Tom Konrad Blog | Talkmarkets | Page 1
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, and at the more


Latest Posts
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Twelve Green Investment Themes From Putin’s War On Ukraine
Twelve ways I believe green investors can help the beneficial changes along while staying out of the way of the financial impacts of the harmful ones.
This Isn’t What Green Money Management Looks Like
According to the International Panel on Climate Change, the entire world needs to produce net-zero carbon emissions by 2050. 
10 Clean Energy Stocks For 2021: Wrap Up
The Ten Clean Energy Stocks for 2021 model portfolio had a decent year. With a 13.2% total return, it handily beat its clean energy income stock benchmark, the Global X Renewable Energy Producers ETF RNRG​​​​​​​, which fell 12.1%. Let's take a look.
10 Clean Energy Stocks For November, 2021: Notes On MiX, Green Plains, And Enviva
Returns for the 'Ten Clean Energy Stocks for 2021' model portfolio are discussed. It was a good month for clean energy stocks as well as the broader stock market, with the portfolio up 4% for a 20% total return through the end of October.
10 Clean Energy Stocks Updates: Green Plains Partners Refi; Covanta Buyout
Second-quarter earnings season is in full swing.
Eneti And The Jones Act
I remain enthusiastic about Eneti stock, which I believe has yet to catch the attention of most clean energy investors.  When will that happen?  It’s unpredictable.
Buying Innergex – Texas Was Bad, But Not That Bad
Canadian Yieldco Innergex Renewable Energy took a big financial hit from the power disruptions in Texas in March. It’s complex, but their financial hedges on power prices for three of its wind farms ended up creating enormous liabilities
Earnings Roundup: Metals Prices Boost Covanta And Umicore
You don’t have to own mining companies to benefit from rising metals prices. Waste to energy operator Covanta and specialty metals recycler Umicore are both benefiting from skyrocketing metals prices.
Clean Energy Stock Deflation And Biden’s Infrastructure Plan
Clean energy stocks have simply returned to the general upward trendline from the second and third quarter of 2020.
Pop Goes The Clean Energy Stock Bubble
Joe Biden is as strong a supporter of clean energy as Donald Trump was a supporter of big fossil fuel companies, but even with control of the presidency and both chambers of congress, there is a limit to what a president can do in a short time.
SALT: Buying The Balitc Dry Dips
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Voting And GameStop
Only a couple weeks ago, I quoted the market aphorism, “In the short-run, the market is a voting machine, but in the long-run, it is a weighing machine.”
Year In Review: 10 Clean Energy Stocks For 2020
While I can claim to have anticipated the 2020 bear market, if not its nature, I was surprised by two other market events driving stock prices.
Buying Foreign Stocks: To ADR Or Not To ADR
ADR fees are often withheld from dividend payments to ADR holders, but can also be charged directly to the account holding the ADR.
10 Clean Energy Stocks For 2021: Diversification
Rounding out the discussion of the stocks in my 10 Clean Energy Stocks for 2021 list are the two that don’t fit either of the themes I highlighted for 2021:
The Yieldco Virtuous Cycle
Although valuations feel very lofty, the past few years of fiscal discipline has led to lower payout ratios and reduced debt burdens.  Combined with current high share prices, conditions are right to kick off a new Yieldco virtuous cycle and boom.
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