Renewables can also fill the gap when the grid goes down. Companies that usually sell solar systems to small businesses and homes, like
Consolidated Power of Albuquerque, N.M., jumped into the breach after Hurricane Sandy and brought solar generators to affected areas,
The story reminds me of what happened in communications after Hurricane Katrina hit New Orleans. WiFi operators were able to get the data flowing much, much faster than the phone company was able to.
Where there are no wires, or where the wires have gone down, the growth ceiling for renewable energy is now unlimited. When these re-sellers grow up they will make smart investments.At the time of publication the author had no position in any of the stocks mentioned. Follow @DanaBlankenhorn This article was written by an independent contributor, separate from TheStreet's regular news coverage.