Just when the clamor had reached a crescendo that the market was ready to roll over, we saw a return to buying Monday. While there is still a lot of mileage to be had out of doom and gloom, some investors are more concerned with staying the course and participating in what could be a continued strong bull market. Monday we wrote how one firm finds that a big sell-off may not be in the cards.

The energy and cleantech analysts at Credit Suisse have top stocks to buy on the newly refreshed Top Picks list that have some incredible upside potential. We screened the stock for companies that had at least a 25% upside to the Credit Suisse price target, and we have five for investors to consider.

SunEdison Inc. (NYSE: SUNE) is rated a top pick at Credit Suisse, which points to continued positive risk-reward, especially after the company had a successful yieldco IPO to act as a positive catalyst. The company said recently it was embarking on a project to bring solar-power micro grids to rural India. SunEdison will build and operate the facilities and transfer them to a public entity after five years. The microgrids will begin construction next month.

The Credit Suisse target price for the stock is $34. The Thomson/First Call consensus estimate is at $26.25. SunEdison shares closed Monday at $19.33. Trading to the Credit Suisse target would be a 65% gain for investors.

ALSO READ: Deutsche Bank’s Top Technology Stocks for the Rest of 2014

Delek US Holdings Inc. (NYSE: DK) is a newcomer to the Top Picks list as it was just added. The company is a diversified downstream energy company with assets in petroleum refining, logistics and convenience store retailing. The refining segment consists of refineries operated in Tyler, Texas, and El Dorado, Ark., with a combined nameplate production capacity of 140,000 barrels per day.

The stock is a Permian Basin play, and Credit Suisse is bullish on the prospects. Investors are paid a 1.8% dividend. The Credit Suisse price target is $39, while the consensus is at $36. Delek closed Monday at $28.59. Trading to the Credit Suisse target would be a 34% gain

Halliburton Co. (NYSE: HAL) continues to flex its muscle and remains a top stock to buy all across Wall Street. The stock has been a huge winner for investors, up almost 40% this year. Over the next three years, the Credit Suisse team is forecasting a solid 5% increase in margins, which is in-line with the company’s current guidance. That strong number combined with the frac calendar tightening in some regions should bode well for the large cap sector leader.

Investors are paid a 0.9% dividend. Credit Suisse has a monster $95 price target on Halliburton, while the consensus target is $82.65. Halliburton closed Monday at $70.85. Trading to the target would represent a 34% gain.

Rowan Companies PLC (NYSE: RDC) is one of the only offshore drillers to be liked at multiple firms across Wall Street. Rowan does hold a leading position in high-specification jackup rigs, and its fleet of 30 jackup rigs operates worldwide, including the Middle East, the North Sea, the Mediterranean, Trinidad, Southeast Asia and the Gulf of Mexico.

Investors are paid a 1.2% dividend. Credit Suisse has a $42 price objective. The consensus target is $35.80. Rowan closed Monday at $30.63. Trading up and hitting the target would be a 35% gain for shareholders.

ALSO READ: 13 Analyst Stock Picks Under $10 With Massive Upside Potential

PDC Energy Inc. (NASDAQ: PDCE) remains a top stock at Credit Suisse, and for good reason. This year has proven there will be a lot more activity in the southern Utica Shale, with both PDC Energy and Antero Resources leading the way. If results revert back to the mean, PDC could see shares recover rather quickly from their recent sell-off, like they did Monday.

PDC has also been an often rumored takeover candidate. Credit Suisse has an $86 price target, and the consensus target is much lower at $76.50. PDC closed Monday up a whopping 12.3% at $60.34. A move to the target would be a 42% gain for shareholders.

All of these Top Picks in energy and cleantech stand to greatly benefit from an improving economy. If the GDP growth continues like the second quarter, the rest of this year could be a much better environment for business.

Thank you for reading! Have some feedback for us?
Contact the 24/7 Wall St. editorial team.