Topics covered: Solar Growth Drivers and Headwinds, Solar Company Pipelines, M&A in Utility Sector, High-Valuation Utility Sector, Electric Vehicles, Electric Vehicle Competition, Differentiated Technology in Solar Industry, Alternative Energy Generation
Companies covered: American States Water Company (NYSE:AWR), Entergy Corporation (NYSE:ETR), Hawaiian Electric Industries, Inc. (NYSE:HE), Edison International (NYSE:EIX), Itron, Inc. (NASDAQ:ITRI), General Motors Company (NYSE:GM), First Solar, Inc. (NASDAQ:FSLR), EnerNOC, Inc. (NASDAQ:ENOC), Albemarle Corporation (NYSE:ALB), Wisconsin Energy Corporation (NYSE:WEC), Integrys Energy Group (NYSE:TEG), Southern Company (The) (NYSE:SO), ITC Holdings Corp. (NYSE:ITC), Dominion Energy Midstream Partners LP (NYSE:DM), Dominion Energy, Inc. (NYSE:D), American Water Works (NYSE:AWK), American DG Energy Inc. (AMEX:ADGE)