Offering both promise and fortune, Africa is certainly one of the last frontiers in investing. But it can be a pretty cruel mistress as well. Investors in independent oil and gas producer Cobalt International Energy, (CIE) are finding that out the hard way.
Best Defensive Companies To Invest In Right Now: Canadian Solar Inc.(CSIQ)
Canadian Solar Inc. engages in the design, development, manufacture, and sale of solar power products in Canada and internationally. The company offers solar cell and solar module products that convert sunlight into electricity for various uses. Its products include a range of standard solar modules for use in a range of residential, commercial, and industrial solar power generation systems. The company also designs and produces specialty solar modules and products consisting of customized modules that its customers incorporate into their products, such as solar-powered bus stop lighting; and specialty products, such as portable solar home systems and solar-powered car battery chargers. In addition, it sells solar system kits, a package consisting of solar modules produced by it and third party supplied components, such as inverters, racking system, and other accessories, as well as implements solar power development projects. The company sells its products under the Canad ian Solar brand name. Canadian Solar Inc. offers its standard solar modules through a direct sales force and sales agents primarily to distributors, system integrators, and original equipment manufacturer customers, as well as to solar projects; and specialty solar modules and products to the automotive, telecommunications, and light-emitting diode lighting sectors. The company was founded in 2001 and is based in Kitchener, Canada.
Advisors' Opinion:- [By Travis Hoium]
Canadian Solar (NASDAQ: CSIQ ) made a big splash this week by announcing a partnership with Samsung Renewable Energy to build manufacturing capacity in Canada. The venture will supply modules to at least 200 MW worth of projects Samsung is building and will probably grow that base in the future. �
- [By iStockAnalyst]
[Related -Canadian Solar Inc. (CSIQ) Q1 Earnings Preview: Sun Usually Doesn�� Shine]
It is the first of five planed solar project sales to Concord Green Energy, says Dr. Shawn Qu, Chairman and Chief Executive Officer of Canadian Solar.
- [By Travis Hoium]
What's more important for the industry is that capacity expansion in China has stopped and it appears behavior is changing. It's no longer just about adding capacity; we've now changed focus to balance sheets and systems. For an example of how important projects have become we can look at Canadian Solar's (NASDAQ: CSIQ ) earnings announcement just yesterday that touted 400 MW of projects in Canada. Even Chinese companies are beginning to see the value in building and selling energy over just selling modules. �
Top 5 Solar Companies To Buy For 2014: DAQQ New Energy Corp.(DQ)
Daqo New Energy Corp., together with its subsidiaries, manufactures and sells polysilicon in China. The company sells its polysilicon to photovoltaic product manufacturers for use in the processing of ingots, wafers, cells and modules for solar power solutions. It also produces and sells mono-crystalline and multi-crystalline modules to photovoltaic system integrators and distributors in China and internationally under its Daqo brand. The company was formerly known as Mega Stand International Limited and changed its name to Daqo New Energy Corp. in August 2009. Daqo New Energy Corp. was founded in 2006 and is headquartered Wanzhou, the People?s Republic of China.
Advisors' Opinion:- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
- [By Ali Berri]
In trading on Friday, energy shares were relative leaders, up on the day by about 0.42 percent. Meanwhile, top gainers in the sector included Daqo New Energy (NYSE: DQ), up 9.4 percent, and Goodrich Petroleum (NYSE: GDP), up 6.2 percent.
- [By Garrett Cook]
Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).
- [By Lisa Levin]
Daqo New Energy (NYSE: DQ) shares gained 12.78% to $33.58 on quarterly results.
SINA (NASDAQ: SINA) rose 7.26% to $51.29 after the company reported upbeat quarterly results.
Top 5 Solar Companies To Buy 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%.
Top 5 Solar Companies To Buy For 2014: Peabody Energy Corporation(BTU)
Peabody Energy Corporation engages in the mining of coal. It mines, prepares, and sells thermal coal to electric utilities and metallurgical coal to industrial customers. The company owns interests in 30 coal mining operations located in the United States and Australia, as well as owns joint venture interest in a Venezuela mine. It is also involved in marketing, brokering, and trading coal. In addition, the company develops a mine-mouth coal-fueled generating plant; and Btu Conversion projects that are designed to convert coal to natural gas or transportation fuels; and clean coal technologies. As of December 31, 2011, it had 9 billion tons of proven and probable coal reserves. The company was founded in 1883 and is headquartered in St. Louis, Missouri.
Advisors' Opinion:- [By Ben Levisohn]
The price of natural gas, however, has dropped 0.4% today, and wouldn’t you know it, coal stocks are weak. Cloud Peak Energy (CLD) has dropped 4.2% to $16.15, while Peabody Energy (BTU) has fallen 2.9% to $17.27. Arch Coal (ACI) is off 1.3% at $4.45, Alpha Natural Resources (ANR) has declined 1.4% to $5.76 and Consol Energy (CNX) has dipped 0.7% to $31.35.
- [By Ben Levisohn]
For investors who bought shares of Peabody Energy (BTU) at the beginning of the year, its shares have been like a lump of coal in Christmas stocking. But Goldman Sachs sees a much happier outcome in the future.
Goldman Sachs’ positive view on some coal stocks comes as Credit Suisse reassesses refiners.
Bloomberg NewsGoldman analyst Neil Mehta and Vinit Joshi explain why they raised their rating on shares of Peabody Energy:
We upgrade shares of Peabody Energy (BTU) to Buy from Neutral with 31% total return (including dividends) to our 6-month target price of $26. Four factors underpin our positive view of BTU: (1) the potential for continued cost cutting and volume growth in Australia, (2) the bottoming in met coal prices, (3) improving cash flow and (4) attractive relative and absolute valuation. Even after outperformance in the last three months, BTU has still lagged the S&P500 by over 50% in the last 12 months and 110% in the last 3 years.
Mehta and Joshi also took a look at what they see as the big themes in the coal sector: Cost cutting, restructuring and balance sheets. They make some recommendations:
Own cost-cutting winners, including Buy-rated BTU. Other companies with strong
cost control potential include Neutral-rated [Walter Energy (WLT) and Alpha Natural Resources (ANR).]Buy restructuring stories, including Buy-rated [SunCoke Energy (SXC)]. We see high potential that SXC drops down coke-making assets from the parent to its MLP in 1Q2014, as suggested by management commentary.
Avoid companies with weaker balance sheets, including Sell-rated [Arch Coal (ACI)].
Peabody has gained 3.7% to $20.81, Walter has risen 7% to $18.57, Alpha Natural has advanced 4.3% to $7.99, SunCoke is up 3.3% at $21.24, and even Arch Coal is surging: It’s gained 6.4% to $4.48.
- [By Matt DiLallo]
Not only do coal exports benefit coal producing states, but they are a big economic driver and job creator for states that export coal globally. Consider Virginia, which has a major coal export facility in Norfolk operated by the Dominion Terminal Associates. That entity, which is owned Alpha Natural Resources, Peabody (NYSE: BTU ) , and Arch Coal (NYSE: ACI ) , as well as others like it, help to contribute more than 19,000 jobs to the state as well as $2.5 billion in economic value. It's really a win-win situation, as coal producers have a market for their coal while the states gain high-paying jobs.
- [By Sara Murphy]
As we see political will to deal with climate change increase -- consider President Obama's remarkable speech on the subject in June -- top U.S. coal producers like Peabody Energy (NYSE: BTU ) and Arch Coal (NYSE: ACI ) could be in trouble. If mechanisms that would put a price on carbon were to come into force, these companies' value propositions could be severely disrupted.
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