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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