Alternative Energy
The Paradigm Portfolio is made up of high-quality companies involved in the paradigm shift away from foreign oil and polluting coal. In order for a company to be considered for the portfolio, it must be a key player in the clean energy field, in areas such as wind, solar, and energy efficiency. Each of these categories represents an emergent sector that will only become more significant as fuel prices rise and pollution reduction efforts grow to be nationally imperative. The companies recommended in the Paradigm Portfolio are categorized by the kind of technology or service that the respective company offers.
Within these categories there is also a diversity of company types. Even a narrow category like Wind includes turbine manufactures, utilities selling wind generated electricity, companies providing software to efficiently distribute wind power, and a company that manufactures the towers wind turbines sit on. Other sectors have a similar diversity of products and services related to their field.
These categories are constructive in building a diversified portfolio, though most of the sectors are interrelated, so overlap does occur. For example, efforts to build out a “Smart Grid” will make wind and solar facilities much more useful, and will greatly increase the efficiency of fuel use. Also, some large companies, like GE and Seimens, are involved in many business areas and contribute to several categories.
The six categories of the Paradigm Portfolio: solar, wind, alternative fuels, energy efficiency, environmental, and smart grid, are listed below. Click the categories bellow to read the individual articles on each of these energy/service types. The articles discuss the role of key Paradigm Portfolio companies within their designated category.
Solar energy companies have the potential for strong business returns, as well as the ability to provide clean energy for people all over the world. As companies focus on improving existing technology and developing new ones, the future for solar energy brightens daily…READ MORE
Realities such as peak oil, global warming, and oil spills force every level of consumer to analyze how they approach their energy consumption. New eyes are constantly being turned to alternative energy sources, and these alternate sources have high potential for future earnings. One of the most promising of these is the harnessing of wind to meet energy needs ranging from individual house sites, to communities, to contributing substantially to the overall electric grid…READ MORE
Companies in the Alternative Fuel category are actively involved in providing viable alternatives to traditional oil and coal. Examples are: a clean energy source that has been used for a long time but has huge potential for growth; a hot transportation technology that is growing exponentially; and a speculative future technology that has the potential to be a game changer…READ MORE
Increasing the efficiency of energy that is being used for heating, transportation and electricity is some of the lowest hanging fruit in the effort to reduce dependence on foreign oil and to curtail pollution. Because of this reality, an array of federal and state programs have focus on increasing energy efficiency. Companies have responded by expanding their programs and developing new technologies that will address the need to improve the efficiency of energy users large and small. Energy efficiency is a focus that involves home building and home upgrades, business offices and factories, government programs and facilities, and the automotive industry…READ MORE
The Paradigm Portfolio follows businesses that address pressing global environmental problems. In an effort to cover a variety of companies doing important work in the area of environmental improvement, the Roen Financial Report analyzes leading businesses in the environmental field. Companies in the “Environmental” category are involved in critical endeavors, one of which is the growing concern around the procurement of potable water, as well as the treatment of wastewater. Another concern is waste reduction in its various forms—source reduction, recycling and waste-to-energy. Waste reduction is a large component of this category. These environmental efforts all have a compelling investment story that goes along with their efforts to improve the environment while providing much needed products and services…READ MORE
One of the most important, yet daunting projects in this country and around the globe is to modernize the electric power grid in order to increase the efficiency of energy use. This improvement is a significant step past an old outdated model where huge electric utilities push power into a pool, and users pull it out. The current model, which has existed for over 100 years, must be updated if significant electric energy savings are to be realized…READ MORE
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