Water Treatment Stocks
by Debra Fiakas CFA In a game of word association many investors might respond Veolia Environmental SA (VIE: P or VEOEY: OTC/PK) at the mention ‘water reclamation.’ General Electric (GE: NYSE) and Siemens (SIE: DE or SIEGY: OTC/PK) might be next choices. These three companies have been ‘go to’ sources for water treatment by municipalities and industry. Indeed, it may take a behemoth to address water issues. In January 2015, the World Economic Forum declared water as the number one crisis impacting the world, recognizing the dire circumstances of water supplies. Over 660 million people - one...
GE’s Mark Vachon: “Gas is massive”
Marc Gunther How’s GE’s ecomagination going? I put that question today to Mark Vachon, who is vice president for ecomagination at General Electric (GE). He replied by talking about natural gas. “The large macro trend of gas is massive,” he said. “Our oil and gas business will be a huge beneficiary.” An abundance of shale gas in the U.S., and methane gas reserves in Australia present a wealth of opportunities for GE, which plays all along the supply chain for natural gas. “We’re a massive player in gas exploration,” Mark said. “We have a water business that can deal...
Tall Neighbor Coming to Arizona Desert Community
by Debra Fiakas CFA The citizens of a San Luis, Arizona are about to get a new, very tall neighbor. Solar Wind Energy, Inc. (SWET: OTCQB; formerly Clean Wind Energy Tower) recently secured 600 acres in the area to build a solar wind tower. This is a unique design that takes advantage of air heated by the sun’s power utilizes. Fast cooling of the air creates a powerful downdraft that drives turbines at the chimney base. Solar Wind expects the generators attached to its turbines to produce up to 1,250 megawatts of electricity that can be...
AltEnergyStocks.com Endorses Barack Obama in the U.S. Presidential Race
With about a month to go to the 2008 presidential election campaign, and after two presidential and one vice-presidential debates, we have heard enough from both tickets on the issue of energy to make up our mind on an official endorsement, an issue we do not take lightly. John McCain's and Barack Obama's stances on energy can seem very similar to the casual observer. Both candidates support a cap on carbon emissions, and both tend to argue for "All of the Above" when asked about specific forms of energy. But there are key differences: 1....
AltEnergy ETF Shares to start trading on Feb 4.
The new Alternative Energy ETF, which will be managed by PowerShares Capital Management, will track the WilderHill Clean Energy Index, a benchmark calculated by the Amex that was launched in August. The Amex collaborated with index provider WilderShares, LLC in developing the index. It will start trading on the AMEX on February 4th. The index contains 37 companies that use greener and renewable energy alternatives such as wind, solar, and hydrogen fuel cells. I'm searching for a ticker and will post it once I can find it. Post a comment if you find it before I do.
Water Supply with a Latin Twist
by Debra Fiakas, CFA
Depending upon how you string the words together, it is possible to make Latin America sound like the world’s water fountain or the location of a putrid pond out of which hapless citizens ladle their drinking water.
Try these lofty words.
Four the world’s largest rivers and four of the world’s largest freshwater lakes can be found in the Latin America region with a run-off area encompassing 5,470 cubic miles. The rainwater and snowmelt running into these water bodies represents 20% of the world’s run-off. By itself Brazil is home to 20% of the water resources of the entire world.
Here...
Updates to “should I invest now?”
The more you search, the more you find. Actually right now everyone is asking the question, should I be investing in alternative energy stocks? This is because of the renewed level of intrest brought on by higher gas prices and additional external forces like Katrina and Rita. As I stated in the past, you need to be careful during times like these. If your a trader, than feel free to play as much as you want. MarketWatch had an article yesterday where they interview Rob Wilder the creator of the WilderHill Clean Energy index. Fuel to...
Canadian and Tanzanian Graphite Connections
A list of graphite companies covered in this series can be found here.
Like performance test results, customer relationships are critical stepping stones for graphite developers. In June 2018, Northern Graphite (NGC: TSX-V) announced a memorandum of understanding with a European trading company to sell 100% of the output from Northern’s Bisset Creek resources in Ontario, Canada. China-based manufacturers are the intended end-users. Northern management is using the arrangement as leverage with prospective investors to finance mine infrastructure and processing equipment. Capital costs are expected to exceed CA$145 million.
Northern claims a proprietary purification technology the company intends to use to upgrade its graphite output. Its Bissett Creek deposit...
Exclusive Report: How to Profit from Global Warming!
Dr. K. Global warming worriers like Al Gore are missing the many wonderful things that global warming will bring to the world, not to mention the many opportunities to profit from this so-called "climate catastrophe." Global warming isn't about hot weather, it's about hot stocks in your portfolio. A new report tells you the stocks to buy now! Global Warming is the greatest opportunity for investors in a generation. Some stocks may fall, but others will be headed upward like a the famous hockey-stick chart from the 2001 IPCC report. For just $499.95, you can buy my...
Skin In The Game
Specialty retailers are also joining the packaging revolution. REN Clean Skincare is a good example of a retailer that is making environmentally-friendly packaging part of its offering. The company kicked off the campaign with a splashing Earth Day celebration featuring its new partner, the Surfrider Foundation. The campaign was aimed at making REN customers aware of the need to conserve water and keep beaches clean and plastic-free.
The company is selling some of its skincare products in bottles made from plastic reclaimed from the ocean. The bottle is part of REN’s Clean to Planet initiative to become a 100% zero waste company by 2021. The bottle...
Trex: While The Sun Shines
by Debra Fiakas CFA It appears to be the ‘summer of the small-cap’ as performance in the sector outpaces other sectors on the first day of summer 2016. In keeping with the adage “make hay while the sun shines”, we shifted into a higher gear to find promising small companies that might participate in the small-cap renaissance. Trex Company (TREX: Nasdaq) bubbled to the top of a couple different screens based on growth and return. There is much to like in a company delivering strong growth. A bargain price is just icing on the cake. With a ratio...
Lack of Posting
You may have noticed that I have not been posting to this website very frequently for the last couple of weeks. During this time I have been working very hard at my day job launching a redesigned website. Working 12+ hour days for the last couple of weeks has put a toll on my free time. But I'm glad to say that we launched the new site yesterday and I should be able to pick backup again soon. For those of you interested, here is a link to the new site that has taken all of my time....
Six Tips for CFA Candidates
I just finished the third (of three) Chartered Financial Analyst (CFA) exams. I believe I passed, (results will not be available until September.) I've taken more than my share of tests in my life, and these three exams have been the three hardest. I decided to publish my advice for others becoming CFA Candidates because 1) my partner at Alternative Energy Stocks, Charles Morand has just become a CFA Candidate (he'll take the first exam in December), and 2) there is little advice available online. VI. Buy two of your chosen model of calculator The reason for this is...
CleanTech Investing Still Needs To Make Money
A recent post by Tyler Hamilton at Clean Break brought a few things into focus for me. On cleantech investing, Tyler says: the fact remains if you want to get businesses to embrace a more sustainable way of operating and convince consumers to adopt a more sustainable lifestyle you've got to go back to basics: Will this lower costs/monthly bills? Will this improve operational efficiency? Will this lower risk? Will this give me an edge over rivals? I could not agree more. In my opinion, there is also an important analogy between the adoption of clean...
Water Gleaner Stocks: Value In Sludge
by Debra Fiakas CFA There are well over 3,000 companies around the world that are involved in some element of wastewater treatment, providing a broad mix of technology, equipment or engineering services to generators and collectors of fouled water. A small group in this wide field is gaining visibility - the ‘water gleaners.’ Like the peasant women picking up stray grains of wheat left behind in the empty field of Millets famous painting, some see value in effluents, sewage and run-off. In this post we look at three small-companies with novel technologies to harvest water. New Sky...
My Stock Picks for 2005
At my real job, a group of us have a yearly stock picking contest. Some years I have performed well, others have been terrible (last year my total performance for my picks was a miserable -13%.) The winner of 2004 was up over 50%. Her method, spread out the newspaper, take 3 M&M candies and throw them up in the air. She picked the 3 stocks the candies landed on. The rules of our little contest are simple. Pick three stocks that trade for over $5. We buy at the close on the first trading day of the...
