Alternative Energy & Utilities

January 22, 2021

Buy ($175)

Companies covered: Enviva Partners LP (NYSE:EVA), Itron, Inc. (NASDAQ:ITRI), Primo Water Corporation (NASDAQ:PRMW), Energy Recovery, Inc. (NASDAQ:ERII), American Superconductor Corporation (NASDAQ:AMSC), Valmont Industries, Inc. (NYSE:VMI), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), Brookfield Renewable Partners LP (NYSE:BEP), Eversource Energy (NYSE:ES), Avangrid (NYSE:AGR), Plug Power, Inc. (NASDAQ:PLUG), Ballard Power Systems, Inc. (NASDAQ:BLDP), Tesla Motors, Inc. (NASDAQ:TSLA), Panasonic Corporation (OTCMKTS:PCRFY), Albemarle Corporation (NYSE:ALB), General Electric Company (NYSE:GE), Vestas Wind Systems (OTCMKTS:VWDRY), Siemens AG (OTCMKTS:SIEGY), PNM Resources, Inc. (Holding Co.) (NYSE:PNM), Iberdrola SA (ADR) (OTCMKTS:IBDRY), Hubbell Incorporated (NYSE: HUBB), Brookfield Renewable Corp. (NYSE:BEPC), Livent Corp. (NYSE:LTHM), Eos Energy Enterprises Inc. (NASDAQ:EOSE), LG Chem Ltd. (KRX:051910), Nel ASA (OTCMKTS:NLLSF), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Pinnacle West Capital Corporation (NYSE:PNW), SunPower Corporation (NASDAQ:SPWR), Hawaiian Electric Industries, Inc. (NYSE:HE), Entergy Corporation (NYSE:ETR), First Solar, Inc. (NASDAQ:FSLR), Southern Company (The) (NYSE:SO), SusGlobal Energy Corp. (OTCMKTS:SNRG), Orion Energy Systems, Inc. (NASDAQ:OESX), Yield10 Bioscience, Inc. (NASDAQ:YTEN), Renewable Energy Group, Inc. (NASDAQ:REGI)

Industrial Equipment, Aerospace and Defense

October 16, 2020

Buy ($175)

Companies covered: NAPCO Security Technologies, Inc. (NASDAQ:NSSC), Wrap Technologies, Inc. (NASDAQ:WRTC), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), Graham Corporation (NYSE:GHM), Allied Motion Technologies, Inc. (NASDAQ:AMOT), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), AAR Corp. (NYSE:AIR), Alaska Air Group, Inc. (NYSE:ALK), JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Southwest Airlines Company (NYSE:LUV), Delta Air Lines, Inc. (NYSE:DAL), Zoom Video Communications (NASDAQ:ZM), United Airlines Holdings (NASDAQ:UAL), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Amazon.com, Inc. (NASDAQ:AMZN), General Electric Company (NYSE:GE), TriMas Corporation (NASDAQ:TRS), SPX Corporation (NYSE:SPXC), Kadant Inc (NYSE:KAI), BP p.l.c. (NYSE:BP), Royal Dutch Shell PLC (NYSE:RDS/A), Total SE (NYSE:TOT), General Dynamics Corporation (NYSE:GD), Textron Inc. (NYSE:TXT), Transdigm Group Incorporated (NYSE:TDG), Howmet Aerospace (NYSE:HWM), Honeywell International Inc. (NYSE:HON), Caterpillar, Inc. (NYSE:CAT), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Alphabet Inc (NASDAQ:GOOG), Siemens AG (OTCMKTS:SIEGY), Raytheon Technologies Corp. (NYSE:RTX), Rockwell Automation, Inc. (NYSE:ROK), Komatsu Ltd. (OTCMKTS:KMTUY), Heico Corporation (NYSE:HEI), MakerBot Industries, LLC, American Superconductor Corporation (NASDAQ:AMSC)

Alternative Energy

July 10, 2020

Buy ($175)

Companies covered: Edison International (NYSE:EIX), PG&E Corporation (NYSE:PCG), First Solar, Inc. (NASDAQ:FSLR), The AES Corporation (NYSE:AES), Microsoft Corporation (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Albemarle Corporation (NYSE:ALB), Siemens AG (OTCMKTS:SIEGY), Helmerich & Payne, Inc. (NYSE:HP), Independence Contract Drilling, Inc. (NYSE:ICD), Aspen Aerogels, Inc. (NYSE:ASPN), Liberty Oilfield Services (NYSE:LBRT), Select Energy Services (NYSE:WTTR), Solaris Oilfield Infrastructure (NYSE:SOI), Archrock (NYSE:AROC), Evonik Industries AG (OTCMKTS:EVKIF), Halliburton Company (NYSE:HAL), Schlumberger N.V. (NYSE:SLB), Plug Power, Inc. (NASDAQ:PLUG), Energy Recovery, Inc. (NASDAQ:ERII), Innergex Renewable Energy Inc. (OTCMKTS:INGXF)

Industrial Equipment, Aerospace and Defense

September 20, 2019

Buy ($175)

Companies covered: Boeing Company (The) (NYSE:BA), Emerson Electric Company (NYSE:EMR), Rockwell Automation, Inc. (NYSE:ROK), Caterpillar, Inc. (NYSE:CAT), United Rentals, Inc. (NYSE:URI), 3M Company (NYSE:MMM), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), General Dynamics Corporation (NYSE:GD), General Electric Company (NYSE:GE), Honeywell International Inc. (NYSE:HON), Amazon.com, Inc. (NASDAQ:AMZN), United Technologies Corporation (NYSE:UTX), United Parcel Service, Inc. (NYSE:UPS), W.W. Grainger, Inc. (NYSE:GWW), WESCO International, Inc. (NYSE:WCC), Fastenal Company (NASDAQ:FAST), MSC Industrial Direct Company, Inc. (NYSE:MSM), Lennox International, Inc. (NYSE:LII), Ingersoll-Rand plc (Ireland) (NYSE:IR), Kaman Corporation (NYSE:KAMN), Johnson Controls, Inc. (NYSE:JCI), Fortive Corp (NYSE:FTV), Nordson Corporation (NASDAQ:NDSN), Apple Inc. (NASDAQ:AAPL), Cisco Systems, Inc. (NASDAQ:CSCO), Juniper Networks, Inc. (NYSE:JNPR), Lincoln Electric Holdings, Inc. (NASDAQ:LECO), Colfax Corporation (NYSE:CFX), IDEX Corporation (NYSE:IEX), The ExOne Company (NASDAQ:XONE), Helios Technologies, Inc. (NASDAQ:HLIO), Graham Corporation (NYSE:GHM), NAPCO Security Technologies, Inc. (NASDAQ:NSSC), Heico Corporation (NYSE:HEI), Allied Motion Technologies, Inc. (NASDAQ:AMOT)

Industrial Equipment, Aerospace and Defense

September 21, 2018

Buy ($175)

Companies covered: Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), United Technologies Corporation (NYSE:UTX), Honeywell International Inc. (NYSE:HON), Mercury Systems Inc (NASDAQ:MRCY), Aerojet Rocketdyne Holdings (NYSE:AJRD), Northrop Grumman Corporation (NYSE:NOC), Maxar Technologies Ltd. (NYSE:MAXR), Astronics Corporation (NASDAQ:ATRO), AAR Corp. (NYSE:AIR), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Woodward, Inc. (NASDAQ:WWD), Rockwell Collins, Inc. (NYSE:COL), KLX Inc. (NASDAQ:KLXI), United Parcel Service, Inc. (NYSE:UPS), Lockheed Martin Corporation (NYSE:LMT), Caterpillar, Inc. (NYSE:CAT), Emerson Electric Company (NYSE:EMR), Rockwell Automation, Inc. (NYSE:ROK), 3M Company (NYSE:MMM), American Superconductor Corporation (NASDAQ:AMSC), AMETEK (NYSE:AME), Sinovel Wind Group Company Limited (SHA:601558), Bombardier Inc (OTCMKTS:BDRBF), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), RBC Bearings Incorporated (NASDAQ:ROLL), Kadant Inc (NYSE:KAI), Crane Company (NYSE:CR), Curtiss-Wright Corporation (NYSE:CW), inTest Corporation (NYSEAMERICAN:INTT), Heico Corporation (NYSE:HEI), Columbus McKinnon Corporation (NASDAQ:CMCO), Graham Corporation (NYSE:GHM), Cubic Corporation (NYSE:CUB), MTS Systems Corporation (NASDAQ:MTSC), Axon Enterprise, Inc. (NASDAQ:AAXN), Williams Industrial Services Group Inc. (OTCMKTS:WLMS)