Why BlackBerry, Clean Energy Fuels, and Solazyme Jumped Today

The stock market climbed to record heights yet again, and optimism about these three stocks sent them to sizable gains Thursday. Find out more about what made them soar.

May 29, 2014 at 8:05PM

On Thursday, the stock market returned to its winning ways, with the S&P 500 once again making it into record territory. Without any obvious negative news, investors continue to bid up share prices slowly but steadily, and even news that the revised reading on gross domestic product in the U.S. fell by 1% in the first quarter wasn't enough to quash optimism about the prospects for stocks, at least in the short run. Many stocks posted substantial gains, with BlackBerry (NASDAQ:BBRY), Clean Energy Fuels (NASDAQ:CLNE), and Solazyme (NASDAQ:SZYM) among the top performers today.


BlackBerry gained 6% after CEO John Chen once again emphasized his belief that the long-struggling mobile-device pioneer has every chance of recovering in the long run, arguing that the company now has an 80% chance of successfully turning its business around. Few investors expect BlackBerry's legacy smartphone business to reclaim anything close to the market share it once commanded, given the heavy competition around the world in every niche of the mobile market. But Chen's moves to emphasize BlackBerry's software offerings have opened the door to higher-margin business opportunities that have the potential to drive profits. If BlackBerry can convince potential enterprise clients to see its products as a viable alternative to those of its competitors, then the stock's gains today could be just the tip of the iceberg.


Source: Clean Energy Fuels.

Clean Energy Fuels climbed 9% after the natural-gas fueling specialist got favorable coverage from a Wall Street analyst. The analyst set its initial rating on Clean Energy Fuels at Overweight and put a $14 price target on the stock, which still represents roughly 25% upside even from levels after today's run-up. The potential for explosive growth in the natural-gas fueling market is huge, given the price disparities between oil-based fuels and natural gas and the rise in technology allowing even heavy-duty trucks to use engines that run on the clean-burning fuel. Clean Energy Fuels still has to survive emerging competition in the area, but it has the inside track with a head-start on its would-be rivals.

Solazyme rose 7% after the maker of renewable oils announced that its Brazil production facility began commercial production of its algae-based oil products. The facility, which is located in Moema, will have full capacity of about 100,000 metric tons annually. The start-up comes after delays that pushed back the timeline from initial estimates of the first quarter of 2014. Given the huge ramp-up the Brazil-based plant will offer compared to its existing capacity, the big question facing Solazyme is whether there'll be enough demand to keep prices high even as supply expands.

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Dan Caplinger has no position in any stocks mentioned. The Motley Fool recommends Clean Energy Fuels. The Motley Fool owns shares of Solazyme. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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