These Solar Plays May Be Home Runs

Updated from 6:59 a.m. EDT

By Stockpickr Guest Columnist Steven Plisk

We all live under a huge power source that we've just begun to harness: the sun. The homebuilding industry is warming up to it -- gradually.

Energy prices hit us where we live. Hopefully we've all decompressed a little now that oil and gas have pulled back a bit. As much as we'd like to think they'll keep dropping lower -- and then stay there -- it's hard to ignore the voices saying that this is just a temporary reprieve. Like the Terminator and bad nickels, energy inflation will be back.

Folks, I think we can bank on the fact that energy costs are heading back up for the long term. Please don't kill the messenger. I'm here to suggest a small, but hopefully significant, solution to the problem.

The best part: With a little luck, we might be able to achieve one of those rare outcomes where everyone wins.

Let's get right to the take-home message. Along with the other stocks on your energy sector watch list, I'd like to propose adding a new group: solar homebuilders. I know, you've probably never heard of them, right? Neither had I until I did some homework recently.

So far, I've found eight publicly traded homebuilders, including Beazer(BZH Quote - Cramer on BZH - Stock Picks) and KB(KBH Quote - Cramer on KBH - Stock Picks), that integrate solar technologies into (some of) their designs.

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