The solar industry, as soon as in the past month (not to mention this entire year), has absolutely been going to the moon. CSIQ has now had 3 consecutive days gaining 8%+, two of those days gaining 11%. SPWR finished at 12% today and doubled over the past 2 months. ENPH got the credit it deserved from big-name institutions and finished up 30% in the past week, again doubling in the past two months.
That's not to say that solar hasn't had a phenomenal year in general either. RUN, ENPH, SPWR, PLUG, etc. are all examples of companies that have seen 3, 4, 5, even 9x growth this year. What's more, many of them (SPWR, CSIQ) still have extremely stomache-able fundamentals.
A large portion of this growth is under Trump, who was obviously not a proponent of green energy. I take this to mean that since solar can show astronomical growth in adversity, it could yield amazing growth under the right conditions.
What solar stocks do you all think are holes-in-one? Why? Where do you think the industry is going in 2021? What upsides/downsides are people not talking about? If people invest now are they catching the tail-end of a fluke, or is this just the beginning?
Personally, I'm invested in CSIQ, ENPH, SPWR, and QCLN. They've all worked like magic in my portfolio. I'd like to hear what you guys are invested in with the green energy space.
Edit: forgot about TAN. I'm holding them as well
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