Value Trapped: 10 Clean Energy Stocks For 2015, April Update
Tom Konrad, CFA - at Seeking Alpha - Mon May 04, 2:47AM CDT
My Ten Clean Energy Stocks for 2015 model portfolio held on to first-quarter gains in April, despite a 29% fall for one of the stocks. (For details on that decline, see the Power REIT (NYSEMKT: PW ) section below.) The portfolio as a whole was...
AMRC: 7.34 (+0.10), HASI: 20.32 (+0.69), PW: 5.64 (unch), PBW: 5.84 (+0.05), BGC: 18.27 (-0.48), MIXT: 6.98 (+0.02), FF: 11.19 (+0.14)
10 Clean Energy Stocks For 2015: Marching Ahead
Tom Konrad, CFA - at Seeking Alpha - Wed Apr 01, 5:01PM CDT
My Ten Clean Energy Stocks for 2015 model portfolio added a second month to its winning streak, with a 6.1% gain for the month and a 5.7% gain for the year, despite a continued drag by the strong dollar. If measured in terms of the companies' local...
AMRC: 7.34 (+0.10), HASI: 20.32 (+0.69), PW: 5.64 (unch), BGC: 18.27 (-0.48), MIXT: 6.98 (+0.02), FF: 11.19 (+0.14)
TransAlta Renewables to invest $1.78B in TransAlta Corp. Australian projects
Seeking Alpha - at Seeking Alpha - Mon Mar 23, 4:12PM CDT
TAC: 9.25 (unch)
10 Clean Energy Stocks For 2015: A Fine February
Tom Konrad, CFA - at Seeking Alpha - Mon Mar 02, 3:29AM CST
After a rough start to the year, My Ten Clean Energy Stocks for 2015 posted a strong recovery in February. For the month, the model portfolio rose 7.9% in local currency terms and, 8.3% in dollar terms. For comparison the broad universe of US...
AMRC: 7.34 (+0.10), HASI: 20.32 (+0.69), PW: 5.64 (unch), BGC: 18.27 (-0.48), MIXT: 6.98 (+0.02), FF: 11.19 (+0.14)
Transalta Renewables Inc. declares C$0.06 dividend
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 4:04PM CST
10 Clean Energy Stocks: A Rocky Start To 2015
Tom Konrad, CFA - Seeking Alpha - Wed Feb 04, 7:45PM CST
2015 got off to a rocky start for both the broad market in general, as well as clean energy. My 10 Clean Energy Stocks for 2015 model portfolio did not fare any better, since the main bright spots for the portfolio were its three Canadian stocks,...
AMRC: 7.34 (+0.10), HASI: 20.32 (+0.69), PW: 5.64 (unch), BGC: 18.27 (-0.48), MIXT: 6.98 (+0.02), FF: 11.19 (+0.14)
10 Clean Energy Stocks For 2015
Tom Konrad, CFA - at Seeking Alpha - Fri Jan 02, 12:15AM CST
2015 marks my seventh annual list of ten clean energy stocks. An equal weighted portfolio of the ten stocks in each year's list has outperformed my industry benchmark every year except 2013. 2014 was no exception, but it was a bittersweet victory in...
AMRC: 7.34 (+0.10), HASI: 20.32 (+0.69), PW: 5.64 (unch), BGC: 18.27 (-0.48), MIXT: 6.98 (+0.02), FF: 11.19 (+0.14)
Yield Co Pricing Less Irrational, But Plenty Of Opportunity Left
Tom Konrad, CFA - Seeking Alpha - Mon Nov 24, 7:48AM CST
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 dividend growth. Investors like them because yield is scarce in the...
HASI: 20.32 (+0.69), TERP: 38.71 (-0.72), NEP: 43.95 (+0.09), PEGI: 28.11 (+0.65), ABY: 37.27 (+0.14), BEP: 31.28 (-0.06), NYLD: 24.50 (-23.36)
Transalta Renewables declares C$0.06416 dividend
Seeking Alpha - at Seeking Alpha - Fri Oct 31, 3:29PM CDT
Will Investors Flock To SunEdison's Emerging-Market YieldCo?
Tom Konrad, CFA - Seeking Alpha - Mon Oct 27, 4:51PM CDT
SunEdison is proposing something entirely new: a YieldCo with a focus on projects in Africa and Asia, but it's a long way between an S-1 filing with the SEC and and IPO. The June launch of SunEdison's (NYSE: SUNE ) first YieldCo, TerraForm Power...
NEE: 102.14 (+1.06), TAC: 9.25 (unch), TERP: 38.71 (-0.72), SUNE: 28.96 (+0.26), NEP: 43.95 (+0.09), ABY: 37.27 (+0.14), ABGB: 17.58 (+0.39), NYLD: 24.50 (-23.36), NRG: 26.10 (+0.31)