Tag: CWEN-A- Clearway Energy Class A

Formerly NRG Yield Class A (NYLD-A, NYLDA).  See also CWEN

5 year performance

Ten Clean Energy Stocks For 2018: Wrap Up

by Tom Konrad Ph.D., CFA Almost every major index fell in 2018.  My Ten Clean Energy Stocks model portfolio and the Green Global Equity Income Portfolio (GGEIP), the real-money portfolio that I manage were not exceptions.  Still, I'm satisfied with their performance: the model portfolio lost only 1.3 percent for the year, while GGEIP was down 2.6 percent.  That's well ahead of most indexes, including my benchmarks YLCO (down 7.8 percent) and SDY (down 4.1%.)  These benchmarks are intended to reflect the performance of clean energy dividend stocks and general of dividend stocks, respectively.  Non-income oriented indexes such as the...
autonom taxi

Ten Clean Energy Stocks For 2019

by Tom Konrad Ph.D., CFA Looking forward to 2019, I'm more optimistic than I have been since the start of 2016, in the wake of the popping of the YieldCo Bubble in late 2015. The bear market that started in late 2018 seems like it's far from over, but I expect in early 2019 will see it enter a less chaotic phase.  After the wild declines and swings of late 2018, I expect investors will begin the new year with an eye to safety more than growth.  This means that the clean energy income stocks which are my focus should outperform...
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). ...
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...