Mark Henwood

Solar Investment: Epic Correction Leads to Depressed Sector with Plenty of Potential

You can visit www.caminoenergy.com/s... and see a complete list of the ETFs available in this space and their returns. The broad based ETFs have all kinds of stuff in them that may or may not be decent strategies in sustainable energy. I seen no reason why these ETF improve a Fama/French type index portfolio and I don't use them.

The sector specific ETFs breakdown into the the "Wind" ETFs and the Solar ETFs. The Wind ETFs also contain non-wind names because there aren't enough pure play wind companies to form an ETF. There are enough to form a Renewable Electricity ETF, but just barely.

On the Solar side the two ETFs are roughly equivalent. That said, with a little more work you can look at the names in the ETF and potentially make a better selection then the ETF's index rules. That is the course I have taken.

On Nov 02 05:12 PM paultaut wrote:

> Agree. The problem, as I see it, is the same as the Junior Gold miners
> face. So buying a basket of solar companies is the route to go, as
> you have done.
>
> Would an ETF like Cleanenergy suffice or do you prefer to use a rifle
> vs shotgun approach?

LDK Solar Has Caught My Attention

add JASO

A Look at Claymore's Solar Energy ETF

VanEck has a Solar EFT in registration. Since the universe of companies is limited the ETFs will be essentially the same. I hope their offering has a lower cost than Claymore's 65 BP.

The Week in Sustainable Energy Stocks (Week Ending 3/7)

We track 13 geothermal stocks including all the names you mentioned. We include Calpine in the geothermal search but we don't consider it to be a sustainable energy company - the last time I looked it had 25,000 MW of gas fired combined cycle generation and about 1,000 MW of geothermal. Two of the companies, Ormat and Geodynamics, are included in our Renewable Electricity index.