11 Clean Energy Stocks for 2012: Quick Update
Tom Konrad CFA Experimenting with more frequent updates In the past, I genrally only wrote about my annual list of ten clean energy stocks on a quarterly basis, but when I wrote last month to apolgize for inadvertently slipping in an extra stock, and in the process wrote a few notes on a couple of the stocks with news, a couple readers wrote to say they liked the more frequent updates. So let it be written, so let it be done. Leave a comment if you think it's something I should continue doing,...
How Did These 7 Green Money Managers Do in 2013?
Tom Konrad CFA Outlook 2013 photo via BigStock Last December, I asked my panel of managers of green funds and portfolios to predict the major trends of 2013, and pick their top stock for the year to come. I wrote a series of articles based on their responses, which I’ll reference below. I plan to ask them the same questions this year, but first I will check on how they’ve done so far. The Managers Not everyone on my panel responded to all the questions, but here are the...
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, but no one seems to have noticed that there were actually 11 stocks in the list. Call it the Spinal Tap of top-ten lists. If anyone did notice the extra pick, they didn't leave a comment. What happened was that I have two number 8 stocks, but there is enough text...
10 Clean Energy Stocks For 2016
Tom Konrad CFA The History and Future of the "10 Clean Energy Stocks" Model Portfolios 2016 will be the eighth and possibly final year I publish a list of ten clean energy stocks I expect to do well in the coming year. This series has evolved from a simple, off-the-cuff list in 2008, to a full blown model portfolio, with predetermined benchmarks and monthly updates on performance and significant news for the 10 stocks. While there is much overlap between the model portfolio and my own holdings (both personal and in managed accounts), the model...
Update: Ten Speculations for 2008
A year ago, I brought you 10 Alternative Energy Stocks I thought were worth speculating on for 2008. I revisited these in June, when a balanced portfolio of the 10 was "up 11.4% for the year, compared to the S&P 500 which is down 4.2% and the NASDAQ Clean Edge US Index, which is down approximately 14.3%." Speculative picks tend to do better than the market as a whole in bull markets, and worse in bear markets, so given the steep drop in markets since then, I would normally expect these more speculative picks to fare worse. This is...
Shares of IDA Corp. Purchased
The fears of Rita have fallen away and the market is finally moving to the upside again this morning. I have been watching IdaTech (IDA) for purchase for a couple of weeks and I had previously mentioned I have been looking for a good entry point on this stock. IDAcorp is an Idaho power utility with electrical generation using Hydro, Natural Gas, and Coal. They also own IDATech which manufactures fuel cell solutions. I'm waiting on this one until the technical picture of the chart improves. I would be a buyer if we can either get...
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 of this List For myself, these lists serve as a record of my thinking on the market which I can look back on and learn from over the following year. When I publish the list, I state my reasons for selecting each stock, and then track the portfolio's performance over the following year in...
10 Clean Energy Stocks: Returns Through February/ Poll
by Tom Konrad Ph.D., CFA
I'm experimenting with how to display the returns of the 10 Clean Energy Stocks model portfolio. My Patreon supporters seem fairly evenly split between the two options show below, so I'm opening the poll up to my broader readership.
You can see the two most popular options below (with real return data through the end of February) and take the poll here.
Comments are welcome as well.
DISCLOSURE: Long all stocks in the model portfolio.
Cold Winter, Spring Coming? Ten Clean Energy Stocks For 2016
Tom Konrad CFA The first two months of 2016 have been chilly ones for the market, and for clean energy stocks. In addition to the worries about the world economy and plunging oil prices which have been hitting stocks in general, the clean energy sector had to deal with the Supreme Court's stay on Obama's Clean Power Plan. This effect was mitigated the following week by the lost of conservative Justice Scalia, but many states' subsequent delays of their compliance plans have put an additional chill on clean energy stocks, even ones which are unlikely to be affected....
PowerShares WilderHill Clean Energy ETF Constituents
The Energy Stock Blog has posted an update of the stocks that make up the PowerShares WilderHill Clean Energy ETF (PBW). The only change that I see from the last reporting of the index is the addition of Pacific Ethanol, Inc. (PEIX) to the portfolio.
Shares in Energy Conversion Devices Purchased
Energy Conversion Devices Inc (ENER) opened up trading this morning with a gap down to the $33 level. For the last hour it has been steadily rising up from this point. As I said in my earlier post, I have been looking for a good entry point in this company and feel that the near term support of $33 is an ideal area to place an order. The stock has been on a run for several months and it is always hard to take a new position in a stock that has already seen dramatic increases...
Ten Clean Energy Stocks For 2015: Buying Opportunities
Tom Konrad Ph.D., CFA In the two months since my last "monthly" update, the stock market has been in turmoil. At the end of June, I was pleased report that my Ten Clean Energy Stocks for 2015 model portfolio was not only up for the year, it was comfortably ahead of its benchmarks. At the end of August, the report is of a more win-the-battle-lose-the-war variety. The portfolio is still ahead of its benchmarks, but it's now down 1% for the year to date. The portfolio lost 4.8% in July and 5.7% in August, to end...
Q1 Earnings Roundup: Yieldcos (AGR, BEP, CWEN, GPP)
By Tom Konrad, Ph.D., CFA
This is a roundup of first quarter earnings notes shared with my Patreon supporters over the last week. If there is any theme, it’s that low interest rates and increased interest in green investments is lowering Yieldcos’ cost of capital to the benefit of stock investors.
Avangrid Earnings
Avangrid's (AGR) Q1 earnings report showed solid progress. Key items of note were:
Increased outlook for full year 2021 Adjusted EPS a little over 5%
Key environmental approval for 800 MW offshore wind farm Vineyard Wind. Expected to begin construction later this year, with expected completion in 2024. Avangrid...
Ten Clean Energy Stocks For 2017: Earnings Season
Tom Konrad Ph.D., CFA Earnings season began in earnest in February. My Ten Clean Energy Stocks model portfolio gave back a little of its large January gains because a mix of good and bad earnings mostly offset each other. One pick (Seaspan Preferred) gave back its large January gains. Neither the original gain nor the loss were driven by news. Instead, they seemed driven by investors changing expectations for global trade in an uncertain political environment. For the year to March 17th, the portfolio and...
Sixteen Clean Energy Stocks, Two Months
Tom Konrad CFA As I discussed in the first part of this update, this part will discuss the drivers behind the performance of the individual stocks in my Ten Clean energy Stocks for 2013 and six alternative picks. I looked into the performance of the portfolio as a whole in part I. The chart below summarizes individual stock performance. Note that it reflects two more days of trading since I wrote part I. Waterfurnace Renewable Energy (TSX:WFI, OTC:WFIFF) Geothermal heat pump manufacturer Waterfurnace rose 25% but not on any significant news. ...
10 Clean Energy Stocks for 2020: June Update
by Tom Konrad, Ph.D., CFA
The coronavirus pandemic no longer has the United States by its financial center throat, the New York City area, but is instead is now gnawing ravenously at its arms and legs. In June, the stock market seems to be just starting to get a clue that this is also a bad thing, leading to a month of volatility and general consolidation.
Europe, in a display of relative competence, has been much more effective than the US at getting the pandemic beast under control, and so investors looking for safe havens might do well to look there. ...
