Barron's Streetwise
Bonds, Solar, and Cheese Balls
Dec 22, 2023
Explore the concept of 'The Wheel', the growth potential of First Solar, and the challenges facing Utz Snack Food Company. Discover the attractiveness of investing in fixed income assets and predictions for mortgage rates.
27:32
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Quick takeaways
- The potential rate cuts by the Federal Reserve have sparked a rebound in solar stocks, making companies specialized in utility-scale solar and storage attractive investments in the solar energy sector.
- Utz Brands, an emerging player in the snack food industry, has growth potential due to its participation in growing snack categories, strong revenue growth compared to other snack food companies, and opportunities for efficiency improvement, distribution expansion, and increased advertising.
Deep dives
Solar Power and Utility-Scale Storage
Solar power stocks experienced a significant decline in share prices due to rising interest rates. However, recent signals from the Federal Reserve about potential rate cuts have sparked a rebound in solar stocks. While home solar may face challenges due to interest rate sensitivity, utility-scale solar and storage are expected to experience strong growth. Companies like Fluence Energy and First Solar, which specialize in utility-scale solar and storage, are recommended by analysts. The falling cost of battery technology and optimistic growth predictions make these companies attractive investments in the solar energy sector.
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