Monthly Archives: March 2012

Tom Konrad CFA Image via Wikipedia Sticker Shock As I discussed in my article on investing in offshore wind power, Nstar (NYSE:NST) recently agreed to buy 27.5% of Cape Wind's 420MW planned output. Since National Grid (NYSE:NGG) has had a power purchase agreement (PPA) to buy 50% of the farm's output since 2010, Cape Wind now has enough capacity contracted to raise money for construction. The Nstar PPA has yet to be negotiated, but prices the PPA...

Garvin Jabusch The last couple of weeks have seen some remarkable next economy pronouncements from three of the world's smartest people, each representing a different realm of human endeavor: business, politics and academics. Warren Buffett, Bill Clinton, and Oxford University professor Nick Bostrom are among the world's highest achievers, and each has remarkable visibility in to the real, actual state of the world. As such, I couldn't help but notice their recent confluence of messaging. In his most recent annual shareholder letter, release February 25th, 2012, Warren Buffett touted Berkshire Hathaway's significant, recent investments in renewable energies:...

Tom Konrad CFA In my recent article on investing in offshore wind, I suggested that the market for offshore wind turbines was too competitive for turbine manufacturers to be a good investment at this time, but that companies which supply the power conversion and connection to the grid might be better.  I listed the following companies: Prysmian (PRYMF.PK) and General Cable (BGC), which supply power cables. ABB Group (ABB), and Alstom (AOMFF.PK) which supply many aspects of the power conversion and interconnection hardware needed...

Tom Konrad CFA Experimenting with more frequent updates In the past, I genrally only wrote about my annual list of ten clean energy stocks on a quarterly basis, but when I wrote last month to apolgize for inadvertently slipping in an extra stock, and in the process wrote a few notes on a couple of the stocks with news, a couple readers wrote to say they liked the more frequent updates.  So let it be written, so let it be done.  Leave a comment if you think it's something I should continue doing,...