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
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Welcome to Green Stocks Investing! Many of you know me from my longtime work for WindIntell.com, SolarIntell.com, PV Intell and Geotherma.info. I have launched Green Stocks Investing Info as a central portal for all of us to communicate through.
Research publicly-listed renewable energy stocks including solar power companies, wind energy stocks, geothermal power producers, wave energy, tidal power, green mutual funds, emerging clean energy technology companies.
Research publicly-listed renewable energy stocks including solar power companies, wind energy stocks, geothermal power producers, wave energy, tidal power, green mutual funds, emerging clean energy technology companies.
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Saturday, March 21, 2009
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
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
Wednesday, March 4, 2009
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.
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
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
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