This Small Cap Could be the Lotto Ticket in the Emerging Carbon Capture Story (EQNR, VKIN, BEP, BE, FSLR, RUN, ENPH, STEM)

The coming decade will be defined by several major macro themes for investors. Perhaps foremost among them will be derivative themes related to the massive job of transitioning away from our collective addiction to fossil fuels. The job is enormous because it entails a complete reshaping of how we relate to the concept of energy. […]

Commodity Price Shock Could Fuel New Boom in Green Tech Stocks (BLDP, ECOX, NIO, BE, FSLR, TSLA, CSIQ)

As commodity prices skyrocket higher following Russia’s invasion of Ukraine, attention in the markets is turning toward sustainability plays. The ideas are entwined. For example, one of the main hurdles to the development and maturation of the solar energy industry is the cost-effectiveness of using solar energy. This has become less important as the industry […]

Green Tech Stocks are Back in Favor (CLSK, ECOX, FCEL, CLNE, PLUG, BE, BEP, ENPH)

Looking ahead over the next five years seems like an eternity for postulating portfolio management strategies when it comes to sector allocation. But we can hang our hat on certain key principles. First off, where will see the biggest growth? One can look toward a few key themes as top candidates: Metaverse, Genomics, DeFi, Edge […]

Why it may be Time to Buy the Dip in Sustainability Stocks (NEE, VKIN, STEM, QS, BE, FSLR, FAN, TAN, CEI)

The sustainability movement is likely to be the most important investment theme over the next ten years. The transition away from fossil fuels is going to be expensive, and it’s likely to drive further inflationary pressure. But it’s necessary, and the vast majority of Wall Street firms and younger investors are already aligned with this […]

Clean Energy Stocks on Sale and What to Do About It (CLNE, VKIN, NEE, FSLR, ENPH, BEP, BE)

As growth stocks sell off, investors have the opportunity to gain exposure to the secular narrative around clean energy, which is destined for leadership in the market over the coming decade as trillions of dollars in investments flow toward sustainable technologies aligned with the ESG investing theme. The Environment, Social, and Governance (ESG) investment theme […]

Top Clean Energy Stocks are On Sale and Structurally Favored (CLNE, CEI, NEE, FSLR, ENPH, BEP, BE)

The great transition away from fossil fuels is now well and truly underway following this year’s climate conference at COP26, which established stepped-up objectives for the developed world. That means trillions in added investment flows into clean energy plays. This is on top of the ESG movement, which has been driving new capital flows into […]

Why Carbon Capture is the Next Big Thing (FLR, CLNE, NEE, EQNR, ENPH, BEP, BE, NRG, VKIN)

We recently unveiled our new emerging thematic investment idea for the next year: Carbon Capture. In our last piece, we talked about Canada’s landmark mandate in this arena. However, we would be remiss to avoid mention of another dynamic here – Elon Musk’s pledge from months ago to grant a $100 million prize to whoever […]

Interesting Players in the $68 Trillion Clean Energy Premise (VKIN, CLNE, NEE, ENPH, BEP, BE, CEI)

The transition to the clean energy paradigm is one of the most surefire secular investment premises in play today, mostly due to the fact that – according to Morgan Stanley data – millennials will inherit over $68 trillion in generational investment wealth over the coming 10 years, and there’s plenty of data showing where attitudes […]