Some Solar stocks have already been winners and according to the guidance will continue to be for a long time.

What follows are reports about Solar Edge (SEDG) and Enphase Energy (ENPH), my favorite is ENPH as it trades four million shares a day while increasing in value.

Here is Solar Edge. “For Q3, SEDG forecasts revenues of $395M-$410M, far above $324.5M analyst consensus estimate, with revenues from solar products of $375M-$390M; gross margin from the sale of solar products is expected at 33%-35%. It said, “We see strong customer demand for our products worldwide and we are building the needed capacity both in China and outside of China to meet the needs of our customers.”

For Enphase the recommendation by Motley Fool lists it as one the three best growth stocks in the NYSE and NASD.

“Simply put, with the business threatening to grow revenue to $500 million in 2019 and to $1 billion per year in the near future, Enphase Energy is a high-growth stock to investigate more seriously. Some investors may find it more appealing to wait for a pullback in the share price before pulling the trigger, but with a long enough time horizon, even the current price could be justified.”

As I write this the stock’s price is now $32 and a large part of the United States is in the midst of a record setting heat wave. This and record setting floods, hurricanes and forest fires will prompt the states of the United States to further step up the declining use of coal with solar farms. Both New York State and California want to accelerate this change and this will further increase the sales of stocks like Enphase. Last year Enphase sold six million solar panels and it expects to triple the sales possibly as early as 2020.

What follows is political. Hindering the conversion is the Trump tariffs on the panels. That the government or utilities have the punishing tariffs, which you and I eventually have to pay for Trump’s efforts to save the Global Warming coal industry. If Trump is not reelected the first day a new President takes office, he or she will eliminate this tariff, which punishes us for working to solve a problem.

Rape victim shares her story
Jennifer Araoz, this week wrote an op ed in the New York Times what it was like for her when she was 14 to be raped by Jeffrey Epstein. She said, “I struggled with anxiety and shame.” An enabler recruited her. Epstein was looking for a child in need. Jessica was in need as her father had died.

Her visits to his mansion started so innocently. She would, after school, (middle or high school) visit his mansion to talk to him. At the end of the chat he would give her $300. The money was so important to her. Her family was on Food Stamps. Then their relationship evolved as he asked to give her massages, and then to do it with nothing on. and after each session she would get $300.

But then came the time that Epstein wanted something more from her. They were alone. She had nothing on. Neither did he and he pressed himself against this very young teenager. She rejected his approach and he would not accept no. He threw her on a bed, overpowered this 80 lb. girl and penetrated her as she was raped. Jennifer could not wait to get out of the mansion.

For months after school, on leaving, she would watch out for the enabler. In her mind Epstein was a powerful man. She was afraid. She was ashamed. She was anxious. Her protector, her father was dead. She was just 14.

I have a 13 year old granddaughter. You can ask other grandfathers what they feel about Epstein. I suspect it is not rational and probably echoes what I and other grandfathers feel.

Jennifer Araoz’s op-ed was scary.

The Gulf of Mexico heats up

The world had its hottest June and July in recorded history and the hottest body of water in the world is the Gulf of Mexico. Two years ago when Hurricane Harvey hit the gulf its water was a record setting 96 degrees as Harvey dumped a record setting 40 inches of rain on Houston in three days, which then sustained over $100 billion dollars of damage. That was the year of the devastating hurricanes Marie and Irma.

The water in the gulf is hot again.The temperatures in Houston and Dallas are topping 100 degrees as the hurricane season approaches. Along the gulf it is that scary time again. If it gets by a hurricane, the biggest concern is where will it come on land, and will that area get crushed by a $100 billion dollar storm.

Can you imagine Marlboro, Milton, or Highland getting caught in the eye of a category five hurricane.

There is another Climate Change issue. It is the super melting of glaziers, such as the one mile ice sheet in Greenland from where they are in contact with warm waters of the Atlantic, and the warm air from Global Warming. At some time the Greenland glacier will have melted and the ocean will be 23 feet higher.