Alternative Energy Companies:

Roen Financial Report

Alternative Energy Companies
A financial newsletter focusing on high quality stock picks

Solar

Wind

Alternative Fuels

Efficiency

Environmental

Smart Grid

 


 


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 rate and free book offer for our subscribers. Start your subscription today!

 


 


 

 


High Quality Green Investments up 19% on Average

 

Harris Roen, Editor

July 3, 2013

 


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 which play an important role in redefining our energy future. Average returns of the 35-40 companies that make up the Paradigm Portfolio are up 19% since the beginning of 2013.

 

*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.

 

Paradigm Portfolio Returns

Three quarter of the stocks are trading in positive territory since entering the portfolio. There is a wide range of returns in individual companies, though, since the Paradigm Portfolio was started at the beginning of 2013.

 

The best gainer by far is Solar City, more than tripling in price since the new year. Though SolarCity has given up about 15% of its gains from peaks back in May, investors still believe this innovative energy stock will dominate the growing solar installation market. Trimble has had the largest loss, down 56%. Despite a descent earnings report released the end of March, future guidance by the company was disappointing, with earnings per share projected to be half of what analysts were expecting for the second quarter of 2013.

 

Portfolio Update

 

One company is being added to the Paradigm Portfolio, and one is being removed. Entering the portfolio is IXYS Corporation (IXYS). This mid-size Silicon Valley based company develops products that convert power into useable electricity. Though it manufactures many products, IXYS has a strong presence in supplying power conversion electronics to the wind and solar industries. Despite the fact that IXYS has a high P/E, it is still considered undervalued by the Roen Financial Report.

GT Advanced Technologies (GTAT) is being removed from the portfolio, after posting a nice 30% gain since its entry at the beginning of 2013. Its negative free cash flow is concerning, as is its drop to negative earnings in the past two quarters. It also has relatively high debt, and is considered overvalued by the Roen Financial Report.

 

 


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.

 

 


 

IMPORTANT INFORMATION

Individuals involved with the Roen Financial Report and Swiftwood Press LLC do not own or control shares of any companies mentioned in this article. 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.

 


 


Recent Articles and Alerts

 


 

Though many money managers tout the advantages of ETFs over mutual funds, actual returns tell a different story…

 

 

Two investment themes in the changing alternative energy landscape have emerged as potential profit centers for investors…

 

 

The stock market has been paying attention to SunPower (SPWR) in a big way…

 

 

Performance for MF’s have been outstanding, following a surge in solar stocks, energy efficiency companies, and…

 

 

SolarCity (SCTY) has been one of the hottest alternative energy stocks since its IPO five short months ago…

 

 

A solar stock and an environmental company have been added to the Roen Financial ReportParadigm Portfolio this month… 

 

 

Five solar stocks announced key updates – three show improved prospects, and two warn of danger… 

 

 

Investors love Exchange Traded Funds (ETFs). They trade like stocks, and are an easy way to diversify within a certain sector…

 

 

Solar energy started as one of the hottest investment themes of the past decade, but has since become extremely volatile…

 

 

Three companies in solar had gains today. Duke made a significant acquisition; First Solar offered positive guidance; JinkoSolar posted an upsetting loss…

 

 

The first three months of 2013 proved to be extremely upbeat for the stock market…

 

 

Tesla Motors (TSLA) is up on good bottom line news; SolarCity (SCTY) gained on…

 

 

Terrific news: green investing is easy, good for the earth and fun!

 

 

All of the alternative energy MFs were up handsomely in the past three months. The biggest gainer was…

 

 

As a result of a disappointing earnings release, SolarCity (SCTY) took a shellacking on Thursday..

 

 

As more homeowners and business become interested in installing solar, a myriad of financing options have evolved…

 

 

Quarterly returns have been spectacular for all of the MFs, ranging from a low of 8.8% all the way to a remarkable 25.2%…

 

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