Tom Konrad

Tom Konrad 207 posts

Tom Konrad, PhD., CFA is a portfolio manager, financial analyst, and freelance writer specializing in renewable energy and energy efficiency. He is currently looking for a money management firm to sponsor what he believes would be the first dividend income oriented green mutual fund, based on a strategy, the Green Global Equity Income Portfolio, he has been managing since December 2013. He is Editor at AltEnergyStocks.com. Tom lives in New York’s lower Hudson River Valley. He volunteers for the environmental nonprofit community, runs, and is a woodworker. He’s currently using those woodworking skills to renovate (and upgrade the energy performance) of the 1930 farmhouse he lives in with his wife.

07.11.2022

Originally published at AltEnergyStocks on July 1, 2022 With the launch of my (green dividend income focused) hedge fund early this year, I had to take a hiatus from publishing my annual list of 10 Clean Energy Stocks that I feel will do well in the coming year. Since my duty to clients takes precedence over readers, I could not tell people

10 Clean Energy Stocks for 2021: November

11.08.2021

It was a good month for clean energy stocks as well as the broader stock market, with the portfolio up 4% for a 20% total return through the end of October.

Clean energy stock deflation and Biden’s infrastructure plan

04.12.2021

Last month saw buying opportunities in some clean energy stocks as the bubble created from the euphoria over Biden’s election vanished as if it never happened. Clean energy stocks have simply returned to the general upward trendline from the second and third quarter of 2020. Rather than bursting in a market panic, this seems to have been more of a general deflation.

01.07.2021

Readers who followed my coverage of the Yieldco bubble in 2015 know the Yieldco Virtuous Cycle. A Yieldco’s stock price rises It issues new shares, and invests the money in renewable energy projects. Because the stock price is high, it is able to buy more project cash flow by issuing fewer shares than it has in the past. Cash flow available for distribution

Ten clean energy stocks for 2021: The list

01.04.2021

An annual tradition, here is my Ten Clean Energy Stocks for 2021, which is also the new model portfolio for the year, with equal dollar values of each stock using closing prices on 12/29/2020. Returning stocks Mix Telematics (MIXT) Green Plains Partners (GPP) Covanta Holding (CVA) Red Electrica (REE.MC, RDEIF, RDEIY) Valeo, SA (FR.PA, VLEEF, VLEEY) Veolia (VIE.PA, VEOEF, VEOEY)

Funding the energy transition at clean energy credit union

12.15.2020

Clean Energy Credit Union is a federally chartered credit union that focuses exclusively on providing loans for clean energy and energy-saving projects such as electric vehicles, electric bicycles, residential solar electric systems, residential geothermal systems, and other green home improvements.

10 clean energy stocks for 2020: Rose colored covid

12.03.2020

The stock market took off in November, fueled by very positive covid-19 vaccine news, and possibly also the prospect of a little competence and sanity in the White House. While both of these are unambiguously positive for the economy, I think investors are seeing the future through rose colored glasses. What a Biden victory means for the economy A Biden

12.15.2020

Clean Energy Credit Union is a federally chartered credit union that focuses exclusively on providing loans for clean energy and energy-saving projects such as …

12.03.2020

The stock market took off in November, fueled by very positive covid-19 vaccine news, and possibly also the prospect of a little competence and sanity in the Wh…

10 clean energy stocks for 2020: Updated model portfolio

10.22.2020

After a couple down market days, all the limit orders I listed on Monday have executed. Here is the current portfolio: Position Shares Position Shares…

10 clean energy stocks for 2020: July update

08.04.2020

I’m continually surprised at the strength and length of the stock market recovery in the face of a worsening pandemic in the US. The stock market may not be t…

Climate-risk adjusted returns and the weasel coefficient

07.31.2020

An 80% weasel coefficient Some activists, including a friend of mine, recently had a conversation with representatives of TIAA to try to persuade them…

10 clean energy stocks for 2020: May update part 1

06.04.2020

For the last few monthly updates, I’ve been focusing on the big picture, and have neglected to say anything about many of the 10 Clean Energy Stocks for …

06.04.2020

For the last few monthly updates, I’ve been focusing on the big picture, and have neglected to say anything about many of the 10 Clean Energy Stocks for …

Would, coulda, shoulda: 10 clean energy stocks update

05.12.2020

With the market’s rapid rebound from March lows and the Nasdaq Composite stock index closing higher than it was at the end of last year, many of us are probab…

Ten clean energy stocks for 2020: Trades

04.03.2020

Four weeks ago, I predicted that the 12% market correction we had seen would turn into a true bear market. Bear markets are often defined as a decline of …

Ten clean energy stocks for 2020: Navigating the storm

03.05.2020

This monthly update for my Ten Clean Energy Stocks model portfolio is in two parts. I published my thoughts on the current market turmoil on March 2nd.&nb…