Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
"For a guy who said at the start of the year that I wanted to reduce my individual positions to no more than 50 companies, I clearly have conflicts: I just listed 39 companies I'd like to buy (at the right price.) "
Tom- this is exactly why there are thousands of investors out here would love to find an ETF product that focused on the Energy Transmission/ Storage/ Efficiency sector. We can't practically take and monitor positions in all these companies, especially when for most of us this won't make up more than 10% of our portfolio. Come on, I know you and John and Charles can develop an index that an ETF can be based on.
5 Electricity Transmission Stocks for Your Clean Energy Shopping List [View article]
Tom, I'm not going to stop thinking that you guys should put together an Energy Eff, Storage and Transmission Index. Theres got to be a good solid 50 stocks that fit this niche. Solid like ABB, PWR, ITRI, XIDE, JCI, etc. And then some big organization can base an ETF on it. Most individual investors have trouble investing in this field because there are so many players rather than several dominant ones. One can't spread themselves too thin, but an ETF would garner alot of attention. I see this sector as kind of like the tools and shovels analogy to clean energy. Thanks.
Good job Charles. Sign me up, but I still want a combo product including energy efficiency leaders and energy storage leaders. I think your exercise shows that there are enough stock out there. you could do well with 10-15 in each category, some old (Exide), some new (ITRI), some big(ABB), some small(AMSC). I know you can convince Tom and John, and then get funding. It would be a popular product, especially once we reapproach this energy cliff. Thanks
Green Energy Experts: Why Do They Buy Solars? [View article]
Chinese Rare Earth Rationing Shouldn't Sink Wind Power Sector [View article]
Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
Tom- this is exactly why there are thousands of investors out here would love to find an ETF product that focused on the Energy Transmission/ Storage/ Efficiency sector. We can't practically take and monitor positions in all these companies, especially when for most of us this won't make up more than 10% of our portfolio.
Come on, I know you and John and Charles can develop an index that an ETF can be based on.
5 Electricity Transmission Stocks for Your Clean Energy Shopping List [View article]
I'm not going to stop thinking that you guys should put together an Energy Eff, Storage and Transmission Index. Theres got to be a good solid 50 stocks that fit this niche. Solid like ABB, PWR, ITRI, XIDE, JCI, etc.
And then some big organization can base an ETF on it. Most individual investors have trouble investing in this field because there are so many players rather than several dominant ones. One can't spread themselves too thin, but an ETF would garner alot of attention.
I see this sector as kind of like the tools and shovels analogy to clean energy.
Thanks.
An Electric Grid Index [View article]
Thanks