Alternative Energy & Utilities

February 13, 2014

Buy ($175)

Topics covered: Solar Growth Drivers and Headwinds, Solar Energy Pricing, Regulatory Headwinds for U.S. Utilities, Outlook for Biofuels and Biochemicals, Grid Parity Timelines for Alternative Energy, Government Subsidies and Regulation, Asia Pacific Demand for Solar Energy

Companies covered: Plug Power, Inc. (NASDAQ:PLUG), Gas Natural Inc. (AMEX:EGAS), El Paso Electric Company (NYSE:EE), CMS Energy Corporation (NYSE:CMS), Integrys Energy Group (NYSE:TEG), Southern Company (The) (NYSE:SO), ITC Holdings Corp. (NYSE:ITC), Dominion Energy, Inc. (NYSE:D), American Water Works (NYSE:AWK), Ballard Power Systems, Inc. (NASDAQ:BLDP), Toyota Motor Corp Ltd Ord (NYSE:TM), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Trina Solar Limited (NYSE:TSL), LDK Solar Co.Ltd., JA Solar Holdings, Co., Ltd. (NASDAQ:JASO), First Solar, Inc. (NASDAQ:FSLR), Total SA (ADR) (NYSE:TOT), NRG Energy, Inc. (NYSE:NRG), EnerNOC, Inc. (NASDAQ:ENOC), Pacific Gas & Electric Co. (NYSE:PCG), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Edison International (NYSE:EIX), Dynegy Inc. (NYSE:DYN), Duke Energy Corporation (NYSE:DUK), Calpine Corporation (NYSE:CPN), American Electric Power Company, Inc. (NYSE:AEP), Ameren Corporation (NYSE:AEE), Chart Industries, Inc. (NASDAQ:GTLS), PetroChina Company Limited (NYSE:PTR), Real Goods Solar, Inc.