Don't look now but SunPower (NASDAQ: SPWR ) has become the best-performing stock in the solar industry. Over the past year, it's been better than fellow U.S.-based companies First Solar (NASDAQ: FSLR ) and SolarCity (NASDAQ: SCTY ) , and far better than most Chinese manufacturers. Yingli Green Energy (NYSE: YGE ) and Trina Solar lag well behind even after recent pops higher; only Canadian Solar (NASDAQ: CSIQ ) can come close to SunPower's return (and I'll get into the reason for that below).
SPWR Total Return Price data by YCharts
So, why is this stock so hot and can the streak continue? I think so, and there are three big reasons why.
Downstream solar is the dominant paradigm
If you have the choice between risky solar manufacturers and a downstream installer, it's better to choose the installer right now. They can lock in long-term power supply agreements, building a business that acts more like a bond than a volatile stock. SolarCity has used this model with success, and despite the fact that it isn't reporting a profit yet, it's building solar installations that will generate revenue for 20 or more years.
5 Best Canadian Stocks To Watch For 2014: Newmont Mining Corporation(Holding Company)
Newmont Mining Corporation, together with its subsidiaries, engages in the acquisition, exploration, and production of gold and copper properties. The company?s assets or operations are located in the United States, Australia, Peru, Indonesia, Ghana, Canada, New Zealand, and Mexico. As of December 31, 2009, it had proven and probable gold reserves of approximately 93.5 million equity ounces and an aggregate land position of approximately 27,500 square miles. The company was founded in 1916 and is headquartered in Greenwood Village, Colorado.
5 Best Canadian Stocks To Watch For 2014: Progressive Waste Solutions Ltd. (BIN)
Progressive Waste Solutions Ltd. operates as a vertically integrated non-hazardous solid waste management company in North America. It operates through three segments: Canada, the U.S. south, and the U.S. northeast. The company provides waste collection, transfer, recycling, and disposal services to commercial, industrial, municipal, and residential customers in 13 U.S. states, the District of Columbia, and 6 Canadian provinces. It also owns and operates a power generating plant fuelled by landfill gas; and generates and sells methane gas. The company was formerly known as IESI-BFC Ltd. and changed its name to Progressive Waste Solutions Ltd. in May 2011. Progressive Waste Solutions Ltd. was founded in 2001 and is based in Vaughan, Canada.
Advisors' Opinion:- [By Sean Williams]
Keep in mind, though, this is a sectorwide problem, not just one affecting Waste Management. Canada's Progressive Waste Solutions (NYSE: BIN ) delivered an 11% increase in first-quarter revenue but succumbed to a decrease of 0.5% in recycling revenue because of lower realized metal prices. �
Best Tech Companies To Invest In Right Now: Sensata Technologies Holding N.V.(ST)
Sensata Technologies Holding N.V., through its subsidiaries, develops, manufactures, and sells sensors and controls primarily in the Americas, the Asia Pacific, and Europe. It operates in two segments, Sensors and Controls. The Sensors segment offers pressure sensors, force sensors, temperature sensors, speed sensors, position sensors, motor protectors, and thermal and magnetic-hydraulic circuit breakers and switches. Its sensors are used in various applications, such as automotive air-conditioning, braking, transmission, air bag, heavy vehicle off-road, industrial, aerospace, defense, and data/telecom applications, as well as heating, ventilation, and air-conditioning (HVAC) applications. The Controls segment provides bimetal electromechanical controls, thermal and magnetic-hydraulic circuit breakers, power inverters, and interconnection products. This segment also offers application-specific products, including motor and compressor protectors, circuit breakers, semicondu ctor burn-in test sockets, electrical HVAC controls, power inverters, precision switches, and thermostats. Its products are used in heating and air-conditioning systems, refrigerators, aircraft, automobiles, and light industrial system applications in industrial, aerospace, military, commercial, and residential markets. The company offers its products primarily under the Sensata, Klixon, Airpax, and Dimensions brand names. It serves original equipment manufacturers and suppliers in the automotive, industrial, and commercial end-markets; and industrial and commercial manufacturers and suppliers in the climate control, appliance, semiconductor, datacomm, telecommunications, and aerospace industries, as well as motor and compressor suppliers. The company was founded in 1916 and is based in Almelo, the Netherlands. Sensata Technologies Holding N.V. is a subsidiary of Sensata Investment Company S.C.A.
Advisors' Opinion:- [By Toshiro Hasegawa]
Commonwealth Bank of Australia (CBA) fell 1.1 percent to A$73.73. Singapore Telecommunications Ltd. (ST) retreated 1.1 percent to S$3.78 today after posting earnings.
5 Best Canadian Stocks To Watch For 2014: Canadian Pacific Railway Limited(CP)
Canadian Pacific Railway Limited, through its subsidiaries, operates as a transcontinental railway providing freight transportation services, logistics solutions, and supply chain expertise in Canada and the United States. It transports bulk commodities, including grain, coal, sulphur, and fertilizers; merchandise freight; finished vehicles and automotive parts; forest products, which include wood pulp, paper, paperboard, newsprint, lumber, panel, and oriented strand board; and industrial and consumer products comprising chemicals, energy, and plastics, as well as mine, metals, and aggregates. The company provides rail and intermodal transportation services over a network of approximately 14,700 miles serving the principal business centers of Canada, from Montreal to Vancouver, British Columbia; and the Midwest and Northeast regions of the United States. Canadian Pacific Railway Limited was founded in 1881 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Matt DiLallo]
Canada's national tragedy
Unfortunately, the year was marred by more than just close calls. Earlier this month, a runaway train loaded with oil derailed in a quaint lakeside town in Quebec. An ensuing explosion caused an estimated 1.5 million gallons of oil to catch fire, ultimately killing 47 people. Despite a previously stellar safety record, oil-by-rail has seen several spills this year, including three small spills earlier this year by Canadian Pacific (NYSE: CP ) . Its largest accident resulted in a spill of 30,000 gallons of oil in Minnesota. However, those spills are really a drop in the bucket when compared with the devastating tragedy in Canada, which is by far the worst oil-by-rail disaster since the industry started relying on the rails because of a lack of pipeline capacity.� - [By Eric Lam]
BCE Inc. (BCE) dropped 1.3 percent to a February low, after Macquarie Group Ltd. said that phone shares are vulnerable amid increased regulation. Canadian Pacific Railway Ltd. (CP) lost 4.4 percent to extend losses to a fourth day after its largest shareholder said it will sell part of its stake. WestJet Airlines Ltd. slid 2.3 percent after a measure of customers on its flights declined. A gauge of real estate investment trust fell for a seventh day, the longest streak in three years.
- [By Marshall Hargrave]
Ackman and Pershing's largest position remains Canadian Pacific Railway (NYSE: CP). Back in 2011, Ackman launched a campaign to oust CP's CEO and install the former CEO of rival railroad company Canadian National. Ackman was successful, and the stock has been on a tear ever since, nearly tripling from his original investment.
5 Best Canadian Stocks To Watch For 2014: PPL Corporation(PPL)
PPL Corporation, an energy and utility holding company, generates and sells electricity; and delivers natural gas to approximately 5.3 million utility customers primarily in the northeastern and northwestern U.S. The company operates in four segments: Kentucky Regulated, International Regulated, Pennsylvania Regulated, and Supply. The Kentucky Regulated segment engages in the generation, transmission, distribution, and sale of electricity; and the distribution and sale of natural gas to approximately 1.3 million customers in Kentucky, Virginia, and Tennessee. The International Regulated segment owns and operates electricity distribution businesses in the United Kingdom that deliver electricity to 7.7 million customers. The Pennsylvania Regulated segment delivers electricity to approximately 1.4 million customers in eastern and central Pennsylvania. The Supply segment owns and operates power plants to generate electricity using coal, uranium, natural gas, oil, and water res ources; markets and trades electricity and other purchased power to wholesale and retail markets; and acquires and develops domestic generation projects. It controls or owns a portfolio of generation assets of approximately 11,000 megawatts in Montana and Pennsylvania. As of December 31, 2010, the company?s distribution system included 649 substations with a capacity of 25 million kVA, 28,838 circuit miles of overhead lines, and 24,131 cable miles of underground conductors in the United Kingdom. It also operated 377 substations with a capacity of 31 million kVA, 33,122 circuit miles of overhead lines, and 7,368 cable miles of underground conductors in Pennsylvania. The company was founded in 1920 and is headquartered in Allentown, Pennsylvania.
Advisors' Opinion:- [By Justin Loiseau]
Oil continues to prove less and less useful for generation as prices head higher, and hydro represents a calculated decision to focus its energy portfolio elsewhere. PPL (NYSE: PPL ) announced this week that it has successfully completed a $209 million hydroelectric expansion project, increasing output 70% to 60 MW.
Getty Images/Cultura RF Even with the most careful planning, a Thanksgiving budget can fall victim to bad weather, cranky relatives, and recipes that stray a bit too far toward the avant garde. Given that this is the last weekend to prepare and shop before your holiday celebration, let's run through some of the more common budgetary traps, and how to dodge them: The "Traditional" Dinner Turkey. Potatoes. Pie. Some things just seem to belong on a Thanksgiving table. According to a survey by the American Farm Bureau Federation, the average cost to prepare the traditional Thanksgiving dinner for 10 people has fallen about 1 percent to $49.04 this year. At just $4.90 per person, that's quite a bargain. But some families go overboard on "tradition" and try to include everything that's ever appeared on a Thanksgiving table. That can get costly. "Thanksgiving dinners are notorious for being too elaborate and wasting food," says Coryanne Ettiene, a cooking show host and mother of three. "Create a menu that allows each guest to have two to four sides rather than the common six sides," she says. "Where possible, make your menu from scratch, using similar ingredients to carry the cost across the whole meal. If you have only one recipe that calls for saffron and can't use it in any other dish, maybe you skip the saffron this year." Nan Langen Steketee of Philadelphia cooks a large Thanksgiving dinner each year for more than 20 friends and family. Together, they keep the emphasis on the traditions themselves, rather than which plate they're served on. "We make our own applesauce from a family recipe," she says. "The apples are in-season and not terribly expensive, and it just tastes better." Steketee saves bread scraps in the weeks leading up to Thanksgiving to make stuffing, and uses the giblets from inside the turkey for flavor. Her guests all help with the preparations, and then enjoy the meal together. A Plus-One for the Plus-One? A seating arrangement at a large family Thanksgiving dinner can be as complicated as a small wedding's, and the inclusion of last-minute plus-ones can throw off even the most carefully orchestrated meal. But according to the guide for Thanksgiving etiquette by Emily Post, simply saying "no" to those guests isn't very polite. Since getting a firm head count can be difficult with the more spontaneous family members, have a plan in place or some extra sides available to account for drop-ins. A Terminal Wait Not hosting the dinner? More than 40 percent of Americans are planning to travel this Thanksgiving, according to a survey by TripAdvisor. Inclement weather can cause travel delays and all their hidden expenses: airport restaurants, rebooking fees, hotels, and other transportation if it's available. So before heading to the airport, you should have a plan B, and a cutoff in mind for how long you'll be willing to wait until you use it. The Unrequested Wake-up Call Saving on hotel costs by staying with loved ones may seem like a good idea until it's 3 a.m. and the dogs are barking, or the springs of the fold-out are popping through the mattress or a cousin's baby is wailing away. Because so many people do opt for the fold-out couch or guest room, hotel deals actually abound during Thanksgiving weekend. But trying to find one in the middle of the night while sneaking out the back door might be a challenge. Before you arrive, be realistic about accommodations. Now would be a very good time to hunt down a hotel near your holiday gathering and book a room. Overemphasizing the Liquid Liquid refreshments are part of any Thanksgiving dinner, but they don't all need to be top-shelf brands -- or even, for that matter, alcoholic. "The second biggest expense this time of year is the booze," says Ettiene. She suggests that hosts create a specialty cocktail for their Thanksgiving guests, and keep other selections to a minimum.


Associated Press The Federal Reserve building in Washington.
Here's the thing ... none of those products or news linked to them are behind the current rally. At least not yet. This chart says something is brewing though; the market always has something of a sixth sense about these things, and NuPathe is no exception. Indeed, the bullish undertones of the chart of PATH are the big story worth a closer look here.
Container Store keeps employees happy NEW YORK (CNNMoney) Investors have been flocking to initial public offerings this year. And several IPOs have been huge hits.
From 140 characters to $13 Billion
Scott Olson/Getty Images And you thought Groupon was dead. Turns out that daily deals are hip again, and for good reason. According to research firm BIA/Kelsey, spending on daily deals is expected to rise 23 percent in 2013, with further growth coming in at a 19.8 percent annual clip through 2016. At that point, we'll be spending $5.5 billion on flash sales and insta-deals. No wonder shares of Groupon (GRPN) have nearly doubled year to date. The deal deliverer accounted for $2.3 billion in revenue last year, or 64 percent of what remains a surprisingly vast and vibrant market. Privately held peer LivingSocial reported $536 million in 2012 revenue. Why so much growth when Groupon fired co-founder and former CEO Andrew Mason over performance issues barely six months ago?
