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Tom Konrad, CFA  

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  • 10 Clean Energy Stocks: A Rocky Start To 2015
    Wed, Feb. 4 HASI, BGC, TRSWF 10 Comments
  • $37B Of Green Bond Issuance In 2014 Triples Market
    Wed, Jan. 14 TM, NYLD, ABGB Comment!

    Summary

    • Guest article by Tess Olsen-Rong, market analyst at the Climate Bonds Initiative.
  • 7 Quick Tools For Avoiding Loser Stocks, With 6 Examples
    Tue, Jan. 6 AMSC, KNDI, MVTG 26 Comments

    Summary

    • Little-followed stocks give the small investor the opportunity to be a big fish in a small pond.
    • Unfortunately, most small stocks are best avoided.
    • These tools provide a quick way for avoiding the losers, leaving time to research winners.
  • 10 Clean Energy Stocks: Past Performance And Predictions For 2015
    Mon, Jan. 5 MIXT, AMRC, HASI 1 Comment
  • 10 Clean Energy Stocks For 2015
    Fri, Jan. 2 HASI, BGC, MCQPF 16 Comments
  • Red Flags In Kandi Technologies' Financial Statements
    Dec. 28, 2014 KNDI 291 Comments

    Summary

    • KNDI's earnings and cash flow measures have been moving in opposite directions over the last year.
    • The resulting accurals have been in Other Receivables and Prepaid Expenses.
    • Anyone considering buying or holding KNDI should be confident these balance sheet items will contribute to cash flow reasonably soon.
  • 10 Clean Energy Stocks For 2014: Out With The Old
    Dec. 22, 2014 MGMXF, PW, PENGF 20 Comments
  • 2 Clean Energy Speculations For 2014: Wrap-Up
    Dec. 10, 2014 RAMPF, FNVRF 2 Comments
  • Yield Co Pricing Less Irrational, But Plenty Of Opportunity Left
    Nov. 24, 2014 HASI, TRSWF, BEP 7 Comments
  • 10 Clean Energy Stocks For 2014: Spooky October
    Nov. 3, 2014 HASI, PFBOF, MCQPF 17 Comments
  • Power REIT: Light At The End Of The Tunnel?
    Oct. 30, 2014 PW 33 Comments
  • 10 Clean Energy Stocks For 2014: September Swoon
    Oct. 27, 2014 HASI, PFBOF, MCQPF 5 Comments
  • Will Investors Flock To SunEdison's Emerging-Market YieldCo?
    Oct. 27, 2014 SUNE, TERP 15 Comments
  • FutureFuel, Present Buying Opportunity
    Oct. 6, 2014 FF 4 Comments
  • One Solar Installation, 5 Stocks
    Sep. 19, 2014 SMTGF, SBGSF, ABB 2 Comments
  • 10 Clean Energy Stocks For 2014: September Update And Thoughts On The Finavera Deal
    Sep. 9, 2014 IWM, PBW, HASI 28 Comments
  • 10 Clean Energy Stocks For 2014: August Update
    Aug. 6, 2014 HASI, SPWR, PFBOF 7 Comments
  • The Quick Guide To A Green Stock Portfolio
    Jul. 28, 2014 INTC, MRK, VE 2 Comments
  • 15 Clean Energy Yield Cos: Where's The Yield?
    Jul. 23, 2014 TAC, HASI, MCQPF 14 Comments
  • 15 Clean Energy YieldCos: Company Structure
    Jul. 21, 2014 NYLD, HASI, PEGI 18 Comments
  • 15 Clean Energy YieldCos, Created Unequal
    Jul. 17, 2014 HASI, BEP, NEP 13 Comments
  • June Bloom: 10 Clean Energy Stocks For 2014, Q2 Update
    Jul. 7, 2014 HASI, PFBOF, MCQPF 2 Comments
  • Growth Stocks Shrivel; Income Stocks Grow
    Jun. 3, 2014 PW, MGMXF, HASI 8 Comments
  • Reorganization Stores Opportunity In This REIT
       • May. 31, 2014 SELF 6 Comments

    Summary

    • SELF was formerly a closed-end income fund, and is now reorganizing as a REIT investing in personal storage units.
    • Legacy investors are selling because confused by the change, but new investors are not yet aware of the opportunity, leading to the current undervaluation.
    • SELF has an 8% annual yield trades at a 30% discount to NAV (at $3.25 stock price.) Comparable large-cap storage REITs yield around 3%.
    • If yield were to drop to just (6%), twice that of typical large-cap self storage REITs, investors would see a 40%+ total return over a year.
  • The Very Quick Guide To A Green Portfolio
    May. 20, 2014 PBW, QCLN, GEX 6 Comments
  • It's Easy Being Green; Fossil Fuel Free Is Harder
    May. 12, 2014 BEP Comment!
  • Renewable Energy Stocks By The kWh
    May. 9, 2014 ORA, NYLD, BEP Comment!
  • Renewable Energy Stocks By Dollars Per Watt
    May. 7, 2014 SCTY, NYLD, HASI 2 Comments
  • 10 Clean Energy Stocks For 2014: May Update
    May. 5, 2014 PBW, HASI, PFBOF 17 Comments
  • Can't Put Solar On Your House? 4 Ways To Invest In Solar Leases
    May. 2, 2014 SCTY, SUNE, RGSE 18 Comments
  • 10 Clean Energy Stocks For 2014: Patience Rewarded
    Apr. 1, 2014 MCQPF, PENGF, FNVRF 11 Comments
  • Finavera Wind Energy: Bak From The Dead
    Mar. 31, 2014 FNVRF 2 Comments