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

10 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

 
 
 

30 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
10

7 weeks ago

RM47mil KWSG contributions still unclaimed

Jun 9 2014 7:54am CDT | Source: Business Times Malaysia

KUALA LUMPUR: About RM47 million of contributions in the Teachers Provident Fund (KWSG) still remain unclaimed, the Dewan Rakyat was told ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
9

7 weeks ago

Gold shop lost almost RM1mil

Jun 9 2014 3:50am CDT | Source: Business Times Malaysia

KANGAR: A gold shop owner lost almost RM1 million after after the safe on in his shop was broken int ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
8

7 weeks ago

Motion to debate MAS losses in Dewan Rakyat rejected

Jun 9 2014 3:39am CDT | Source: Business Times Malaysia

KUALA LUMPUR: AN emergency motion to debate the losses incurred by Malaysia Airlines last year, amounting to RM1.2 billion was rejected ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
7

7 weeks ago

MH370 Tragedy: Hisham: RM27.6 mil spent on 1st phase of SAR

Jun 9 2014 2:11am CDT | Source: Business Times Malaysia

KUALA LUMPUR: Malaysia spent some RM27.6 million in its first phase of the search operations for missing Malaysia Airline flight MH370, said Acting Transport Minister, ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
6

7 weeks ago

9.1m litres of diesel seized in a month

Jun 8 2014 1:11am CDT | Source: Business Times Malaysia

PUTRAJAYA: The Domestic Trade, Cooperatives, and Consumerism ministry has seized some 9.1 million litres of diesel and property worth RM58 million since mounting ‘Operasi Diesel Selatan’ i ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
5

7 weeks ago

Girl, 9, awarded RM2.78m compensation for medical negligence

Jun 6 2014 4:56am CDT | Source: Business Times Malaysia

KUALA LUMPUR: A nine-year-old girl who suffered brain damage during her birth at a government hospital was awarded over RM2 ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
4

7 weeks ago

Malaysia's total trade in April up 12pc

Jun 5 2014 11:52pm CDT | Source: Business Times Malaysia

KUALA LUMPUR: Malaysia's total trade in April 2014 rose by 12 per cent from a year ago to RM123.86 billion due to growing trading activities, International Trade and Industry Minister Datuk Seri Mustapa Mohamed ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
3

8 weeks ago

Works Ministry to spend RM20m for upgrading works at 50 accident black spots

Jun 4 2014 11:35pm CDT | Source: Business Times Malaysia

JOHOR BARU: The Works Ministry will implement upgrading works at 50 accident prone locations in the country that have been identified this year involving an allocation of RM20 million ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
2

8 weeks ago

Najib launches loan scheme for Ramadan traders

Jun 4 2014 10:24pm CDT | Source: Business Times Malaysia

PUTRAJAYA: Prime Minister Datuk Seri Najib Razak today launches RM45 million Ramadan Baza ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
1

8 weeks ago

Residents bring up objection against Kidex to Suhakam

Jun 4 2014 4:49am CDT | Source: Business Times Malaysia

PETALING JAYA: A group of 20 Petaling Jaya residents held a meeting with the Human Rights Commission of Malaysia (Suhakam) over their objection against the proposed RM2.2 billion Kinrara Damansara Skyw ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 

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

Now SEPA to facilitate euro payments
Brussels, Aug 1 (IANS) The European Commission said Thursday that the Single Euro Payments Area (SEPA) would become fully operational in all euro zone countries from Aug 1, 2014 onwards.
 
 
Ebola outbreak: $100 mn response plan in West Africa
Geneva, Aug 1 (IANS) The director-general of the World Health Organisation (WHO) and presidents of West African countries hit by the Ebola virus outbreak will Friday meet in Guinea to launch a new $100 million response plan.
 
 
OPEC daily basket price closes lower
Vienna, July 31 (IANS) The basket of 12 crude oils of the Organization of Petroleum Exporting Countries (OPEC) stood at $105.21 a barrel Wednesday, against $105.44 Tuesday, according to the OPEC Secretariat.
 
 
Ebola outbreak not a global threat: Report
London, July 31 (IANS) The deadly Ebola virus does not pose a global threat, a latest report has claimed, adding that as long as the virus continues to infect people in Liberia, Guinea and Sierra Leone, there is small risk of more long-distance export of the disease.
 
 
 

Latest from the Network

Kelsey Grammer wants more kids
Los Angeles, Aug 1 (IANS) Actor Kelsey Grammer, who recently became father for the sixth time and is also a grandfather, is keen to expand his family even at the age of 69. His young wife Kayte gave birth to the...
Read more on Celebrity Balla
 
Eddie Cibrian has no 'ulterior motives'
Eddie Cibrian believes his new reality TV show will prove he is devoted to LeAnn Rimes. The 41-year-old actor, who tied the knot with the country singer in 2011 after their affair led to the breakdown of their first...
Read more on Celebrity Balla
 
Chad Kroeger buys 17-carat ring for Avril Lavigne
Chad Kroeger bought Avril Lavigne a lavish 17-carat diamond ring for their first wedding anniversary. The 'Here's to Never Growing Up' hitmaker, who married the Nickelback frontman, 39, at Château de La Napoule in the...
Read more on Celebrity Balla
 
Hilary Duff's separation has been 'very difficult'
Hilary Duff admits her split from husband Mike Comrie has been ''very difficult.'' The 'Chasing the Sun' hitmaker, who announced her separation from the former ice hockey player in January after three years of marriage...
Read more on Celebrity Balla
 
China accuses US over military reconnaissance
Beijing, Aug 1 (IANS) China Thursday accused the US of regular reconnaissance by naval ships and aircraft in Chinese waters and airspace. "Vessels and aircraft of the US military have for a long time carried out...
Read more on Politics Balla
 
UAE provides $544 mn for needy West Bank families
Dubai, Aug 1 (IANS) The United Arab Emirates (UAE) has provided two million Dirham (544 million dollars) in aid to more than 4,400 needy families in the West Bank during holy month of Ramadan. The aid was provided...
Read more on Politics Balla
 
Iggy Azalea to make film debut in 'Fast and Furious 7'
Los Angeles, Aug 1 (IANS) Singer-model Iggy Azalea is all set to make her acting debut. She will be seen in a cameo in the forthcoming movie "Fast and Furious 7", actor Vin Diesel has revealed. The 47 year-old actor...
Read more on Celebrity Balla
 
Kelly Osbourne sued by former landlord
Los Angeles, Aug 1 (IANS) Kelly Osbourne's former landlord has sued her by claimed that the singer caused damages worth $70,000 to his property after she let her dogs defecate all over the apartment. The "Fashion...
Read more on Celebrity Balla
 
Lana Del Rey says ex-boyfriend is 'unwell'
Lana Del Rey claims her ex-boyfriend Barrie-James O'Neill is ''unwell.'' The 'Summertime Sadness' hitmaker, who split from the Scottish musician in June after three years together, admits they were not a good match, as...
Read more on Celebrity Balla
 
Ryan Seacrest's pals concerned about his gilfriend
Ryan Seacrest's friends are allegedly worried his girlfriend might be a ''gold digger.'' The 'American Idol' host, 39, started dating 24-year-old fitness trainer Shayna Taylor last summer, but his close pals reportedly...
Read more on Celebrity Balla