Recent Portfolio Entries

Canada's Top Ten Cleantech Firms
Tom Konrad, CFA Given the small size of its economy and rather lackluster approach to climate change, Canada has many of the Cleantech stocks with the best prospects.  Canadian listed firms come from a broad range of sustainable sectors, and... [ more ]

Ten Green Energy Gambles for 2010
Tom Konrad, CFA If you like to take risks, want to fight climate change and prepare for the impact of peak oil, and would also like a chance to make a big return on your investments, here are ten investments... [ more ]

The Year of the Balance Sheet
Year in Review: Ten Green Energy Gambles for 2009 Tom Konrad, CFA My speculative renewable and alternative energy stock picks for 2009 had mixed results. The gambles came nowhere near the performance of my 10 Clean Energy Stocks for 2009,... [ more ]

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... [ more ]

In Review: 10 Clean Energy Stocks for 2009
Tom Konrad, CFA 2009 was a banner year for my clean energy stock picks, which are up 57% over 12 months, greatly exceeding their benchmarks. Over the last 12 months,  my ten green energy stocks for 2009 are up 57%... [ more ]

Q3 Performance Update: Ten Green Energy Gambles for 2009
Tom Konrad, CFA I never thought 2009 would be a good year for risky stocks, but my readers asked for them anyway.  The market's strong third quarter have paid off for risk-takers who gambled on my 10 Green Energy Gambles... [ more ]

Q3 Performance Update: 10 Green Energy Stocks for 2009
My annual green energy stock picks continue to hold up, but the Obama Effect for clean energy seems to have been lost in the summer's healthcare debate. Tom Konrad, Ph.D., CFA For the first 9 months of 2009,  my ten... [ more ]

A Better Way to Play Green Stocks?
Tom Konrad, Ph.D., CFA My Quick Clean Energy Tracking Portfolio continues to outperform all benchmarks and expectations... is it luck, or did I stumble onto a better way to invest in green energy stocks? I continue to be stunned at... [ more ]

Clean Energy Stocks Shopping List: Index and Bonus Picks
Index to the Clean Energy Shopping List Series, and a few Bonus Stocks. Tom Konrad, Ph.D., CFA I started my "Clean Energy Shopping List" series on the premise that the market was near a peak, and it would be better... [ more ]

Q2 Performance Update: Ten Green Energy Gambles for 2009
Tom Konrad, Ph.D., CFA I never thought 2009 would be a good year for risky stocks, but my readers asked for them anyway.  So far, my risk taking readers have not been burnt too badly, and the portfolio as a... [ more ]

Q2 Performance Update: 10 Clean Energy Stocks for 2009
The Obama Effect continues to make my annual ten picks shine. Tom Konrad, Ph.D., CFA This is the second performance update on my 10 Clean Energy Stocks for 2009.  In the first quarter, the model portfolio was up a tiny... [ more ]

Where To Next For Solar PV Stocks?
Charles Morand There was an interesting post in Barron's tech trader daily on Monday discussing how solar PV stocks are coming under pressure, in part because product prices are falling further than expected. About a month ago, I discussed the potential... [ more ]

Clean Energy Tracking Portfolio Update: Oops!
My Quick Clean Energy Tracking Portfolio has solidly outperformed its benchmark... was it bad design? Tom Konrad, Ph.D. On February 27, I used the top holdings of the (then six) clean energy mutual funds to design a tracking portfolio intended... [ more ]

AAER: Tailwinds Or Hot Air?
Charles MorandLast week, I added a little to my position in AAER (AAERF.PK). I first took a long position in AAER, the Canadian-based MW-size wind turbine maker, over two years ago. I've since pared down it significantly, both because I... [ more ]

3 Month Performance Update: Ten Green Energy Gambles for 2009
This year, I published a list of 10 clean energy stocks I thought people should buy, and, because of readers' requests, also published a list of ten speculative clean energy companies.  For the most part, these speculative companies were chosen... [ more ]