360° Coverage : The Pros Pick Fourteen Cleantech Stocks for 2014

2 Updates
The Pros Pick Fourteen Cleantech Stocks for 2014
Photo Credit: Forbes Business

The Pros Pick Fourteen Cleantech Stocks for 2014

Jan 2 2014, 8:37am CST | by

Over the last few weeks, I’ve brought you articles about the top Cleantech stock picks for 2014 from my panel of Cleantech money manager.  This article puts them all in one place.  Disclosure: I am...

Filed under: news

 
 
 

42 weeks ago

The Pros Pick Fourteen Cleantech Stocks for 2014

Jan 2 2014, 8:37am CST | by

Over the last few weeks, I’ve brought you articles about the top Cleantech stock picks for 2014 from my panel of Cleantech money manager.  This article puts them all in one place.  Disclosure: I am long MIXT, ACCEL, SBS, and HASI.

Originally, there were twelve picks.  Then, a mis-communication with Rafael Coven, Managing Director at the Cleantech Group, and manager of the index which underlies the Powershares Cleantech ETF (NYSE:PZD) had me listing two more stocks he likes.  Through a happy coincidence, that brings the total picks to 14 stocks for 2014.

Here they are:

Company name (with link to article) Ticker Manager Business
First
Solar/>
NASD:FSLR Garvin
JabushGreen
Alpha
Advisors/>/>
/>
Solar Manufacturer
SolarCity NASD:SCTY Solar Installer
Digi
International/>
NASD: DGII Internet of Things
MiX
Telematics/>
NYSE:MIXT Rafael Coven
The Cleantech
Group/>
/>
Fleet Management
Opus Group Stockholm:OPUS Pollution control
Control4 NASD:CTRL Smart Home
Trimble
Navigation/>
NASD:TRMB Coven(the
other picks)/>
Global positioning
Kurita
Water/>
JP:6370 Water utility
Accell
Group/>
Amsterdam:ACCEL Jan SchalkwijkJPS Global
Investments/>
Companhia
de Saneamento Basico/>


do Estado de Sao Paolo/>
/>
NYSE:SBS Water utility
Alter
NRG Corp/>
TSX:NRG Waste-to-energy
Renewable
Energy Trade Board/>
OTC:EBODF Shawn
KravetzEsplanade
Capital
LLC/>/>
/>
Holding Co. (solar)
Meyer
Burger/>
Swiss:MBTN Solar equipment
Hannon
Armstrong Sustainable Infr./>
NYSE:HASI Finance

It’s worth mentioning that several of these stocks have advanced significantly since my panel recommended them on December 12th.

Most notably, Renewable Energy Trade Board (OTC:EBODF) has shot up 142%, most likely as a result of my article.  The stock is extremely illiquid, and any added demand can move it a long way.  I suspect that, despite Kravetz’ warning that it is “It is tiny and thinly traded,” readers have not been buying with caution.  Yes, the company is still well below his low valuation estimate of $12, but it does not take much to send a stock this thinly traded up or down an incredible amount.  If you’re interested in this company, I strongly suggest you wait a month or two until interest caused by these articles has died down, and then buy cautiously, using limit orders.

Below is a chart showing how all the picks and publicly traded funds managed by these experts have performed since December 12th.  I’ve also included The Powershares Wilderhill Clean Energy ETF (NYSE:PBW), which tracks the Wilderhill Clean Energy Index managed by Dr. Robert Wilder.  Dr. Wilder  is on my panel but did not give me any picks because, as an indexer, he thinks it’s inappropriate for him to try and pick winners.

While EBODF was probably boosted by my article, Coven’s picks Opus Group and  MiX Telematics may have gotten a boost when he added them to The Cleantech Index, which he manages, on December 26th.  This means that PZD, the ETF which tracks the index, needs to buy them.

Conclusion

Part of the reason I asked my panel to pick their stocks  in December is to use their ideas myself.  This year, I included Mix Telematics from Coven, and included it in my seventh annual list of Ten Clean Energy Stocks for 2014.  Also included are Kravetz’s Hannon Armstrong and Schalkwijk’s Accell Group.  Accell is a holding of the hedge fund I co-manage with Schalkwijk.

As for Hannon Armstrong, I’ve been writing about it since its IPO in May, but the timing seems to be favoring Krazetz, since it’s gained $1.50 in the two weeks between when he and I picked it.  But I shouldn’t complain: Kravetz had the top pick of anyone on my panel last year, and this year he picked my largest single holding.

I’m looking forward to 2014.

Source: Forbes Business

 
Update
2

7 weeks ago

Khazanah throws MAS RM6b lifeline

Aug 29 2014 5:01pm CDT | Source: Business Times Singapore

August 30, 2014 1:15 AMKHAZANAH Nasional will inject RM6 billion (SS$2.4 billion) over three years to resuscitate loss-making Malaysia Airlines (MAS) under a recovery plan that includes even an Act of Parliament. Other key moves are migrating its operations, assets and liabilities to a new c ...
Source: Business Times Singapore   Full article at: Business Times Singapore
 

 
Update
1

7 weeks ago

MAS posts loss of RM307m for Q2

Aug 28 2014 5:00pm CDT | Source: Business Times Singapore

August 29, 2014 1:13 AMMALAYSIA Airlines (MAS) registered a loss of RM307 million (S$122 million) for the second quarter to end-June, but warned of worse to come in the second half when the "full financial impact of the double tragedies of ...
Source: Business Times Singapore   Full article at: Business Times Singapore
 

 

Don't miss ...

 

<a href="/latest_stories/all/all/30" rel="author">Forbes</a>
Forbes is among the most trusted resources for the world's business and investment leaders, providing them the uncompromising commentary, concise analysis, relevant tools and real-time reporting they need to succeed at work, profit from investing and have fun with the rewards of winning.

 

blog comments powered by Disqus

Latest stories

Ebola not to upset Africa's overall growth: IMF
Harare, Oct 23 (IANS) The Ebola outbreak in West Africa, which has claimed 4,500 lives, will have minimum impact on continent's overall growth, a top International Monetary Fund (IMF) official said Thursday.
 
 
Second MERS case reported in Qatar
Doha, Oct 23 (IANS) A 43-year-old man in Qatar has tested positive for Middle East Respiratory Syndrome (MERS) in the second confirmed case of the deadly virus in 10 days, media reported Thursday.
 
 
OPEC daily basket price falls again
Vienna, Oct 23 (IANS/WAM) The basket of 12 crude oils of the Organization of Petroleum Exporting Countries (OPEC) closed at $81.94 a barrel Wednesday compared to $82.09 Tuesday, the OPEC Secretariat said.
 
 
Music therapy reduces depression in kids, adolescents
London, Oct 23 (IANS) Music therapy reduces depression in children and adolescents with behavioural and emotional problems, a study found.
 
 
 

Latest from the Network

Second MERS case reported in Qatar
Doha, Oct 23 (IANS) A 43-year-old man in Qatar has tested positive for Middle East Respiratory Syndrome (MERS) in the second confirmed case of the deadly virus in 10 days, media reported Thursday. The patient had...
Read more on Business Balla
 
Two people die in Pakistan bomb blast
Islamabad, Oct 23 (IANS) At least two people were killed and 12 others injured in an explosion that took place in Pakistan's Balochistan province Thursday, media reported. The bomb was planted on a motorcycle, Dawn...
Read more on Politics Balla
 
Trott extends contract with Warwickshire till 2017
London, Oct 23 (IANS) England batsman Jonathan Trott, whose mental issues led to his abrupt departure from last winter's Ashes tour, has confirmed his successful comeback to competitive cricket by signing a new three-...
Read more on Sport Balla
 
Srikanth, Kashyap big movers in BWF rankings
Kuala Lumpur, Oct 23 (IANS) Indian men shuttlers Kidambi Srikanth and Parupalli Kashyap jumped seven places each in the latest Badminton World Federation (BWF) rankings released Thursday while Olympic bronze medallist...
Read more on Sport Balla
 
Alvin Stardust dead
London, Oct 23 (IANS) English singer Alvin Stardust died after a short illness. He was 72. Stardust's manager confirmed the news about his demise Thursday, reports mirror.co.uk. He was recently diagnosed with...
Read more on Celebrity Balla
 
Indian man reunited with family after 40 years
Dubai, Oct 23 (IANS) An Indian man, who had disappeared from his hometown in Kerala nearly 40 years ago, has been found by his family at a hospital in Dubai in the UAE, a newspaper report said. Now in his 60s, Abdulla...
Read more on Politics Balla
 
Srikanth, Kashyap, Saina rise in world rankings
Kala Lumpur, Oct 23 (IANS) Indian men shuttlers Kidambi Srikanth and Parupalli Kashyap jumped seven places each in the latest released Badminton World Federation (BWF) rankings Thursday while Olympic bronze medallist...
Read more on Sport Balla
 
Flintoff signs for Big Bash side Brisbane Heat
Brisbane, Oct 23 (IANS) Former England captain and all-rounder Andrew Flintoff, who retired from international cricket in 2009, Wednesday confirmed that he will play for Brisbane Heat in the Big Bash League (BBL) this...
Read more on Sport Balla
 
OPEC daily basket price falls again
Vienna, Oct 23 (IANS/WAM) The basket of 12 crude oils of the Organization of Petroleum Exporting Countries (OPEC) closed at $81.94 a barrel Wednesday compared to $82.09 Tuesday, the OPEC Secretariat said. The new OPEC...
Read more on Business Balla
 
Lopez to sign multi-million dollar deal?
Los Angeles, Oct 23 (IANS) Singer-actress Jennifer Lopez is reportedly in the final stages of securing a multi-million dollar deal to perform in Las Vegas. The 45-year-old is being offered $350,000 per show at The...
Read more on Celebrity Balla