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Christopher Windham

Analyst Action Stirs Up Chinese Solar Sector (JASO, SOLF, TSL, SOL, STP, LDK, YGE, CSIQ)

by Christopher Windham | December 3rd

Analysts at Wells Fargo today issued revised investment ratings on a several stocks in the slumping Chinese solar energy sector due to foreign exchange and tough weather in Europe.

Several solar stocks were downgraded by Wells Fargo, including JA Solar (JASO), which…

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M&A Hits the Coal Space (JRCC, ACI, BTU, ANR, PCX, WLT)

by Christopher Windham | December 3rd

Walter Energy (WLT) has agreed to buy Canada’s Western Coal in a cash-and-stock deal valued at $3.3 billion, the companies announced Friday.

Walter Energy, which has benefited recently from growth in commodity pricing, said the acquisition will add to reserves and boost…

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Data Storage High Fliers Gets More Analyst Love (CML, NLST, HTCH, STX, XRTX, QTM, DELL, ORCL, NTAP)

by Christopher Windham | December 2nd

Shares of data storage company Compellent Technologies (CML) were up about 4% Thursday following an upgrade of the stock by analyst RBC Capital to “outperform.”

Compellent’s stock has been surging since October after the data-storage company announced fourth-quarter predictions that were better-than-expected.…

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PepsiCo Gains Ground in Russia (PEP, WBD, JMBA, MTL, NILSY, OGZPY)

by Christopher Windham | December 2nd

U.S. beverage giant PepsiCo (PEP) is continuing its foray into Russia’s food and beverage market with its announced acquisition of Russian dairy products and fruit-juice maker Wimm Bill Dann Foods (WBD) in a deal valued at $5.8 billion.

The deal is PepsiCo’s largest…

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Solar Energy Sector Generates New Interest (SOL, AXTI, SOLR, HOKU, WEST)

by Christopher Windham | December 1st

The solar energy sector, which has been slumping this year, received a boost Wednesday in the form of new commitments and orders and new analyst coverage of several companies in the sector.

The Solar Stocks Index, which is down 14% in…

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Wind Firm Swept Lower After Disappointing Earnings (APWR, TRN, WGOV, TTEK, KDN, GE)

by Christopher Windham | December 1st

Shares of Chinese green energy firm A-Power Energy Generation Systems (APWR) tumbled Wednesday after the company posted disappointing third quarter earnings.

A-Power was down 28% after reporting a net loss from July to September of $1 million, or 2 cents a share,…

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Solar Sector Slumping Despite Deal (NRG, SPWRA, LDK, JKS, JASO, TSL)

by Christopher Windham | November 30th

Despite positive news of a deal between Solar power companies NRG Energy (NRG) and SunPower (SPWRA) to begin construction next year on a solar ranch in San Luis Obispo County, Calif, solar stocks overall are continuing their yearly slump.

In the deal between…

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Hot IPO SodaStream Shows Off First Earnings Report (SODA, COKE, COT, JMBA, FIZZ, MCOX, RNO, BBBY)

by Christopher Windham | November 30th

SodaStream International (SODA), an Israeli provider of in-home soda making machines, posted a 52% percent increase in its third quarter earnings in the first quarterly report issued by the newly public company.

SodaStream revenues from July through September jumped to 42 million…

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Confidence Shown in Smart Meter Companies (ELON, ITRI, GE)

by Christopher Windham | November 24th

California-based Echelon (ELON), a firm specializing in smart meter networks and building automation systems, was initiated with an Outperform rating by Robert W. Baird, sending the stock higher by 8% on Wednesday.

The analyst said Echelon offers investors “a unique investment into…

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Potash, Agrium Up After Goldman Rating Reinstatement (POT, AGU, CAGC, CF, SYT, BHP)

by Christopher Windham | November 24th

Potash (POT), the world’s largest fertilizer company, and Agrium (AGU), a producer of agricultural nutrients, were both up Wednesday by more than 1% after the companies were reinstated with a neutral rating at Goldman Sachs, according to a report the firm released…

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