Tag: EVA

10 Clean Energy Stocks for 2018, through Nov 30

Ten Clean Energy Stocks For 2018: Quick November Update

by Tom Konrad Ph.D., CFA At the start of November, I abandoned my short-term bearish stance on the market, writing "I’m not confident that the correction is over, but we seem to be heading into a temporary lull, and so I’m going to abandon cash as my top pick for November."  This turned out to be a good call, with my Ten Clean Energy Stocks model portfolio up 4.3% for the month, slightly behind its broad dividend income benchmark, SDY, which was up 4.9%.    Its clean energy income benchmark YLCO gained 1.6%, as did the private portfolio I manage, the...
Ten Clean Energy Stocks through 10/31/18

Ten Clean Energy Stocks For 2018: Terraform, Clearway, and Enviva

by Tom Konrad Ph.D., CFA Last week, I neglected to discuss Terraform Power (NASD: TERP) in the third quarter update on the other ten clean energy stocks for 2018.  I did not notice the omission until after the post had been published, so I decided to write a quick follow-up this week after I had a chance to digest the earnings announcements (including TERP's) which were scheduled for later in the week. Stock discussion Clearway Energy, Inc (NYSE: CWEN and CWEN/A) 12/31/17 Price: $18.90 / $18.85.  Annual Dividend: $1.133(6.0%). Expected 2018 dividend: $1.26(6.7%)  Low Target: $14.  High Target: $25.  10/31/18 Price: $19.61/$19.42  ...
Ten Clean Energy Stocks through 10/31/18

Ten Clean Energy Stocks For 2018: Third Quarter Earnings

Tom Konrad Ph.D., CFA After a fairly brutal September and October my Ten Clean Energy Stocks model portfolio is barely hanging on to positive territory for the year (up 2.4%) as is the private portfolio I manage, the Green Global Equity Income Portfolio (GGEIP, up 0.8%).  Yet I can take comfort in superior relative performance, since my broad dividend income benchmark SDY is now down 0.1% for the year, and the clean energy income benchmark YLCO has fallen 5.8%.  All returns are total return after fees and dividends. The strong relative performance in a weak market is most likely due to...
10 Clean energy stock model portfolio performance

Ten Clean Energy Stocks For 2018: September Quick Update

As you can see from the chart, September was a tough month for my model portfolio of Ten Clean Energy Stocks for 2018.  Seaspan (SSW) fell back on trade war fears and Green Plains Partners (GPP) fell on ethanol market weakness caused by retaliatory ethanol tariffs and the Trump EPA's continued undermining of the Renewable Fuel Standard.  I'm less sure why Covanta (CVA) is down, but Clearway Energy's (CWEN and CWEN-A formerly NRG Yield) small decline is due to a recent secondary offering. Two of these (CVA and GPP) were my top picks last month, while the third was Terraform Power (TERP). ...
10 Clean Energy Stocks

Ten Clean Energy Stocks For 2018: Second Quarter Earnings

Tom Konrad Ph.D., CFA July and August saw some mild recovery for the stock market after a difficult first half of 2018.  Clean energy income stocks continue to lag the broader market, but my Ten Clean Energy Stocks model portfolio has managed to maintain its lead over its broad market benchmark. Through August 31st, the model portfolio is up 7.5%, compared to its broad dividend income benchmark SDY, which is up 5.3%.  Its clean energy income benchmark YLCO is down 1.2, even after dividend income.  The private portfolio I manage, the Green Global Equity Income Portfolio (GGEIP), is slightly behind the...
power production from wind and solar

List of High Yield Alternative Energy Stocks

This is a list of renewable and alternative energy stocks with dividend or distribution yields above 4%.  The list includes most Yieldcos (high distribution companies that own renewable energy operations), but is not limited to Yieldcos. Some Yieldcos may be excluded if their yield is below 4%. Atlantica Yield plc (AY) Algonquin Power & Utilities Corp. (AQN, AQN.TO) Bluefield Solar Income Fund Ltd. (BSIF.L) Brookfield Renewable Partners L.P. (BEP) Clearway Energy, Inc. (CWEN,CWEN-A) Companhia Energética de Minas Gerais (CIG) Covanta Holding Corporation (CVA) Crius Energy Trust (KWH-UN.TO, CRIUF) Enviva Partners, LP (EVA) Foresight Solar Fund plc (FSFL.L) GATX Corporation Series A (GMTA) Global X YieldCo ETF (YLCO) Greencoat UK Wind PLC (UKW.L) Green...
Ten Clean Energy Stocks for 2018 h1 total return

Ten Clean Energy Stocks For 2018: First Half Update

The first half of 2018 has been difficult for most investors, including clean energy investors and dividend income investors. Through June, my broad dividend income benchmark SDY lost 0.6%, while my clean energy income benchmark YLCO lost 4.7%, including dividend income. My picks were also down for most of the year, finally struggling back into positive territory at the end of May.  They finished the first half up a solid 5.9%.  The real money strategy I manage, the Green Global Equity Income Portfolio (GGEIP), also squeaked in to positive territory by 1.2% at the end of June. Details of then stocks'...
10 Clean energy Stocks Performance Chart

Ten Clean Energy Stocks Back In Positive Territory Year To Date

Stay tuned for a full update next month, but it's nice to be back in the black... especially with the benchmarks still struggling.  Thanks to Enviva (EVA), Covanta (CVA), and Seaspan (SSW).  Until then, here's the May update, where I said EVA and CVA were two of my 3 top short term picks , and I commented that "I still think Seaspan has significant room to the upside." AY (at $18.91) and TERP (at $10.83) are my top short term picks right now. Disclosure: Long EVA, HIFR, GPP, BEP, TERP, PEGI, AY, NYLD, NYLD/A, CVA, SSW.
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...

List of Biomass Stocks

Biomass stocks are publicly traded companies whose business involves growing, collecting, or using biological matter (biomass) which can be used to make some other form of energy. Biomass includes human waste, municipal solid waste, sewage sludge, as well as industrial wastes such leftover wood from logging operations. 4energy Invest (ENINV.BR) Andritz Group (ADRZF) Arcadia Biosciences, Inc. (RKDA) BioAmber (BIOA) Bion Environmental Technologies, Inc. (BNET) Bunge, Ltd. (BG) Claymore/Clear Global Timber Index (CUT) Darling Ingredients (DAR) Deltic Timber Corp. (DEL) EcoSynthetix, Inc. (ECO.TO) Enviva Partners, LP (EVA) IQ Global Agribusiness Small Cap (CROP) iShares Global Timber & Forestry Index Fund (WOOD) John Deere (DE) Market Vectors® Environmental Services ETF (EVX) Pinnacle Renewable Holdings Inc. (PL.TO) Plum Creek...
10for18 march

Ten Clean Energy Stocks For 2018: Stormy Winter

Tom Konrad Ph.D., CFA While the broad market has been turbulent for the start of 2018, clean energy stocks have fared worse than most. The Trump administration's anti-environmental efforts had little effect on clean energy stocks in 2017 (it was a banner year for this model portfolio). So far, this year has been quite different. Last year, investors seemed unfazed by the chaos in Washington, but with the single "win" of the Republican tax give-away to corporations, investors now seem to think that Trump may indeed be able to deliver on his polluter-funded agenda. Income-oriented stocks have also been taking a...