Welcome to the Roen Financial Report, a comprehensive web service that focuses on alternative energy stocks. We offer free stock alerts, Mutual Fund and ETF updates, as well as vital articles for alternative energy investors. Subscribers get access to members-only web content, including up-to-date profiles on 250 alternative energy investments. This includes our proprietary Fair Value Meter, which shows whether a stock is undervalued or overvalued in today’s market. Click here for a special discounted rateand free book offer for our subscribers. Start your subscription today!
The Paradigm Portfolio is a select list of green investmentsthat are considered best positioned to benefit from the energy paradigm shift away from foreign oil and polluting coal and towards cleaner power alternatives. Theseleadership companies are culled from a list of around 250 alternative energy stocks that play an important role in redefining our energy future.
*Hypothetical gain from portfolio recommendations. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities on this list.
Accounting for additions and removals from the portfolio since inception in January 2013, returns* for the Paradigm Portfolio are up a respectable 29%. This by far beats returns of the overall market, which was up 19% over the same time period as measured by the S&P 500.
Paradigm Portfolio Returns
Average gains of the 37 companies that make up the Paradigm Portfolio are 28.5% since the beginning of 2013. Almost 80% of stocks are trading in positive territory since entering the portfolio, and over two-thirds are posting double-digit gains. When looked at on an annualized basis, the Paradigm Portfolio has an impressive equivalent of 39% gain annualized.
The best performer by far is SolarCity, up around 200% since entering the portfolio in January 2013. Though SolarCity has not yet surpassed its peaks back in May, it has been holding in a trading range from the low 30’s to mid 40’s. Continued positivedevelopments with SolarCity are convincing investors that this innovative energy stock will dominate the growing solar installation market.
SAP is the poorest performer, down 12% since January. This large German software company, which sells smart grid management products for utilities, has experienced downward earnings pressures from the generally lackluster European economy. SAP does, however, have very good free cash flow and strong earnings estimates going forward. We consider the stock below fair value at current prices, so SAP will remain a Paradigm Portfolio component.
Paradigm Portfolio Update
One company being added to the Paradigm Portfolio is Fuel Tech, Inc. (FTEK). Fuel Tech is a relatively small Illinois-based pollution control and combustion efficiency company. FTEK has steadily growing annual sales and an encouraging number of new orders for its products. Another good sign is that the company has positive net insider buy activity. This, combined with the fact that we measure the stock as undervalued, means FTEK likely has good upside potential from here. One word of caution is that Fuel Tech trades thinly and has had extreme volatility in the past, so it is considered a highly speculative stock.
To become better informed as an energy investor, click here to find out about the Paradigm Portfolio, including access to a complete list of stocks and detailed company reports.
DISCLOSURE
Individuals involved with the Roen Financial Report and Swiftwood Press LLC owned or controlled shares of TSL. It is also possible that individuals may own or control shares of one or more of the underlying securities contained in the Mutual Funds or Exchange Traded Funds mentioned in this article. Any advice and/or recommendations made in this article are of a general nature and are not to be considered specific investment advice. Individuals should seek advice from their investment professional before making any important financial decisions. See Terms of Use for more information.
Remember to always consult with your investment professional before making important financial decisions.
*Hypothetical gain from portfolio recommendations. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities on this list.
Three companies in solar had gains today. Duke made a significant acquisition; First Solar offered positive guidance; JinkoSolar posted an upsetting loss…
DISCLAIMER: Swiftwood Press LLC is a publishing firm located in the State of Vermont. Swiftwood Press LLC is not an Investment Advisory firm and does not give individual investment counsel or act as an investment advisor. Advice and/or recommendations presented in this newsletter are of a general nature and are not to be construed as individual investment advice. Considerations such as risk tolerance, asset allocation, investment time horizon, and other factors are critical to making informed investment decisions. It is therefore recommended that individuals seek advice from their personal investment advisor before investing.Any trading of mentioned mutual funds and/or companies by affiliates of the Roen Financial Report and Swiftwood Press LLC will be made in accordance with the published strategy and executed 48 hours after the newsletter is published and available to subscribers.
Any published hypothetical results may not reflect the impact that material economic and market factors might have had on an advisor’s decision making if the advisor were actually managing client assets. Hypothetical performance does not reflect advisory fees, brokerage or other commissions, and any other expenses that an investor would have paid.
Some of the information given in this publication has been produced by unaffiliated third parties and, while it is deemed reliable, Swiftwood Press LLC does not guarantee its timeliness, sequence, accuracy, adequacy, or completeness, and makes no warranties with respect to results obtained from its use. Data sources include, but are not limited to, Thomson Reuters, National Bureau of Economic Research, FRED®(Federal Reserve Economic Data), Morningstar, American Association of Individual Investors, MSN Money, sentimenTrader, and Yahoo Finance.
