The Four Best Peak Oil Investments

Tom Konrad CFA The best four stocks I've found in my six month quest to find the best peak oil investments. I apologize for being a tease.  Since March, I've been writing this series I've called "The Best Peak Oil Investments," but in many cases what I've actually done is to warn readers to stay away from particular sectors.  This bait-and-switch was compounded for my syndicated readers at Seeking Alpha when their editors decided to re-title the early articles in this series "Peak Oil Investments I'm Putting My Money On."  If you've stuck...

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.  If a majority of investors had been prepared for the crisis, it would never have happened in the first place: The overpriced CDOs and other securities which were a large part of the cause would never have become overpriced.  But making excuses for past mistakes is not useful.  Learning from them...

11 Clean Energy Stocks for 2012: July Update

Tom Konrad CFA June was a month of recovery for the stock market in general and clean energy stocks to a somewhat lesser extent.   The Russell 2000 index (^RUT, which I use as a broad market benchmark in this series) was up 9% in June, while the Powershares Wilderhill Clean Energy ETF (PBW) gained 5.3%.  So far for the year, ^RUT has produced a total return of 9.5%, while PBW shows a loss off 12.2%. My model portfolio introduced in January of 11 equally-weighted clean stocks lost ground yet continues to outperform the clean energy...

My Portfolio’s Latest Casualty And Addition

The Casualty Last Monday, I discussed how I had recently reviewed Railpower Tech with a view to potentially adding to my position on grounds that: (a) the company had a fair amount of cash in the bank, which reduced the need to go to capital markets for financing for a while; and (b) that it was getting badly battered by general market conditions, potentially offering an attractive entry point. Although my portfolio has taken a beating in recent weeks, I remain ready to take small positions in stocks if I feel they are being unfairly bashed, including in...

Ten Clean Energy Stocks For 2014: March Update

Tom Konrad CFA After a rough January, the stock market recovered in February, while clean energy stocks partied like it was 2013.  My annual Ten Clean Energy Stocks model portfolio also had a good month, rising 6.0%, and is now up 4.7% for the year in dollar terms, and up % in local currency terms.  My broad market benchmark (the iShares Russell 2000 index) is up 7.5% for the period and 1.5% for the year.  Clean energy stocks soared higher, with the Powershares WilderHill Clean Energy ETF (NYSE:PBW) up 16.3% for...

Ten Clean Energy Stocks for 2013

Tom Konrad CFA Every year since 2008, I've published a list of ten (or eleven in 2012) clean energy stocks I expect to do well over the coming year.  The list is intended as a model portfolio which could be used by a small investor looking to avoid the relatively high costs of clean energy mutual funds, most of which have expense ratios around 2%, in addition to the trading costs they incur with fairly high turnover ratios.  My list also reflects my belief that the best returns and least risk in clean...

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 return effect for households in given states of removing the $2,000 ITC cap. Such measures, it seems, are failing to kickstart demand, and solar recovery might end up being significantly slower than many had been expecting. Case in point, since hitting a high of $11.49 on June 11, the TAN ETF is down about 12%. KWT, for...
10 Clean Energy Stocks for 2018, through Nov 30

Ten Clean Energy Stocks For 2018: Quick November Update

by Tom Konrad Ph.D., CFA At the start of November, I abandoned my short-term bearish stance on the market, writing "I’m not confident that the correction is over, but we seem to be heading into a temporary lull, and so I’m going to abandon cash as my top pick for November."  This turned out to be a good call, with my Ten Clean Energy Stocks model portfolio up 4.3% for the month, slightly behind its broad dividend income benchmark, SDY, which was up 4.9%.    Its clean energy income benchmark YLCO gained 1.6%, as did the private portfolio I manage, the...

Ten Clean Energy Stocks For 2017: First Quarter Earnings

Tom Konrad Ph.D., CFA In the two months since the last update, most of the stocks in my Ten Clean Energy Stocks model portfolio have reported first quarter earnings.  There were few surprises, and those were mostly pleasant ones, allowing the model portfolio to add to its gains, and pull a little farther ahead of its benchmark.  For the year to the end of May, the model portfolio is up 13.8%, 2% ahead of its benchmark.  The benchmark is an 80/20 blend of the clean energy income...

Value Trapped: Ten Clean Energy Stocks For 2015, April Update

Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio held on to first quarter gains in April, despite a 29% fall for one of the stocks.  (For details on that decline, see the Power REIT (NYSE:PW) section below.)  The portfolio as a whole was rescued by the recovering Canadian Dollar and Euro, as well as mild advances for most of the other stocks across the board.  That includes a 4.9% gain for TransAlta Renewables (TSX:RNW, OTC:TRSWF), and a 5.8% gain for FutureFuel (NYSE:FF) which I singled out...

What 11 Clean Energy Stocks Did on My Summer Vacation

Tom Konrad CFA August Overview I was traveling for much of the month of August, and so did not keep up with most of my stocks.  But not much happened while I was gone, with the broad market and renewable energy stocks both producing small gains for the month of a little over three percent, as measured by my benchmarks, the Russell 2000 index (^RUT, 3.4%), and the most widely held clean energy ETF, the Powershares Wilderhill Clean Energy ETF (PBW, 3.2%). My Clean Energy model portfolio also had a relatively uneventful month,...

Ten Clean Energy Stocks for 2010: Third Quarter Update

Tom Konrad CFA I like to think that one of the things that distinguishes me from the mass of investment bloggers and newsletter writers is that I write about my mistakes, as well as my great calls.  This is not just a service to readers, but a service to myself.  Overconfidence and why I write about my mistakes One of the most pernicious cognitive errors common among stock market investors arises from our wish to see ourselves as great investors.  One of the ways we accomplish that goal is to selectively and unconsciously self-edit our...

Q3 Review: A Bottom For Clean Energy Developers?

Tom Konrad CFA In the third quarter, clean energy stocks in general continued their upward trend, turning in a 27% gain for the quarter and a 64% gain for the year as a whole, as measured by my benchmark and most broadly held clean energy ETF, Powershares Wilderhill Clean Energy (PBW.)  This brings PBW back up to levels last seen in September 2011.  The broad market and my model portfolio of Ten Clean Energy Stocks for 2013 have also done well.  My small cap benchmark (IWM) is up 10% for...

Shares of Daystar Technologies Purchased

DayStar Technologies Inc (DSTI) has been on my radar for some time and the recent operational update created some renewed interest in the company. The stock traded up nicely over the past couple of days and it is now trading back down to the near term support due to some profit taking on the news. I have been looking for a good entry point on this stock and I feel like today is the day to make the move. Technically, the downside of this stock is that it may not be able to hold its currently levels and could...
10 for 19 total return through aug 31 2019

Ten Clean Energy Stocks For 2019: Will Pattern Merge With Terraform?

by Tom Konrad Ph.D., CFA August 2019 saw economic warning signs flashing and a worsening trade war with China. Unsurprisingly, this led to weakness in most stock market indexes. My broad income stock benchmark SDY was down 2.4% and the energy income stock benchmark YLCO fell 0.3% for the month. Most of the stocks in my 10 Clean Energy Stocks model portfolio continued to buck the trend, with the portfolio as a whole gaining 2.2% for the month. My real-money managed strategy, GGEIP, also turned in a solid 1.9% gain. The strong performance of my portfolios probably rises from the falling interest...
Ten Clean Energy Stocks for 2018 h1 total return

Ten Clean Energy Stocks For 2018: First Half Update

The first half of 2018 has been difficult for most investors, including clean energy investors and dividend income investors. Through June, my broad dividend income benchmark SDY lost 0.6%, while my clean energy income benchmark YLCO lost 4.7%, including dividend income. My picks were also down for most of the year, finally struggling back into positive territory at the end of May.  They finished the first half up a solid 5.9%.  The real money strategy I manage, the Green Global Equity Income Portfolio (GGEIP), also squeaked in to positive territory by 1.2% at the end of June. Details of then stocks'...
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