Archive for Energy Investing

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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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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The Raser Technologies (RZ) Saga

A month ago, I bought Raser (RZ) in a gamble that one of thier plans to get project financing would pay off quickly. Unfortunately, the one I thought was most likely of these, an application for a DOE grant gaurantee, was rejected last week, so I sold at a slight loss.

I’ll be keeping an eye on Raser (RZ) to see if I can pick it up again at a reduced price… there’s still a chance of a quick win if they get funding elesewhere.

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Portfolio Performance Updates 2009

My Ten Clean Energy Stocks for 2009 has been beating the market and the clean energy sector handily, although the riskier Ten Clean Energy Gambles for 2009 has only been performing in-line with the sector
John Peterson’s cautious approach to the energy storage sector ("Cheap before Cool") has also been performing well.

In tough economic times, it goes to show that playing it conservative pays off, even when the clean energy sector is getting a political boost.

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Renewable Energy Funds

I’ve posted an updated and more in-depth look at clean energy and renewable energy mutual funds. Also of interest may be an article on how actively managed clean and renewable energy funds compare to the passively manged/index variety.

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Renewable Energy (and other) ETFs

I’ve published an updated run-down of Clean Energy Exchange Traded Funds, as well as a look at those clean energy ETFs which have Exchange Traded options on them (and why you might care.)

On the subject of ETFs, I was shocked when I took a closer look at Doubleshort and Ultra ETFs, and this led me to do a couple reshuffles of ETFs in my portfolio.

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Investing in Obama’s Stimulus Plan

Since Obama’s election, my partent Charles and I have been looking at what Obama’s refreshing attitude towards Renewable Energy and Energy Efficiency, combined with the credit crunch, will do for some of our favorite stocks… here are the highlights:

Companies that may benefit from a solar glut

How Oil prices affect Alternative Energy Stocks

Emissions trading stocks under Obama

What might happen to Solar Photovoltaic companies if consumers pull back

Charles and I expect divened paying companies to come back into vogue. He has a few dividend paying alternative energy companies and I have a couple dividend paying energy efficiency companies to consider.

I also revisited my list of Blue Chip Alternative energy companies to see which ones might benefit from the expected stimulus package, while Charles looked at Smart Grid stocks that might benefit from a stimulus package. One technology I’m betting on is Geothermal heat pumps.

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