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☆ It's time to buy the dip in nuclear and uranium ETFs, Bank of America says
▼ + stars: | 2024-02-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Uranium stocks have cooled off in recent weeks, making this a good time for investors to jump in, according to Bank of America. Many of the biggest uranium stocks like Cameco Corp. are down about 14% in February. Since 2021 clean energy ETFs with heavy exposure to wind and solar power have suffered a sharp bear market ( > 30% losses and $2.4bn outflows), but over the same period investors added $2bn into uranium & nuclear power ETFs," Woodard said. An example of a uranium fund that is seeing such a blip is the Global X Uranium ETF (URA) , which is Woodard's top pick in this space. Another uranium fund that Bank of America is bullish on is VanEck Uranium and Nuclear Energy ETF (NLR) .

Persons: Jared Woodard, Woodard, URA, Canaccord, George Gianarikas, they've, Gianarikas, — CNBC's Michael Bloom Organizations: Bank of America, Cameco Corp, Uranium, Nuclear Energy, Public Service Enterprise Group, Uranium Trust Locations: NLR, Canada

☆ Goldman Sachs likes this under-the-radar European sector, naming 2 stocks with almost 40% upside
▼ + stars: | 2024-01-26 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Europe's power grid is in dire need of an upgrade, Goldman Sachs says, naming two stocks it expects to benefit from the network's expansion and modernization. "Power grids sit in the sweet spot of electrification: besides an accelerating top line, we highlight attractive risk-adjusted returns, which are usually set on a 'cost plus' basis." Stock picks Goldman Sachs said the way to play this theme is through pure plays and green energy majors. The green energy industry has had a tough time of it since 2021 as global central banks hiked interest rates in an effort to combat inflation. "We believe power network activities represent an incremental leg in our re-rating thesis for Green Energy Majors," Goldman's analysts added, naming Enel and SSE as buy-rated stocks.

Persons: Goldman Sachs, Alberto Gandolfi, Stock, Goldman, — CNBC's Michael Bloom Organizations: Clean Energy ETF, Energy Index, Green Energy, Milan Stock Exchange, London Stock Exchange, Global Renewable Energy Locations: Europe

☆ It's a tough time for clean energy stocks right now, but Raymond James says one name can buck the downtrend
▼ + stars: | 2023-10-03 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Clean Energy Fuel 's venture into dairy-based renewable natural gas might just be its saving grace in an industry highly sensitive to interest rates, according to Raymond James. The firm upgraded shares of the renewable energy company to strong buy from outperform, lifting its target price to $6. Clean Energy Fuels is down 25% so far this year as a range of worries drag renewable energy stocks. Year to date, the Invesco WilderHill Clean Energy ETF (PBW) is down over 23%, while the broader S & P 500 has gained over 10%. "We believe that once the Treasury unveils the rules, and investors can straightforward factor in Section 45Z into estimates for 2025 and beyond, Clean Energy shares should re-rate meaningfully higher," he added.

Persons: Raymond James, Pavel Molchanov, Molchanov, — CNBC's Michael Bloom Organizations: Energy, Energy Fuels, Clean Energy, Treasury Department, Treasury Locations: Monday's

☆ Rising interest rates are hurting very broad swaths of the stock and bond markets
▼ + stars: | 2023-10-03 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

Dozens of stocks and ETFs are hitting 52-week lows on the relentless rise in interest rates. Treasury bond ETFs: New lows iShares 1-3 Year Treasury Bond ETF (SHY) iShares 7-10 Year Treasury Bond ETF (IEF) iShares 10-20 Year Treasury Bond ETF (TLH) iShares 20+ Year Treasury Bond ETF (TLT) It's not just Treasury bonds. Broad bond ETFs: New lows Vanguard Total Bond Market ETF (BND) iShares Core US Aggregate Bond Fund (AGG) Higher rates are affecting other areas of the U.S. economy: look at clean energy and biotech It's simple. Clean energy ETFs: New lows iShares Global Clean Energy (ICLN) VanEck Low Carbon Energy ETF (SMOG) Invesco WilderHill Clean Energy ETF (PBW) Invesco Solar ETF (TAN) It's the same story with biotech. The SPDR S & P Biotech ETF (XBI) , which tracks an equal-weighted index of US biotechnology stocks, is at a 52-week low.

Persons: Schwab, It's Organizations: Vanguard Utilities, Treasury Bond ETF, Bond Market, Bond Fund, NextEra Energy Partners, Clean Energy, Carbon Energy, P Biotech, Biotechnology, Biotech, Verizon, SPDR Telecom, AT, Property, Comerica, Huntington Bancshares Locations: U.S, Orsted, Denmark, REITs

LITTLETON, Colorado, Sept 20 (Reuters) - Despite the heat waves, wildfires and floods that have amplified calls to accelerate the global energy transition away from fossil fuels, investors withdrew record funds from the world's largest clean energy investment vehicles so far this year. LOST LIMELIGHTA key driver behind the withdrawals from clean energy investment funds this year has been the relative attractiveness of other sectors, such as artificial intelligence. The clean energy space had outperformed other sectors, including technology, over the past two years, and so was likely due for a bit less investor attention this year. However, an equally important factor behind the outflows in clean energy has been the spate of high profile corporate and national disappointments in critical areas of the clean energy industry. In all, weak spots have emerged on key frontiers of the clean energy industry, which have justified the retreat in investment.

Persons: Gavin Maguire, Miral Organizations: Investors, Clean Energy, Outflows, First Trust, Energy, Carbon Energy, Robotics, Intelligence, Enphase Energy, European Commission, EV, Reuters, Thomson Locations: LITTLETON , Colorado, Britain, United States, Gulf, Mexico, U.S

☆ These are the market's cheapest stocks with upside — including one expected to have a 90% comeback
▼ + stars: | 2023-09-12 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

CNBC Pro looked for well-liked stocks on the broad market index that are undervalued. The chosen names are trading at a significant discount to their average forward price-earnings ratio over the past five years. Take a look at the list of Wall Street's favorite cheap stocks and where analysts see them headed next. JPMorgan and Citi have recently highlighted the stock as a promising value play, as they hold a positive long-term view on the residential solar energy market. Disney also made the list of stocks trading cheap to their historic levels.

Persons: What's, Wall Organizations: CNBC, Clean Energy, JPMorgan, Citi, Disney, Charter Communications, Bank of America Locations: SolarEdge, Monday's

☆ Citi says the clean energy investing opportunity is 'alive and well' despite poor performance. What to buy
▼ + stars: | 2023-08-28 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Investors should completely bail on clean energy stocks with some select opportunities in the space presenting themselves, according to Citi. The iShares Global Clean Energy ETF (ICLN) is down 30% over the past two years. "Volatility in Clean Energy stocks piqued our interest and sparked a question: is this theme still investable? "The profitable side of Clean Energy is alive and well with many stock selection opportunities." Here's 10 that made his list: While some solar stocks were considered risks, SolarEdge and Enphase made the better list.

Persons: Drew Pettit, Pettit, There's, Enphase, Sophie Karp, Karp, It's, SPX, Cummins, — CNBC's Michael Bloom Organizations: Citi, Clean Energy, Energy Locations: Friday's

What young investors wantRecent survey data indicates that Cohen isn't alone. And active young investors are willing to give up returns to see that goal through. Nearly a fifth of the Gen Z investors said they would accept returns between 9% and 11.8%, rather than the full 12% average return. The data comes as accountability measures and standards for ESG investing are hotly debated. "What we see with ESG investing is that it creates something that you can signal to other people."

Persons: Hannah Cohen, Cohen, Cohen isn't, X, Gen, boomers, Matthew Ivler, I'm, Ivler, Joe Biden, Julie O'Brien, O'Brien Organizations: Energy ETF, Global, Autonomous & Electric Vehicles ETF, U.S . Bank, Chevron, Edison International, Resources ETF, Stanford Graduate School of Business, Rock Center, Corporate Governance, Hoover Institution, U.S . Department of Labor, Republicans Locations: Washington

Bank of America thinks electric vehicle charging company ChargePoint is well-positioned to capitalize on industry and regulatory tailwinds. Analyst Alex Vrabel upgraded shares to buy from neutral. His new price target of $14 implies a 65% rally from Friday's close. "CHPT [is] a best-in-class way to play [the] EV charging theme," he added. Despite the decline, Vrabel said the company's fundamentals remain intact and that he is comfortable on the "line of sight to cash inflection.

☆ The market's most political stock picks had a bad year, but they'll be back in 2023
▼ + stars: | 2022-12-27 | by ( Tim Mullaney | ) www.cnbc.com time to read: +4 min

Analysts who follow the industry say ESG funds' performance has been held back, most clearly, by the fact that many sustainable or ESG funds avoid companies that make fossil fuels. The average large-cap stock ESG fund had lost nearly 20% in 2022 through Dec. 21, according to Morningstar. Morningstar energy strategist Stephen Ellis thinks that's unlikely, since "we see the stocks as fairly valued to expensive," particularly in the oil part of the petroleum business. ETF – which emphasizes gambling and alcohol along with pharmaceuticals, without major holdings in oil and gas – is down 18%. ESG fund flows in Europe have held up much better than in the U.S, which Morningstar's Stankiewicz says is because of more pro-ESG regulations.

☆ BlackRock says it could be time to buy some growth and tech — Top ETFs to play the trade
▼ + stars: | 2022-11-14 | by ( Patti Domm | In | ) www.cnbc.com time to read: +4 min

BlackRock strategists recommend investors dip back into growth and tech for next year, but they say picking selective themes will be the best way to play them. BlackRock strategists say 2023 could be the year that changes the three-year pattern of growth and tech stocks moving in unison, both higher and lower. ETFs that fit these themes include BlackRock's iShares Self-Driving EV and Tech ETF , the iShares Global Clean Energy ETF , and iShares U.S. Infrastructure ETF. There is the iShares Cybersecurity and Tech ETF , IHAK and IRBO, the iShares Robotics and Artificial Intelligence Multisector ETF. BlackRock Future Health ETF, i Shares Genomics and Immunology and Healthcare ETF, and iShares Neuroscience and Healthcare ETF cover those themes.

☆ Here's what the midterm election results could mean for energy ETFs
▼ + stars: | 2022-11-09 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Energy has been a key political topic this year, with soaring oil prices leading to discussions about how to boost U.S. energy production. "Sector-focused policy changes would be even more limited under a divided Congress than under Republican control. That could be good news for the clean energy policies pushed in the Inflation Reduction Act, which included several provisions to boost green energy that some Republicans opposed. Some progressive lawmakers had resisted the idea, which could ease the process for approving new oil pipelines and green energy projects. Pipeline funds Tortoise North American Pipeline fund (TPYP) and Global X MPL & Energy Infrastructure ETF (MLPX) were outperforming traditional energy funds on Wednesday, but still lower as oil prices declined.

☆ How Tuesday's election will impact the stock market — Watch the 'Republican portfolio' names
▼ + stars: | 2022-11-08 | by ( Patti Domm | In | ) www.cnbc.com time to read: +9 min

There will be things about gridlock the market doesn't like," said Ed Mills, Washington policy analyst at Raymond James. Meanwhile, under a Republican president, the stock market on average gains 4.9% when Democrats control Congress, and the market gains 7.3% with a split Congress. Strategas Research says the stock market is signaling that Republicans may sweep the election . There are clear stock market winners from a Republican victory, at least in the House. Laperriere, in a note, wrote that tech, small cap and financial firms are most vulnerable to higher taxes and tougher regulations, and they could benefit from a Republican Congress.

☆ The market could be anticipating a Republican sweep of Congress in Tuesday’s election
▼ + stars: | 2022-11-05 | by ( Patti Domm | In | ) www.cnbc.com time to read: +2 min

The Strategas Republican portfolio contains a number of energy companies including Cheniere, Centrus Energy , Enterprise Products and ConocoPhillips. The Republican portfolio contains Regeneron , up 7.5% since the end of September, and Bristol-Myers Squibb, up 10.8% in that same period. Clifton said the Republican portfolio bottomed out around Sept. 7, and in October it pulled ahead. "There's more confidence the Republican House gains are going to be quite large," he said. "If the consensus is wrong and the Democrats keep the Senate, the sector that will have the most upside is the clean energy sector," he said.

☆ Goldman Sachs shares the 2 stock market sectors that have historically outperformed the most in the 2 months following midterm elections — and the best area of the market to put your money if Republic
▼ + stars: | 2022-10-18 | by ( William Edwards | ) www.businessinsider.com time to read: +3 min

Midterm elections in the US are just three weeks away. Usually, midterm elections that are just three weeks out are relatively high up on investors' list of concerns as uncertainty swirls around future regulation and fiscal policy. In the 12 months following midterm elections, the S&P 500 has historically risen 17%. "Since 1932, the 12 months following midterm elections have historically been the strongest year for equities in the four-year presidential cycle," a team of strategists led by Ben Snider said in the note. Goldman SachsRegardless of the outcome, however, two market sectors have outperformed most in the two months following midterms: information technology and healthcare.

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