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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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    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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    Concentrating Solar Power: An In-Depth Look

    I recently interviewed several industry participants and research scientists about Concentrating Solar Power (CSP) and associated thermal storage. 
    Several articles came out of these interviews:

    Why Concentrating Solar Power Should not Try to be Coal

    The Solar Projects that Won’t be Built

    What the Future of Concentrated Solar Power Might Look Like (This one made the folks at Ausra uncomfortable, and so they asked to respond.)

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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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    Five Top 10 Lists for 2009

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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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