Commodities investing site HardAssetsInvestor has published an interview with me from the start of December. We covered a broad swathe of the clean (and not so clean) energy.
If you’re wondering why my top stock pick from the article was ABB, and not one from my recent 10 Speculations series, it’s because all of those are too risky to be my top picks. I like risk, but not with the largest part of my portfolio… stocks like ABB that let me sleep at night.
Major topics we touched on:
- Ethanol (both corn and cellulosic)
- Cost comparisons in electricity generation technologies, and in liquid fuels.
- Electric Demand Side Management.
- Electric Transmission
- Plug-In Hybrid vehicles
- The expected effects of CO2 pricing
- "Clean Coal" and Nuclear power.
You can read the full interview here.
DISCLOSURE: Tom Konrad and/or his clients have long positions in ABB.
DISCLAIMER: The information and trades provided here and in the interview are for informational purposes only and are not a solicitation to buy or sell any of these securities. Investing involves substantial risk and you should evaluate your own risk levels before you make any investment. Past results are not an indication of future performance. Please take the time to read the full disclaimer here.
