Ten Clean Energy Stocks For 2016: Earnings Season

Tom Konrad CFA May was a tough month for most clean energy stocks, even though the broad market was up slightly, but my Ten Clean Energy Stocks for 2016 model portfolio continued to out-perform, mostly because of strong earnings for several stocks.  The model portfolio was up 3.1% for the month and 3.8% for the year to date, even though its clean energy benchmark fell 2.0%, for a decline of 2.8% for the year through May 31st.  The broad market of small cap stocks also rose, and was up 2.2% for a total gain of 2.4% for the...

Woulda, Coulda, Shoulda

With the market's rapid rebound from March lows and the Nasdaq Composite stock index closing higher than it was at the end of last year, many of us are probably asking ourselves: Did I miss my chance to buy at the lows?  or: Will I ever make up for my losses? These questions point to dangerous emotions for stock market investors.  Fear of missing out often leads to investment mistakes.  This is why investment advisors always tell their clients that they are better off not looking at their portfolios in a downturn. A big loss makes some people want to sell everything, for fear...

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...
total return thru november 30

Ten Clean Energy Stocks For 2019: Still Party Time

by Tom Konrad Ph.D., CFA 2019 has become another blockbuster year for the Ten Clean Energy Stocks model portfolio and, to a lesser extent clean energy stocks and the broad stock market as well.  I'm frankly surprised to see the party continuing.  The continued spiking of the metaphorical punch bowl by the Federal Reserve with interest rate cuts certainly has a lot to do with it. I had expected those cuts to be both fewer and less effective. Which all goes to show that it's always a good idea to hedge one's bets in the stock market.  At least in part...

10 Clean Energy Stocks for 2011: Q2 Update

Tom Konrad CFA Some investors buy clean energy stocks because it's the right thing to do, others because we know that the diminishing availability and increasing environmental impacts of traditional fuels will eventually force society to adopt more sustainable solutions.  Cartoonist Scott Adams says we're all wrong, and we should invest in companies we hate.  Although Adams' column is meant to amuse, rather than as investment advice, it's funny because he touches on two very important truths about investing. Although a few investors can outperform the market over the long run, the vast majority can't,...

What 11 Clean Energy Stocks Did on My Summer Vacation

Tom Konrad CFA August Overview I was traveling for much of the month of August, and so did not keep up with most of my stocks.  But not much happened while I was gone, with the broad market and renewable energy stocks both producing small gains for the month of a little over three percent, as measured by my benchmarks, the Russell 2000 index (^RUT, 3.4%), and the most widely held clean energy ETF, the Powershares Wilderhill Clean Energy ETF (PBW, 3.2%). My Clean Energy model portfolio also had a relatively uneventful month,...

How Did These 7 Green Money Managers Do in 2013?

Tom Konrad CFA Outlook 2013 photo via BigStock Last December, I asked my panel of managers of green funds and portfolios to predict the major trends of 2013, and pick their top stock for the year to come.  I wrote a series of articles based on their responses, which I’ll reference below. I plan to ask them the same questions this year, but first I will check on how they’ve done so far. The Managers Not everyone on my panel responded to all the questions, but here are the...

10 for 2020 Preview

by Tom Konrad, Ph.D., CFA Over the last couple years, I've given paying subscribers a chance to see my annual list one trading day early.  I did not get it organized this year, but I just got an email from a past participant who was interested.  I initially said no, I'd rather be fair to all readers but then I thought maybe there are others who can benefit. I currently have a list of 11 stocks, which I will be narrowing down to 10 after the close on Dec 31st.  Anyone who forwards me (tom@thiswebsite.com) an email confirming a donation in...

Two Clean Energy Speculations For 2014: Wrap-Up

Tom Konrad CFA I included two "Clean Energy Speculations" along with my annual model portfolio of ten clean energy stocks this year.  It's been a tough year for clean energy stocks in general, with my industry benchmark (Powershares Wilderhill Clean Energy ETF (PBW)) down about 15% since I initiated the portfolios on December 27th 2013.  Despite this, both the main portfolio and the speculations look likely to end the year with small gains.  The two speculations were Ram Power Corp (TSX:RPG, OTC:RAMPF) and Finavera Wind Energy (TSX-V:FVR, OTC:FNVRF). Both are clean energy project...

Buying Green Stocks Pays, but Finding Green in Brown Pays More

Tom Konrad CFA Although green stocks did better than un-green (or brown) stocks since Newsweek's 2009 Green Rankings were published, the big winners were the greenest stocks in the brownest sectors. Newsweek has released its 2010 Green Rankings for America's 500 largest corporations, and the companies at the top of the list are happily gloating about being greener than their rivals.  More important to investors is the question: Do the greenest companies beat the market? Marc Gunther notes that the top 100 companies in the 2009 Green Rankings outperformed the S&P 500 by 6.8%.  ...
10 Clean Energy Stocks

Ten Clean Energy Stocks For 2018: Oddballs Spring Back

After a stormy winter for the broad market and clean energy stocks, including my picks, March and April brought relative calm.  Better yet, my model portfolio has rebounded from its February lows, although its benchmarks (SDY for the broad market of income stocks and YLCO for clean energy income stocks) have mostly been treading water. The gains were led by two of my less conventional clean energy picks, Seaspan (SSW) and InfraREIT (HIFR).  Seaspan owns (mostly very efficient) container-ships, which most people would not associate with clean energy, but which I include because they they are much less energy intensive...

Young Financial Analysts Don’t Follow Alt E

Joel Makower has a written a good article about how "young financial analysts are extremely skeptical about the relevance" of investing in Alternative Energy and other environmental issues. You can read his article and also view the full report via Joel's website.

Ten Clean Energy Stocks: A Rocky Start To 2015

Tom Konrad CFA 2015 got off to a rocky start for both the broad market in general, as well as clean energy.  My Ten Clean Energy Stocks for 2015 model portfolio dd not fare any better, since the main bright spots for the portfolio were its three Canadian stocks, but these were dragged down by the 9% decline in the Canadian dollar for the month. For the month, the model portfolio was down 3.6% in local currency terms, but fell 7.2% in dollar terms.  For comparison the broad universe of US small cap stocks was...

Ten Clean Energy Stocks For 2015

Tom Konrad CFA 2015 marks my seventh annual list of ten clean energy stocks.  An equal weighted portfolio of the ten stocks in each year's list has outperformed my industry benchmark every year except 2013.  2014 was no exception, but it was a bittersweet victory in that the model portfolio was slightly down while the benchmark lost considerably more in a very challenging year for clean energy stocks. I will publish a wrap-up article for the 2014 list in the next couple days, but I wanted to get the 2015 list out on New Year's day.  ...

My Portfolio’s Latest Casualty And Addition

The Casualty Last Monday, I discussed how I had recently reviewed Railpower Tech with a view to potentially adding to my position on grounds that: (a) the company had a fair amount of cash in the bank, which reduced the need to go to capital markets for financing for a while; and (b) that it was getting badly battered by general market conditions, potentially offering an attractive entry point. Although my portfolio has taken a beating in recent weeks, I remain ready to take small positions in stocks if I feel they are being unfairly bashed, including in...

Ten Clean Energy Stocks for 2010

Tom Konrad, CFA A mini-portfolio of stocks that not only are green, but should outperform the market in an environment of increasing concern about climate change and peak oil. This is the third annual list of green stocks I have published.  In 2008, it was a list of ten speculative alternative energy companies (in three parts) that I thought might catch public notice that year.  As we all now know, 2008 was a horrible year for speculative stocks, and my stocks were no exception, losing an average of 55% that year, although that still ended up being better than...
Close Bitnami banner
Bitnami