danno

Portfolio Outperformance Due to High Beta?

A caveat for reliance on Beta is that it's highly subjective. Naturally it's backwards looking, but what's important to note is how much it changes as the time period measured changes.

Next, why is the S&P the relevant benchmark here? There are more relevant indices to use, IMHO.

The Top 10 Acquirers in Greentech

1) Valero? One of the dirtiest around. Anyhow, there's nothing green about ethanol from corn. Period.

2) How about Schneider Electric, it has spent more on acquiring cleantech or green companies than ANY company listed here.
3) How about EDP Renoveis, Acciona, and Iberdrola? Their business models depend on acquiring windpower projects which they then manage and sometimes complete.
4) I would think that Mitsui, ABB, Mitsubishi, Johnson Controls, and Emerson would also be on the prowl.
5) DuPont and 3M, both must make major acquisitions to grow or they won't be able to keep up growth rates or dividends for that matter.