Ten Clean Energy Stocks for 2012: 10% more than other top-10 lists
Tom Konrad. CFA A "bonus" stock pick this year. Also, notes on New Flyer Industries and Finavera Wind Energy. Maybe it was because Seeking Alpha did not carry my annual list of 10 Clean Energy Stocks for 2012 this year,... [ more ]
Ten Clean Energy Stocks for 2012
Tom Konrad, CFA There is a silver lining to the horrible year clean energy stocks had in 2011: the opportunity to buy clean energy stocks (often considered a growth sector) at prices one would expect from value stocks. Each year... [ more ]
Ten Clean Energy Stocks for 2011: Year In Review
Tom Konrad CFA My clean energy portfolio outperformed again in 2011, but it was a Pyrrhic victory. Without a doubt, 2011 was a horrible year for Clean Energy stocks, nearly as bad as 2008. The difference was that, in 2008,... [ more ]
Trade Like It's 2008
Tom Konrad CFA Three stocks I sold recently, and why. Three years later, I'm still kicking myself that the severity of the 2008 financial crisis and stock market collapse took me by surprise. Not that I wasn't in good company. ... [ more ]
10 Clean Energy Stocks for 2011: It's 2008 All Over Again
Tom Konrad CFA Few investors have good memories of 2008, but when it comes to the performance of my annual model portfolio of ten clean energy stocks, I'm finding the resemblance to 2008 remarkably striking. The good part of that... [ more ]
Four Clean Energy Value Stocks I'm Buying Now
Tom Konrad CFA Corrected version 8/11/2011 Apologies to readers who have been missing my articles recently. I've had little time to write as I have been too busy trading. Long-time readers know that I've been bearish since the summer of... [ more ]
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. ... [ more ]
Ten Clean Energy Stocks I'd Buy Now
Tom Konrad CFA Buying opportunities return to clean energy. Two years ago I had a problem. In the universe of clean energy stocks I watch, I could not find any that I thought were good values. So I wrote an... [ more ]
Ten Clean Energy Stocks for 2011: Buying Opportunities
Tom Konrad, CFA The geothermal and demand response stocks in my annual portfolio of ten clean energy stocks for 2011 have fallen significantly since the start of the year, making this an excellent time to buy. Every year since 2007... [ more ]
Ten Clean and Green Energy Stocks for 2011
Tom Konrad, CFA My annual mini-portfolio of clean energy stocks which I expect to outperform in 2011. This is my fourth annual list of renewable energy and energy efficiency stocks since I began the series in January 2008. The Purpose... [ more ]
Ten Clean Energy Stocks for 2010: The Year in Review
Tom Konrad CFA My ten annual stock picks have outperformed their clean energy benchmark for the third year running. Each year, I publish a list of ten renewable energy, energy efficiency, and cleantech stocks that I feel will outperform their... [ more ]
Alternative Energy and Climate Change Mutual Funds, Part IV
Tom Konrad CFA Cherry picking the holdings of green energy mutual funds. So far in this series I've concentrated on trying to pick the best of the Alternative Energy and Climate Change Mutual Funds. This is a difficult task, because... [ more ]
High Conviction Paired Trade – Short Tesla Motors And Buy Exide Technologies
John Petersen Short sellers are the bane of every securities lawyer who represents small public companies. In over thirty years of practice I've never advocated a short sale because I hate the idea of profiting from someone else's misery. Based... [ more ]
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... [ more ]
Ten Green Gambles for 2010: Q3 Update
Tom Konrad CFA To my surprise, the market came back in the 3rd Quarter, and my portfolio of put options designed to hedge a market decline is predictably down. However, my benchmark (a put against the Dow Jones Industrials has... [ more ]