Posts Tagged ‘Tom Konrad’
10 Green Energy Stocks for 2009 – Q3 Performance Update
Original Article from Seeking Alpha Long Investment
Tom Konrad (AltEnergyStocks) submits:
For the first 9 months of 2009, my ten green energy stocks for 2009 are up 23.4% vs. the S&P 500, and up 20.4% over my clean energy benchmark, the iShares S&P Global Clean Energy Index (ICLN). For the third quarter, that amounts to a loss of 1% relative to the S&P 500, and a gain of 7% relative to ICLN.
In my second quarter update, I attributed the out-performance of both clean energy in general, and my picks to the Obama Effect. That is, green energy outperformed the market strongly in the first half of the year because of the strong political and financial support it received from the new administration and Congress.
Read more articles from Seeking Alpha Long Investment
Smart Grid Stock List: They’re All Good
Tom Konrad (AltEnergyStocks) submits:
I’ve been writing about the smart grid and its potential since before I joined AltEnergyStocks, in 2007, although at the time, I wasn’t using the term: I mostly called it "Smart Metering." Now, Smart Grid is a central part of federal stimulus plans, and the term is firmly ensconced in the popular lexicon. GE even created a Super Bowl ad around the Smart Grid (video).
It was far past time to create a Smart Grid category in our Alternative Energy Stock List, but now we’ve done it. The companies in the Smart Grid Stock List were previously categorized as both Energy Efficiency Stocks and Electric Grid Stocks. Now, they are in the Smart Grid and Electric Grid categories, but only in the Energy Efficiency category if they also have a more conventional energy efficiency business. The broader Electric Grid category contains both Transmission and Distribution companies, like the ones in my Transmission Shopping List, as well as companies more narrowly focused on the smart grid. A few of the IT companies which have been moving into smart grid (such as IBM, Cisco, and Google) are in the Smart Grid category, but not in Electric Grid.