Archive for EE/RE Stocks

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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Five Top 10 Lists for 2009

I went a little overboard with the top-10 lists this year (last year I only did two), but people seem to like them…

Ten Renewable Energy and Energy Efficiency Stocks for 2009

Ten Speculations for 2008 (Update)

Ten Great Clean Energy Investing Blogs

Ten Most Controversial Stories of 2008

Ten Speculative Clean Energy Stocks for 2009 (forthcoming, link will be broken until 1/12/09.)

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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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