Stocks Poised to Draw Attention as Sustainability Favorites Ahead (NEE, BLQC, ENPH, FSLR, RUN, GE, TSLA, STEM)

As growth stocks pull back in 2022, investors face what could be a defining long-term investment opportunity (1). When the streets run red with the blood of panic, savvy market participants encounter their most important opportunities (2). While the S&P isn’t down all that much, high-growth stocks have been disproportionately hit. One of the epicenters […]

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. […]

How the Oil Spike Could Spur a Stampede into Alternative Energy Solutions (CCJ, VKIN, NEE, ENPH, FSLR, RUN, GE, ETN, TAN, URA)

One of the more interesting upshots of Russia’s invasion of Ukraine has been a big shift to the game theory landscape in the energy industry, sharply incentivizing investments in alternatives to crude oil following the spike in oil prices that has resulted from sanctions against Russia. WTI Crude Oil prices have spiked as high as […]

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 Russia’s Move is the Perfect Wake-Up Call for Green Energy Stocks (NEE, ECOX, ENPH, FSLR, RUN, GE, TSLA, STEM)

Stocks are on sale and commodities are going through the roof as Russian forces cross into Ukraine and begin to excise the Ukrainian military human and equipment infrastructure. The sanctions and threats of other sanctions add up to the risk of huge disruptions in the supply of many commodities, but Oil, Gas, and Wheat are […]

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 […]

Why KULR Could Become the Star of the Explosive Energy Storage Boom Ahead

It’s hard to overstate the importance for markets and the economy of the energy storage revolution now underway. We tend to underestimate the idea of “batteries” because that word has such a clear everyday meaning, and nothing about it seems revolutionary. But the idea of being able to capture and store industrial scale energy stores […]

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 […]

Investors Should Prepare for the Green Age (GSFI, ENPH, FSLR, FCEL, PLUG, NEE)

One of the sure-fire thematic investment themes lining up across markets over the coming decade is green-age technology, which includes EVs, solar power, alternative energy solutions, power grid AI technology, and a host of other smaller thematic puzzle pieces that represent new ways of solving old problems with a negative carbon footprint over time. This […]

Green Tech Rides Tailwind as Trillions Flow to Infrastructure (MASN, NEE, TSLA, ENPH, CLNE)

The trillion-dollar bipartisan infrastructure bill looks to be a done deal. Attention now turns to Biden’s $3.5 trillion reconciliation measure that will expand the budget and earmark a ton more money to human infrastructure and climate change projects. That places a bull’s-eye squarely on the green tech space for equity investors. The group could light […]

Key Stocks to Watch in the Solar Space (GSFI, FSLR, SPWR, ARRY, CSIQ, ENPH, TAN)

The future of the energy industry is likely going to be a hodgepodge of different renewable sources. But the primary factor will be solar power.  The solar industry is a prime example of a set-it-and-forget-it secular growth theme that – while featuring occasional bouts of volatility and the need for internal stock picking – will […]