Ten Clean Energy Stocks For 2019: Still Party Time

One thing I like about Atlantica compared to other Yieldcos is its diversification into electricity transmission and water. Owning both of these asset classes is rare in the industry, but transmission, in particular, is essential to the clean energy transition, and having expertise in different asset classes means that Atlantica can look at different types of investment opportunities when traditional Yieldco assets like solar and wind are relatively expensive. Because of its Spanish roots, Atlantica also has a more diverse geographic profile than other Yieldcos.

Conclusion

The year isn’t over, but I can confidently say that, at least as far as my stock picks go, it far exceeded my expectations. With all the price rises, I’m going to have trouble finding ten clean energy stocks that I think are good investments at the end of December.I’m seriously considering including one or two short positions in the portfolio, something I have done only once before, in 2008 when I include a short of First Solar (FSLR). It was a timely choice, since First Solar fell 50% that year, helped along by the financial crisis. Alternatively, given the new accessibility of options strategies for the small investor, perhaps I should include option hedging or positions in the portfolio.

What do readers think? Would a short, option hedging, or just sticking to long-only (with the continued caveat that readers should have a large allocation to cash or a hedging strategy) be the most useful to you in the Ten Clean Energy Stocks for 2020 model portfolio? Let me know in the comments.

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Disclosure: Long PEGI, CVA, AY, TERP, BEP, EVA, GPP. INGXF, HASI, FR.PA/VLEEF, CWEN-A. 

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Bill Johnson 5 months ago Member's comment

To answer your question, I'd like all of the above.