solar modules to project developers, system integrators, and operators of renewable energy projects; and solar power systems to investor owned utilities, independent power developers and producers, and commercial and industrial companies, as well as other system owners. It operates in the United States, Germany, France, Canada, and internationally. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar was founded in 1999 a nd is headquartered in Tempe, Arizona.
Advisors' Opinion:- [By Joshua Bondy]
Traditional solar panel manufacturers
First Solar (NASDAQ: FSLR ) and�SunPower� (NASDAQ: SPWR ) are hard at work to produce more efficient PV panels with fewer materials. First Solar recently signed an�agreement�with GE where it will�receive�a�significant�patent portfolio to help improve its�products, while GE will get an�equity�stake in First Solar. SunPower is hoping to improve its average efficiency from 21% in 2012 to 23% in 2015, while pushing its cost per watt down 35% in the same time frame.�
Best Solar Companies To Watch For 2014: Yingli Green Energy Holding Company Limited(YGE)
Yingli Green Energy Holding Company Limited, together with its subsidiaries, engages in the design, development, manufacture, marketing, sale, and installation of photovoltaic (PV) products in the People?s Republic of China and internationally. The company offers PV cells, PV modules, and integrated PV systems, as well as polysilicon ingots, blocks, and wafers. It sells its PV modules to distributors, wholesalers, power plant developers and operators, and PV system integrators in Germany, the United States, Italy, China, Spain, the Netherlands, Greece, the Czech Republic, the United Kingdom, South Korea, and Japan under the Yingli and Yingli Solar brand names. The company also offers its integrated PV systems directly to end-users or to contractors for use in the electricity projects, as well as to mobile communications companies in the People's Republic of China. Yingli Green Energy Holding Company Limited was founded in 1998 and is headquartered in Baoding, the People? s Republic of China.
Advisors' Opinion:- [By Mr. TopStep]
The Asian markets closed mostly higher and in Europe 8 of 12 markets are trading modestly higher. This week’s economic schedule starts with the first day of the FOMC two-day meeting, Consumer Price Index, Housing Starts, Redbook and earnings from Bob Evans Farms (NASDAQ: BOBE), Adobe Systems (NASDAQ: ADBE), Yingli Green Energy (NYSE: YGE) and La-Z-Boy (NYSE: LZB).
- [By starskyinvestments]
Yingli Green Energy (YGE), one of the leading solar panel maker announced not so exciting results for the second quarter 2014 due to macroeconomic headwinds specially in China and tough environment persisting in obtaining finances in the region that slowed down its installation. However, its shipment for PV modules for the quarter second-quarter increased approximately 41% to 888 megawatts quarter-on-quarter on the back of strong demand in the countries such as China, Japan, United States, U.K and many other emerging markets as large scale utility companies started equipping them with its utility-scale PV solutions.
- [By Travis Hoium]
The effect on Chinese solar stocks
To put the price floor into perspective, Yingli Green Energy (NYSE: YGE ) had an average selling price of $0.67 per watt in the first quarter. The price increase would amount to about 11% under the new plan. �
Best Solar Companies To Watch For 2014: JinkoSolar Holding Company Limited(JKS)
JinkoSolar Holding Co., Ltd., together with its subsidiaries, engages in the manufacture and sale of solar power products in China and internationally. The company provides solar modules, silicon wafers and ingots, and solar cells, as well as processing services, including silicon wafer tolling services. It sells its products under the JinkoSolar brand name. The company?s customers include distributors, project developers, and system integrators. It trades its products under short-term contracts and by spot market sales. The company also produces accessory materials for solar power products, such as solar aluminum frame, solar junction box, aluminum materials windows, and other metal component parts. JinkoSolar Holding Co., Ltd. was founded in 2006 and is based in Shangrao, the People?s Republic of China.
Advisors' Opinion:- [By Anna Prior]
Among the companies with shares expected to actively trade in Monday’s session are JinkoSolar Holding Co.(JKS), Tyson Foods Inc.(TSN) and�AbbVie Inc.
- [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]
Yingli Green said it will continue to fight a U.S. plan to close a loophole that allowed Chinese solar manufacturers to avoid tariffs by assembling their products outside China. Yingli shares dropped 6.4% to $2.76 premarket. Among the other Chinese solar stocks trading lower Wednesday are JinkoSolar Holding Co.(JKS), Trina Solar Ltd.(TSL) and JA Solar Holdings Co.(JASO)
- [By Aaron Levitt]
Like FSLR, CSIQ and JinkoSolar (JKS), ReneSola has moved beyond its original focus of creating just wafers. That means SOL stock investors are now betting on one of the more integrated solar stocks … and one that has grown to become a strong module shipper over the last few years. That includes outsourcing modules to nations like India, South Africa and Poland. SOL has done well in this regard and has been catching up to sizzling solar stocks like Yingli Green Energy (YGE).
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