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In the US, renewable-energy developers continue to reap the rewards of favorable policies at the state and federal level. However, concerns about rising electricity costs and general opposition to government subsidies raise questions about whether this support will continue.

Although SolarCity Corp (NSDQ: SCTY) and other outfits with unsustainable business models pose the most risk to investors’ wealth, long-term contracts and the participation of utilities in the space should ensure that renewable energy won’t reprise its disappearing act from the 1980s.

Don’t be surprised if SolarCity tumbles to less than $10 per share when the going gets tough.

At the same time, because many investors view renewable energy as an opportunity for developers to usurp utilities, a good chunk of this industry trades at reasonable valuations relative to their long-run growth prospects.

This issue highlights the best opportunities and names to avoid in the following areas: yieldcos, generation, energy storage, transmission, energy retailing, regulated utilities and components manufacturers.

Next Issue Date : Apr. 22, 2015View Past Issues

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