Tag: Valeo – VLEEF

by Tom Konrad Ph.D., CFA Although valuations and political uncertainty have me spooked, October was another strong month for the stock market in general and clean energy income stocks in particular. While my broad income stock benchmark SDY added 1.6% for a year to date total gain of 19.6%.  My clean energy income stock benchmark YLCO did even better, 2.7% for October and 29.7% year to date.  The 10 Clean Energy Stocks model portfolio fell somewhere in between for the month (up 1.8%) but remains unchallenged for the year to date (40.7%).   My real-money managed strategy, GGEIP, lagged as I reduce...

by Tom Konrad Ph.D., CFA July 2019 was “marginally” the warmest month on record. Meanwhile, the stock market was also inching to new highs, and the real, sweltering evidence of climate change continues to let clean energy income stocks turn in a blistering performance. While my broad income stock benchmark SDY was up 16.0% through the end of July (0.9% for the month), my clean energy income stock benchmark YLCO is up 23.4% through July (0.4% for the month,)  My 10 Clean Energy Stocks model portfolio is up 28.3% (1.3%) and my real-money managed strategy, GGEIP, is up 26.4% (1.2%) for...

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...

In April, my 10 clean energy stocks model portfolio continued to power ahead, despite the concerns about market valuation I expressed last month.  As I said at the time "me being nervous about the market is not much of an indicator that stocks are going to fall" at least in the short term.  So I continue to trim winning positions and increase my allocation to cash as stocks advance. Both the model portfolio and the Green Global Equity Income Portfolio (GGEIP) were up 4.5% and 3.6% respectively in April.  This was solidly ahead of their clean energy income benchmark YLCO...

The first quarter of 2019 saw the market's largest quarterly gain in a decade, and my 10 clean energy stocks model portfolio outperformed both the broad market and the clean energy income ETF I use as a benchmark (see chart above.) Performance that strong makes me nervous, especially since the last time we saw gains like these it was the stock market rebound from the financial crisis.  In this case, while the market was down in the last quarter of 2018, it had only been enough of a decline to blow a little of the foam off the top of...

I'm trying something different and doing quick updates on individual stocks in my 10 Clean Energy Stocks model portfolio as I have time to write.  The portfolio as a whole has been accelerating with the instant torque of an electric vehicle this year (details here.)  I thought I'd start with the company that's newest to my readers, Valeo SA (FR.PA, VLEEF) 12/31/18 Price: €25.21/$28.20.  Annual Dividend: €1.25. Expected 2019 dividend: €1.25.  03/4/19 price: €29.13/$33.00.  YTD gain: 15.5% Euro/ 12.8% USD. I added this stock to the portfolio because it has great technology and and improving market share, but weak industry growth and overoptimistic management projections in 2018...

It's hard to find anything to complain about in the first two month's performance of my 10 Clean Energy Stocks for 2019 model portfolio.  Unfortunately, I'm about to go on vacation and don't have time to do an update on all the earnings reports that have come out over the last two weeks.  I will try to get to them individually as I have time. Strategically, I'd like to say I'm getting very nervous about this market rally, and think that readers should be taking profits opportunistically and increasing your cash positions.

by Tom Konrad Ph.D., CFA Looking forward to 2019, I'm more optimistic than I have been since the start of 2016, in the wake of the popping of the YieldCo Bubble in late 2015. The bear market that started in late 2018 seems like it's far from over, but I expect in early 2019 will see it enter a less chaotic phase.  After the wild declines and swings of late 2018, I expect investors will begin the new year with an eye to safety more than growth.  This means that the clean energy income stocks which are my focus should outperform...

Electric Vehicle (EV) and Plug-in Electric Vehicle (PHEV) stocks are publicly traded companies which produce EVs or PHEVs, their components, or charging infrastructure. This list was last updated on 6/3/22. AeroVironment, Inc. (AVAV) Blink Charging Co. (BLNK) BYD Company, Ltd. (BYDDY) Enova Systems, Inc. (ENVS) EEStor Corporation (ZNNMF) Electrameccanica Vehicles Corp. (SOLO) Envision Solar International (EVSI) EVgo, Inc. (EVGO) Fisker (FSR) GreenPower Motor Co. (GPV.V) iShares Self-Driving EV and Tech ETF (IDRV) Kandi Technologies Corp. (KNDI) KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) Leo Motors (LEOM) Lordstown Motors Corp. (RIDE) Navitas Semiconductor Corporation (NVTS) Nio Inc. (NIO) Nikola Corporation (NKLA) Proterra Inc. (PTRA) Tesla Motors, Inc. (TSLA) UQM Technologies (UQM) Valeo SA (FR.PA, VLEEF, VLEEY) Vision Marine Technologies Inc. (VMAR) VMoto Limited...

Efficient vehicle stocks are publicly traded companies that produce technologies allow cars, trucks, aircraft and ships to travel the same distance and carry the same loads using less fuel.  Includes electric and hybrid electric vehicles, as well as other improvements that reduce fuel use.  Similar to Alternative Transportation stocks, which reduce overall fuel use by shifting passengers or freight to more efficient types of vehicles. This list was last updated on 8/24/21. AeroVironment, Inc. (AVAV) Aptiv PLC (APTV) BorgWarner (BWA) Blink Charging Co. (BLNK) BYD Company, Ltd. (BYDDY) CDTI Advanced Materials, Inc. (CDTI) CPS Technologies Corp. (CPSH) Enova Systems, Inc. (ENVS) EEStor Corporation (ZNNMF) Elio Motors, Inc. (ELIO) Evolve Funds Automobile...