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...

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