We all know that solar is a big deal. It is a big industry and it's going to get bigger. Solar will see huge growth for the next 30+ years. It is close to inevitable.
Source: Next Era Energy Investor PresentationThe percentage of the electric grid produced by wind and...
Is the energy sector under-reporting oil demand? Some recent research suggests that's possible—potentially by a lot—as in 1.2 million barrels of oil per day (bopd).
For oil bulls, that's not enough right now to sway oil prices. But it could mean the market is tighter than everyone thinks.
And that wouldn’t...
Everyone thinks energy stocks are doing really poorly. But look at the charts of these energy companies—they’re at 52 week highs:
They’re kind of similar aren’t they? That’s because they belong to the same energy sub-sector.
There are three main sub-sectors in energy:
Upstream – the oil and gas producers and service...
In one sense, this makes NO sense: Aveda Transport and Energy Services (AVE-TSX) hit record revenue (US$52 million) and record positive cash flow (just over $5 million) this last quarter, Q2 17.
I mean, all this company does is move drill rigs; nothing else. And there are just HALF the...
Solar stocks have taken a beating this year.
The Invesco Solar ETF (TAN – NYSE) is down over 35% from its peak.
Source: Stockcharts.com
Some of the worst performers have been former market darlings like Enphase (ENPH - NASDAQ) and SolarEdge (SEDG - NASDAQ).
Both sit at 52-week lows. Enphase is down 60% since the beginning of...
Solar stocks are flying – especially those that make & sell inverters, like Enphase (ENPH-NASD) and SolarEdge (SEDG-NASD).
Quick refresher: inverters are devices that try convert power from DC (solar panels) to AC (what your home uses). There are lots of inverters out there, with slightly different technologies, but all...
Even though energy stocks have had a great year (up until June! ) they still trade at very low multiples--2-3.5x cash flow. That means the Market is still seeing this sector as VERY volatile. But huge Q2 profit numbers out of EVERY sub-sector in energy (oil, gas, refiners, frackers, drillers,...
I’m going to run through a few seemingly unrelated facts here fairly quickly, but the message is: the North American energy market is so opaque right now—because fundamentals are changing so fast—that my #1 2015 credo—SMALL POSITIONS—still holds true. And be prepared to change your mind in a hurry.
This...