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My Ten Clean Energy Stocks for 2015 model portfolio added a second month to its winning streak, with a 6.1 percent gain for the month and a 5.7 percent gain for the year, despite a continued drag by the strong dollar. If measured in terms of the companies' local currencies, the portfolio would have been up 7.5 percent for the month and 10.5 percent for the quarter or year to date. For comparison, the broad universe of US small cap stocks rose 1.5 percent for the month and 4.0 percent for quarter, as measured by IWM, the Russell 2000 index ETF.
They are the new Brew Barons. In an earlier age, they might have been content to make White Lightning, or craft brews. Today their targets are jet fuel, renewable gasoline, renewable diesel, ethanol, a boatload of renewable chemicals, plus feed grains, food oils, pharmaceuticals, nutraceuticals, and more.
Editor’s note: After a two-year hiatus, Tom Konrad’s popular series, 10 Clean Energy Stocks, makes a comeback in 2020. Be sure you don’t miss a post by subscribing to our newsletter. If it’s tough to follow a winner, 2020 is going to be an especially tough year for my Ten Clean Energy Stocks model portfolio. I’ve been publishing lists of […]