Stock Picks for US Energy Dominance
Tom Konrad, Ph.D. CFA Thursday night (Friday morning in Sinapore) CNBC Asia's Street Signs program must have had an interview cancellation, because they needed someone to give them 3 energy stock picks in response the Trump's "Energy Dominance" speech on last minute notice. They sent me (and probably a bunch of other people) an email two and a half hours before air. I did not see it until 20 minutes before the actual interview. I warned them that I do clean energy, not fossil fuels, but apparently they had no other takers who were awake and able to...
Royalties: a Financial Innovation for Renewable Energy
The following interview with RE Royalties (RE.V, RROYF) CEO Bernard Tan was conducted in September by AltEnergyStocks.com Editor Tom Konrad. Links and ticker symbols were not included in his original responses, but added by AltEnergyStocks.com as a resource for readers.
Q: What exactly is a renewable energy royalty?
A renewable energy royalty is a stream of cash flows generated by a renewable energy project. When the project generates electricity and sells its electricity, we receive a percentage of the revenues from the electricity sales, otherwise known as a gross revenue royalty. We receive that gross revenue royalty, on average, for about...
US Yieldcos Will Survive
by Susan Kraemer As unrealistic expectations of dividend growth are scaled back, yieldcos are now on a more sustainable path. Weaknesses in the US yieldco model came into sharp relief this summer as share prices fell along with oil and gas stocks. This was in part due to investor confusion about energy stocks but also in response to a flaw in US yieldco expectations. Manager of the Green Global Equity Income Portfolio and AltEnergyStocks.com editor Tom Konrad Ph.D., CFA had warned of the looming potential for exactly this kind of market correction in a conversation a...
A Clean Energy Inflection Point in 2013? The Best ETF to Play the Trend
Tom Konrad In 2007, it seemed like clean energy was finally becoming mainstream. Both candidates for the US Presidency accepted the need to act on global warming, even if they did not agree on the degree, and clean energy stocks were rising even faster than the broad stock market. Then came the 2008 financial crisis, and many Americans discovered they had much more immediate worries than the slow but inexorable warming of the planet. Fossil fuel interests and the politicians who benefited from their donations played to the new mood by providing a worried populace with the excuse they wanted...
Fuel Tech – Driving Profits by Cleaning up Coal
Fuel Tech (Nasdaq: FTEK) is one of the fast growing public greentech / cleantech companies focused on cleaning up dirty coal. I have known John Norris, the CEO of Fuel Tech, and his family for years, and have had the pleasure of following his career for some time. He's one of the many former nuclear engineers that grew up in the electric utility industry. He has held utility executive positions including CEO of Duke Engineering & Services, SVP and CEO of Duke Energy Global Asset Development, and Senior Vice President, Operations and Technical Services, at American Electric Power...
ETS Interview: The Will the Real Transportation Fuel of the Future Step Forward
For macro reasons, I think that the next generation liquid fuels may be cellulosic ethanol and biodiesel or renewable diesel from algae. But those fuels will increasingly be sharing the roads with the long term transportation fuel of the future: electricity from renewable sources, especially wind. Wind will be important for electric transportation and electric transportation will be important for wind because, when you're already going to be charging batteries, you may as well do it when the electricity is cheap, which will be when the wind is blowing.. Plug-in hybrid vehicles (PHEVs) neatly solve the main barrier...
A Conversation with Ambassador Sklar on Solar in San Francisco
By Neal Dikeman, Partner, Jane Capital Partners LLC, Founding Contributor, Cleantechblog.com, and Contributing Editor, AltEnergyStocks.com. This week I had an opportunity to have a conversation with Ambassador Richard Sklar, the President of the San Francisco Public Utilities Commission, on renewables and solar power in San Francisco. This is his second stint at the SF PUC, and besides a time in politics, Ambassador Sklar has served as an executive in and advisor to private manufacturing and engineering firms. I had met him and several of the top SF PUC team at Solar 2006 in San Jose, and had been...
Are the Declines in Solar and Wind Stocks Structural, or Cyclical?
Tom Konrad, CFA Last week, I asked three green money managers if they thought cleantech stocks, especially solar and wind sectors were near a bottom. While they did tell me about eight cleantech value stocks, they were not ready to call the bottom. Commoditization in Clean Energy In response to my questions, Rafael Coven, the manager of the Cleantech Index (^CTIUS), which is the index behind the Powershares Cleantech Portfolio ETF (PZD,) ...
Three Money Managers See LED Industry Shining in 2013; Their Stock Picks
Tom Konrad LED lights on an outdoor tree. Photo by author This is the third article in my series based on my panel of green money managers’ predictions for 2013. The first article looked at what they expect 2013 holds for the Solar industry, and the second looked at their predictions for the Smart Grid. This installment focuses on the LED industry. Jeff Cianci: Faster than Anyone Expects Jeff Cianci is Chief Investment Officer at equity investment fund Green Science Partners. Cianci says “The trend toward LED lighting for...
Three Green Money Managers; Six Green Stocks for 2013
Tom Konrad When I asked my panel of green money managers their predictions for trends 2013, I got enough material for four articles: On where the cleantech sector is heading in 2013, as well as on Solar, Smart Grid, and LED technology. I also asked them for stock picks, some of which I included in the previous articles. Several had opinions about EnerNOC (NASD:ENOC), which I wrote about here, and two picked LED stocks Veeco Instruments (NASD:VECO) and Universal Display Corp. (NASD:PANL), which I discussed here. Since I just published my annual model portfolio of...
They’ll Put the Cellulose in Cellulosic Ethanol
One of the keys to staying ahead of the game in money management is lateral thinking. I start with the trend, and then try to think of industries or companies that might benefit, but are not on everyone else's radar. With Peak Oil-driven demand for biofuels, regular readers know that I consider the people who produce the feedstock (farmers, and industries whose waste can fairly easily be converted into biofuel) to be the most certain winners. One direction this chain of logic has taken me is to forestry companies. I'm far from a forestry analyst, so I decided to...
Interview on the Bigger Than Us Podcast
Here's an interview https://bit.ly/3dv5ywg I did for the Bigger Than Us podcast. I'm very impressed with Raj Daniels, the interviewer... he saw patterns in my approach to investing (and life in general) that, before he drew them out of me and put them into words, I had not even recognized myself.
https://anchor.fm/nexuspmg/episodes/74-Tom-Konrad-Ph-D---CFA--is-an-investment-analyst-and-writer-focused-on-clean-energy-stocks-eftq3v/a-a2i8ffh
Cleantech Venture Capital – Still Rising
As part of our ongoing series on stories on investment in the cleantech sector, we had a chance to discuss the sector with one of the venture capitalists at Emerald Technology Ventures. Scott MacDonald is an Investment Director with Emerald Technology Ventures, a global leader in cleantech venture capital. Founded in 2000 under the name SAM Private Equity, Emerald is a pioneer in this rapidly emerging sector and is focused on innovative technologies in energy, materials and water. With offices in Zurich, Switzerland and Montreal, Canada, Emerald manages three venture capital funds and two venture capital portfolio mandates...
Alt Energy Stocks Analyst Tom Konrad On PBS’s WealthTrack
Alt Energy Stocks Analyst Tom Konrad will join a televised roundtable discussion with EnergyTechStocks' Managing Editor Bill Paul and Ardour Global Indexes' Joseph LaCorte this Friday. The discussion will center around the topic of investing in alternative energy. The program, entitled WealthTrack with Consuelo Mack, will air on PBS between November 9th and 12th, after which it will be available for online viewing here. You can find a listing of stations carrying the show with airtimes at the end of this article. Bill Paul may be familiar to our readers because of the series of articles he wrote following...
