Monthly Archives: February 2007

A (nearly) Pure-play Biodiesel Stock

On January 29th, M~Wave and private vertically integrated Biodiesel distributor Blue Sun Biodiesel announced a merger between the two, with Blue Sun becoming a division of M~Wave, and the merged company being renamed Blue Sun Holdings. Managerial control will also pass to "certain directors and the officers of SunFuels." If this merger goes through as planned in the second quarter of 2007, US investors will have their first opportunity to invest in a stock focused on a biofuel which is much less controversial among environmentalists than corn-based ethanol. Estimates of the well-to-wheels Energy Return on...

Investing in Climate Change…Again And Again

I caught this one a little late, but thought it might still be useful. The Globe & Mail, Canada's main national newspaper, is running, in its investment section, a segment on investing in climate change. I didn't find all of it useful, but there are some interesting nuggets of information that are worth sharing. More specifically, I enjoyed the piece on cleantech ETFs called "Go clean, invest green". It discusses The PowerShares WilderHill Clean Energy Portfolio , the PowerShares WilderHill Progressive Energy Portfolio , the PowerShares Cleantech Portfolio and the Claymore/LGA Green ETF . ...

The Week in Cleantech: Feb. 19 to Feb. 23

The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Tuesday, Tyler Hamilton at Clean Break told us to stop obsessing about corn. On Tuesday, Anders Bylund at The Motley Fool discussed 3 stocks that missed the mark. Stock discussed: Evergreen Solar . On Thursday, Jennifer Openshaw at TheStreet.com informed us that it might be...

Recent Momentum and a Direction for Alt Energy Stocks

I want to share with you some of the positive developments we have had here at AltEnergyStocks over the last few months and give you and idea of where things are going for us. The changes we have seen are the result of Charles Morand and the quality content he has been delivering. Charles' informative and insightful pieces have increased our readership and given us a lot of attention from the cleantech community. Each week, we receive communications that commend us for our stories, seek partnerships, inquire about our media availability, or bring news and information to our...

Interview: Ted Hollinger of Hydrogen Engine Center

The following is an interview with Ted Hollinger, President of Hydrogen Engine Center. In a nutshell, what is Hydrogen Engine Center’s (HEC) main technology and what are its principal applications? Development of proprietary electronic controls and other technologies to allow for the use of hydrogen and other gaseous fuels for the generation of power. These technologies have applications in many areas, including but not limited to the distributed power industry, airport ground support, co-generation with certain manufacturing processes, buses, marine engines and agricultural irrigation pump systems. One of the main drivers you identify as necessary...

The Truth Ain’t That Incovinient Anymore, So What’s Next?

I attended Al Gore's An Inconvenient Truth lecture in Toronto tonight. I assume many of you have seen the movie so I'm not going to go into the details of the presentation, which is essentially the same as the movie give-or-take a couple of slides. Instead, I'm going to share with you some of the thoughts I had as I was listening to the former VP. Firstly, I bought this whole climate change thing a long time ago and I've seen the movie, so substantively I got very little out of this. As with the movie, I...

10 Stocks To Last The Decade…

Someone recently sent me a link to a Motley Fool piece entitled "10 Stocks to Last the Decade, Revisited". It appeared on Feb. 2 so some of you may have already read it. For those who have not, I thought it might be an interesting read because so many parallels can be drawn between the tech euphoria of the '90s and the cleantech euphoria of today. In a nutshell, the author looks back at a summer of 2000 Fortune article in which 10 stocks were identified as sure winners for the next decade based on how hot...

The Week in Cleantech: Feb. 12 to Feb. 16

The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Monday, Tate Dwinnell at SelfInvestors told us how to profit from the Advanced Energy Initiative, part II. Stocks discussed: Fuel Tech , Exelon Corp , Entergy Corp , Cameco Corp , Energy Metals Corp , Usec Inc. . On Monday, George Gutowski at Financial Skeptic...

Poll Question: What percent of your investment portfolio does clean tech comprise?

This poll opened on February 16, 2007 and closed on February 17, 2007. Total voters for this poll: 60 0% 18% (11 votes) 1-10% 20% (12 votes) 11-20% 13% (8 votes) 21-30% 7% (4 votes) 31-40% 2% (1 votes) 41-50% 17% (10 votes) 51-60% 2% (1 votes) 61-70% 2% (1 votes) 71-80% 5% (3 votes) 81-90% 3% (2 votes) 91-100% 12% (7 votes)

Q4 2006 Renewable Energy Country Attractiveness Indices Out

Ernst & Young's Renewable Energy Group just released the Q4 '06 update for its Renewable Energy Country Attractiveness Indices (the document is not yet available on the website, but it should be soon). In the words of Ernst & Young," the Country Attractiveness Indices provide scores for national renewable energy markets, renewable energy infrastructures and their suitability for individual technologies." These indices thus provide useful information for investors wanting to assess the desirability of company exposure to certain markets. There are 3 indices (their names pretty much says what they are about): (a) the All Renewables...

“Reduce Overweight In Energy Stocks”, Warns CIBC World Markets

Many of our Canadian readers will have heard about this already, but better later than never. CIBC World Markets, the corporate banking arm of Canadian bank CIBC, made "a significant realignment in equity portfolio this month by reducing position in energy stocks from a 4.5-percentage-point overweight to a 3-percentage-point overweight", citing increasing risks linked to efforts by North American governments to reduce energy consumption and limit greenhouse gas emissions. CIBC WM made the announcement in its latest Canadian Portfolio Strategy Outlook report (PDF document), released on Monday Feb. 5. I decided to discuss this...

The Week in Cleantech: Feb. 5 to Feb. 9

The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Monday, Tim Hussar at Finding Cents in the Market broke into biodiesel for us. Stocks discussed are: Nova Biosource Fuels and NewGen Technologies . Thanks to SeekingAlpha for this one. On Tuesday, Bret Arends at TheStreet.com told us how Cheney's fund manager wasn't too happy...

Forbes Is “Betting On Green Stocks”

Just a heads up that Forbes is running, on its website, a short slide show entitled "Betting On Green Stocks". The magazine "queried some of the top-performing investment newsletter editors who cover green stocks for a few of their favorite current ideas." Stocks discussed are: First Solar , SunPower , Medis Technologies , Suntech Power Holdings , and Fording Canadian Coal Trust .

Poll Question: What is your primary motive for investing in clean tech?

This poll opened on February 7th, 2007 and closed on February 8th, 2007. Total voters for this poll: 71 social and environmental responsibility 39% (28 votes) short term return on investment (momentum) 15% (11 votes) long term return on investment (secular) 41% (29 votes) I'm not sure why I'm invested in clean tech! 4% (3 votes)

An Interesting Way To Play Cellulosic Ethanol

Last Friday (Feb. 2), the Globe & Mail's business section (the G&M is Canada's top national newspaper) ran an interesting piece by a senior business writer on cellulosic ethanol. I wish there was a way to view this article for free, but, unfortunately, the G&M charges for access to certain of its articles, and this is one of them. The gist of the argument is as follows: (a) forget corn-based ethanol, the future lies with cellulosic (yyaawwnn...); (b) deep down inside, Bush knows this; (c) to make cellulosic ethanol competitive, you need super-enzymes that speed up the process...

A Great Day For Solar Stocks, But Beware The Volatility!

Is it the unprecedented amount of media attention climate change is currently getting? Is it the State of the Union Address? Is it the price of oil? Or is it a combination of factors? In the end, it doesn't really matter; it's this time of year again and the value of the solar sector is heading north. Today was a great day for solar stocks, while the market as a whole was mainly flat. I remember this period last year very well. I was long Suntech Power and Energy Conversion Devices , acquired...