Wind Developers For Sale: 11 Clean Energy Stocks for 2012, October Update

Tom Konrad CFA September Overview September was another quiet month for my Clean Energy model portfolio and the stock market in general, with the exception of Finavera Wind Energy (TSX:FVR, OTC:FNVRF), which put itself up for sale last Monday (see below.)  Since my last update, my model portfolio rose a modest 4.5%, shadowing my broad market benchmark, the Russell 2000 index (^RUT), also up 4.5%.  Although my clean energy picks rose in line with the broader market, the clean energy sector as...

Ten Clean Energy Stocks For 2014: Out With The Old

Tom Konrad CFA Plummeting oil prices, global economic weakness, and the Republicans' win in the US midterms have delivered a triple-whammy to clean energy stocks over the last few months.  Many of the stock declines are justified more by headlines than fundamentals.  My 10 Clean Energy Stocks for 2014 model portfolio has suffered, especially the riskier growth stocks.  The strong dollar has been a further drag on the six foreign stocks. Since the last update at the start of October, the model portfolio is down 4.6%, for a loss since its December 27th,...

Ten Clean Energy Stocks for 2013: April Update

Tom Konrad CFA While the sun was shining on most clean energy stocks in April, my ten clean energy picks for 2013 (introduced here) got relative showers.  The Powershares Wilderhill Clean Energy Index (PBW) was up a sunny 14.1% for April to 19.6% for the year, rising quickly past my picks, which inched up a relatively meager 0.7% to 7.5% for the year so far.  Meanwhile, the broad universe of small stocks gained 2.6% for a year to date gain of 15.1%, as measured by my benchmark the iShares...

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...

11 Clean Energy Stocks for 2012: July Update

Tom Konrad CFA June was a month of recovery for the stock market in general and clean energy stocks to a somewhat lesser extent.   The Russell 2000 index (^RUT, which I use as a broad market benchmark in this series) was up 9% in June, while the Powershares Wilderhill Clean Energy ETF (PBW) gained 5.3%.  So far for the year, ^RUT has produced a total return of 9.5%, while PBW shows a loss off 12.2%. My model portfolio introduced in January of 11 equally-weighted clean stocks lost ground yet continues to outperform the clean energy...

Ten Clean Energy Stocks for 2013: February Update

Tom Konrad CFA Clip Art by Phillip Martin February was a month of consolidation after blistering January returns in clean energy stocks, and the market in general.  My clean energy benchmark, the Powershares Wilderhill Clean Energy Index (PBW), declined 2.2%, while the broad universe of small cap stocks which I benchmark with the iShares Russell 2000 Index ETF (IWM) eked out a 0.6% gain. My ten clean energy picks for 2013 (introduced ...

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 ...

Ten Clean Energy Stocks For 2015: Marching Ahead

Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio added a second month to its winning streak, with a 6.1% gain for the month and a 5.7% gain for the year, despite a continued drag by the strong dollar.  If measured in terms of the companies' local currencies, the portfolio would have been up 7.5% for the month and 10.5% for the quarter or year to date.  For comparison, the broad universe of US small cap stocks rose 1.5%  for the month and 4.0% for quarter, as measured...

Sixteen Clean Energy Stocks, Two Months

Tom Konrad CFA As I discussed in the first part of this update, this part will discuss the drivers behind the performance of the individual stocks in my Ten Clean energy Stocks for 2013 and six alternative picks.  I looked into the performance of the portfolio as a whole in part I. The chart below summarizes individual stock performance.  Note that it reflects two more days of trading since I wrote part I. Waterfurnace Renewable Energy (TSX:WFI, OTC:WFIFF) Geothermal heat pump manufacturer Waterfurnace rose 25% but not on any significant news. ...

Ten Clean Energy Stocks for 2012: 10% more than other top-10 lists

Tom Konrad. CFA A "bonus" stock pick this year.  Also, notes on New Flyer Industries and Finavera Wind Energy. Maybe it was because Seeking Alpha did not carry my annual list of 10 Clean Energy Stocks for 2012 this year, but no one seems to have noticed that there were actually 11 stocks in the list.  Call it the Spinal Tap of top-ten lists. If anyone did notice the extra pick, they didn't leave a comment.  What happened was that I have two number 8 stocks, but there is enough text...

A Quick Clean Energy Tracking Portfolio

Yesterday, I outlined a strategy to approximately replicate the performance of a Clean Energy mutual fund at much lower cost, with only a couple hours of effort.  I gave a cost example based on $5000 invested in 5 stocks, with another $1000 worth of a single stock added in each subsequent year.   This is the procedure I would use to select the initial five stocks. Collect all the top five or ten holdings of the available Clean Energy mutual funds.  This data is available from Morningstar, and on fund sponsor's home pages. A few of these holdings may...

Year In Review: 11 Clean Energy Stocks for 2012

Tom Konrad CFA Year In Review For the fourth year in a row, my model portfolio of clean energy stocks has beaten the clean energy sector as a whole, this year by 23.8%.   Unfortunately, this was mostly due to another year of poor performance by my industry benchmark, the widely held Powershares Clean Energy (PBW) ETF, which lost 16.4% for the year.  My model portfolio, composed of eleven clean energy stocks listed in this article published on January 2nd, gained 7.4%, still short of the performance of the broad market, which gained 16.6%.  The general market...

The Pros’ Clean Energy Picks: Solar Dominates, Emerging Markets Drag

I check in with professional green money managers Shawn Kravetz, Garvin Jabush, Jan Schalkwijk, and Rafael Coven to see how their fourteen top picks for 2014 are doing.

10 Clean Energy Stocks for 2011: It’s 2008 All Over Again

Tom Konrad CFA Few investors have good memories of 2008, but when it comes to the performance of my annual model portfolio of ten clean energy stocks, I'm finding the resemblance to 2008 remarkably striking.  The good part of that memory is that my picks are once again out-performing my clean energy benchmark, the PowerShares Clean Energy ETF (PBW).  The bad news is that "out-performance" means down 44% for the portfolio, compared to down 48% for PBW: a Pyrrhic victory.  Over the same period, the broad market Russell 2000 index was down 22%.  For 2008,...

Shares in XsunX Inc. Purchased

You may have noticed that I'm starting to buy again. Well I also purchased shares in XSUNX Inc. (XSNX) this morning for my personal portfolio. Marketocracy will not allow me to purchase this stock in the mutual fund since it trades over the counter as a penny stock. The stock has been a strong mover since early September and I have been waiting for a pull back that has never materialized. I decided to purchase a 1/3 position here at this point. XsunX is a development stage company that I have profiled in the past. Since I started...

Ten Clean Energy Stocks For 2014

A list of ten high yield and value clean and alternative energy stocks expected to do well in 2014.