Key insights
- An investor is seeking recommendations for solar and renewable energy investments, citing a bullish thesis based on the economic viability of solar power. They are considering ETFs like ICLN and individual stocks like FSLR and POET. This indicates potential increased retail investment in the sector, which could provide a slight positive boost to related stocks.
Looking into ETFs and individual stocks. I would to allocate some of my "long shot" money towards solar specifically, and allied/associated fields.
I have no good knowledge of the field though so would appreciate anyone with experience or knowledge to point me in the right direction as a starting point.
My bull thesis is essentially off this video that recently came across my feed. In short, if his analysis is correct, solar will win the energy wars based off economic reasons alone.
Looking for solar construction companies, installation companies, etc.
Current tickers I'm looking at:
POET
ICLN
FSLR