Three Green Money Managers; Six Green Stocks for 2013
Tom Konrad When I asked my panel of green money managers their predictions for trends 2013, I got enough material for four articles: On where the cleantech sector is heading in 2013, as well as on Solar, Smart Grid, and LED technology. I also asked them for stock picks, some of which I included in the previous articles. Several had opinions about EnerNOC (NASD:ENOC), which I wrote about here, and two picked LED stocks Veeco Instruments (NASD:VECO) and Universal Display Corp. (NASD:PANL), which I discussed here. Since I just published my annual model portfolio of...
EATV: An ETF for Investing in the Agricultural Transition (Interview)
I met VegTech™ Invest CEO, Elysabeth Alfano at the 2023 ESG for Impact Conference, where she made a strong case for investing in food and agricultural systems innovation as a method for reducing greenhouse gas emissions and other environmental harms. I wanted to learn more about the specific innovative companies she thinks are worth investing in, and so I interviewed her and VegTech™ Invest Chief Investment Officer, Dr. Sasha Goodman about these themes. The interview follows.
Tom Konrad Ph.D., CFA -
Editor
Q: Thanks for taking the time to speak with me. To begin with, can you tell us what VegTech™...
Money Managers See Value in Clean Energy Sector, but Hesitate to Call the Bottom
Tom Konrad CFA Three green stock specialists see individual stocks at attractive values, but think it's too soon to call the bottom for the sector as a whole. Last month, I wrote that I'm again finding clean energy stocks that I think are bargains, and listed ten. I was not ready to call a bottom for clean energy, and in fact said I expected the market to get worse before it gets better, so investors should keep some money on the sidelines to wait for more opportunities to emerge. In a little over a month...
Live Interview/Call in on Denver PBS Station KBDI 12
A quick note to Denver area readers: AltEnergyStocks.com Analyst Tom Konrad will be a guest on local PBS show Studio 12 from 8-9PM CDT Wednesday, September 2. This will be a panel discussion on Alternative Energy, and other guests are likely to be a representative of the natural gas industry, and one of the authors of Energy Sprawl or Energy Efficiency: Climate Policy Impacts on Natural Habitat for the United States of America from the Nature Conservancy. They're also trying to get local environmental bête noire, Stan Lewandowski. Viewers will be able to call in and ask questions of...
Royalties: a Financial Innovation for Renewable Energy
The following interview with RE Royalties (RE.V, RROYF) CEO Bernard Tan was conducted in September by AltEnergyStocks.com Editor Tom Konrad. Links and ticker symbols were not included in his original responses, but added by AltEnergyStocks.com as a resource for readers.
Q: What exactly is a renewable energy royalty?
A renewable energy royalty is a stream of cash flows generated by a renewable energy project. When the project generates electricity and sells its electricity, we receive a percentage of the revenues from the electricity sales, otherwise known as a gross revenue royalty. We receive that gross revenue royalty, on average, for about...
Alt Energy Stocks Analyst Tom Konrad On PBS’s WealthTrack
Alt Energy Stocks Analyst Tom Konrad will join a televised roundtable discussion with EnergyTechStocks' Managing Editor Bill Paul and Ardour Global Indexes' Joseph LaCorte this Friday. The discussion will center around the topic of investing in alternative energy. The program, entitled WealthTrack with Consuelo Mack, will air on PBS between November 9th and 12th, after which it will be available for online viewing here. You can find a listing of stations carrying the show with airtimes at the end of this article. Bill Paul may be familiar to our readers because of the series of articles he wrote following...
A Clean Energy Inflection Point in 2013? The Best ETF to Play the Trend
Tom Konrad In 2007, it seemed like clean energy was finally becoming mainstream. Both candidates for the US Presidency accepted the need to act on global warming, even if they did not agree on the degree, and clean energy stocks were rising even faster than the broad stock market. Then came the 2008 financial crisis, and many Americans discovered they had much more immediate worries than the slow but inexorable warming of the planet. Fossil fuel interests and the politicians who benefited from their donations played to the new mood by providing a worried populace with the excuse they wanted...
A Conversation with Ambassador Sklar on Solar in San Francisco
By Neal Dikeman, Partner, Jane Capital Partners LLC, Founding Contributor, Cleantechblog.com, and Contributing Editor, AltEnergyStocks.com. This week I had an opportunity to have a conversation with Ambassador Richard Sklar, the President of the San Francisco Public Utilities Commission, on renewables and solar power in San Francisco. This is his second stint at the SF PUC, and besides a time in politics, Ambassador Sklar has served as an executive in and advisor to private manufacturing and engineering firms. I had met him and several of the top SF PUC team at Solar 2006 in San Jose, and had been...
ETS Interview: The Will the Real Transportation Fuel of the Future Step Forward
For macro reasons, I think that the next generation liquid fuels may be cellulosic ethanol and biodiesel or renewable diesel from algae. But those fuels will increasingly be sharing the roads with the long term transportation fuel of the future: electricity from renewable sources, especially wind. Wind will be important for electric transportation and electric transportation will be important for wind because, when you're already going to be charging batteries, you may as well do it when the electricity is cheap, which will be when the wind is blowing.. Plug-in hybrid vehicles (PHEVs) neatly solve the main barrier...
Are the Declines in Solar and Wind Stocks Structural, or Cyclical?
Tom Konrad, CFA Last week, I asked three green money managers if they thought cleantech stocks, especially solar and wind sectors were near a bottom. While they did tell me about eight cleantech value stocks, they were not ready to call the bottom. Commoditization in Clean Energy In response to my questions, Rafael Coven, the manager of the Cleantech Index (^CTIUS), which is the index behind the Powershares Cleantech Portfolio ETF (PZD,) ...
Commodities Specialists Ask About Alternative Energy
Commodities investing site HardAssetsInvestor has published an interview with me from the start of December. We covered a broad swathe of the clean (and not so clean) energy. If you're wondering why my top stock pick from the article was ABB, and not one from my recent 10 Speculations series, it's because all of those are too risky to be my top picks. I like risk, but not with the largest part of my portfolio... stocks like ABB that let me sleep at night. Major topics we touched on: Ethanol (both corn and cellulosic) Cost comparisons in electricity...
Stock Picks for US Energy Dominance
Tom Konrad, Ph.D. CFA Thursday night (Friday morning in Sinapore) CNBC Asia's Street Signs program must have had an interview cancellation, because they needed someone to give them 3 energy stock picks in response the Trump's "Energy Dominance" speech on last minute notice. They sent me (and probably a bunch of other people) an email two and a half hours before air. I did not see it until 20 minutes before the actual interview. I warned them that I do clean energy, not fossil fuels, but apparently they had no other takers who were awake and able to...
Interview with Tom Konrad on the CleanTech Show
An interview with our analyst, Tom Konrad, with Nick Bruse of The Cleantech Show is now available. In it, they discuss various strategies and the outlook for the Cleantech investment space, as well as some of Tom's ideas on industry regulation. You can download or listen to a podcast of the interview here.
Interview: Jeff Siegel’s Predictions for Renewable Energy and Solar Stocks
by Garfield Hodgson Jeff Siegel, a top renewable energy investor recently took time out from his very busy schedule to grant an interview with Garfield Hodgson of Total Solar Energy (TSE). If you don't know Jeff, he runs the newsletter Green Chip Stocks, an independent investment research service that focuses primarily on renewable energy and organic & natural food markets. TSE: Hi Jeff. Thanks for your time. Can you tell me when you first got started in solar stocks? Jeff: I had actually been an advocate of solar energy ever since I did a high-school project...
Interview with Ray C. Anderson, of Interface Inc.
Tom Konrad, CFARay Anderson, the pioneering founder and Chairman of Interface, Inc. (IFSIA) was an early pioneer of sustainable enterprise. We recently had the opportunity to interview him on the benefits he sees for investors from corporate sustainability (full transcript follows.)I've recently been thinking about corporate sustainability (in the green sense) and how it relates to corporate sustainability (in the business survival sense.) Since I expect business conditions to be more difficult in the coming years than they have been in the past, any edge in resilience a company might gain from pursuing sustainability may be useful, both on...
Fuel Tech – Driving Profits by Cleaning up Coal
Fuel Tech (Nasdaq: FTEK) is one of the fast growing public greentech / cleantech companies focused on cleaning up dirty coal. I have known John Norris, the CEO of Fuel Tech, and his family for years, and have had the pleasure of following his career for some time. He's one of the many former nuclear engineers that grew up in the electric utility industry. He has held utility executive positions including CEO of Duke Engineering & Services, SVP and CEO of Duke Energy Global Asset Development, and Senior Vice President, Operations and Technical Services, at American Electric Power...
