First Solar ( FSLR) makes solar modules and systems. Its shares are down 10% this year and 0.3% over the past 12 months. It has a market value of $10 billion. It's a volatile stock. Shares topped at $175. 45 early this year and are now at $116. Goldman Sachs has a $190 share price target on it. It says: "We reiterate our conviction-list-buy rating on (its) shares, with 41% upside to our unchanged $190 price target."
Plains Exploration and Production ( PXP) remains a strong buy from Goldman Sachs, which says the company has Gulf of Mexico deepwater assets that are relatively untapped and that rising oil prices will boost earnings significantly. Plains Exploration is an independent North American oil-and-gas company producing natural gas and oil. About 50% of its production is weighted toward oil. Shares of the $5 billion company are up 8% this year and 64% over the past 12 months.