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MARKET SNAP: At 6:05 a.m. ET, S&P 500 futures down 0.04%. 10-Year Treasury yield lower at 2.58%. Nymex up 90 cents at $100.39. Gold 0.2% higher at $1311. In Europe, FTSE 100 down 0.4%, DAX down 0.1% and CAC 40 down 0.1%. In Asia, Nikkei 225 down 2.9% and Hang Seng down 1.1%.
WATCH FOR: First-Quarter Productivity (8:30 a.m. Eastern Time): seen -1.1%; previously +1.8%. First-Quarter Unit Labor Costs (8:30): seen +2.8%; previously -0.1%. March Consumer Credit (3:00): seen +$16.1 B; previously $16.5B. Allergan(AGN), AOL(AOL), Avis Budget(CAR), CenturyLink, Chesapeake Energy(CHK), CF Industries(CF), Devon Energy(DVN), Duke Energy(DUK), Dynergy, Hertz, Humana, Keurig Green Mountain(GMCR), Lamar Advertising(LAMR), Molson Coors/Miller, Mondelez, Prudential, SolarCity(SCTY), Sotheby's(BID), Tesla Motors(TSLA), Transocean and 21st Century Fox are among companies scheduled to report quarterly results.
10 Best Valued Stocks To Own Right Now: 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 Dan Caplinger]
Nevertheless, the main problem for ReneSola is that it still hasn't managed even to get gross profit margins above zero. JA Solar (NASDAQ: JASO ) has been in the same boat recently, with the costs of making its products exceeding its sales even before considering operating expenses and other costs of doing business. Unless ReneSola can get its margins up, then it won't be able to compete against much better performing U.S. rivals that have seen their prospects soar lately.
- [By Paul Ausick]
JA Solar Holdings Co. Ltd. (NASDAQ: JASO) stands to benefit from the increased demand for solar power from China. That country is set to overtake Europe, the U.S., and Japan as the world�� largest consumer of solar panels and modules. That�� good for the Chinese solar makers, but it will be difficult for U.S. analysts and investors to figure out exactly what�� happening with the individual companies due to the lack of real transparency into their operations.
- [By Paul Ausick]
Chinese solar companies are a different story. Many manufacture their own silicon wafers and sell silicon to other makers. Trina Solar Ltd. (NYSE: TSL), LDK Solar Co. Ltd. (NYSE: LDK), JA Solar Holdings Co. Ltd. (NASDAQ: JASO) and Canadian Solar Inc. (NASDAQ: CSIQ) all manufacture and sell solar ingots, wafers or cells.
Top 10 Solar Stocks For 2014: Hanwha SolarOne Co. Ltd.(HSOL)
Hanwha Solarone Co., Ltd., an investment holding company, engages in the manufacture and sale of silicon ingots, silicon wafers, and PV cells and modules. The company also offers mono crystalline and multi crystalline silicon cells; and provides PV module processing services. It sells its products to solar power system integrators and distributors primarily in Germany, Italy, Australia, the United States, the Czech Republic, Spain, and China. The company was formerly known as Solarfun Power Holdings Co., Ltd. and changed its name to Hanwha SolarOne Co., Ltd. in December 2010. Hanwha Solarone Co., Ltd. was founded in 2004 and is based in Qidong, the People?s Republic of China.
Advisors' Opinion:- [By Paul Ausick]
Big Earnings Movers: Hanwha SolarOne Co. (NASDAQ: HSOL) is down 13.9% at $4.36. D.R. Horton Inc. (NYSE: DHI) is up 4.7% at $18.91 on good earnings boosted by land sales.
Top 10 Solar Stocks 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 Dan Caplinger]
2 big turnaround stories
Among the six stocks, two have actually posted big gains over the past year. First Solar (NASDAQ: FSLR ) has made the biggest turnaround, almost doubling since October 2012. Yet even with those substantial gains, the stock has been a longer-term loser, falling almost 60% since early 2009. The reason for First Solar's struggles has largely been the rise of China's solar industry, which created so much overcapacity that it led to a price war that wiped out First Solar's once-huge cost advantages. Even as it has encouraged investors with its attempt to dominate the large-scale utility solar space, First Solar has largely missed out on the increasing growth of small-scale residential and commercial solar installation. In the near future, that could leave First Solar on the outside of the industry looking in at higher-growth competitors taking the spotlight. - [By Matt DiLallo]
Solar stocks have mounted quite the comeback over the past year as both First Solar (NASDAQ: FSLR ) and SunPower (NASDAQ: SPWR ) are up well over triple digits. As an investor who is interested in making green as so many are going green, it's easy to wonder if there is still time to buy stock in First Solar, or fear that the future is too cloudy. Let's take a look at a couple of reasons why investors would want to buy the stock, as well as a big reason to beware.
- [By Michael Cintolo]
Solar-sector leader First Solar (FSLR) has been riding high in the wake of its strong third-quarter earnings report. The firm crushed estimates, with revenue up 51% and earnings jumping 80%.
- [By Charley Blaine]
First Solar (NASDAQ: FSLR) shot up 14.92 percent to $57.81, after the company reported upbeat third-quarter results and lifted its full-year earnings forecast.
Top 10 Solar Stocks 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 10 Solar Stocks 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 Dan Carroll]
Mining fueled more than $11 billion in GDP in 2011, with the manufacturing, real-estate, and transportation industries also contributing strongly to its economy. Coal mining has been a boon for the state: According to the Energy Information Administration, Wyoming boasted nine of the 10 top-producing coal mines in the U.S. last year, with two mines alone making up 20% of total American coal production. While low prices and waning public sentiment have hurt the coal industry, some firms have thrived in Wyoming. Peabody Energy (NYSE: BTU ) , the biggest public coal-producer in the world, operates Wyoming's largest coal mine, the North Antelope Rochelle mine. That mine produced more than 105 million short tons of coal in 2010 alone for Peabody. The company also operates the 10-largest coal mine in America: its Rawhide mine, also in Wyoming, with 2010 production of more than 11 million short tons of coal.
- [By John Divine]
Peabody Energy (NYSE: BTU ) , which both mines and brokers coal, saw shares sink 4.3% Tuesday, as the U.S Interior Department addressed what it believes to be a consistent undervaluation of federally owned coal resources. The claims, that coal miners leasing federal land to mine the resource aren't paying fair prices for the right to do so, have obvious negative implications for companies like Peabody, which could see costs rise.�
- [By Tyler Crowe]
Several opponents of President Obama's climate initiatives he unveiled in Tuesday's speech have said that the president has declared a "war on coal," and that these initiatives will kill the industry. This was probably the expected response from coal, but one company is turning that logic on its head. Peabody Energy (NYSE: BTU ) released a statement immediately following the president's climate change speech in support of many of the carbon emission limits he outlined. To do their part, the company is pledging to develop better carbon sequestration techniques, improve efficiency generation technology, and advance cleaner coal generation practices in developing nations.�
- [By Rich Duprey]
Even so,�coal stocks plummeted�following Obama's speech with�Peabody Energy (NYSE: BTU ) �and Alpha Natural Resources� (NYSE: ANR ) �dropping 8% and�Arch Coal (NYSE: ACI ) �down more than 6%. Using an end-run around Congress to implement�overreaching regulations through executive order are a worrisome possibility even if they'll have minimal impact on carbon emissions. Why? Because China doesn't care a whit about it and they'll continue burning coal regardless of presidential platitudes.
Top 10 Solar Stocks For 2014: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Travis Hoium]
What: After a two-day run-up in solar stocks, the party ended quickly, and every stock in the industry is dropping like a rock. Suntech Power (NYSE: STP ) led the declines by falling 23%, and LDK Solar (NYSE: LDK ) , Yingli Green Energy (NYSE: YGE ) , and JA Solar (NASDAQ: JASO ) all dropped at least 15%.
- [By Aaron Levitt]
For many solar stocks — like LDK Solar (LDK) — Europe has been the traditional hot-spot for module sales. However, as austerity has gripped the region, PV subsidies have fallen by the wayside. That�� caused many solar stocks to hurt pretty hard since the financial crisis. For CSIQ, the focus has moved from Europe to new demand drivers in Japan and China.
Top 10 Solar Stocks 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]
Three weeks ago, I recommended Real Goods Solar, Inc. (NASDAQ:RSOL) as a buy. Though the stock was still drifting in the shadow of a huge May pullback - from a high of $7.17 to a low of $2.13 by mid-June - RSOL was finding some support at key moving average lines, and even pushing up and off of them. Not many of you (and I'm using "you" interchangeably with "investors in general") seemed to care. So why am I looking at Real Goods Solar again now? Because, with competitors LDK Solar Co., Ltd (NYSE:LDK) and ReneSola Ltd. (NYSE:SOL) seeing their shares surge today, odds are good RSOL is going to get swept up in that move. Real Goods Solar shares are a better bet, however, in that - unlike SOL and LDK - they aren't overbought yet.
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