21
May , 2012
Monday

Alternative Energy Picks

PFB Corp Integrates Upstream, Just in Time for Green Housing Market Upturn

Tom Konrad CFA On May 9, green building firm PFB Corporation (TSX:PFB, OTC:PFBOF) announced that it had signed a letter of intent with NOVA Chemicals for PFB to acquire NOVA’s Performance Styrenics business.  The all share deal will give NOVA an equity stake in PFB ...
PFB Corp Integrates Upstream, Just in Time for Green Housing Market Upturn

Ameresco (AMRC) Misses by 7 cents: Look to Buy on Any Sell-off

Tom Konrad CFA Ameresco, Inc. (NYSE:AMRC) reported first quarter (Q1) earnings this morning, missing analysts’ earnings expectations by two-thirds.  While Q1 earnings were only 3 cents compared to the 10 cents expected by analysts, the company slightly beat revenue expectations by $600,000 for overall Q1 revenues of ...
Ameresco (AMRC) Misses by 7 cents: Look to Buy on Any Sell-off

EVs are a Struggle for A123, but Aptera is Back and They Thrive in Hawaii-The Week In Cleantech: 5/18/2012

Jeff Siegel and Tom Konrad CFA May 14: New Flyer (TSX:NFI, OTC:NFYEF) Sees Bus Market Revival North America's largest supplier of heavy-duty transit buses sees overall demand at an "all-time high." More here. May 15: Electric Car Battery Company Struggles JS: A123 Systems (NASDAQ:AONE) has announced Q1, 2012 ...
EVs are a Struggle for A123, but Aptera is Back and They Thrive in Hawaii-The Week In Cleantech: 5/18/2012

The Most Sustainable Solar Companies

Ed Gunther Trina Solar scores 94 to lead the 2012 SVTC photovoltaic (PV) solar sustainability survey. Making the SEIA Solar Commitment. The Silicon Valley Toxics Coalition (SVTC) released the 2012 SOLAR SCORECARD [.pdf subset] just in time for the SNEC 6th (2012) International Solar Industry and ...
The Most Sustainable Solar Companies

Strong Grid Stocks Getting Stronger

Will 2012 Finally be the Year of the Strong Grid? Tom Konrad CFA Utility infrastructure companies are seeing the beginnings of the long-anticipated infrastructure boom, and have the rising revenues and backlog to prove it. Investing in electric utility infrastructure has long been one of my ...
Strong Grid Stocks Getting Stronger

Green Bond Update: Wind Company Bonds

by Corporate Bonder Market Overview Data compiled by the Bank for International Settlements indicate that the total size of the global debt securities market (domestic and international) was $98.7 trillion as at September 2011, of which $89.9 trillion were notes and bonds. Governments accounted for $44.6 ...
Green Bond Update: Wind Company Bonds

Lime Energy Strategy Validated by Award from Central Hudson

Tom Konrad CFA Lime Energy (NASD:LIME) has been a star in the very competitive energy services space recently because of its ability to maintain margins in what has been a very competitive environment.  While competing small efficiency companies have been closing up shop in the ...
Lime Energy Strategy Validated by Award from Central Hudson

More Insiders Buying at Maxwell Technologies

Tom Konrad CFA As a quick follow-up to my valuation of Maxwell Technologies (NASD:MXWL), it was not just CEO David Schramm who has been buying over the last couple of days.  An astute reader brought my attention to five more insider filings on EDGAR: Insider Position Date Shares bought Holdings Increase David Schramm CEO 4/30 5,000 217,564 2.4% Mark Rossi Director 4/30 20,000 84,664 30.9% Robert Guyett Director 4/30 11,000 (option exercise) 78,664 16.3% Yon Jordan Director 5/1 5,000 33,997 17.2% David Schramm CEO 5/3 2,000 219,564 0.95% Burkhard Goeschel Director 5/3 5,000 ...
More Insiders Buying at Maxwell Technologies

PFB Corp Integrates Upstream, Just in Time for Green Housing Market Upturn

May - 20 - 2012

Tom Konrad CFA

On May 9, green building firm PFB Corporation (TSX:PFB,
OTC:PFBOF) announced that it had signed a letter of intent with NOVA
Chemicals for PFB to acquire NOVA’s Performance Styrenics
business.  The all share deal will give NOVA an equity stake in
PFB as well as two seats on PFB’s board.
PFB’s Plasti-Fab subsidiary currently sells Expanded Polystyrene
products (EPS) [...]

Ameresco (AMRC) Misses by 7 cents: Look to Buy on Any Sell-off

May - 19 - 2012

Tom Konrad CFA

Ameresco,
Inc. (NYSE:AMRC)
reported first quarter (Q1) earnings this morning, missing
analysts’ earnings expectations by two-thirds.  While Q1
earnings were only 3 cents compared to the 10 cents expected by
analysts, the company slightly beat revenue expectations by
$600,000 for overall Q1 revenues of $146.6 million.

While the headline was disappointing, President and CEO George
Sakellaris confidently reaffirmed revenue guidence for [...]

EVs are a Struggle for A123, but Aptera is Back and They Thrive in Hawaii-The Week In Cleantech: 5/18/2012

May - 18 - 2012

Jeff Siegel and Tom Konrad CFA
May 14: New Flyer (TSX:NFI, OTC:NFYEF)
Sees Bus Market Revival
North America’s largest supplier of heavy-duty transit buses sees
overall demand at an “all-time high.” More
here.

May 15: Electric Car Battery Company Struggles

JS:

A123 Systems (NASDAQ:AONE)
has announced Q1, 2012 results. . .
Revenue fell 40% from $18.1 million in Q1, 2011 to $10.9 million.
Net loss [...]

The Most Sustainable Solar Companies

May - 17 - 2012

Ed Gunther

Trina Solar scores 94 to lead the 2012 SVTC
photovoltaic (PV) solar sustainability survey.

Making the SEIA Solar Commitment.

The Silicon Valley Toxics Coalition (SVTC)

released the 2012 SOLAR
SCORECARD [.pdf
subset] just in time for the SNEC 6th (2012) International
Solar Industry and Photovoltaic Exhibition & Conference
in Shanghai, China. Trina Solar Limited (NYSE:TSL)
achieved the best result followed by [...]

Strong Grid Stocks Getting Stronger

May - 16 - 2012

Will 2012 Finally be the Year of the Strong Grid?

Tom Konrad CFA

Utility infrastructure companies are seeing the
beginnings of the long-anticipated infrastructure boom, and have
the rising revenues and backlog to prove it.
Investing in
electric utility infrastructure has long been one of my favored
ways to invest in the growing renewable energy sector without
having to take a bet on [...]