Stock Talk #48: Clean Energy

The Georgia Senate Run-offs were yesterday and currently only one has been called… Warnock over the GOP incumbent Loeffler (She went to U of I’s business school for undergrad.. js). The other race Osoff leads by just 17,000 votes over the GOP candidate Perdue.

 

However, this is super interesting because if Perdue can eked out a win the GOP will still maintain the Senate, if Osoff wins it’ll be a 50-50 split and the tiebreaker is the Vice President.

 

We believe the market is already pricing a Dem win, but we’re going to hop on the hype train with the Solar energy companies.

 

We’ve told you over a couple of months ago to be in these names, but we’re going to go over them again.

 

$ICLN is a Solar Energy ETF if you’re looking for a more conservative play. It’s up 4.5% today.

 

Within $ICLN its holdings consist of names like Enphase Energy, Plug Power, and First Solar. All excellent plays right now.

 

We should’ve done the Stock Talk on them yesterday, but either way these will be names you will want during the Biden administration.

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