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Q3 Portfolio Updates

Both my Quick Clean energy Tracking Portfolio and my Ten Green Energy Picks for 2009 have shown strong out performance through Q3.

For a while, I thought I was on to something with the tracking portfolio (like mutual fund managers were smart, or something), but it turned out that they just put higher risk stocks in their top 5 holdings.

I’ll claim some skill for the 10 pick though. I recently published updates fro two of them: The Algonquin Power Income Fund, and New Flyer Industries.

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Investing in Biomass

I’ve recently said that the best way to invest in both Advanced Biofuels and Cellulosic Ethanol, and Biochar (aka terra preta) is to invest in Biomass. Here is one way to go about it: buying Forestry ETFs or Stocks.

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The Algonquin Power Income Fund

I recommended the Algonquin Power Income Fund as a renewable energy income investment back in January, and as part of my ten clean energy picks for 2009.

Since then, both the stock and the ten picks have been doing well in comparison to the market, but Algonquin has entered into a couple deals, while I look into in a recent update on the Algonquin Power Income Fund.

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Clean Energy Portfolio: Great Performance so Far & Ready for a Gamble

My Ten Clean Energy Picks for 2009 continue to blow the indexes away, although the ten gambles for 2009 have only kept pace.

Part of the reason the gambles have not kept up is the big drop in the price of Raser Technologies (RZ). Raser has fallen so for I now think it’s a bargain, not a gamble, and I increased my stake 3-fold.

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Green Jobs Demystified

I read a lot of Green Jobs reports over the last couple of months, and the research culminated in three articles. One is for the next issue of Smart Energy Living, and will be published in the Fall ’09 issue, but the other two are available now.

In the first, I look at the differences in the potential clean energy sectors to create jobs (they’re all a lot better than fossil fuels), while in the second I analyze the arguments against a green stimulus.

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Market Predictions

Predicting market moves is notoriouslly difficult, but I’m feeling pretty good about my recent efforts.
On October 11, 2008, I stoped being a permabear and said, “the market as a whole now seems to me to be fairly valued.” The S&P 500 closed the previous Friday just below 900; today it closed at 919.32. In the fear that abounded last October, it was a hard call to be even that bullish, bit it seems to have worked out.

On June 2, I said we were near a market peak/ The S&P 500 closed that day at 944.74, and is currently down 3% almost a month later, having only bearly exceeded that number by a fraction of a percent.

Since I’m currently short-term bearish, I’ve started a series of articles not to by now, but to buy when a market decline puts them back on sale. Here are may clean enrgy shopping list articles so far:

  • Transmission stocks
  • Energy Efficiency Stocks
  • Clean Transport Stocks
  • Why market timing makes sense
  • Two Landfill Gas and Three Geothermal Stocks
  • Five Solar Stocks
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    Renewable Energy and Grid Integration Strategies Compared

    Here is a comparison of the costs of various renewable electricity generation technologies, based on a California transmission study.

    Similarly, I also recently wrote two articles comparing the costs of various grid integration strategies: Electricity Storage such as Batteries, Thermal Storage, Compressed Air, and Pumped Hydropower, as well as Demand Response, Smart Grid, and Transmission. Both have some charts allowing visual comparison of the technologies.

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