Toronto the Good to finance global green revolution

Alright kids, here's the scoop: Toronto Ontario is about to become the worldwide leader in financing and taking public junior clean power technology companies. Our province has experienced a dreadful energy policy in the past, relying on the twin towers of toxicity, coal and uranium, to power relentless growth and massive wasting of electricity.

The current government has made strides in recent months to understand the high growth nature of our industry, and what is required for Ontario to become and stay a player. Net metering and feed-in tariffs go a long way towards establishing a foundation to support two decades of employment growth.

The next step is cannibalizing these ancient communist-style generating plants (Pickering was built in the 60s using 50s technology, while Darlington was built in the 70s utilizing 60s tech, to say nothing of Bruce and the coal burners) by replacing them with green, renewable power.

Toronto shops will finance and the TSX will list companies operating in these sectors and more:

conservation

geothermal

windpower incl land-based, offshore, micro

biogas / biomass / biofuels

photovoltaic solar

energy efficiency

smart grid technology

electric vehicles

wave energy / tidal power

Smart Bay Street research departments will train a team of analysts and assistants to live within this industry, uncovering gems in Canada, the USA, Europe, Asia and all over the world.

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10 Greenest Blue Chips: Major Clean Energy Stocks

Here are some large capitalization green energy stocks to consider researching. A mutual fund owning some of these names may be good for a longterm investor to dollar cost average into.

10 Best Global Alternative Energy Stocks:

General Electric Co GE 16.00 170.03B


HONDA MOTOR CO HMC 30.88 56.04B


Applied Materials AMAT 13.35 17.81B


VESTAS WIND SYS UNSP/ADR VWDRY 25.25* 15.43B


Sharp Corporation (ADR) SHCAY 11.52* 12.68B


First Solar Inc. FSLR 140.10 11.86B


Calpine Corporation CPN 12.59 5.57B


SANYO Electric Co... SANYY 13.50* 5.01B


MEMC Electronic... WFR 17.39 3.89B


Ormat Technologies Inc. ORA 39.15 1.78B


Top Renewable Power Investing Blogs:

WindIntell.com Wind Power Stocks

Geotherma.info Geothermal Energy Investing

Green Mutual Fund Website

Best Green Stocks Blog

Green Energy Stocks: Psychology WILL CHANGE as 52 Week High List gets crowded

The strength in gold offers some comfort, as solar power and wind energy stocks have traded perilously leveraged off the price of crude oil. With oil at 70 and gold above 1,000, fears of US-spending induced inflation may provide a rally to 90 and another leg in the clean technology power market. Still, don't be surprised if oil then retreats to 40 in 2010 before quadrupling again during the twenty-teenies.

Here are some stocks with one year charts that look like they will soon show up on 52 week high lists:

Rosetta Resources ROSE (Natural Gas)


Yingli Green Energy ADR YGE (PV Solar)


Trina Solar Limited ADR TSL (PV Solar)


Ormat Technologies Inc ORA (Geothermal Power)


MEMC Electronic Materials WFR (PV Solar)

China GreenTech Initiative forecasts $1 Trillion Annual Market

A report out of Shanghai by the China GreenTech Initiative (a group of more than 80 technology companies, NGOs and policy advisors) estimates that the Chinese market for environmental products and services will reach $500 billion to $1 trillion.

The China Greentech Initiative has released its first report on the potential of the green technology market in China, The China Greentech Report 2009, at the World Economic Forum Annual Meeting of the New Champions 2009 in Dalian, China.

This Report is the initial offering of the China Greentech Initiative, an open source commercial collaboration of over 80 of the world's leading technology companies, services firms, entrepreneurs, investors, NGOs and policy advisors, united to contribute to a sustainable China and world. Editing down from several hundred proposals, the China GreenTech Report 2009 examines 125 greentech solutions, both existing and emerging, across seven sectors to provide a view of each solution's potential environmental impact as well as commercialization opportunities. The Report is the culmination of a research process led by a 30-person team that includes significant contributions from hundreds of industry experts.

Link to Download The China Greentech Report 2009

Green Energy Stocks Investing Links:

Best Green Stocks Investing Blog

Green Mutual Funds and ETFs

Green Stocks Investing Network

Wind Power Stocks Investing

Top Geothermal Energy Stocks

Investing in Photovoltaic Energy

Tidal Power, Wave Energy Investing

Bees Trees Frogs Elelphants Nature and Ecology Blog

Green Energy Company Website Links - Alphabetical List

Here is an alphabetical listing of top green power and clean energy technology companies with links to the official company website.

American Superconductor AMSC

Applied Materials AMAT

Broadwind Energy BWEN

Clean Energy Fuels CLNE

ENER1 HEV; Lithium-Ion Battery Systems Manufacturer

Energy Conversion Devices ENER; USA green energy technology company

Evergreen Solar ESLR

First Solar FSLR thin-film solar stock

GT Solar International SOLR

Itron Inc ITRI

LDK Solar LDK

MEMC Electronic Materials WFR

Ormat Technologies ORA; leading geothermal powery company

ReneSola (ADR) SOL

Sanyo Electric SANYY Solar Products

Sharp Solar SHCAY

SolarWorld AG

Spire Corp SPIR

SunPower Corp solar panel manufacturer, SPWR solar power stock

Trina Solar TSL

Vestas; Demark-based, world's leading wind energy stock

Yingli Green Energy YGE; China solar energy manufacturer

20 Best Green Energy Stocks List, by Market Capitalization

Here are some of the leading USA and global clean power technology developers and manufacturers.

20 Best Green Power Stocks

Ranked by Market Capitalization

(Market Cap as of September 4th, 2009)

Applied Materials AMAT 17.94B

Sharp Corp SHCAY 12.71B

First Solar FSLR 10.28B

Sanyo Electric SANYY 4.90B

MEMC Electronic WFR 3.71B

SunPower Corp SPWRA 2.52B

SolarWorld AG ADR SPWRY 2.37B

Itron Inc ITRI 2.32B

Suntech Power STP 2.31B

Ormat Technologies ORA 1.62B

Yingli Green Energy YGE 1.51B

American Superconductor AMSC 1.37B

LDK Solar LDK 1.01B

Trina Solar TSL 782M

GT Solar Intl SOLR 744M

Broadwind Energy BWEN 738M

ENER1 HEV 736M

Clean Energy Fuels CLNE 728M

EnerNoc ENOC 593M

JA Solar JASO 591M

Canadian Solar CSIQ 532M

Here are some links to

Green Energy Investing Network websites:

WindIntell.com Wind Energy Stocks

Geotherma.info Geothermal Power Investing

Green Mutual fund Investing Blog

Many Happy Returns!!!

Green Energy News, Clean Tech Stocks To Watch

Here are some recent alternative energy companies, North American clean technology articles and renewable power stocks in the news:

Green Energy Stocks News:

Renewable energy exceeds nuclear output for second month

Green Energy Jobs Growing 2x Faster than regular jobs

Top 10 Investor Searches include Natural Gas, Renewable Energy, Water Stocks

Tiburon Partners to launch renewable energy hedge fund

Regional Green Power News:

Ontario:

First Nation and Métis Communities Development Funds in Green Energy Act

Ontario Closing Coal Plants Launches Countdown To Green Energy

Michigan:

Wisconsin Governor Doyle co-hosting clean energy forum in Michigan

Research Green Energy Stocks Investing:

Best Green Stocks Website

Green Mutual Fund Directory

Wind Energy Companies List

Geothermal Power Stocks Investing

Water Stocks Investing

Huffington Post featuring Future Fuels clean power section

A leader among mainstream blogs in promoting ecology and sustainability, HuffPost is now offering a wide range of stories on leading alternative energy companies and green power research articles.

Here is a link to the main future fuels webpage on HuffingtonPost.com, plus some recent posts:

President Obama promotes ethanol, provides direction


Biodiesel information and research



Clean Diesel energy bill before US Congress

Plug-In Hybrids clean cars get boost from President Obama statement

In his answer to a question about the government's role as a major shareholder in USA auto companies, President Barack Obama stated:

I am not an auto engineer, and I can't design an affordable, plug-in hybrid automobile, but if Japan can create a hybrid car then doggone it, the American people can do it too. But we're not interested in growing government or staying in for the longterm... as soon as things get better we'll be looking to sell our stakes to private investors.

After opening with an update on the growing swine flu problem, Obama took questions from the media about his first 100 days in office. He gave articulate, even eloquent answers, and as a Canadian I must say it is refreshing to once again have an American President with a solid grasp of the critical issues and an ability to define the most logical proposed solutions.

Green Energy Stocks News Research April 2009 Update

Here are some clean power industry blog posts, news articles, and other online updates regarding alternative energy companies and investing in renewable power:

First Solar (FSLR) secures financing for 53 Megawatt German project

Renewablenergystocks.com Earth Day Solar Innovation with J. Peter Lynch; Solar Energy is FREE!

Green Stocks to Benefit from Recent EPA Ruling, Proposed Climate Change Bill

Diesel Brewing developing biomass / biofuel project in Oregon

10 Clean Energy Stocks for Post-Bush Rally; Green Power Investing

China Investing in Solar, Wind, Geothermal and green fuels

New global cooling systems and technology

Spire Corp (SPIR) surprises with big earnings, beat analyst estimates

China and the USA compete in global solar energy industry

Existing Fleet Conversion provides immediate economic and environmental benefits

Hy-Drive injects hydrogen to boost mileage and lower emissions

Hy-Drive Technologies (HGS-V) is in the final phase of a Hydrogen Generating System (HGS). The HGS generates, on-demand, and injects small amounts of hydrogen gas into the combustion chamber of a regular internal combustion engine creating an enriched air mixture and a more complete and faster burn of the air-fuel mixture. The result is reduced emissions and improved fuel efficiency and torque.

The initial application of Hy-Drive’s technologies is its proprietary "on-board" hydrogen and oxygen gas generation and injection system for internal combustion engines. The initial target markets for Hy-Drive are the existing commercial diesel-powered trucks and buses in the "after-market".

Hy-Drive HGS stock quote

The Time is Right for Gas-guzzler to Dual-mode EV Conversions

Since early 2008, Axion Power International (AXPW.OB) has been quietly developing an experience base and building grass roots support for a gas-guzzler to dual-mode EV conversion initiative that has the short-term potential to transform up to 120 million gas-guzzling pickup trucks, sport utility vehicles and vans into gas sipping EV-50s. If recent articles from sources as diverse as The Daily Green, Edmunds Green Car Advisorand the Environmental Defense Fund are reliable indicators, the initiative is rapidly gaining ground.

The concept is simple – add electric power trains and battery packs to America's least fuel-efficient vehicles and give them 50 miles of plug-in EV range coupled with unlimited internal combustion range. The potential benefits to the economy are enormous because the U.S. could slash gasoline consumption by a billion gallons per year for every 1% of the gas-guzzler fleet that's converted to dual-mode. It's also a solution that could be immediately implemented using domestic products and create untold thousands of new cleantech jobs.

 
The first public discussion of Axion's gas-guzzler conversion initiative was in Dr. Edward Buiel's testimony before the Senate Committee on Energy and Natural Resources last July. A few months later, Andrew Grove, the former chairman of Intel, published an article in McKinsey Quarterly titled "An Electric Plan for Energy Resilience" that approached the topic from a slightly different perspective. While Dr. Buiel's testimony focused on using lead-acid batteries and Mr. Grove's article focused on using Li-ion batteries, both men reached the same conclusion: that gas-guzzler to dual-mode EV conversions are the most cost effective baby-steps America can take in its drive for energy independence.

Full online article about converting gas-guzzling vehicles to electric-gas hybrids.

Post-Bush Rally in Equities sees green stocks UP BIG: FCEL, SOLR, SPWRA

Thursday April 09th 2009 was another stellar day in this new green energy stocks bull market. Here are some clean power companies that delivered yesterday:

A-Power Energy Generation APWR 5.79 +1.32 (29.53%) 189.37M



FuelCell Energy Inc FCEL 2.97 +0.35 (13.36%) 204.98M



GT Solar International SOLR 6.97 +0.82 (13.33%) 995.78M



SunPower Corp SPWRA 26.04 +2.64 (11.28%) 2.24B



Yingli Green Energy YGE 7.31 +0.73 (11.09%) 927.81M



Ener1 Inc HEV 5.75 +0.56 (10.79%) 652.48M



Ballard Power Systems BLD 2.59* +0.21 (8.82%) 212.70M



JA Solar Holdings JASO 3.43 +0.27 (8.54%) 575.86M

New Green Energy Bubble may take years to burst

Considering that the global credit markets collapse deflated a still-forming alternative energy stocks bubble in 2008, the 80 to 90% drops experienced by quality clean green power companies have set the stage for a multi-year rally in renewable power stocks.

New developments in areas such as thin film solar, concentrated solar, wave energy / tidal power, geothermal energy, flywheels, offshore windpower, the list goes on and on, mean that public and private sector investments will provide increasingly cleaner and more diversified energy generation. It is still early days and for those who have not yet set up dollar cost averaging programs into green power mutuals funds, it is a prudent strategy when included in a portfolio including cash, bonds, and even real estate! One great rule of thumb that is an excellent starting place is to utilize your age for the perecentage of assets to be held in cash and government bonds. A 30 year old would have just 30% in these shorter term securities, while a 70 year old finds that over 2/3 of her portfolio will always be secure, if proper rebalancing occurs. If the past year hasn't taught people the importance of rebalancing to lock-in gains, then they are probably not ready to re-invest in battered equity markets to restore the growth portions of their portfolios now. Many will compound the error of not rebalancing before, by not rebalancing now. A very conservative investor should add 15 or 20% to their age, while a more growth oriented longer term investor may want to subtract 10 or 15 years from her age percentage, with the subsequent higher risk / higher reward profile.

My initial prognosis (formed a decade ago when many names were still vencap) that the publicly-traded clean power stocks would top out in 2008/2009 was hastened and deepened by the world financial crunch, so rather than facing a 3 to 4 year rally, we are likely looking at a post-Bush rally in global equity markets that may last 5 to 7 years. Many PV solar and wind energy companies are dirt cheap nowadays, and they and other green power stocks will provide torque to global equity funds for most of the next decade.

Peace 2 all,

Joe College

Geothermal Power best choice for USA West base load electricity

If you view the USA geothermal energy map above (at the top of this geothermal power stocks blog homepage), you'll see that almost all of the western United States (Untied States?) is within easy transmission distance of geothermal energy fields.

Here are some geothermal energy links for the new clean energy investor, for those just learning about the massive global potential of clean green geothermal electric power:

Best Geothermal Energy Stocks Investments


Case for Geothermal Energy as Reliable Electricity Baseload Supply


Clean-Energy-Ideas.com Geothermal Power Information web page


USA and Canada Geothermal Power Company Website Links


Geothermal Power Plants explained, natural energy production


Geothermal Power webpage on Wikipedia.org


UPEI Introduction to Geothermal Energy



More Clean Power Investing Info:

WindIntell.com Top Windpower Stocks website

PVintell.com Best Photovoltaic Solar Companies

SolarIntell.com Solar Energy Renewable Power research

3 Diversified Stocks with green energy revenue for post-Bush rally

Most clean energy investors are looking for the pure play, the renewable power stock with the potential to be a ten-bagger or more. The top pure alternative energy stocks include First Solar (photovoltaic thin film solar energy), Vestas (top global wind power company) and Ormat Tech (leading geothermal energy stock), but here are some ways to play the global stock market post-Bush rally with more diversified companies that have a strong clean energy component:


General Electric Company (NYSE:GE)

One of the world's biggest companies, GE has seen its market cap fall from $400 billion to 100 bil as its stock plummeted from 38.52 to the current 9.54. General Electric is leading global player in both solar power and wind energy and is also a force in water purification and water desalination technology. The prevailing global doom and gloom means you can pick up shares in this behemoth at only 5.3 times trailing earnings, and their GE Energy division keeps you in the clean power game.

And the yield is 13%!!!


Kaydon Corporation (NYSE:KDN)

If you read KDN's description on Google Finance, you'll learn their products include bearing systems and components, and filters and filter housings, as well as custom rings, shaft seals, linear deceleration products, specialty balls, fuel cleansing systems, gas-phase air filtration systems and replacement media, industrial presses and metal alloy products.

What's not so easy to ascertain is that Kaydon is a major supplier of ball bearings and other components to the wind turbine industry. If you believe windpower has plenty of growth potential on land and offshore, KDN is worth considering for your portfolio.

At Friday's close of 26.54, the stock is less than half its 52 week high of 61.57, trades at a PE of 12.97 and yields 2.5%.



American Superconductor Corp (NASDAQ:AMSC)

Although AMSC is highly leveraged to the wind energy industry, their leading edge programmable power electronic converters and high temperature superconductor (HTS) wires allow them to sell their products to both wind farm developers / operators and to electric utilities in general. A recent sale of their dSVC technology to California utility Southern California Edison (SCE) included this in the press release:

AMSC's dSVC allows electric utilities to optimize power delivery directly at the grid's critical load-serving points by automatically adjusting the reactive power supply in real time to meet their customers' ever-changing electricity demands.

I believe that bodes well for the future, and means that AMSC will likely be working with electricity grid productivity firms such as Comverge (NASDAQ:COMV) and Echelon Corporation (NASDAQ:ELON) .

At 15.48 (down from $47), this high growth technology stock has tremendous blue sky potential.

Keep the faith,

Joe Trainor, CIM, Editor
Green Stocks Investing Blog

More online alternative energy stocks research:

Photovoltaic Solar Stocks Investing

Geothermal Power Company Info

Wind Energy Investing Links

Green Energy Stocks Investing

Nevada Geothermal (NGP) issues 762,000 options at 0.45 for 5 years

One thing to watch for in coming weeks and months is the re-pricing of options and issuing of new options by alternative energy companies. Executives at green power companies with stocks that have bottomed and are exhibiting upward momentum will be among the first to re-visit the options trough to set the bar at levels that will make them set for life.

Fom MSNBC:

VANCOUVER, BRITISH COLUMBIA - Nevada Geothermal Power Inc. (NGP) (TSX VENTURE: NGP)(OTCBB: NGLPF) announced that incentive stock options have been granted to certain directors and employees of NGP to purchase 762,000 common shares of the Company at an exercise price of $0.45 per share for a term of 5 years. Common shares which may be acquired upon exercise of the options shall be subject to a hold period which will expire on July 19, 2009. Certain employees shall be subject to additional vesting restrictions, to some, or all, of their incentive options.

About Nevada Geothermal Power Inc:

Nevada Geothermal Power Inc. is an emerging renewable energy developer focused on producing clean, efficient and sustainable geothermal electric power from high temperature geothermal resources, in the United States. NGP currently owns a 100% leasehold interest in four properties: Blue Mountain, Pumpernickel, Black Warrior, all of which are ideally situated in Nevada and Crump Geyser in Oregon. These properties are at different levels of exploration and development. NGP estimates a potential of over 200 MW from the current leaseholds.

Online Info on Geothermal Energy Stocks

President Obama sees value in current US Equity PE Ratios

Over time, the greatest risk in equity markets has always been investing too big a share of your investment portfolio too near to the top. Dollar cost averaging programs can fare much better, and when these programs are initiated after steep declines, they always provide good returns over the long term.

On the Tuesday March 3rd edition of ABC World News USA President Obama was quoted as saying:

"Profit and earning ratios are starting to get to the point where buying stocks is a potentially good deal, if you've got a long-term perspective on it."

If you believe in the United States of America you really gotta love this guy, as he embodies equal parts intelligence and common sense. It's far too early to comment on his wisdom, but he definitely has the tools to perform well and help America recover at home and abroad.

Will Google (GOOG) take a bite of First Solar (FSLR)?

First Solar has long been touted as the Google of the photovoltaic solar energy industry. Their pioneering thin film PV solar power technology solution is produced faster and cheaper than most competitors, and sales have grown exponentially. It makes sense now for Google to acquire 5 to 10% of FSLR. Why?

Let me count the ways!

1. What's the point of having a massive cash hoard if you can't pick up some clever pieces when there's a fire sale on? The stock is down over 60% in the Bush crash but will be a primary beneficiary of the Obama reign. 10% of First Solar might go for about US$1 billion, as the current market cap is nine and change.

2. With 17bil in cash and prospects for exponential growth dimmed by widespread financial weakness, utilizing investor capital for strategic equity alliances in high growth situations may be a great antidote. Sure Google will be THE NUMBER ONE beneficiary of a global economic upturn that has all boats rising, but when will that day or month come? Even when it does, the sheer size of GOOG means that it will face similar problems that Microsoft has faced for years, and that is trying to maintain reasonably steady growth while managing expectations, in a mega cap reality. Looking at FSLR, ORA, Suzlon, Vesta etc would make perfect sense for Google.

3. Time to leapfrog the charity and make some real money! It's all fine and dandy that Google.org wants to save the world with its crucial and pioneering work. Still, it befuddled that promising clean energy investments seemed to be owned by the foundation, and it hasn't been clear to me (I haven't researched it so readers are welcome to comment) that the Google shareholders would even be rewarded in the future from this beneficence today.

Now I understand how a company can benefit from having more PHDs than NASA; GOOG saw the crash coming and didn't want to get flack from shareholders for buying into a future dream at the top. In this next phase loans, grants and investments can still come from the foundation, but with the equity portion it will be better to structure these deals as Google Inc. owning 80-90% of the new green energy equity investments, the foundation 10-20%. The non-for-proft arm, which battles global climate change, world poverty and 21st century emerging diseases. and the company will both grow faster due to the sharing of resources and pooling of capital in strategic situations.

4. Lots of high quality alternative energy companies are currently attractive to longer term investors. Here are some names a cash-rich company like Google (or even MSFT (14 bil cash), or AAPL (20+ bil cash) may want to speak with:


First Solar FSLR


Ormat Tech ORA


Vesta Wind


Suzlon Energy


MEMC Electronic Materials WFR


SunPower Corp SPWRA


GT Solar SOLR



Peace 2 ALL!

Joe


Research Alternative Energy Stocks Mutual Funds

Geothermal Power Company Info

Wind Energy Stocks Investments

Leading PV Solar Energy Companies

Green Stocks With Revenue Momentum likely to lead Obama Rally

Here are stocks with strong revenue growth during the 2006 to 2008 period, positioning themselves to benefit from renewed interest in equty markets:

109.23B Google Inc. GOOG 346.45 

81.22B Apple Inc.  AAPL 91.20




10.87B First Solar Inc. FSLR 134.01

9.20B VESTAS WIND ADR VWDRY 16.55*

2.65B SunPower Corp SPWRA 30.92


1.39B Ormat Tech ORA 30.67


1.13B Energy Conversion Devices ENER 24.62


1.06B Suntech Power ADR STP 6.86


730.69M American Superconductor AMSC 16.88


692.23M LDK Solar LDK 6.12


602.90M GT Solar Intl SOLR 4.22


516.58M Yingli Green Energy ADR YGE 4.07


381.11M JA Solar Holdings ADR JASO 2.27



These 13 names are worth looking for in the holdings of mutual funds you  own or are considering. The revenue growth for this group is amazing, and one feels that at least some of these companies will continue to be category killers.