Ok so all we need is that 1st good idea to kick off the new year.
ARCT- REBOUND FROM SELL OFF VACCINE NAME
SNAP- VAN'S SNAPPY PICK
The two early candidates. Here's another) ) )
Sept 1st Salesforce peaked CRM-- $281. And of course they outright STOLE Slack-!
$222 now.
I've been liking Next Era Energy NEE for a while now they are a subtle play on alternative energy...
Here is a Motley fool write up along with another interesting name...
2021. NextEra Energy is ideal to provide plenty of long-term growth in renewable energy generation, while still providing some protection if a market correction is on the horizon.
In its latest quarterly report, the company said its NextEra Energy Resources subsidiary has a renewables project backlog of more than 15,000 megawatts (MW), which is larger than its existing renewables portfolio. That backlog secures growth in the segment that constructs and operates wind and solar power generating facilities. It also includes the world's largest stand-alone battery storage project.
But NextEra comes with some market protection, too. It owns Florida Power & Light, the largest regulated electric utility in the U.S. by retail megawatt-hour sales, as well as Gulf Power, which serves northwestern Florida. This makes it the world's largest utility company in addition to being the world's largest generator of wind and solar power.
That's a nice combination for an investor who wants to participate in renewable energy growth, but is fearful of a turbulent market year in 2021. The Energy Resources segment differentiates it from other utilities, and helps support NextEra's estimate of 6% to 8% earnings-per-share growth through 2023. And the reliability of a utility allows the company to expect about 10% annual dividend per share growth through 2022.
Shares don't provide income seekers the level of dividend typical of a regulated utility. But with a dividend yield approaching 2%, and the growing energy resources subsidiary, NextEra Energy is my top pick in renewable energy for investors who want the growth of renewables, but may need some stability from a volatile stock market in 2021.
A key cog in the future of wind power and EVs
(TPI Composites):Investors tend to focus on the most recognizable brands when they invest, and for good reason, since brand power is a sign of competitive strength. But if you just focus on brands, you will miss out on equally great investments powering the best growth industries.
That's certainly the case for TPI Composites. Chances are if you've seen a wind farm, you've seen a TPI wind turbine blade in operation, even if you've never heard of the company, since it supplies blades to the companies that provide the vast majority of the world's onshore wind turbines. TPI's geographical diversity is a competitive advantage since it is able to supply turbine makers with blades in markets where they don't have a significant presence, and that are too far from their own manufacturing to make it cost-effective to ship blades.
And business is very good. TPI management says the company should generate $1.65 billion in revenue in 2020, 15% growth from 2019. And sales growth has accelerated, with revenue up 24% in the third quarter. This trend is likely to continue, as wind turbine manufacturers increasingly look to outsource more logistically challenging components to suppliers like TPI.
And there's even more reason to like TPI. The company's strength in composites manufacturing and design makes it an excellent partner for electric vehicle manufacturers as those companies look to build lighter, stronger bodies, and need a supplier that can quickly scale up to meet demand.
As these two trends continue to accelerate, TPI is positioned to be a big winner in 2021 and for many years to come.
TPIC- $52.75
I always viewed this name as windmills only.... Not that good a sector but growing- to make the jump to EV's perhaps that's a link not priced into this name....
TPI Composites price target raised to $60 from $42 at BTIG 12/22 TPIC BTIG analyst Gregory Lewis raised the firm's price target on TPI Composites to $60 from $42 and keeps a Buy rating on the shares. TPI Composites has had a strong December up over 30% just this month and Lewis says the company is well-positioned to benefit from continued onshore wind growth globally.
To Start the new thread: 5 IDEAS--> SNAP, NEE, TPIC, CRM, ARCT.
ARCT- REBOUND FROM SELL OFF VACCINE NAME
SNAP- VAN'S SNAPPY PICK
The two early candidates. Here's another) ) )
Sept 1st Salesforce peaked CRM-- $281. And of course they outright STOLE Slack-!
$222 now.
I've been liking Next Era Energy NEE for a while now they are a subtle play on alternative energy...
Here is a Motley fool write up along with another interesting name...
2021. NextEra Energy is ideal to provide plenty of long-term growth in renewable energy generation, while still providing some protection if a market correction is on the horizon.
In its latest quarterly report, the company said its NextEra Energy Resources subsidiary has a renewables project backlog of more than 15,000 megawatts (MW), which is larger than its existing renewables portfolio. That backlog secures growth in the segment that constructs and operates wind and solar power generating facilities. It also includes the world's largest stand-alone battery storage project.
But NextEra comes with some market protection, too. It owns Florida Power & Light, the largest regulated electric utility in the U.S. by retail megawatt-hour sales, as well as Gulf Power, which serves northwestern Florida. This makes it the world's largest utility company in addition to being the world's largest generator of wind and solar power.
That's a nice combination for an investor who wants to participate in renewable energy growth, but is fearful of a turbulent market year in 2021. The Energy Resources segment differentiates it from other utilities, and helps support NextEra's estimate of 6% to 8% earnings-per-share growth through 2023. And the reliability of a utility allows the company to expect about 10% annual dividend per share growth through 2022.
Shares don't provide income seekers the level of dividend typical of a regulated utility. But with a dividend yield approaching 2%, and the growing energy resources subsidiary, NextEra Energy is my top pick in renewable energy for investors who want the growth of renewables, but may need some stability from a volatile stock market in 2021.
A key cog in the future of wind power and EVs
(TPI Composites):Investors tend to focus on the most recognizable brands when they invest, and for good reason, since brand power is a sign of competitive strength. But if you just focus on brands, you will miss out on equally great investments powering the best growth industries.
That's certainly the case for TPI Composites. Chances are if you've seen a wind farm, you've seen a TPI wind turbine blade in operation, even if you've never heard of the company, since it supplies blades to the companies that provide the vast majority of the world's onshore wind turbines. TPI's geographical diversity is a competitive advantage since it is able to supply turbine makers with blades in markets where they don't have a significant presence, and that are too far from their own manufacturing to make it cost-effective to ship blades.
And business is very good. TPI management says the company should generate $1.65 billion in revenue in 2020, 15% growth from 2019. And sales growth has accelerated, with revenue up 24% in the third quarter. This trend is likely to continue, as wind turbine manufacturers increasingly look to outsource more logistically challenging components to suppliers like TPI.
And there's even more reason to like TPI. The company's strength in composites manufacturing and design makes it an excellent partner for electric vehicle manufacturers as those companies look to build lighter, stronger bodies, and need a supplier that can quickly scale up to meet demand.
As these two trends continue to accelerate, TPI is positioned to be a big winner in 2021 and for many years to come.
TPIC- $52.75
I always viewed this name as windmills only.... Not that good a sector but growing- to make the jump to EV's perhaps that's a link not priced into this name....
TPI Composites price target raised to $60 from $42 at BTIG 12/22 TPIC BTIG analyst Gregory Lewis raised the firm's price target on TPI Composites to $60 from $42 and keeps a Buy rating on the shares. TPI Composites has had a strong December up over 30% just this month and Lewis says the company is well-positioned to benefit from continued onshore wind growth globally.
To Start the new thread: 5 IDEAS--> SNAP, NEE, TPIC, CRM, ARCT.
