Mike the PhD

Navigant Consulting: Clean Energy Play With Big Upside

Recently Barack Obama made a major policy address on climate change and the actions he plans to take to force the nation to produce less carbon going forward, including new restrictions on coal power plants, changes to truck emissions policies, and new EPA directives for the future.

In this article, I want to talk about a small cap company that could be a major indirect winner from this renewed environmental push by Obama. Those interested in a more broader analysis of the implications for utilities, coal miners, oil majors, and other companies can find an article on the topic here.

Navigant Consulting (NYSE:NCI) is a small cap stock (market cap of ~$600mm) focused on the consulting business...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
WITH SEEKING ALPHA PRO, INVESTORS CAN ALSO:
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
Money back guarantee. Seeking Alpha PRO members receive a no-questions-asked refund for membership on months paid and not used. Details