Tom Konrad's Articles

- November 24, 2014

Renewable YieldCo Pricing Less Irrational, But Plenty of Opportunity Left

Yieldcos are companies which own clean energy assets and use the cash flows from them to deliver a high level of current dividend yield and (in some cases) the promise of significant...

- November 03, 2014

Ten Clean Energy Stocks For 2014: Spooky October

October was a spooky month for clean energy stocks. My benchmark Powershares Wilderhill Clean Energy Index (PBW) cringed down 2.9 percent like the young Supergirl who jumped when a...

- October 31, 2014

Power REIT: Light at the End of the Tunnel?

I first became interested in Power REIT (NYSE MKT:PW) in 2012 because of the company's plans to become what would have been the first US-listed "yieldco," i.e. a clean energy power...

- October 07, 2014

Ten Clean Energy Stocks for 2014: September Swoon

Worries including the conflict with ISIL, Ebola, and economic slow-down in Europe, sent the stock market down in the month to October 3rd, with small cap stocks and clean energy stocks...

- September 22, 2014

One Solar Installation, Five Stocks

"Invest in what you know" is an old stock market adage. The idea is that, if you have some personal knowledge of the real economy, you can use that to make better investments.

- September 08, 2014

Ten Clean Energy Stocks for 2014: September Update and Thoughts on the Finavera Deal

Clean energy stocks and the market in general rebounded strongly in August. My broad market benchmark of small cap stocks, IWM, rose 4.5 percent, returning to positive territory up...

- August 29, 2014

Divesting from Fossil Fuels: Last One Out Loses

A new report written by Nathaniel Bullard at Bloomberg New Energy Finance (BNEF) highlights the difficulties large institutional investors would have divesting from fossil fuels. What...

- August 06, 2014

Ten Clean Energy Stocks For 2014: August Update

July was a hard month for the stock market and clean energy stocks in particular. My broad market benchmark of small cap stocks, IWM, fell 7 percent and is down 2.7 percent for the...

- July 29, 2014

Fifteen Clean Energy Yield Cos: Where's The Yield?

In the first article of this survey of yield cos, I noted that many of the recent yield co IPOs have risen so far as to "lend the very term "yield co" a hint of irony" because rising...

- July 24, 2014

Fifteen Clean Energy Yield Cos: Company Structure

In the first article of this survey of yield cos, I looked at the possible reasons for the seemingly endless enthusiasm for US-listed clean energy yield cos. Here, I'll take a look...

Tom Konrad

Tom Konrad

Tom Konrad is a private money manager and freelance writer focused on Peak Oil and Climate Change as investment themes. He manages portfolios for individual clients and is Head of Research for the JPS Green Economy Fund (http://jpsgreeneconomyfund.com),...

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