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...
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...
Cleantech Venture Capital – Still Rising
As part of our ongoing series on stories on investment in the cleantech sector, we had a chance to discuss the sector with one of the venture capitalists at Emerald Technology Ventures. Scott MacDonald is an Investment Director with Emerald Technology Ventures, a global leader in cleantech venture capital. Founded in 2000 under the name SAM Private Equity, Emerald is a pioneer in this rapidly emerging sector and is focused on innovative technologies in energy, materials and water. With offices in Zurich, Switzerland and Montreal, Canada, Emerald manages three venture capital funds and two venture capital portfolio mandates...
Interview on the Bigger Than Us Podcast
Here's an interview https://bit.ly/3dv5ywg I did for the Bigger Than Us podcast. I'm very impressed with Raj Daniels, the interviewer... he saw patterns in my approach to investing (and life in general) that, before he drew them out of me and put them into words, I had not even recognized myself.
https://anchor.fm/nexuspmg/episodes/74-Tom-Konrad-Ph-D---CFA--is-an-investment-analyst-and-writer-focused-on-clean-energy-stocks-eftq3v/a-a2i8ffh
Current Picks: Busses and Energy Efficiency
Over the weekend, EnergyTechStocks published two articles based on an interview with me. The first was about my conviction that Peak Oil induced rising gas prices is going to lead to a rush into mass transit building by cities, or investing in mode-shifting last September. I've since written about opportunities in rail transit stocks, (P.TO, TRN, PRPX, and WAB), and more recently Hedging your peak oil risk with your lifestyle. However, I have been frustrated until now that the only pure play bus stock I've been able to find is Firstgroup PLC (FGP.L, FGROF.PK), the British based owner of...
Interview With Nathaniel Bullard On Fossil Fuel Divestment
by Tom Konrad CFA Renewable Energy World asked me to write a commentary on Bloomberg New Energy Finance's recent report on the difficulties institutional investors are likely to have divesting from fossil fuels. The report details how the scale, yield, liquidity, and historic growth of the oil and gas sector are impossible to match with any other investment sector. While this is quite true, much of the other coverage has missed the point. Ironically, I thought Bloomberg News' coverage was some of the worst, because it focused on the least important aspect of fossil fuels...
The Biggest Unheard Boom of 2006 in Cleantech, Smart Metering, and Energy
Author Neal Dikeman is a founding partner at Jane Capital Partners LLC, a boutique merchant bank advising strategic investors and startups in cleantech. He is the founding contributor of Cleantech Blog, and a Contributing Editor to AltEnergyStocks.com. In one of the less talked about cleantech mergers and acquisitions of 2006 (but one I think will have a deep impact on alternative energy and the smart metering and AMI market for years to come), First Data recently acquired Peace Software, an early provider of IT, billing, and CRM software to the deregulated utility sector, in a bid to get...
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...
Three Money Managers See LED Industry Shining in 2013; Their Stock Picks
Tom Konrad LED lights on an outdoor tree. Photo by author This is the third article in my series based on my panel of green money managers’ predictions for 2013. The first article looked at what they expect 2013 holds for the Solar industry, and the second looked at their predictions for the Smart Grid. This installment focuses on the LED industry. Jeff Cianci: Faster than Anyone Expects Jeff Cianci is Chief Investment Officer at equity investment fund Green Science Partners. Cianci says “The trend toward LED lighting for...
Hither and Yon: Transmission and Biofuels
In the most recent two installments of Energy Tech Stocks' interview with me cover my views on transmission stocks, and biofuel stocks. Readers of AltEnergyStocks know that I am a big fan of electricity transmission, a theme I keep coming back to. You also know that I have a very ambivalent relationship with both ethanol and biodiesel. So I liked Bill's transmission article, but I just wasn't able to convey to him the subtleties of how I feel about biofuels. But he got one thing right: the owners of biofuel feedstock are likely going to be the biggest winners....
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...
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...
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...
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.
Eight Cleantech Value Stocks
Tom Konrad CFA Three professional Cleantech money managers' top stock picks. On Tuesday I published Money Managers See Value in Clean Energy Sector, but Hesitate to Call the Bottom based on my correspondence with Rafael Coven, manager of the Cleantech Index (^CTIUS), Garvin Jabusch, manager of the Sierra Club Green Alpha Portfolio, and Sam Healy, a portfolio manager at Lamassu Capital. These three professionals were in strong agreement that many cleantech stocks are currently excellent value plays, even if cleantech and the market as a whole may have farther to fall, especially if the broader market continues to decline....
How the Gabelli Green Growth Fund Got Its Five Stars
Tom Konrad, CFA An interview with John Segrich, CFA, portfolio manager at the the Gabelli Green Growth Fund (SRIGX). When I did my recent past performance comparison of clean energy mutual funds, I found that the Gabelli Green Growth Fund (SRIGX and SRICX) beat all its rivals by a long shot over the last three years, earning a coveted five-star rating from Morningstar. In general, I'm a skeptic about short-term past performance: If you look at enough funds, sooner or later you'll find one that has had great performance by sheer luck. Even when a few years'...
