Archive for Investing information

Three Upcoming Public Appearances

Tuesday, Oct 19, 6pm-8pm, Springfield MA. Which Clean energy Investments are Right for You?

Thursday Nov 4, Making Plays in Alternative Energy, Panel at Inside Commodities Conference, The New York Stock Exchange, NYC.

Tuesday, March 8, 2pm-5pm. Half day workshop. Greening Your Portfolio: How to Select Clean Energy Mutual Funds, Exchange Traded Funds and Stocks

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GreenerMoney.com

A lot of people have been coming to this blog looking for a site called “Greener Money” that supposedly offers free green financial advice. I don’t know where it is, but here is a series of articles about how to invest in Green Energy for beginners.

I’ve closed the comments on this post because people were writing to ask me for a free book. I don’t know where to get this free book, I just write a magazine column called Greener Money, and that is drawing search engine hits.

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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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Hedging

Since I’ve recently been bearish on the market, but don’t want to wait on the sidelines, and expect that many of my readers feel the same way, I just published two articles on hedging strategies.

  • A hedging how-to, with five ways to hedge, and a simple method to fine-tune your strategy
  • How I’ve recently adjusted my hedging strategy to accomodate the insights of Taleb’s The Black Swan.</li>
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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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    Solar Stocks

    In May, I went to Solar 2009.

    One panel I attended led to a series of articles on Solar stocks:

  • The outlook for solar stocks
  • Why First Solar (FSLR) is a risky bet.
  • Why Solar Millenium may have what it takes.
  • I also particpated, with presentations on the best incentives for solar investments, and with an analysis of large scale electricity storage, as well as alternative renewable electricity integration strategies.

    Charles also attended, and took a look at the implications of the removal of the $2000 cap on the residential Investment Tax Credit.

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    ARRA Symposium notes, March 10 2009

    I’ll be referencing these notes in an article to be published on AltEnergyStocks.com as What the ARRA Means for Clean Energy: One State’s Example on March 15th.

    Read the rest of this entry »

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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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    Trading Strategy During Financial Freefall

    When the current crisis began with the fall of Lehman, I decided to get out of my most speculative and worst capitalized Renewable Energy companies, and I wrote a series of articles on each. Now, I’m looking exclusively at companies involved in energy efficiency technologies, and technologies which help customers shift their demand to when or where it is cheaper (smart grid and transmission.)

    Here’s an index to the articles on the stocks I sold:

    1. Held: UQM Technologies (UQM)
    2. Sold: Carmanah Technologies (CMHXF)
    3. Sold: Pacific Ethanol (PEIX)
    4. Sold: Dynamotive Energy Systems (DYMTF)
    5. Sold: Nova Biosource Fuels (NBF)
    6. Sold: VRB Power (VRBPF)
    7. Sold: Electro Energy, Inc. (EEEI)

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    Flying too Close to the PetroSun

    Algae is the most promising source to produce oil in the quantities needed to displace any significant amount of petroleum. Can is Petrosun (Pink Sheets: PSUD) the company to fulfill this promise? I doubt it; follow the link to find out why.

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    Investments for Peak Oil

    I’ve written a series of articles over the past few weeks focussing on what a green investor can do to prepare for and profit from peak oil:

    Peak Oil and Your Lifestyle

    Behavioral Finance and Mass Transit

    New Flyer: A Stock to Hedge Peak Oil

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    Two Renewable Energy Penny Stocks

    I asked my readers at Alternative Energy Stocks what companies they wanted to know more about, and the two most requested were a transmission and wind company (CPTC.OB), and a company looking to make oil for biodiesel from algae (PSUD.PK)

    Click through the links to read the results of my research.

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    Ten Renewable and Energy Efficiency Companies To Buy In a Downturn

    I Just completed a series on Ten Renewable and Energy
    Efficiency companies to buy when the market hits bottom.  These are solid
    companies, and a market downturn is a great time to aquire any and all of them.

    I also mentioned a few more which almost made it into the
    list in the introduction and also here.

    Note: I and/or my clients have positions in all the stocks mentioned.

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    Electricity Transmission & Distribution investing

    Electricity transmission is one of my primary investing themes, as a reasonably priced way to benefit from the boom in renewable electricity generation… here is a lit of related articles, the most recent posted yesterday:

  • How should investors react to NIMBYs fighting transmission lines?
  • My top transmission stock pick for 2008 (plus battery and CHP picks)
  • A transmission stock pick from Fortune magazine.
  • HVDC and FACTs
  • Sector overview
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    Top Ten Lists: My Stock Picks for 2008 and Most Blogged Stories of 2007

    I did two top Ten lists to bring in the New Year. First, I picked ten speculative plays in renewable energy and energy efficiency that I think will do well. This was a 3 part series:

    Part I: LED Stocks and Ultracapacitor stocks
    Part II: Batteries, Distributed Generation, combined Heat and Power, and Electricity Transmission
    Part III: Geothermal, Wind and Wave Power stocks, and a Solar Short

    My second Top 10 list is plain fun… we used an algorithm to see what stories cleantech bloggers were linking to in 2007, and I did a short summary of each. Here is my Ten Most Blogged Cleantech Stories of 2007

    Enjoy!

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    Top Five Environmental Stocks for Gifts

    For the Shopping season, I’ve just publised an article on a gift that’s greener than just giving more “stuff.” Help your young ones prepare for their future (and the future of the planet) with my Top Five Stocks to Give as Gifts this Holiday Season.
    Green Gift

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    October Investing Articles Index

    I’ve been writing a lot about how we’ll get around in the face of much higher oil prices. Several articles this month deal with how we can best invest in the eventual solutions.

    October 2nd: Efficienct Transit and Transmission Stocks from Fortune Magazine.

    October 7th: Alternative Energy Mutual Funds and ETFs

    October 14th: Better Ways to Invest in Peak Oil: Bikes and Public Transport

    October 21st: An In-depth look at Geothermal Technology

    October 24th: Presentations from Montrose and the Keiretsu Forum Academy

    October 25th: What we can learn from the Arizona Renewable Energy Assesment

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    Updated Alternative Energy Investing for Beginners

    New Alternative energy Mutual Funds and ETFs have been popping up like mushrooms after a rainstorm, so I’ve updated my previous Introduction to Investing In Renewable Energy, whith a new one which also considers the new ETFs CELS and GEX.

    As it turns out, I like some of the new options.

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