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How To Play The Green Energy Opportunity


  • The move toward green energy is here to stay, and renewables will see steady growth for years to come.
  • Unfortunately, many renewable companies are highly speculative or too richly valued for many investors.
  • We present our strategy for investing in the renewables market and highlight some of our favorite companies in the space.
  • Looking for a portfolio of ideas like this one? Members of High Yield Investor get exclusive access to our model portfolio. Learn More »
Solar panels at dusk

Justin Paget/DigitalVision via Getty Images

Regardless of one’s political views on climate change, most of us can agree that governments and populations around the developed world are making an effort to go green as fast as they can.

You can try and deny the ESG

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This article was written by

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Samuel Smith is Vice President of Leonberg Capital, he has a diverse background that includes being lead analyst at several highly regarded dividend stock research firms. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering.

Samuel runs High Yield Investor investing group. Samuel teams up with Jussi Askola and Paul R. Drake where they focus on finding the right balance between safety, growth, yield, and value. High Yield Investor offers real-money core, retirement, and international portfolios. The services also features regular trade alert, educational content, and an active chat room of like minded investors. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AQN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (20)

I've been invested in ENPH and AY for years; with latter just buy more every time it drops below $30. I'm always looking for other potential renewable energy investments and believe I found a potentially good one in Altus. It is a pure play on commercial and industrial solar PV panels. It is being taken public via a SPAC (cbreacquisitionholdings.com/...). Merger vote was yesterday and assuming it was positive I believe it will trade under new ticker on Friday. The 5 links on the attached CBRE SPAC page give an excellent insight into company. I should add the cofounders of Altus are not looking to pay a dividend so for the near term this will be a growth story.
I have NEE instead of NEP and also have positions in CWEN, AY. Had BEPC until last week but decided to give up on it because the low dividend wasn’t worth waiting for it to rebound.
Having worked in the wind industry for a decade, I don't put much faith in it's ability to grow past a certain point. If you have ever driven past a wind farm, count the number of turbines actually turning verses the total.
If people understood anything about statistics, the arguments for "green" would quickly fade. The real promise for the future of energy is fusion if we don't all die from fission first. Sorry, I "woke" for just a second and fell back to sleep. Such is the fate of the human race.
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@JayRossH Thanks for taking the time to share your thoughts
gastro4 profile picture
Wonder your thoughts on AQNU?
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@gastro4 I am bullish. Feel free to join us for a 2-week free trial to access all our Top Picks: seekingalpha.com/...
Good article - I have both AQN and NEE for dividend growth and long-term cap appreciation.
Recently sold out of BEP/BEPC (down from the highs but still at a nice gain).

Retired dividend-growth investor (still long BIPC, and intend to stay that way)
Grazi57 profile picture
@usiah - I just did the exact same thing prior to the drop. BEPC has been a dog. Found some other opportunities with my cash.
Nice refresher, but nothing new here.

I added AY last year itself, without going through AQN. Also have had NEP for something like 5 years and BEP/BEPC for close to the same time. Also bought CWEN.A when it was "on sale". I might take a position in AQN if this market route continues. I sold SO some time ago, and a nice utility would be a good replacement. Otherwise I'll just add more to UTG or maybe start a position in BUI.

My choice so far is Spanish giant Iberdrola.
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@JapeL Thanks for sharing your pick. Feel free to join us for a 2-week free trial to access all our Top Picks: seekingalpha.com/...
reallybigfish profile picture
CLMT is new cheapest Renewable Diesel play
Lkcrawford1965 profile picture
I was interested in AQN but became concerned about the payout ratio. Maybe I’m missing something?
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@Lkcrawford1965 The dividend is easily covered and growing at a rapid pace. I would recommend taking the 2-week free trial to access our full thesis: seekingalpha.com/...
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