Archive for Top 10 Lists

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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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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Five Top 10 Lists for 2009

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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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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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Top Ten Reasons I’m Glad the second CFA® Exam is over

10. Free T-Shirt from Schweser (They were handing them out as we left the testing site.)

9. Got to use my short-cut for multi-stage dividend discount
model valuation problems. (I admit, I’m a math geek.)

8. Time to catch up on my reading.

7. Going vacation to Glacier National Park in 9 days (after the Colorado
Renewable Energy Conference
)

6.  More time to blog.

5. New ideas for articles.

4. I got some ideas on good arguments I intend to use that renewable energy
projects deserve to be evaluated at a lower discount rate in the next Least Cost
Plan at the Colorado Public Utilities Commission.

3. Don’t need to study for the next one ’til 2008.

2. Ethanol (not the type they put in cars.)

1. I think I passed (actual results don’t come out until August).

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Top Ten Technologies for an Alternative Energy Future

Note: These are just my favorites… if your favorite isn’t on the list, leave a comment… 

10. Combined Heat and Power

The muscle car of energy efficiency.  Combined heat and power isn’t sexy… it’s just using the “waste” heat from your powerplant for some useful purpose.  Like cooking your lunch on you car radiator, but using every bit of waste heat you can…  Combined heat and power can use 90% of the power in your fuel source for useful work.  And now you can have it in your home.

9. Solar Chimneys

They’re tall, they’re low-tech, and they’re baseload power.  They don’t pollute, and the fuel is free.  What’s not to like?

8. Molten salt thermal storage

It’s cheaper to store heat than electricity, and molten salts can store a ton of BTu’s very cheaply.  And concentrating solar power can produce a ton of heat… without pollution or fuel.

7. Light Emitting Diodes (LEDs)

More lumens per watt… now that’s energy efficiency. 

6. Vehicle to Grid

Our energy efficient cars can make the electric grid work better.

5 & 4.  Cellulosic Ethanol and Biodiesel from Algae

The two technologies that have real hope of replacing gasoline and diesel as liquid fuel for our cars…  We’ll still need massive efficiency gains and Plug-in-Hybrids to reduce our total fuel use, but even with those, corn ethanol and biodiesel from traditional oil crops just can’t produce enough volume. 

3. Time of Use pricing and Demand Side Management.

Sometimes the best ideas are the simplest.  To make the best use of wind power, we can store power until it is needed, or we can give people incentives to use it when it is available. 

Time of use pricing is also a great boon for solar, because solar energy tends to be available near times of peak demand.

Finally, time of use pricing shaves peak demand, which means that we can delay building new fossil fired generation, while renewables get cheaper by the year.

2. Terra Preta

Discovered by aboriginals in Brazil, thousands of years before Columbus, mixing carbon into unproductive soils can make them much more productive… and the carbon stays there for thousands of years.  Using charcoal dust as a fertilizer not only holds the hope of a replacement for fertilizer based on fossil fuels, but it is also an easy way to sequester carbon.

1. Compact Fluorescent Lightbulbs

Where else can you get a 1000% payback with little or no risk?

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