Financial analyst, freelance writer, and portfolio manager
Contributor's Links: Alt Energy Stocks

Tom Konrad is a financial analyst, portfolio manager, and freelance writer specializing in renewable energy and energy efficiency investing.  He writes articles about investing in clean energy for AltEnergyStocks.com, and at the more

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10 Clean Energy Stocks For 2020: July Update
I’m continually surprised at the strength and length of the stock market recovery in the face of a worsening pandemic in the US. The stock market may not be the economy, but it’s not totally divorced from the economy either.
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10 Clean Energy Stocks For 2020: June Update
In this hiatus between earnings seasons, news for individual stocks has been minimal, but the model portfolio has continued to recover with small gains in almost every position.
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10 Clean Energy Stocks For 2020: Updates On GPP, HASI, CVA
Last week I warned, “The risks in today’s stock market outweigh the possibility of future potential gains.” Looks like we’re seeing those risks manifest in short order.
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10 Clean Energy Stocks For 2020 May Update: Red Eléctrica, Ebay, NFI Group
The risks in today’s stock market outweigh the possibility of future potential gains. Below are three updates on the individual stocks in the model portfolio.
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10 Clean Energy Stocks For 2020: May, Update Part 1
The relatively poor performance of the model portfolio so far this year is mostly due to my attempt to limit trading.
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Covanta And Green Plains Partners Don’t Let A Crisis Go To Waste
Covanta Holding Corp dropped its quarterly payout from $0.25 to $0.08 (a 68% cut) while Green Plains Partners slashed its quarterly distribution from $0.475 to $0.12, a drop of 74.75%.
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Comments

Latest Comments
Ten Clean Energy Stocks For 2017: Summer Harvest
2 years ago

Just published a new article, here: www.altenergystocks.com/.../brookfields-yieldco-buying-spree/ since you ask.

In this article: SSW, PEGI, CAFD, HASI, NYLD-A, NEP, ABY, CVA, MIXT, ASPN
Ten Clean Energy Stocks For 2017: January Jump
3 years ago

That's right. As of Dec 31st, 2016, I was confident that the stocks would end the year in between the high and low targets. See the original 10 for 17 article for details: www.altenergystocks.com/.../...essing_trump_1.html

In this article: PEGI, CAFD, HASI, NYLD-A, ABY, NEP, CVA, SSW, MIXT, ASPN
Ten Clean Energy Stocks For 2016: July - August Earnings Season
4 years ago

It depends on my investment goals and risk tolerance. I think $REGI has the greatest potential for gains from the current price. $PEGI is probably best for a more risk adverse reader. But I don't buy that premise that I can only invest in one. You could use a brokerage like Motif and buy a basket of stocks for a single $9.95 commission. www.altenergystocks.com/.../...mall_investors.html

In this article: AMRC, REGI, PEGI, HASI, MIXT, TERP, EVA, GPP, GLBL, NYLD-A, TRSWF
Ten Clean Energy Stocks For 2015: A Fine February
5 years ago

Disruptive technologies like solar always have trouble with incumbents, but I believe that solar's growing cost advantage has reached the point that utilities cannot win, they can only delay. And the worse they make the economics for grid-connected solar, the more attractive off-grid solar will become.

The smarter utilities are the ones taking the "if you can't beat em join em" tactic, and are incorporating distributed solar in their business plans by doing things like renting homeowner's rooftops for their own solar installations. The homeowner gets the rental payment and no headaches, while the utility avoids losing marketshare to a solar leasing company, and gets to ratebase the installation.

In this article: HASI, MCQPF, ACGPF, NFYEF, AMRC, MIXT, PW, FF, BGC, TRSWF
Ten Clean Energy Stocks For 2014: Spooky October
5 years ago

You make a good point that I should have mentioned oil prices in my discussion of PBW's recent decline.

On the other hand, what's happening to clean energy stocks in general is less relevant to my list, which is designed to invest in clean energy without the same level of risk you would get with ETFs like PBW. You'll note that my list is beating both its clean energy benchmark *and* small cap stocks in general.

In this article: AMRC, MCQPF, MGMXF, NFYEF, PENGF, PFBOF, HASI, ACGPF, PW, MIXT
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STOCKS I FOLLOW

ACGPF Accell Group NV Heerenveen
AMRC Ameresco Inc.
BEP Brookfield Renewable Energy Partners L.P.
BGC General Cable Corporation
CVA Covanta Holding Corporation
GEX Market Vectors Global Alternative Energy ETF Trust
HASI Hannon Armstrong Sustainable Infrastructure Capital
INGXF INNERGEX RENEWABLE
MCQPF CAPSTONE INFRAS CORP
MGMXF ALTERRA POWER CORP
NFYEF NEW FLYER INDS INC
NYLD NRG Yield, Inc
PBW PowerShares WilderHill Clean Energy Portfolio
PEGI Pattern Energy Group Inc.
PFBOF PFB CORP
PW Power Reit
SSW Seaspan Corporation
TERP TerraForm Power, Inc.
VE Veolia Environnement
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PERSONAL BLOG

Latest Posts
Updates To Clean Energy Mutual Fund And ETF Lists
I have just updated our lists of Clean and Alternative Energy Mutual Funds and Clean and Alternative ETFs and Other Exchange Traded Funds.
List Of Efficient Vehicle Stocks
Efficient vehicle stocks are publicly traded companies that produce technologies to allow cars, trucks, aircraft and ships to travel the same distance and carry the same loads using less fuel
List Of Ethanol Stocks
If you know of any ethanol stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the list that you think should be removed.

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