Sunday, May 19, 2013
Few investors have good memories of 2008, but when it comes to the performance of my annual model portfolio of ten clean energy stocks, I'm finding the resemblance to 2008 remarkably striking.
I don't usually follow solar stocks because I think solar is just a little too cool, and the space is too well covered by other analysts for me to feel like I can offer new insights. Nevertheless, the sharp decline in solar stocks this year has been tempting...
It's no secret that the housing market is in the doldrums. New housing starts in August fell to an annual rate of 571,000, and fewer homes were under construction since record keeping began in 1970. This has taken a toll on energy efficiency stocks in...
My friend and colleague John Petersen has it in for the electric car. Recently he wrote a summary of his anti-electric car views, entitled "It's Time to Kill the Electric Car, Drive a Stake Through its Heart and Burn the Corpse." Did I mention he also...
Almost every stock market sector fell significantly in late July and August this year, and such market declines send me searching for value stocks paying good dividends that I can hold for the long-term. In mid-July, I found some decent values by sifting...
Contrary to common belief, the greatest barrier to the adoption of clean energy is not the cost. In many cases, cost is not a barrier at all: it's an advantage. That's because energy efficiency measures are usually so cost-effective that they not only...
The silver lining of all market declines is the chance to buy stock in quality companies at attractive prices. That opportunity has been notably absent over the last two years, which is why my focus has shifted to smaller and smaller companies in search...
Investing in clean energy stocks has an (often well-deserved) reputation for risk. Although energy efficiency and more inclusive progressive energy indexes have held up fairly well over the last few years, the performance of narrower clean energy sectors...
Last week, I asked three green money managers if they thought cleantech stocks, especially solar and wind sectors, were near a bottom. While they did tell me about eight cleantech value stocks, they were not ready to call the bottom.
As part of my ongoing series on energy management companies (see these articles on World Energy Solutions (XWES) and EnerNOC (ENOC)) I spoke with Comverge CEO Blake Young.
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