Topics covered: Uptick in M&A, Replacement of Coal-Fired Power Plants, New Dividend Tax Rate Legislation, Growth for Pure-Play Alternative Energy Companies, Climate Change Regulatory and Political Uncertainty
Companies covered: Xcel Energy Inc. (NYSE:XEL), Wisconsin Energy Corporation (NYSE:WEC), Southern Company (The) (NYSE:SO), Paragon Offshore plc (NYSE:PGN), Public Service Enterprise Group Incorporated (NYSE:PEG), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), Allegheny Energy Inc., American Electric Power Company, Inc. (NYSE:AEP), Codexis, Inc. (NASDAQ:CDXS), Cisco Systems, Inc. (NASDAQ:CSCO), Telvent Git S.A., Suntech Power Holdings Co. Ltd, SunPower Corporation, Oracle Corporation (NYSE:ORCL), Ormat Technologies, Inc. (NYSE:ORA), Maxwell Technologies, Inc. (NASDAQ:MXWL), Itron, Inc. (NASDAQ:ITRI), International Business Machines Corporation (NYSE:IBM), First Solar, Inc. (NASDAQ:FSLR), Energy Recovery, Inc. (NASDAQ:ERII), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Comverge, Inc., Calgon Carbon Corporation (NYSE:CCC), EXCO Resources NL (NYSE:XCO), Southwestern Energy Company (NYSE:SWN), Suncor Energy Inc. (NYSE:SU), Rosetta Resources Inc. (NASDAQ:ROSE), Pioneer Natural Resources Company (NYSE:PXD), Penn Virginia Corporation (NYSE:PVA), Newfield Exploration Company (NYSE:NFX), Forest Oil Corp., Comstock Resources, Inc. (NYSE:CRK), Cabot Oil & Gas Corporation (NYSE:COG), Atlas Energy, L.P. (NYSE:ATLS), Western Refining, Inc. (NYSE:WNR), Valero Energy Corporation (NYSE:VLO), Tesoro Corporation (NYSE:TSO), Sunoco LP (NYSE:SUN), Marathon Oil Corporation (NYSE:MRO), Holly Corp., Holly Energy Partners, L.P. (NYSE:HEP), Frontier Oil Corp., Blackstone Inc. (NYSE:BX), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), Lsb Industries Inc. (NYSE:LXU), Headwaters Incorporated (NYSE:HW), Fuel Tech, Inc. (NASDAQ:FTEK), EnergySolutions, Inc, Darling Ingredients Inc. (NYSE:DAR), ADA-ES Inc., Valence Technology Inc., Satcon Technology Corporation, Quantum Fuel Systems Technologies Worldwide, Inc. (NASDAQ:QTWW), Johnson Controls, Inc. (NYSE:JCI), Ener1, Inc., General Electric Company (NYSE:GE), Altair Nanotechnologies, Inc., STEC, Inc., BTU International Inc., Rentech, Inc. (NASDAQ:RTK), American DG Energy Inc. (AMEX:ADGE), Pacific Ethanol, Inc. (NASDAQ:PEIX), ITC Holdings Corp. (NYSE:ITC), Enerplus Corporation (NYSE:ERF), Synthesis Energy Systems, Inc. (NASDAQ:SYMX)
