Alternative Energy & Utilities

August 15, 2014

Buy ($175)

Topics covered: Utility Infrastructure Capital Expenditures, Solar Growth Drivers and Headwinds, Regulatory Headwinds for U.S. Utilities, New Market Opportunities in Energy, Government Subsidies and Regulation, Electric Vehicles, Asia Pacific Demand for Solar Energy, Alternative Energy Generation

Companies covered: American States Water Company (NYSE:AWR), TransAlta Corporation (NYSE:TAC), Ballard Power Systems, Inc. (NASDAQ:BLDP), Middlesex Water Company (NASDAQ:MSEX), American DG Energy Inc. (AMEX:ADGE), ONEOK, Inc. (NYSE:OKE), Northwest Natural Gas Company (NYSE:NWN), Laclede Group, Inc. (NYSE:LG), AGL Resources, Inc. (NYSE:GAS), Energen Corporation (NYSE:EGN), DTE Energy Company (NYSE:DTE), ITC Holdings Corp. (NYSE:ITC), Maxwell Technologies, Inc. (NASDAQ:MXWL), American Superconductor Corporation (NASDAQ:AMSC), Walmart Inc. (NYSE:WMT), Total SA (ADR) (NYSE:TOT), Rockwood Holdings Inc., Johnson Controls, Inc. (NYSE:JCI), Home Depot, Inc. (The) (NYSE:HD), First Solar, Inc. (NASDAQ:FSLR), Albemarle Corporation (NYSE:ALB), Chart Industries, Inc. (NASDAQ:GTLS), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Abengoa Yield plc (NASDAQ:ABY), EnerNOC, Inc. (NASDAQ:ENOC), ABB Ltd (NYSE:ABB), Energy Recovery, Inc. (NASDAQ:ERII), Pacific Gas & Electric Co. (NYSE:PCG), NRG Energy, Inc. (NYSE:NRG), Hawaiian Electric Industries, Inc. (NYSE:HE), Exelon Corporation (NYSE:EXC), Edison International (NYSE:EIX), Calpine Corporation (NYSE:CPN), CBD Energy Limited (NASDAQ:CBDE)