Tag: VALEO – US ADR (VLEEY)

Valeo, SA. See also FR.PA (Paris) and VLEEF (US OTC)

total returns

10 Clean Energy Stocks for 2020: July Update on Valeo MiX, and NFI

A secular shift in the transportation paradigm? by Tom Konrad, Ph.D., CFA I'm continually surprised at the strength and length of the stock market recovery in the face of a worsening pandemic in the US. The stock market may not be the economy, but it's not totally divorced from the economy either.  Perhaps the Senate's unwillingness to even talk about another aid package and the subsequent failure to pass one until after the benefits in the initial CARES act expire will trigger the market reversal I've been expecting at least since late April.  Or it won't.  I have a long track record...

10 Clean Energy Stocks for 2020: June Update

by Tom Konrad, Ph.D., CFA The coronavirus pandemic no longer has the United States by its financial center throat, the New York City area, but is instead is now gnawing ravenously at its arms and legs.  In June, the stock market seems to be just starting to get a clue that this is also a bad thing, leading to a month of volatility and general consolidation. Europe, in a display of relative competence, has been much more effective than the US at getting the pandemic beast under control, and so investors looking for safe havens might do well to look there. ...
may detail

10 Clean Energy Stocks for 2020: May Update Part 1

by Tom Konrad, Ph.D., CFA For the last few monthly updates, I've been focusing on the big picture, and have neglected to say anything about many of the 10 Clean Energy Stocks for 2020  since I looked at how the pandemic would likely affect each stock in March. This month, I'm trying to rectify the oversight, and have been posting updates on individual stocks for my Patreon supporters since Friday.  Below is a collection of the updates I've published so far.  I am to keep posting one a day until I've gotten to all of them, after which I plan to...
returns Dec 31 2019-Feb 29 2020

Ten Clean Energy Stocks for 2020: Navigating the Storm

by Tom Konrad, Ph.D., CFA This monthly update for my Ten Clean Energy Stocks model portfolio is in two parts.  I published my thoughts on the current market turmoil on March 2nd.  You can find them here.  I'm not even going to get into the Fed slashing interest rates like they were a furniture warehouse going out of business on March 3rd except to say that apparently they are more afraid of the effects of covid-19 on the economy than they are of appearing to panic. You can see overall performance for January and February in the following chart.  Not that...
10 for 20 jan returns

Divestment v Coronavirus: Ten Clean Energy Stocks for 2020 January Update

by Tom Konrad, Ph.D., CFA January 2020- where do I start?  A year of market-shaking news in a month. The Brink of War The month started off with a literal bang when Trump decided that a good way to distract the public from his impeachment trial would be to try to start a war with Iran by assassinating one of Iran's top military leaders, Qassem Suleimani.  A week later, the world and markets heaved a collective sigh of relief when Iran decided that their honor had been satisfied with two missile strikes on US bases.  While Trump reported no casualties, Iran's Foreign...

2020 Hindsight: Ten Clean Energy Stocks For 2019

by Tom Konrad Ph.D., CFA Sometimes it's good to be wrong. When I published the Ten Clean Energy Stocks For 2019 model portfolio on New Year's Day 2019, I thought we were likely in the beginning of a bear market.  With 20/20 hindsight, that was obviously wrong. I made the following predictions and observations: "he clean energy income stocks which are my focus should outperform riskier growth stocks."  "eep value investors will put a floor under the stock prices of these ten stocks." "I could also be wrong about the future course of this market."  "I have a history...
historical returns

Ten Clean Energy Stocks for 2020

by Tom Konrad, Ph.D., CFA If it's tough to follow a winner, 2020 is going to be an especially tough year for my Ten Clean Energy Stocks model portfolio. I've been publishing lists of ten clean energy stocks that I think will do well in the year to come since 2008.  With a 46 percent total return, the 2019 list has had its best year since 2009, when it managed a 57 percent return by catching the rebound off the 2008 crash.  This year's returns were also achieved in the context of full- to over-valuation of most of the clean energy...
VLEEY vs FR.PA

Trading Options and Foreign Stocks: When Low Trading Volume Is Not Illiquid

Tom Konrad, Ph.D., CFA As usual, I am putting together my Ten Clean Energy Stocks for 2020 model portfolio for publication on January 1st or 2nd next year.  As I wrote in November, expensive valuations for the US clean energy income stocks I specialize in mean that the 2020 model portfolio will contain more than the usual number of foreign stocks, and I am also planning on including a little hedging with options. Why option strategies are now affordable I have never included options in the model portfolio before because the commission structure did not make it cost effective for small investors...
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...

Valeo February Update (Ten Clean Energy Stocks)

I'm trying something different and doing quick updates on individual stocks in my 10 Clean Energy Stocks model portfolio as I have time to write.  The portfolio as a whole has been accelerating with the instant torque of an electric vehicle this year (details here.)  I thought I'd start with the company that's newest to my readers, Valeo SA (FR.PA, VLEEF) 12/31/18 Price: €25.21/$28.20.  Annual Dividend: €1.25. Expected 2019 dividend: €1.25.  03/4/19 price: €29.13/$33.00.  YTD gain: 15.5% Euro/ 12.8% USD. I added this stock to the portfolio because it has great technology and and improving market share, but weak industry growth and overoptimistic management projections in 2018...
Charging EVs and PHEV

List of Electric Vehicle and Plug-In Hybrid Electric Vehicle Stocks

Electric Vehicle (EV) and Plug-in Electric Vehicle (PHEV) stocks are publicly traded companies which produce EVs or PHEVs, their components, or charging infrastructure. This list was last updated on 7/5/2020. AeroVironment, Inc. (AVAV) Blink Charging Co. (BLNK) BYD Company, Ltd. (BYDDY) Enova Systems, Inc. (ENVS) EEStor Corporation (ZNNMF) Electrameccanica Vehicles Corp. (SOLO) Envision Solar International (EVSI) GreenPower Motor Co. (GPV.V) Kandi Technologies Corp. (KNDI) Leo Motors (LEOM) Nio Inc. (NIO) Nikola Corporation (NKLA) Tesla Motors, Inc. (TSLA) UQM Technologies (UQM) Valeo SA (FR.PA, VLEEF, VLEEY) VMoto Limited (VMT.AX) Workhorse Group Inc. (WKHS) ZAP (ZAAP) If you know of any EV or PHEV stock that is not listed here, but which should be, please let us know in the comments....
efficient vehicles, electric vehicles

List of Efficient Vehicle Stocks

Efficient vehicle stocks are publicly traded companies that produce technologies allow cars, trucks, aircraft and ships to travel the same distance and carry the same loads using less fuel.  Includes electric and hybrid electric vehicles, as well as other improvements that reduce fuel use.  Similar to Alternative Transportation stocks, which reduce overall fuel use by shifting passengers or freight to more efficient types of vehicles. AeroVironment, Inc. (AVAV) Aptiv PLC (APTV) BorgWarner (BWA) Blink Charging Co. (BLNK) BYD Company, Ltd. (BYDDY) CDTI Advanced Materials, Inc. (CDTI) CPS Technologies Corp. (CPSH) Enova Systems, Inc. (ENVS) EEStor Corporation (ZNNMF) Elio Motors, Inc. (ELIO) Evolve Funds Automobile Innovation Index ETF (CARS.TO) Envision Solar International...