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Analyst upgrades: Trina Solar, Adtran, Elan Corp.

Posted Apr 16th 2008 11:38AM by Eric Buscemi (RSS feed)
Filed under: Analyst reports, Analyst upgrades and downgrades, Trina Solar ADS (TSL)

MOST NOTEWORTHY: Trina Solar, Adtran and Elan Corp were today's noteworthy upgrades:

  • Friedman Billings upgraded Trina Solar (NYSE: TSL) to Market Perform from Underperform citing expectations for improved FCF following the company's announcement to discontinue its in-house poly manufacturing.
  • Thomas Weisel believes Adtran (NASDAQ: ADTN) is in a multi-year transition where new products are able to offset continued declines in the legacy products. Shares were raised to Overweight from Market WEight, and also upgraded at Raymond James to Strong Buy from Outperform.
  • Goldman upgraded shares of Elan Corp. (NYSE: ELN) to Buy from Neutral to reflect their outlook for Tysabri and Bapineuzumab.

OTHER UPGRADES:

  • Suntrust upgraded BOK Financial (NASDAQ: BOKF) to Buy from Neutral.
  • Plains All American (NYSE: PAA) was upgraded at Morgan Stanley to Overweight from Equal Weight.
  • Morgan Keegan upgraded Diodes (NASDAQ: DIOD) to Outperform from Market Perform.

Stock Screener: Generating power with solar and batteries -- Part II

Posted Apr 3rd 2007 4:05PM by Melly Alazraki (RSS feed)
Filed under: Columns, Sears Holdings (SHLD), Procter and Gamble (PG), Stock screen, Trina Solar ADS (TSL), Suntech Power Hldgs ADS (STP)

Stock screeners are tools that let investors filter through a large number of stocks according to chosen criteria. While helping investors pick stocks and narrow down options, it is important to remember that a stock screener is just a tool and every investment should be analyzed on its own merits to make sure it fits with your personal portfolio and risk characteristics. Welcome to my new weekly column that finds interesting investment opportunities with the help of our Stock Screener.

This post is a continuation of Stock Screener: Generating power with batteries and solar energy -- Part I

A quick recap: With all the talk lately about alternative energy, I wanted to see what the Power Generation & Storage industry has in store. Within the industry, I gave pretty wide criteria with the only constraints being a market capitalization of over $500 million and a profitable 2006.

The stock screener returned five companies listed here by market cap: Suntech Power Holdings Co., Ltd. (NYSE: STP), Energizer Holdings Inc. (NYSE: ENR), Trina Solar Ltd. (NYSE: TSL), EnerSys Inc. (NYSE: ENS) and Greatbatch Inc. (NYSE: GB). These could roughly be divided into two main businesses: Solar energy and batteries. Energizer, EnerSys and Greatbatch are battery manufacturers for different uses, while Suntech and Trina manufacture PV and solar cells and modules.

In Part I, I looked at the solar stocks, today, I'll look at the battery stocks:

Continue reading Stock Screener: Generating power with solar and batteries -- Part II

Solar power investments warming up?

Posted Mar 5th 2007 2:40PM by Eric Buscemi (RSS feed)
Filed under: Industry, Newspapers, Magazines, Trina Solar ADS (TSL), Suntech Power Hldgs ADS (STP)

John McNay, portfolio manager of Essex Investment Management, provided some good investment ideas on the evolving high-tech power business in this weekend's Barron's Magazine (subscription required). A few of these we blogged about in the past, but they're worth noting again.
  • Sunpower Corporation (NASDAQ: SPWR), the Cypress Semiconductor Corporation (NYSE: CY) spin off, makes semiconductors for solar cells and solar panels
  • MEMC Electronic Materials Inc (NYSE: WFR) makes the polysilicon that is needed to manufacture the solar cells and panels based on semiconductor technology
  • Suntech Power Holdings (NYSE: STP), First Solar Inc (NASDAQ: FSLR), Canadian Solar Inc (NASDAQ: CSIQ) and Trina Solar (NYSE: TSL) were other stocks mentioned.
Sunpower and MEMC we have blogged about and know the companies reasonably well. The others you have to do your homework on, as these are new ideas to this Fly.

TJ Rodgers, Cypress Semiconductor's CEO, referred to Sunpower as Intel during the 1970s. That is a big statement. This is an important industry that will get a lot of investors' attention during the next five years. Solar energy utilizing semiconductor technology is an investment theme that is still in its very early stages.

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Last updated: November 11, 2009: 09:06 AM

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