Tag: PEGI
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 2018: Third Quarter Earnings
Tom Konrad Ph.D., CFA
After a fairly brutal September and October my Ten Clean Energy Stocks model portfolio is barely hanging on to positive territory for the year (up 2.4%) as is the private portfolio I manage, the Green Global Equity Income Portfolio (GGEIP, up 0.8%). Yet I can take comfort in superior relative performance, since my broad dividend income benchmark SDY is now down 0.1% for the year, and the clean energy income benchmark YLCO has fallen 5.8%. All returns are total return after fees and dividends.
The strong relative performance in a weak market is most likely due to...
Ten Clean Energy Stocks For 2018: September Quick Update
As you can see from the chart, September was a tough month for my model portfolio of Ten Clean Energy Stocks for 2018. Seaspan (SSW) fell back on trade war fears and Green Plains Partners (GPP) fell on ethanol market weakness caused by retaliatory ethanol tariffs and the Trump EPA's continued undermining of the Renewable Fuel Standard. I'm less sure why Covanta (CVA) is down, but Clearway Energy's (CWEN and CWEN-A formerly NRG Yield) small decline is due to a recent secondary offering.
Two of these (CVA and GPP) were my top picks last month, while the third was Terraform Power (TERP). ...
Ten Clean Energy Stocks For 2018: Second Quarter Earnings
Tom Konrad Ph.D., CFA
July and August saw some mild recovery for the stock market after a difficult first half of 2018. Clean energy income stocks continue to lag the broader market, but my Ten Clean Energy Stocks model portfolio has managed to maintain its lead over its broad market benchmark.
Through August 31st, the model portfolio is up 7.5%, compared to its broad dividend income benchmark SDY, which is up 5.3%. Its clean energy income benchmark YLCO is down 1.2, even after dividend income. The private portfolio I manage, the Green Global Equity Income Portfolio (GGEIP), is slightly behind the...
List of Power Production Stocks
Alternative energy power production stocks are companies whose main business is the production and sale of electricity from alternative energy installations, such as solar farms, wind farms, hydroelectric generators, geothermal plants, cogeneration facilities, and nuclear plants.
This list was last updated on 9/11/2020.
7C Solarparken AG (HRPK.DE)
Acciona, S.A. (ANA.MC, ACXIF)
Atlantica Yield plc (AY)
Algonquin Power & Utilities Corp. (AQN, AQN.TO)
Avangrid, Inc. (AGR)
Bluefield Solar Income Fund Ltd. (BSIF.L)
Boralex (BLX.TO, BRLXF)
Brookfield Renewable Partners L.P. (BEP)
Capital Stage AG (CAP.DE)
Edisun Power Europe AG (ESUN.SW)
Elecnor, S.A. (ENO.MI)
Foresight Solar Fund plc (FSFL.L)
Global X YieldCo ETF (YLCO)
Greencoat UK Wind PLC (UKW.L)
Innergex Renewable Energy Inc. (INE.TO,INGXF)
John Laing Environmental Assets Group Limited...
List of High Yield Alternative Energy Stocks
This is a list of renewable and alternative energy stocks with dividend or distribution yields above 4%. The list includes most Yieldcos (high distribution companies that own renewable energy operations), but is not limited to Yieldcos. Some Yieldcos may be excluded if their yield is below 4%.
Atlantica Yield plc (AY)
Algonquin Power & Utilities Corp. (AQN, AQN.TO)
Bluefield Solar Income Fund Ltd. (BSIF.L)
Brookfield Renewable Partners L.P. (BEP)
Clearway Energy, Inc. (CWEN,CWEN-A)
Companhia Energética de Minas Gerais (CIG)
Covanta Holding Corporation (CVA)
Crius Energy Trust (KWH-UN.TO, CRIUF)
Enviva Partners, LP (EVA)
Foresight Solar Fund plc (FSFL.L)
GATX Corporation Series A (GMTA)
Global X YieldCo ETF (YLCO)
Greencoat UK Wind PLC (UKW.L)
Green...
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'...
List of Wind Farm Owner and Developer Stocks
Wind farm owner and developer stocks are publicly traded companies that site, permit, develop, construct, own, or operate wind farms for producing electricity.
This list was last updated on 3/22/2022
Acciona, S.A. (ANA.MC, ACXIF)
Adani Green Energy (ADANIGREEN.NSE)
Algonquin Power and Utilities (AQN, AQN.TO)
Atlantica Yield PLC (AY)
Atlantic Power Corporation (AT)
Avangrid, Inc. (AGR)
Boralex (BLX.TO, BRLXF)
Brookfield Renewable Energy Partners (BEP)
China Longyuan Power Group Corporation Limited (0916.HK, CLPXF)
China Ruifeng Renewable Energy Holdings Limited (0527.HK)
Orsted (ORSTED.CO, formerly DENERG.CO)
E.ON AG (EONGY)
Enel SpA (ENEL.MI, ESOCF)
Greencoat UK Wind (UKW.L)
Infigen Energy Limited (IFN.AX, IFGNF)
Innergex Renewable Energy Inc. (INE.TO, INGXF)
Neoen S.A (NEOEN.PA)
NextEra Energy Partners, LP (NEP)
NextEra Energy, Inc. (NEE)
Nordex AG (NRDXF, NDX1.DE)
Northland Power Inc....
Ten Clean Energy Stocks For 2018: Oddballs Spring Back
After a stormy winter for the broad market and clean energy stocks, including my picks, March and April brought relative calm. Better yet, my model portfolio has rebounded from its February lows, although its benchmarks (SDY for the broad market of income stocks and YLCO for clean energy income stocks) have mostly been treading water.
The gains were led by two of my less conventional clean energy picks, Seaspan (SSW) and InfraREIT (HIFR). Seaspan owns (mostly very efficient) container-ships, which most people would not associate with clean energy, but which I include because they they are much less energy intensive...
One Week, Three YieldCo Deals. Are More Buyouts on the Horizon?
by Tom Konrad, Ph.D., CFA
It's been a busy several days in the YieldCo space.
On February 5, 8point3 Energy Partners (NASD:CAFD) announced an agreement to be acquired by an infrastructure investment fund managed by Capital Dynamics. While I was still writing an article on why the sale price was at a virtually unheard of discount relative to the stock market price, two more YieldCo deals were announced: NRG Energy (NYSE:NRG) agreed to sell its sponsorship stake in NRG Yield (NYSE:NYLD and NYSE:NYLD/A) to Global Infrastructure Partners, and YieldCo TerraForm Power (NASD:TERP) made an offer to buy out Spanish YieldCo Saeta Yield (Madrid:SAY) at a 20 percent...
Ten Clean Energy Stocks For 2018
Tom Konrad Ph.D., CFA
Ten Years of "10 Clean Energy Stocks." A 38% total return in 2017 is the one to beat.
I started blogging about investing in clean energy stocks in 2005. At the time, I had just started an independent investment advisory practice, and thought blogging was a good way to impress people with my knowledge of clean energy. I don't know how many people I impressed, but the clients were hardly pounding down the door.
What I did learn, however, was that I loved writing about clean energy from the perspective of a stock investor. Because I was...
