LATEST ARTICLES

Impossible Foods Launches Impossible Pork

by Helena Tavares KennedyIt began with beef without the cow, even leather without the cow, and now we wave goodbye to pork from the pig with the news that Impossible Foods has launched pork made from plants.Not only that, but Impossible Foods is going beyond the Impossible Whopper and expanding their work with Burger King in a new Impossible Croissan’which using Impossible Sausage made from plants as well. That will be available in only some Burger King locations starting in late January.What’s in it?Impossible Foods says their new pork protein is?mostly made with soy protein, coconut oil, sunflower oil....

2020 Hindsight: Ten Clean Energy Stocks For 2019

by Tom Konrad Ph.D., CFASometimes it's good to be wrong.When I published the Ten Clean Energy Stocks For 2019 model portfolio on New Year's Day 2019, I thought we were likely in the beginning of a bear market.? With 20/20 hindsight, that was obviously wrong.I made the following predictions and observations: "he clean energy income stocks which are my focus should outperform riskier growth stocks."? "eep value investors will put a floor under the stock prices of these ten stocks." "I could also be wrong about the future course of this market."? "I have a history...
historical returns

Ten Clean Energy Stocks for 2020

by Tom Konrad, Ph.D., CFAIf it's tough to follow a winner, 2020 is going to be an especially tough year for my Ten Clean Energy Stocks model portfolio.I've been publishing lists of ten clean energy stocks that I think will do well in the year to come since 2008.? With a 46 percent total return, the 2019 list has had its best year since 2009, when it managed a 57 percent return by catching the rebound off the 2008 crash.? This year's returns were also achieved in the context of full- to over-valuation of most of the clean energy...

10 for 2020 Preview

by Tom Konrad, Ph.D., CFAOver the last couple years, I've given paying subscribers a chance to see my annual list one trading day early.? I did not get it organized this year, but I just got an email from a past participant who was interested.? I initially said no, I'd rather be fair to all readers but then I thought maybe there are others who can benefit.I currently have a list of 11 stocks, which I will be narrowing down to 10 after the close on Dec 31st.? Anyone who forwards me (tom@thiswebsite.com) an email confirming a donation in...
VLEEY vs FR.PA

Trading Options and Foreign Stocks: When Low Trading Volume Is Not Illiquid

Tom Konrad, Ph.D., CFAAs usual, I am putting together my Ten Clean Energy Stocks for 2020 model portfolio for publication on January 1st or 2nd next year.? As I wrote in November, expensive valuations for the US clean energy income stocks I specialize in mean that the 2020 model portfolio will contain more than the usual number of foreign stocks, and I am also planning on including a little hedging with options.Why option strategies are now affordableI have never included options in the model portfolio before because the commission structure did not make it cost effective for small investors...
lump of coal

Biofuel Industry Reacts To EPA New Renewable Fuel Standard

Yay or Nay for EPA? RFS Volumes out for 2020, Biodiesel for 2021 – What’s the reaction from industry?by Jim LaneWhat’s the reaction from industry??Coal for Christmas?Should Santa bring coal for EPA’s stocking this year? Do the biofuels and agriculture industries think the EPA just put coal in their stocking? Is it thumbs up or thumbs down from biofuel industry advocates on last week’s U.S. Environmental Protection Agency renewable fuel volumes? What about the exempted volumes?The Ruling – Rotten or Respectable?First, a bit on the?EPA ruling that establishes the required renewable volumes under the Renewable Fuel Standard (RFS) program?for...
Amazon

Water Supply with a Latin Twist

by Debra Fiakas, CFADepending upon how you string the words together, it is possible to make Latin America sound like the world’s water fountain or the location of a putrid pond out of which hapless citizens ladle their drinking water.Try these lofty words.Four the world’s largest rivers and four of the world’s largest freshwater lakes can be found in the Latin America region with a run-off area encompassing 5,470 cubic miles.??The rainwater and snowmelt running into these water bodies represents 20% of the world’s run-off.??By itself Brazil is home to 20% of the water resources of the entire world.Here...

Water Treatment With a Latin Beat

by Debra Fiakas, CFAThe post?“Water:??Invisible Crisis”?on December 6th?highlighted the building problem of inadequate supplies of quality water in Latin America.??The World Water Council’s Comision Nacional Del Agua reports that As much as one-third of the Latin America population lacks access to safe water.??Unabated pollution and lack of water treatment have been identified as culprits.??In South America, for example, 40% to 60% of water comes from aquifers that are subject to increasing pollution from untreated run-off from mining and agriculture operations.Our survey of Latin America water sector in South America found an interesting mix of pollution abatement and water treatment...
total return thru november 30

Ten Clean Energy Stocks For 2019: Still Party Time

by Tom Konrad Ph.D., CFA2019 has become another blockbuster year for the Ten Clean Energy Stocks model portfolio and, to a lesser extent clean energy stocks and the broad stock market as well.? I'm frankly surprised to see the party continuing.? The continued spiking of the metaphorical punch bowl by the Federal Reserve with interest rate cuts certainly has a lot to do with it. I had expected those cuts to be both fewer and less effective.Which all goes to show that it's always a good idea to hedge one's bets in the stock market.? At least in part...
moneybags

How Free Commissions Change The Game For Small Investors

Why Free Commissions are a Game-Changer For Small Investorsby Tom Konrad, Ph.D. CFALast month, Charles Schwab (SCHW), E-Trade (ETFC), and Ameritrade (AMTD) all dropped their commissions for online stock trades to $0. They also dropped commissions on options contract to $0.65 per contract.The change opens up cost-effective individual stock investing to even the smallest investor, and also allows many more investors to use option strategies.? For those wondering if there is a catch, and how these brokers will make money with $0 commissions, see here.? The short version is that they make money on your cash deposits, and from...
Transportation GHG chart

Aviation Biofuel Overview

by Debra Fiakas, CFAThe aviation industry contributes about $2.7 trillion to the world’s gross domestic product.??It may seem like a big number, but that is only 3.6% of the world’s wealth.??Aviation may be a minor player in terms of creating wealth, it is a big culprit in climate change.??Flying around the world accounts for as much as 9% of humankind’s climate change impact.??Indeed, compared to other modes of transportation, flight has the greatest climate impact.The negative impact of carbon emitted by aircraft is made even worse by the fact that the emissions point is mostly at cruising altitudes high...
Steve Hartiq

North American Outlook on Biofuels Challenges and Opportunities

Challenges and Opportunities in BiofuelsBy Steve Hartig, Former VP of Technology Development at ICMThe North American biofuels market can be split into three main segments all of which have major dynamics.??What I would like to do is give a high-level overview of what I see as some of both the challenges and opportunities across these. Ethanol which is a produced from corn and sorghum in about 200 plants mainly across the Midwest and blended at about 10% with gas.??Majors such as POET, Green Plains, Flint Hills, Valero, ADM and Cargill do a bit more than half of the 16...
10 for 2019 Oct

Ten Clean Energy Stocks For 2019: Pattern Buyout, Analyst Downgrades

by Tom Konrad Ph.D., CFAAlthough valuations and political uncertainty have me spooked, October was another strong month for the stock market in general and clean energy income stocks in particular.While my broad income stock benchmark SDY added 1.6% for a year to date total gain of 19.6%.? My clean energy income stock benchmark YLCO did even better, 2.7% for October and 29.7% year to date.? The 10 Clean Energy Stocks model portfolio fell somewhere in between for the month (up 1.8%) but remains unchallenged for the year to date (40.7%).?? My real-money managed strategy, GGEIP, lagged as I reduce...
blsp north carolina

Battling Food Waste: Blue Sphere

If ‘food waste’ was a country it would be ranked as the third largest emitter of greenhouse gas emissions in the world behind only China and the United States.??To reach this conclusion the?World Resources Institute?used food waste data in 2011, and considered agriculture inputs, food processing, land use, deforestation, food waste disposal, and landfill impacts.The carbon footprint of wasted food is a big one with cereals contributing about 35% of the greenhouse gas emissions even though is only about 19% of food waste volume.??Meat on the other hand is a small part of the food waste problem as it...
WM recycling

Plastic Bottle-neck

by Debra Fiakas, CFAIn September 2019, the California State Assembly sent out legislation that sets a 10% recycled plastic mandate by 2021 and increases the hurdle rate to 50% by 2030.??The law covers plastic bottles that are already covered under the state’s container redemption program.??Companies will need to use plastic bottles made from recycled plastic such that at least a minimum percentage of the plastic used meets the mandate.Environmentalists and even consumers might be celebrating the new law, but the plastic recycling industry could be less than jubilant.??The recycling news feed is peppered with headlines that reveal some fraying...

EPA Reneges on Trump’s Biofuels Deal

by Jim Lane“EPA Reneges on Trump’s Biofuels Deal”, said the Iowa Renewable Fuels Association in reacting?to the US Environmental Protection Agency’s new plans?for fulfilling federal renewable fuel requirements. EPA released a proposed supplemental rule for the Renewable Fuel Standard today, and the bioeconomy is up in arms, and the outrage is centered in farm country, once a Trump bastion of support.“IRFA members continue to stand by President Trump’s strong biofuels deal announced on Oct. 4, which was worked out with our elected champions and provided the necessary certainty that 15 billion gallons would mean 15 billion gallons, even after...