green stocks tmp

green_stocks_tmp.md

Notes on (largely US based) energy sector (related) companies

Link

• https://www.investopedia.com/investing/alternative-energy-stocks/

• https://www.thestreet.com/investing/biden-presidency-infrastructure-and-green-energy-stocks-to-buy

• https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/ "Two key characteristics to look for are a strong balance sheet and a solar-focused growth profile, since those factors could give a company the power to generate higher returns."

• https://de.bergfuerst.com/ratgeber/solar-aktien (On solar companies, German)

TODO

• https://www.greenchipstocks.com/
• Social Capital annual letter 2019
  • https://www.socialcapital.com/annual-letters/2019

Notes

Companies

Stocks recommended in article sites (as cited above)

• First Solar (FSLR)

  • Note: this is on every list
  • https://en.wikipedia.org/wiki/First_Solar

• SunRun (RUN)

• NextEra Energy (NEE)

  • Note: Also mentioned repeatedly

• Plug Power (PLUG)

• FuelCell Energy (FCEL)

• Eaton Corporation (ETN)

• Brookfield Renewable Partners LP (BEP)

• Renewable Energy Group Inc. (REGI)

• Canadian Solar Inc. (CSIQ)

• JinkoSolar Holding Co. Ltd. (JKS)

• Daqo New Energy Corp. (DQ)

• Ameresco Inc. (AMRC)

• Enphase Energy Inc. (ENPH)

• Bloom Energy Corp. (BE)

• Russell 1000

• iShares Global Clean Energy ETF (ICLN)

• SolarEdge Technologies (SEDG)

• Brookfield https://www.brookfield.com/our-businesses/renewable-power?redirect=www.brookfieldrenewable.com

TODO

• Social capital companies:

• https://www.socialcapital.com/portfolio

Solar market

Companies that recently went bust or got into financial trouble:

• Q-Cells
• Solon
• Conergy

Chinese competition Also lost money recently:

• JinkoSolar

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Where I left off