Author Archive | Harris Roen

What Drives Alternative Energy Stocks?

Alternative energy became a serious market player after the turn of the millennium. Since that time, solar, wind, smart grid and other alternative energy stocks have experienced both strong up and down trends. The forces at work driving these markets are complex, counterintuitive, and sometimes mysterious. This article looks at what has been driving the […]

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Uncovering Green Alternative Energy Mutual Funds

Not all alternative energy mutual funds are created equal. In a recent interview with the Wall Street Journal, a reporter asked me which alternative energy mutual funds were the most focused on renewables, noting that many mutual funds hold non-energy related companies such as Apple, PepsiCo and Google. The answer to this question is not […]

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Carbon Winners and Losers – There’s a New Rule in Town

A seismic shift in the power generation landscape is starting to sink in. It has been two weeks since the EPA announced its new proposed carbon rules, one of the flagship efforts of the Obama Administration to address climate change. This shift is meant to move the country in the direction of inevitable changes coming […]

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Will Outsized Solar Stock Returns Continue?

Any way you slice it, solar investing has been on a tear for the last year. Of the 69 solar stocks that the Roen Financial Report tracks, three-quarters are up for the year. On average solar stocks have gained 85% for the year, with 60% of solar companies up in the double digits. What is […]

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Blockbuster Year for Alternative Energy Stocks

Alternative energy stocks had an epic year in 2013. The widely watched Ardour Global Alternative Energy Index Composite (AGIGL) was up 53% in 2013. That’s double the 26% return for the S&P 500. In fact, 2013 marked the largest annual return for the AGIGL since 2007. In January 2013, I predicted that “…low interest rates […]

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Year End Update: Alternative Energy Mutual Funds and ETFs

Alternative energy investing was very profitable in 2013. This article reviews how green mutual funds and ETFs performed in 2013, what stocks were most favored by these funds, and forecasts where funds should go in 2014 and beyond. Alternative Energy Fund Returns 2013 has been the year of the comeback for alternative energy mutual funds […]

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Smart Investments in the Smart Grid

by Harris Roen The reboot of the electric grid is an exciting investment opportunity that promises to be one of the biggest energy transformation stories of the early 21st century. Bloomberg New Energy Finance projects that by 2018 global smart grid investments should grow to $25.2 billion per year. This article will give a brief overview […]

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SolarCity in Focus

SolarCity has become a sort of proxy for the future of solar in this country. This tremendously successful company is coming up on a one year anniversary of its IPO in December. Several developments at SolarCity warrant a closer look into this dynamic company trying to stay ahead of the curve in a growing, competitive […]

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