NewEnergyNews: NEW ENERGY INVESTING FOR THE SERIOUS INVESTOR/

NewEnergyNews

Gleanings from the web and the world, condensed for convenience, illustrated for enlightenment, arranged for impact...

The challenge now: To make every day Earth Day.

YESTERDAY

THINGS-TO-THINK-ABOUT WEDNESDAY, August 23:

  • TTTA Wednesday-ORIGINAL REPORTING: The IRA And The New Energy Boom
  • TTTA Wednesday-ORIGINAL REPORTING: The IRA And the EV Revolution
  • THE DAY BEFORE

  • Weekend Video: Coming Ocean Current Collapse Could Up Climate Crisis
  • Weekend Video: Impacts Of The Atlantic Meridional Overturning Current Collapse
  • Weekend Video: More Facts On The AMOC
  • THE DAY BEFORE THE DAY BEFORE

    WEEKEND VIDEOS, July 15-16:

  • Weekend Video: The Truth About China And The Climate Crisis
  • Weekend Video: Florida Insurance At The Climate Crisis Storm’s Eye
  • Weekend Video: The 9-1-1 On Rooftop Solar
  • THE DAY BEFORE THAT

    WEEKEND VIDEOS, July 8-9:

  • Weekend Video: Bill Nye Science Guy On The Climate Crisis
  • Weekend Video: The Changes Causing The Crisis
  • Weekend Video: A “Massive Global Solar Boom” Now
  • THE LAST DAY UP HERE

    WEEKEND VIDEOS, July 1-2:

  • The Global New Energy Boom Accelerates
  • Ukraine Faces The Climate Crisis While Fighting To Survive
  • Texas Heat And Politics Of Denial
  • --------------------------

    --------------------------

    Founding Editor Herman K. Trabish

    --------------------------

    --------------------------

    WEEKEND VIDEOS, June 17-18

  • Fixing The Power System
  • The Energy Storage Solution
  • New Energy Equity With Community Solar
  • Weekend Video: The Way Wind Can Help Win Wars
  • Weekend Video: New Support For Hydropower
  • Some details about NewEnergyNews and the man behind the curtain: Herman K. Trabish, Agua Dulce, CA., Doctor with my hands, Writer with my head, Student of New Energy and Human Experience with my heart

    email: herman@NewEnergyNews.net

    -------------------

    -------------------

      A tip of the NewEnergyNews cap to Phillip Garcia for crucial assistance in the design implementation of this site. Thanks, Phillip.

    -------------------

    Pay a visit to the HARRY BOYKOFF page at Basketball Reference, sponsored by NewEnergyNews and Oil In Their Blood.

  • ---------------
  • WEEKEND VIDEOS, August 24-26:
  • Happy One-Year Birthday, Inflation Reduction Act
  • The Virtual Power Plant Boom, Part 1
  • The Virtual Power Plant Boom, Part 2

    Sunday, May 06, 2007

    NEW ENERGY INVESTING FOR THE SERIOUS INVESTOR

    The Motley Fool gives good investment advice but this is his list, not endorsed by this newsblog. He smartly avoids fuel cells and ethanol. And the tar sands probably can make money in this oil market. But coal-to-liquid? Well, the government IS talking about a subsidy…

    A Different Kind of Alternative Energy Portfolio
    Dale Baker, May 1, 2007 (The Motley Fool)
    click to enlarge
    WHO
    The Motley Fool

    WHAT
    A “Foolish” investment expert offers some alternative strategies for taking advantage in the booming New Energy market.

    WHEN
    Real time. The market waits for nobody.

    WHERE
    Wherever there is money, there is investing, from Downtown to Online.
    click to enlarge
    WHY
    - Fidelity's Select Energy, typical top 10 holdings: integrated oil companies, refiner, oil-services giant, exploration companies.
    - Or second-tier mid-cap exploration names or micro-cap startups looking for oil in odd parts of the globe.
    - Energy was 20% to 35% of expert’s total holdings 2004-2006, then moved to “alternative names:” Not fuel-cell startups or new ethanol plays; Looking for cash flow and profit growth, found other ways to invest, getting steadier performance.
    His list:
    1. picks and shovels
    Singapore offshore-drilling platform manufacturer Keppel, U.K.-based Hunting PLC (Alberta well services and trucks)
    2. wagons
    Tsakos Energy Navigation (double hull oil tankers), Energy and Income Growth Fund (pipelines), Sasol (getting gas-to-liquids (GTL) and coal-to-liquids (CTL) technologies to market)
    3. other producers
    France's Areva (nuclear, hydroelectric), Brookfield Asset Management (hydroelectric),
    Canadian Oil Sands Trust, Suncor, ECA, Nexen, Connacher Oil (Canadian oil sands),
    China Shenhua Energy (coal) and, finally, Dynegy (power), BZP Energy (Peruvian natural-gas explorer)
    click to enlarge
    QUOTES
    “Never stop looking: If you stick to the usual suspects and the large-cap energy funds, your performance should mirror the ups and downs in the sector. But adding some names from off the beaten path could smooth out your performance with steady gains.”

    0 Comments:

    Post a Comment

    << Home