Where To Next For Solar PV Stocks?

Charles Morand There was an interesting post in Barron's tech trader daily on Monday discussing how solar PV stocks are coming under pressure, in part because product prices are falling further than expected. About a month ago, I discussed the potential return effect for households in given states of removing the $2,000 ITC cap. Such measures, it seems, are failing to kickstart demand, and solar recovery might end up being significantly slower than many had been expecting. Case in point, since hitting a high of $11.49 on June 11, the TAN ETF is down about 12%. KWT, for...

Q3 Performance Update: Ten Green Energy Gambles for 2009

Tom Konrad, CFA I never thought 2009 would be a good year for risky stocks, but my readers asked for them anyway.  The market's strong third quarter have paid off for risk-takers who gambled on my 10 Green Energy Gambles for 2009. I started out the year by providing readers with a portfolio of ten relatively conservative plays on green energy.  That portfolio was representative of how I planned to approach the market this year, and has produced stronger returns and less volatility when compared to both green energy stocks and the market as a whole.  Many of my...

The Pros Pick 14 Cleantech Stocks for 2014

Tom Konrad CFA   Over the last few weeks, I’ve brought you articles about the top Cleantech stock picks for 2014 from my panel of Cleantech money manager.  This article puts them all in one place.  Disclosure: I am long MIXT, ACCEL, SBS, and HASI. Originally, there were twelve picks.  Then, a mis-communication with Rafael Coven, Managing Director at the Cleantech Group, and manager of the index which underlies the Powershares Cleantech ETF (NYSE:PZD) had me listing two more stocks he likes.  Through a happy coincidence, that brings the total picks...

PowerShares WilderHill Clean Energy ETF Constituents

The Energy Stock Blog has posted an update of the stocks that make up the PowerShares WilderHill Clean Energy ETF (PBW). The only change that I see from the last reporting of the index is the addition of Pacific Ethanol, Inc. (PEIX) to the portfolio.

June Bloom: Ten Clean Energy Stocks For 2014, Q2 Update

Tom Konrad CFA After two weak months, June brought a strong recovery to clean energy stocks and the market in general.  The broad market benchmark IWM put on 7.2%, reversing its previous loss for the year to enter the 4th of July holiday up 4.7%.  My clean energy benchmark PBW shot up 8.6%, for year to date gains of 9.9%. Meanwhile my relatively conservative 10 Clean Energy Stocks for 2014 model portfolio rose 3.6%, retaining its lead on the broad market with a 7% gain so far this year, but falling...

The Pros Pick Two (Correction:Four) Offbeat Cleantech Stocks for 2014

Tom Konrad CFA Green 2014 image via BigStock Among the dozen stocks picked by my panel of professional green money managers for 2014, most followed three themes: Solar stocks, IT stocks, and income stocks.  Two didn’t, and they are included here. This Cash-Rich Water Company Could Produce a Big Dividend The first is a Japanese water utility, picked by Rafael Coven, the Managing Director at the Cleantech Group, and manager of the Cleantech index (^CTIUS) which underlies the Powershares Cleantech ETF (NYSE:PZD.) Coven likes...

Ten Clean Energy Stocks for 2013: Summer

Tom Konrad CFA It's been a busy summer for me and my Ten Clean Energy Stocks for 2013 model portfolio.  While I delayed my monthly update, the companies in the model portfolio have been very busy reporting (and restating) earnings.  Overall, the portfolio was flat for July and August, with 1.2% of dividends offsetting a 1.1% decline in stock prices.  This put it further behind my benchmarks, the iShares Russell 2000 Index (IWM) for the broad market, and the Powershares Wilderhill Clean Energy Index (PBW) for clean energy stocks.  These each notched up 2%...

Lighting Science Group Purchase

Lighting Science Group Corp. (LSGP.OB) has been on my watchlist for several months. They design and market energy efficient lighting solutions with long lasting LED bulbs that can be quickly deployed in existing lighting applications and produce immediate cost savings and environmental benefits. Some key events that have attracted me to this company: They recently moved to the OTC BB off the pink sheets.They recently received a private placement of almost $7 millionAfter a several year absence they are finally a fully reporting companyThey are currently far from being profitable, but the trend on the balance sheet is...

Two Green Stocks I Told My Sister to Sell

Tom Konrad CFA I guide my sister through the stock market, she guides me through the mountains. Once a year, I give my sister stock trading advice. Managing money is not her thing, so any more often and she’d likely lose interest, and not do anything.  With that constraint, I wait until there are a large number of stocks I think she should trade, and send he a list of trades, along with quantities and limit prices for her to enter “good ’til canceled.” Last May, I told her...

Trading Alert: AAER Inc. (TSE:AAE)

I took 2 long positions yesterday (1 in my normal trading account and the other in my retirement account) in an emerging Canadian integrator of megawatt-sized wind energy conversion systems (i.e turbines) called AAER Inc . Besides turbine assembly, the company also provides a range of services to clients in the wind industry, ranging from assistance in project planning and financing to post-installation maintenance. Now it must be said from the outset that is a very speculative play on North American wind and not suitable for all investors. I entered one of my positions at C$0.38 and the...

The Year of the Balance Sheet

Year in Review: Ten Green Energy Gambles for 2009 Tom Konrad, CFA My speculative renewable and alternative energy stock picks for 2009 had mixed results. The gambles came nowhere near the performance of my 10 Clean Energy Stocks for 2009, and only kept pace with their benchmarks.  The reasons why can be found on the companies' balance sheets and cash flow statements. In January 2009 in response to popular demand, I gave readers ten picks of speculative green energy stocks.  I tend to buck the general trend that renewable energy investors tend to be gamblers, but my annual stock...

Shares of Hydrogenics Purchased

Hydrogenics Corp (HYGS) is a developer of fuel cell technology and hydrogen generation. They are also working with wind farm technology in the generation of hydrogen. Back in January of this year they successfully completed the purchase of Stuart Energy which compliments their product portfolio. Shares of the stock have been under pressure for the last couple of months due to missed expectations on Q1 revenue results. There is also some major concern about an increase in product backlog. In August, HYGS issued their most recent quarterly earnings and are attempting to reassure the...

Shares of Daystar Technologies Purchased

DayStar Technologies Inc (DSTI) has been on my radar for some time and the recent operational update created some renewed interest in the company. The stock traded up nicely over the past couple of days and it is now trading back down to the near term support due to some profit taking on the news. I have been looking for a good entry point on this stock and I feel like today is the day to make the move. Technically, the downside of this stock is that it may not be able to hold its currently levels and could...

Ten Green Energy Gambles for 2010: Q2 Update

Tom Konrad CFA My speculative green gambles still have chips, but the mild decline of the stock market so far this year is not enough to make them really pay off, yet. In January, I brought readers a collection of nine bearish puts on non-green companies and ETFs and one tiny energy efficiency company with a chance of taking off big before the end of the year.  They considered of bets against three fossil energy companies, four travel and leisure stocks, a Mexico ETF , a Trucking company (JB Hunt ), and a long bet on Power...

Shares in FPL and Calpine Purchased

This morning I purchased shares for the mutual fund in two large utility companies that both have extensive research and power generation via renewable energy. FPL Group Inc (FPL) is an electric utility that is primarily based in the South East. This company owns Florida Power and Light and has been in much of the recent news due to hurricane Katrina. FPL also owns FPL Energy which is a division that provides wholesale electric power that is generated from Natural Gas, Wind, Solar, Hydro, and Nuclear. They currently produce more Wind generated power than any company in the...

Alternative Energy Stocks Portfolio Update

It's been six weeks since I last provided readers with an update on the Paper Portfolio.  According to the guidelines I laid out there, stocks are added to the portfolio when Chares or I mention them positively for the first time (leaving out ones for which Yahoo! finance does not have historical data, which are mostly pink sheet stocks.)  Here are the ones we've added since then. Stock Article Date Added Price Price 9/5/07 DOW Investing in energy Efficient Homes 7/24/07 $47.20 $42.20 OC Investing in energy Efficient Homes 7/24/07 $33.00 $24.26 ...
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