Ten Clean Energy Stocks For 2014: May Update

Tom Konrad CFA April showers fell on both the broad market and clean energy stocks last month, but my picks weathered the storm relatively well.  My clean energy benchmark (PBW) was down 5.9% since the last update, and my broad market benchmark (IWM) fell 1.7%.  Meanwhile 10 Clean Energy Stocks for 2014 model portfolio also fell 1.7%.  For the year so far, the clean energy benchmark is up 4.5%, having given back most of its large February gains, while the broad market is down 2.5%.  My model portfolio is up 2.2%, having...

Shares in XsunX Inc. Purchased

You may have noticed that I'm starting to buy again. Well I also purchased shares in XSUNX Inc. (XSNX) this morning for my personal portfolio. Marketocracy will not allow me to purchase this stock in the mutual fund since it trades over the counter as a penny stock. The stock has been a strong mover since early September and I have been waiting for a pull back that has never materialized. I decided to purchase a 1/3 position here at this point. XsunX is a development stage company that I have profiled in the past. Since I started...

May Dividends Rise: Ten Clean Energy Stocks For 2015

Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio had a good May, despite headwinds from the strengthening dollar and declines in clean energy stocks in general.  As a whole, the model portfolio rose 2.2% for the month, the same as my broad market benchmark.  In general, clean energy stocks did worse, with the Powershares Wilderhill Clean Energy ETF (PBW) down 1.9% for the month.  The portfolios clean energy benchmark, which blends PBW with the more income oriented Utility ETF, JXI, was flat. For the year to date, the portfolio is up 7.4%, ahead...

Ten Clean Energy Stocks For 2014: August Update

Tom Konrad CFA July was a hard month for the stock market and clean energy stocks in particular.  My broad market benchmark of small cap stocks, IWM,  fell 7% and is down 2.7% for the year, while my clean energy benchmark PBW fell 9% and has slid into the red for the first time.  It is down 0.1% for the year to date.  The mostly defensive stocks in my 10 Clean Energy Stocks for 2014 model portfolio fared relatively well, but they were still...

Ten Green Energy Gambles for 2010: Q2 Update

Tom Konrad CFA My speculative green gambles still have chips, but the mild decline of the stock market so far this year is not enough to make them really pay off, yet. In January, I brought readers a collection of nine bearish puts on non-green companies and ETFs and one tiny energy efficiency company with a chance of taking off big before the end of the year.  They considered of bets against three fossil energy companies, four travel and leisure stocks, a Mexico ETF , a Trucking company (JB Hunt ), and a long bet on Power...
10 clean energy stocks for 19 H1 chart

Ten Clean Energy Stocks For 2019: Sell The Peaks

I missed my regular monthly update in early June because of vacation. In hindsight, early June looks like it was a good buying opportunity. The broad market of dividend stocks (represented by my benchmark SDY) falling six percent in May, only to rebound a similar amount in June. At the time, I would have continued to advise caution: “Sell the peaks” rather than “Buy the dips.” Particularly volatile stocks like European autoparts supplier Valeo (FR.PA) from this list would have generated even greater short term gains. But it would take more than a six percent market decline to transform this bear...

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 2016: Quick July Update

Tom Konrad, Ph.D., CFA My Ten Clean Energy Stocks for 2016 model portfolio had yet another strong month, as did my real managed portfolio, the Green Global Equity Income Portfolio (GGEIP.)  The shorter-format of last month's update turned out to be popular, so I'm doing it again. July Total Return July Benchmark Return YTD Total Return YTD Benchmark Return 10 Clean Energy Stocks 8.5% 5.5% 15.3% ...

Ten Clean Energy Stocks For 2014: Patience Rewarded

Tom Konrad CFA For both the stock market and the weather, March was more lion than lamb.  My broad market benchmark fell 2.2% to end up 1.5% for the quarter.  Volatile clean energy stocks were down 4%, to end the quarter up 15.7%.  My annual Ten Clean Energy Stocks model portfolio is designed to avoid much of the sector's notorious volatility, and fell only 0.6%, ending the quarter with a 3.9% total return.  In dollar terms, the first six (income oriented) picks returned an average...
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Year in Review: 10 Clean Energy Stocks for 2020

by Tom Konrad, Ph.D., CFA Looking Back At the end of 2019, I was worried about overvaluation.   I wrote that my main goal for the 10 Clean Energy Stocks for 2020 list was “to find stocks which will be resilient in the event of a US bear market.”  We certainly had a bear market in 2020, although it was nothing like the kind of bear market I had been anticipating.  The bear market was precipitated by the coronavirus pandemic, rather than overvaluation. While I can claim to have anticipated the 2020 bear market, if not its nature, I was surprised by two other...

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 performed even worse than my picks.) I don't have a lot to say about the performance of my Ten Green Gambles for 2010 so far this year.  These gambles were a bet on a market decline in 2010.  Since we're now into the 4th quarter and the market is still...

Our Blue Chip Alternative Energy Stock List

The market has fallen sharply, and Solar stocks have fallen even more following rumors that Congress will pass the Energy Bill without the Production Tax Credit or Investment Tax Credit.   Given this volatility and Renewable Energy's reputation for profitless startups, now might seem like an excellent time for a risk adverse investor to abandon the sector altogether.   Not so.  Even if all tax credits and other incentives for Renewable Energy were to be removed, the underlying drivers of Alternative Energy remain firmly in place: Rising energy prices and decreasing reserves, the need to reduce our Greenhouse gas emissions to avoid...

2020 Hindsight: Ten Clean Energy Stocks For 2019

by Tom Konrad Ph.D., CFA Sometimes it's good to be wrong. When I published the Ten Clean Energy Stocks For 2019 model portfolio on New Year's Day 2019, I thought we were likely in the beginning of a bear market.  With 20/20 hindsight, that was obviously wrong. I made the following predictions and observations: "he clean energy income stocks which are my focus should outperform riskier growth stocks."  "eep value investors will put a floor under the stock prices of these ten stocks." "I could also be wrong about the future course of this market."  "I have a history...

See You Later, Hannon Armstrong

by Tom Konrad Ph.D., CFA Sustainable infrastructure financier Hannon Armstrong (NYSE:HASI) is not in my Ten Clean Energy Stocks model portfolio for the first year since its IPO in 2013. I still love the company and its business model, but I have become concerned about its short term prospects. Dividend Disappointment? In my last update on the 2017 portfolio, I wrote, “Sustainable infrastructure and clean energy financier Hannon Armstrong reported earnings on November 1st. The headline numbers were lower than expected, but for a very good reason. The company has spent the last few months locking in low interest rates by refinancing its...

Optionetics Story on Alt E Stocks

Fredric Ruffy from Optionetics.com has written a cautionary article about investing in Alternative Energy stocks. If alternative fuel companies made lots of money, there would be no energy crisis today. Unfortunately, most of these companies don't. You will start to see more and more stories about this sector now that gas prices are starting to cross the $3 per gallon mark and head even higher. As I said in a previous article, this sector is currently in a trading market. While he cautions investors that are looking for the long term viability of this investment, he...

Ten Clean Energy Stocks For 2015: A Fine February

Tom Konrad CFA After a rough start to the year,  My Ten Clean Energy Stocks for 2015 posted a strong recovery in February.  For the month, the model portfolio rose 7.9% in local currency terms and, 8.3% in dollar terms.  For comparison the broad universe of US small cap stocks rose 5.9% (as measured by IWM, the Russell 2000 index ETF), and the most widely held clean energy ETF, PBW, shot up 11.6%. This year I split the model portfolio into two sub-portfolios of six income stocks (NYSE:HASI, NYSE:BGC, TSX:...
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