Keep an eye on solar stocks, like Sunrun (RUN).

For one, as just reported by Carbon Brief, “Wind and solar are growing faster than any other sources of electricity in history, according to new analysis from thinktank Ember. It says they are now growing fast enough to exceed rising demand, meaning there will be a peak in fossil fuel electricity generation – and emissions – from this year.”

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RUN earnings are showing signs of improvement, too. In its first quarter, for example, its EPS loss of 40 cents a share was a significant improvement from a year earlier loss of $1.12. 

Even better, Goldman Sachs just reiterated its buy rating on RUN with a price target of $18. 

Sincerely,

Ian Cooper