Share

Stock Alert: AVAV, OPTT

by Harris Roen, Editor
Roen Financial Report
Wednesday, July 9, 2014
 

Today’s Alert:

AeroVironment, Inc (AVAV)
Ocean Power Technologies, Inc (OPTT)

 

An optimistic earnings report comes in for a smart grid company, but a class action lawsuit generates investor caution for a wave power developer.

 

Subscribe now to gain access to this page




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.


Remember to always consult with your investment professional before making important financial decisions.

 
Share

Select Alternative Energy Portfolio Reaches New Highs

by Harris Roen, Editor
Roen Financial Report
July 8, 2014
 
The Roen Financial Report Paradigm Portfolio has reached record highs as investors on Wall Street are looking more seriously at the alternative energy sector again. This select portfolio is up 50% since inception after accounting for additions, removals, and rebalancing*. No new stocks are being added to the portfolio this month, but one utility infrastructure company is being removed.

Paradigm Portfolio Returns*

Returns

The Paradigm Portfolio had a sharp increase this month, achieving a total return of 50.0% since its inception on January 1, 2013. This is more than 5% higher than it was a month ago.

The portfolio remains significantly ahead of the S&P 500 and NASDAQ indices, as shown in the chart at right. On an annualized basis, the Paradigm Portfolio is up 31% since inception, compared to an annualized gain of 24% for the S&P 500 and 28% for the NASDAQ over the same time period.

Paradigm Portfolio Returns*The rise in alternative energy stocks has remained broad, with winners beating losers by 12:1. Of the 36 companies that are up, 30 posted returns double digits or better, and three are up by triple digits.

SolarCity (SCTY) has enjoyed the best returns, up a stunning 261% after rebalancing. The three stocks that are down dropped an average of -9.2%.

 
 

Portfolio Update

Because of the increased interest in the alternative energy sector, it is hard to find high-quality stocks that looks undervalued enough to add to the portfolio at this point in time. In fact, several of the companies in the portfolio are currently under scrutiny for becoming overvalued, and are being monitored to ensure their values do not become too excessive.

One company is being removed from the portfolio, MasTec, Inc. (MTZ). This mid-sized utility infrastructure company gets a lowered rating because it has not passed enough of our rigorous financial screens, and is considered overvalued at current price levels. We will continue to watch this company to determine if it should be added back into the portfolio at a future date.

 

 

 


*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. For an explanation of how hypothetical returns are calculated, please see the Returns section under How Investments are Picked in the Roen Financial Report User Guide.

Share

Stock Alert: GTAT, KNDI, RVLT

by Harris Roen, Editor
Roen Financial Report
Tuesday, July 8, 2014
 

Today’s Alert:

GT Advanced Technologies Inc (GTAT)
Kandi Technologies Corp (KNDI)
Revolution Lighting Technologies Inc (RVLT)

 

A solar equipment manufacturer plunges on an analyst downgrade, while an American LED light maker and Chinese electric vehicle company show huge gains.

 

Subscribe now to gain access to this page




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.


Remember to always consult with your investment professional before making important financial decisions.

 
Share

Stock Alert: CREE, RGSE

by Harris Roen, Editor
Roen Financial Report
Monday, July 7, 2014
 

Today’s Alert:

Cree, Inc (CREE)
Real Goods Solar, Inc (RGSE)

 

A big up day for an LED light maker and a large down day for a solar installation company in today’s stock alert.

 

Subscribe now to gain access to this page




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.


Remember to always consult with your investment professional before making important financial decisions.

 
Share

Stock Alert: CBAK, ENPH, TKR, TRMB

by Harris Roen, Editor
Roen Financial Report
Thursday, July 3, 2014
 

Today’s Alert:

China BAK Battery Inc (CBAK)
Enphase Energy Inc (ENPH)
The Timken Company (TKR)
Trimble Navigation Limited (TRMB)

 

Some steep up movement on a Chinese energy storage company, and a large drop for an environmental company. Also, a spin-off and change in analyst recommendations affects investors.

 

Subscribe now to gain access to this page




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.


Remember to always consult with your investment professional before making important financial decisions.

 
Share
Articles by Category

Subscribe to the Roen Financial Report and receive two free reports!

Get access to members-only areas of the website, including up-to-date stock reports in addition to alternative energy mutual fund & ETF rankings.

Get Your Free Report
Email
First Name
Last Name

We promise never to sell or share your email address!

Like Us on Facebook