Eight Cleantech Value Stocks

Tom Konrad CFA Three professional Cleantech money managers' top stock picks. On Tuesday I published Money Managers See Value in Clean Energy Sector, but Hesitate to Call the Bottom based on my correspondence with Rafael Coven, manager of the Cleantech Index (^CTIUS), Garvin Jabusch, manager of the Sierra Club Green Alpha Portfolio, and Sam Healy, a portfolio manager at Lamassu Capital.  These three professionals were in strong agreement that many cleantech stocks are currently excellent value plays, even if cleantech and the market as a whole may have farther to fall, especially if the broader market continues to decline....

Fuel Tech – Driving Profits by Cleaning up Coal

Fuel Tech (Nasdaq: FTEK) is one of the fast growing public greentech / cleantech companies focused on cleaning up dirty coal. I have known John Norris, the CEO of Fuel Tech, and his family for years, and have had the pleasure of following his career for some time. He's one of the many former nuclear engineers that grew up in the electric utility industry. He has held utility executive positions including CEO of Duke Engineering & Services, SVP and CEO of Duke Energy Global Asset Development, and Senior Vice President, Operations and Technical Services, at American Electric Power...

Live Interview/Call in on Denver PBS Station KBDI 12

A quick note to Denver area readers:  AltEnergyStocks.com Analyst Tom Konrad will be a guest on local PBS show Studio 12 from 8-9PM CDT Wednesday, September 2.  This will be a panel discussion on Alternative Energy, and other guests are likely to be a representative of the natural gas industry, and one of the authors of Energy Sprawl or Energy Efficiency: Climate Policy Impacts on Natural Habitat for the United States of America from the Nature Conservancy.  They're also trying to get local environmental bête noire, Stan Lewandowski. Viewers will be able to call in and ask questions of...

Commodities Specialists Ask About Alternative Energy

Commodities investing site HardAssetsInvestor has published an interview with me from the start of December.  We covered a broad swathe of the clean (and not so clean) energy.   If you're wondering why my top stock pick from the article was ABB, and not one from my recent 10 Speculations series, it's because all of those are too risky to be my top picks.  I like risk, but not with the largest part of my portfolio... stocks like ABB that let me sleep at night. Major topics we touched on: Ethanol (both corn and cellulosic) Cost comparisons in electricity...

Current Picks: Busses and Energy Efficiency

Over the weekend, EnergyTechStocks published two articles based on an interview with me. The first was about my conviction that Peak Oil induced rising gas prices is going to lead to a rush into mass transit building by cities, or investing in mode-shifting last September.  I've since written about opportunities in rail transit stocks, (P.TO, TRN, PRPX, and WAB), and more recently Hedging your peak oil risk with your lifestyle.  However, I have been frustrated until now that the only pure play bus stock I've been able to find is Firstgroup PLC (FGP.L, FGROF.PK), the British based owner of...

Hither and Yon: Transmission and Biofuels

In the most recent two installments of Energy Tech Stocks' interview with me cover my views on transmission stocks, and biofuel stocks.  Readers of AltEnergyStocks know that I am a big fan of electricity transmission, a theme I keep coming back to.  You also know that I have a very ambivalent relationship with both ethanol and biodiesel.  So I liked Bill's transmission article, but I just wasn't able to convey to him the subtleties of how I feel about biofuels.  But he got one thing right: the owners of biofuel feedstock are likely going to be the biggest winners....

Cleantech Venture Capital – Still Rising

As part of our ongoing series on stories on investment in the cleantech sector, we had a chance to discuss the sector with one of the venture capitalists at Emerald Technology Ventures. Scott MacDonald is an Investment Director with Emerald Technology Ventures, a global leader in cleantech venture capital. Founded in 2000 under the name SAM Private Equity, Emerald is a pioneer in this rapidly emerging sector and is focused on innovative technologies in energy, materials and water. With offices in Zurich, Switzerland and Montreal, Canada, Emerald manages three venture capital funds and two venture capital portfolio mandates...

Energy Tech Stocks Interview- Utility Scale Batteries

Two weeks ago I did a phone interview with Bill Paul of Energy Tech Stocks.  Bill's a long time WSJ reporter who got out in time before Rupert Murdoch swooped in, as well as a long time environmental journalist.  As such he interviews those of us whose job it is to have views about what's going on in Cleantech and presents those opinions in a readable and engaging way.  He also has this addictive trick of breaking up interviews into several parts and leaving you with a cliffhanger.  Bill's first installment showed up in my feed reader last...

A Conversation with Ambassador Sklar on Solar in San Francisco

By Neal Dikeman, Partner, Jane Capital Partners LLC, Founding Contributor, Cleantechblog.com, and Contributing Editor, AltEnergyStocks.com. This week I had an opportunity to have a conversation with Ambassador Richard Sklar, the President of the San Francisco Public Utilities Commission, on renewables and solar power in San Francisco. This is his second stint at the SF PUC, and besides a time in politics, Ambassador Sklar has served as an executive in and advisor to private manufacturing and engineering firms. I had met him and several of the top SF PUC team at Solar 2006 in San Jose, and had been...

Interview with Tom Konrad on the CleanTech Show

An interview with our analyst, Tom Konrad, with Nick Bruse of The Cleantech Show is now available. In it, they discuss various strategies and the outlook for the Cleantech investment space, as well as some of Tom's ideas on industry regulation. You can download or listen to a podcast of the interview here.

Interview with Dr. Mike Gallagher, President & COO of Westport Innovations

One of the companies I have followed for some time is Westport Innovations, Inc., (TSX:WPT or WPIVF.PK) out of Vancouver. The technology and product suite allows large diesel trucks to run standard diesels on a 95% natural gas mix, enabling fuel switching as well as significantly improved NOx and PM, as well as CO2 emissions. The company's rapid expansions date from a late 1990s joint venture with Cummins (NYSE:CMI), and Westport has led this market sector since then. I had the opportunity at the recent Greenvest 2007 Conference I chaired in San Francisco to hear...

ETS Interview: LEDs and Energy Efficiency

Today, Energy Tech Stocks has the fifth installment from our interview, outlining my LED stock picks.  He quotes me at the start saying that it's "going to be a gigantic market" about LEDs.  It is, but only when compared to the current size of the market... you can ramp up a lot from a very small base.   LED bulbs are increasing in brightness and decreasing in price rapidly.  It's these quickly improving economics that make me bullish about LEDs.   Unlike many energy efficiency technologies, LEDs are a product that a business can sell.   Much of energy efficiency involves...

The Biggest Unheard Boom of 2006 in Cleantech, Smart Metering, and Energy

Author Neal Dikeman is a founding partner at Jane Capital Partners LLC, a boutique merchant bank advising strategic investors and startups in cleantech. He is the founding contributor of Cleantech Blog, and a Contributing Editor to AltEnergyStocks.com. In one of the less talked about cleantech mergers and acquisitions of 2006 (but one I think will have a deep impact on alternative energy and the smart metering and AMI market for years to come), First Data recently acquired Peace Software, an early provider of IT, billing, and CRM software to the deregulated utility sector, in a bid to get...
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