Ten Clean Energy Stocks for 2010  

Posted by Big Gav

Tom Konrad has a look at some of his favoured clean energy companies for the upcoming year - Ten Clean Energy Stocks for 2010. Its interesting that none of these companies generate power (or build equipment for generating power).

In late 2008, when I was putting together my list for 2009, I had a relatively easy time. Fear was rampant, and there were many great companies selling for single-digit multiples of earnings. Today, complacency and greed have returned to the markets, and good values are very hard to come by. The following 10 are mostly the result of culling through our Alternative Energy Stock lists for companies in my favored sectors that look ready for the premature end of the recovery: Companies with strong balance sheets, good cash flow and profitability at not-too-expensive multiples.

Electric Grid & Electricity Storage (30%)

* General Cable (BGC)
* MasTec (MTZ)
* C&D Technologies (CHP)

-or-

* Smart Grid Infrastructure Index Fund (GRID)

Efficient/Clean Transportation (30%)

* New Flyer Industries (NFI-UN.TO, NFYIF.PK)
* Firstgroup PLC (FGP.L)
* Portec Rail Products (PRPX)

-or-

* Powershares Global Progressive Transport ETF (PTRP)

Energy Efficiency (30%)

* Waterfurnace, Inc. (WFI.TO, WFFIF.PK)
* Linear Technology Corp (LLTC)
* Flir Systems, Inc. (FLIR)

Biomass, Waste to Energy, Recycling - 10%

* Waste Management (WM)

4 comments

Gav-
I stay away from power generators because they are much more popular among investors than companies that conserve power... but they do so at a higher cost (as we all know.)

But there is one power generator in this list: Waste Management, which runs a large number of landfill gas generators. (But this also stays away from the theme of "sexy" renewable energy projects.)

Thanks for the comment Tom.

I'm sure your investment thesis is correct - I just have a thing about 'sexy" renewable energy projects :-)

I, too, have a soft spot for sexy energy projects... it's hard not to. But my mind tells me that I'll do more good for the environment (and probably make more money) with less sexy investments.

It's a lot like retrofitting a home: who doesn't want solar panels? But if we think about it, we're going to invest in a lot of energy efficiency upgrades before we splash out on the PV.

Happy New Year!

All true :-)

Happy New year to you too !

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