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10 Clean Energy Stocks for 2020: Rose Colored Covid

by Tom Konrad, Ph.D., CFA The stock market took off in November, fueled by very positive covid-19 vaccine news, and possibly also the prospect of a little competence and sanity in the White House.  While both of these are unambiguously positive for the economy, I think investors are seeing the future through rose colored glasses. Rose colored covid-19. What a Biden Victory Means for the Economy A Biden victory is good news in that we will finally have someone in the White House who will work to reduce the infection rate in the pandemic, rather than vacillating between wishful thinking and actively spurring...

Q2 Performance Update: 10 Clean Energy Stocks for 2009

The Obama Effect continues to make my annual ten picks shine. Tom Konrad, Ph.D., CFA This is the second performance update on my 10 Clean Energy Stocks for 2009.  In the first quarter, the model portfolio was up a tiny 1.6%, but still managed to beat the benchmarks handily (by 8% and 9%), since they were both down significantly. In the last three months, the market has turned around, logging significant gains, but my ten picks have continued to outperform. Company  Ticker Change 12/27/08 to 7/2/09 Dividend & Interest The...
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Ten Clean Energy Stocks For 2019: What Caution Looks Like

by Tom Konrad Ph.D., CFA So far, my worries about stock market valuation and political turmoil have not turned into the stock market downturn I've been warning readers to prepare for. In fact, September has been a particularly sunny month for both clean energy stocks and the stock market in general.My broad income stock benchmark SDY was up 3.9% and the energy income stock benchmark YLCO rose 2.7% for the month, more than reversing August's declines. My 10 Clean Energy Stocks model portfolio accelerated upward by 5.3%, as did my real-money managed strategy, the Green Global Equity Income Portfolio(GGEIP), which...

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...

Shares in Capstone Purchased

This morning I purchased shares of Capstone Turbine Corp (CPTC) in both my personal portfolio and the mutual fund. I have been waiting for the stock to show some strength after its recent declines. The stock appears to have some nice support at the $2.25 level as a bottom. They will be announcing quarterly earnings on November 10th. Capstone Turbine developments and manufactures microturbine generators. The company’s microturbines can also be used as generators for hybrid electric vehicle applications. It also offers Model C60 integrated combined heat and power systems (CHP). A one third stake have been purchased...

High Income Green Investing For Small Investors

Tom Konrad Ph.D., CFA Until recently, green income investing was an oxymoron. Most companies people think of as green (think Tesla Motors (TSLA) or First Solar (FSLR)) are relatively new companies that are investing all of their profits (such as they are) back into the business.  Meanwhile traditional income sectors like utilities, oil and gas, and coal mining are deeply tied into fossil fuels.  Real Estate Income Trusts (REITs) are the sole exception.  A REIT is as green as the property it owns, and a few such companies are real leaders in sustainable buildings......

2020 Hindsight: Ten Clean Energy Stocks For 2019

by Tom Konrad Ph.D., CFA Sometimes it's good to be wrong. When I published the Ten Clean Energy Stocks For 2019 model portfolio on New Year's Day 2019, I thought we were likely in the beginning of a bear market.  With 20/20 hindsight, that was obviously wrong. I made the following predictions and observations: "he clean energy income stocks which are my focus should outperform riskier growth stocks."  "eep value investors will put a floor under the stock prices of these ten stocks." "I could also be wrong about the future course of this market."  "I have a history...
10 Clean Energy Stocks

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...

Where To Next For Solar PV Stocks?

Charles Morand There was an interesting post in Barron's tech trader daily on Monday discussing how solar PV stocks are coming under pressure, in part because product prices are falling further than expected. About a month ago, I discussed the potential return effect for households in given states of removing the $2,000 ITC cap. Such measures, it seems, are failing to kickstart demand, and solar recovery might end up being significantly slower than many had been expecting. Case in point, since hitting a high of $11.49 on June 11, the TAN ETF is down about 12%. KWT, for...
Ten Clean Energy Stocks through 10/31/18

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...

Clean Energy Tracking Portfolio Update: Oops!

My Quick Clean Energy Tracking Portfolio has solidly outperformed its benchmark... was it bad design? Tom Konrad, Ph.D. On February 27, I used the top holdings of the (then six) clean energy mutual funds to design a tracking portfolio intended to replicate the performance of those funds at much lower cost.  If my methodology was sound, the tracking portfolio should produce returns within the range of returns of the mutual funds on which it was based. If all went well, the returns would be at the upper end of that range because of the way I chose to emphasize...

May Dividends Rise: Ten Clean Energy Stocks For 2015

Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio had a good May, despite headwinds from the strengthening dollar and declines in clean energy stocks in general.  As a whole, the model portfolio rose 2.2% for the month, the same as my broad market benchmark.  In general, clean energy stocks did worse, with the Powershares Wilderhill Clean Energy ETF (PBW) down 1.9% for the month.  The portfolios clean energy benchmark, which blends PBW with the more income oriented Utility ETF, JXI, was flat. For the year to date, the portfolio is up 7.4%, ahead...
September performance

Will McConnell Kill The Bull Market?

By Tom Konrad, Ph.D., CFA The risks of playing politics The American news media often tries too hard to be “balanced” when talking about politics. Depending on which news sources you rely on, you may be hearing that “congress” is having trouble passing bills to fund the government and raise the debt ceiling. More partisan sources will be blaming it on the Democrats or the Republicans, depending on their political bent. I generally consider myself an independent who cares deeply about the environment and competent government. Since the rise of Donald Trump, the Republicans have shifted from being the party of big business...

Trade Like It’s 2008

Tom Konrad CFA Three stocks I sold recently, and why. Three years later, I'm still kicking myself that the severity of the 2008 financial crisis and stock market collapse took me by surprise.  Not that I wasn't in good company.  If a majority of investors had been prepared for the crisis, it would never have happened in the first place: The overpriced CDOs and other securities which were a large part of the cause would never have become overpriced.  But making excuses for past mistakes is not useful.  Learning from them...

Ten Clean Energy Stocks for 2013: First Half Review

Tom Konrad CFA I missed my regular monthly update on my Ten Clean Energy Stocks for 2013 model portfolio last month, and a lot has happened to the individual companies since.  Because of this, I will split this semiannual update in two parts.  This part will look at the performance of the portfolio as a whole, and the reasons it's lagging its benchmarks.  The next part will look at the news driving the performance of specific stocks. Since the last update on May 5th, my portfolio has advanced 3.0% for a 10.5% return for the first...

Ten Clean Energy Stocks Under Trump (November 2016)

Tom Konrad, Ph.D., CFA So far, the broad stock market seems to like the idea of a tax and regulation-cutting and infrastructure spending Trump administration and Republican controlled Congress.  The bond market is less pleased at the rapidly growing deficits such a "borrow and spend" policy will inevitably entail.  While the S&P 500 advanced 3.4% in November, bond funds fell in the face of rising interest rates.  The iShares 20+ Year Treasury Bond (TLT) fell 8.4%. Clean energy stocks were also hurt by the incoming President's climate change skepticism and his promises to undo environmental regulations put...
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