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List of Smart Grid Stocks

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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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    Ethanol, Cellulosic Ethanol, and Advanced Biofuels

    Last week, I attended the 2009 Fuel Ethanol Workshop and the Advanced Biofuels Workshop, writing two articles.  The first is a commentary on what the corn ethanol industry needs to do to rehabilitate its image, and the second looks into how the stock investor can benefit from emerging advanced biofuel, cellulosic ethanol, and
    algae technologies.

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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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    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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