Alternative - Wind Interviews

earth lights energy integration

Need for Energy Integration Will Create Opportunities

"Advances like these are going to make the energy balance an interesting and profitable story to follow." - 04/23/2013

Edward Guinness and Ian Mortimer: Timing a Roaring Return in Alternative Energy Stocks

What will it take for alternative energy to deliver the returns investors have dreamed of? Continued global economic recovery, unsubsidized demand and prices that give customers a green incentive without added costs. Some stocks—notably in Europe and Asia—are already benefiting from favorable conditions, but the stars have yet to align on a broader scale. Portfolio Managers Edward Guinness and Ian Mortimer of London-based Guinness Atkinson Funds tell The Energy Report why they're maintaining holdings in quality solar, wind and lithium stocks and when they expect a bounce. - 03/14/2013

How to Pick Renewable Energy Stocks in Changing Markets: John McIlveen

It's impossible to generalize when it comes to renewable energy investments. Therefore, investors must approach opportunities on a case-by-case—and state-by-state—basis. But Jacob Securities Senior Vice President of Research John McIlveen knows how to pick his plays in any market environment. In this interview with The Energy Report, John McIlveen names his best bets. As always, safety first. - 11/29/2012

How to Play the Cleantech Energy Boom: Pavel Molchanov

With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space. - 03/29/2012

Renewable Energy Stocks that Deliver: John McIlveen

Retail and institutional traders invested record amounts in renewable energy producers in 2011, but separating the wheat from the chaff can be challenging. In this exclusive interview with The Energy Report, Jacob Securities' Senior Vice President for Research John McIlveen shares how to pick and choose. For steady dividends, high-yield Independent Power Producers deliver shareholder value, while renewable projects in the developing world offer incredible potential returns. Whatever the project, it's the internal rates of return that matter. - 01/12/2012

John Mcllveen: Renewable Energy Shares Could Bounce Off 52-week Lows

Renewable energy stocks have not been the darlings of Wall Street, but that's just the angle Senior Vice President for Research John McIlveen of Jacob Securities is playing for his institutional investor clientele. He sees renewables as the classic unloved value sector that could pay off big for investors over the next decade. In this exclusive interview with The Energy Report, John shares his best ideas, including some that could offer surprise upside given the right set of deals, power purchasing agreements and joint ventures. - 08/09/2011

John McIlveen: Alt Energy Is Still at Value Levels

Jacob Securities Research Director John McIlveen was one of the first analysts in North America to specialize in renewable energy stocks. He believes these industries—particularly geothermal, solar and wind—may present unusual publicly traded opportunities for investors seeking diversification and significant capital appreciation. In this exclusive interview with The Energy Report, John shares several ideas to round out growth-oriented portfolios. - 02/22/2011

Edward Guinness: A Portfolio Approach to Alternative Energy

Edward Guinness, comanager of the Guinness Atkinson Alternative Energy Fund, says countries will use a portfolio mix of resources to meet their power needs. Investors in the alternative energy sector are advised to take the same approach to investing in the sector. In this exclusive interview with The Energy Report, Edward tackles the skepticism about climate change, cost, volatility and liquidity and offers advice for skittish first-time investors in the sector. - 01/11/2011

Edward Guinness: Solar-Powered "10-Baggers"

Edward Guinness, co-manager of the Guinness Atkinson Alternative Energy Fund, says the best opportunities in the alternative energy space involve solar power. "We are unusually positive on the solar sector," Edward says, noting that power produced from solar sources will double in 2010. Edward divulges some solar-powered "9- or 10-baggers" in this exclusive interview with The Energy Report. - 09/23/2010

MacMurray Whale: Find Energy Catalysts, Find Growth

Cormark Securities Analyst MacMurray Whale knows the micro and macro forces at play in a truly global sector and how those forces are affecting companies seeking growth in largely uncharted waters. It's altogether uncommon knowledge but, in this exclusive interview with The Energy Report, Whale provides a heady glimpse at some prospective alternative energy plays with tangible catalysts for growth. He likes some big-cap energy developers paying dividends and some much smaller solar plays with big upside. - 08/24/2010

Peter Cox: Green Energy Finding Its Legs

"Green" energy is clearly here for the long haul. People everywhere are demanding new forms of clean energy, while governments decide how to deliver it and companies seek ways to satisfy the need. The Energy Report talked with GreenTech Opportunities Analyst Peter Cox about recent developments in the nascent sector and the investment opportunities they're creating. Cox offers his exclusive take on what's ahead and how to jump on what's coming down the pike. - 05/25/2010

Gordon Monk: The Global Movement Toward Green

In this exclusive interview with The Energy Report, Gordon Monk of Performance Capital Advisors discusses the worldwide movement toward green energy. Gordon explains how cobalt and lithium are linked to solar and wind power and why he prefers primary cobalt producers over those that obtain cobalt as a byproduct of other operations. - 04/22/2010

Lawrence Roulston: An Answer Is Blowin' in the Wind

In this exclusive Energy Report interview, GreenTech Opportunities editor and publisher Lawrence Roulston talks about how a virtuous circle of alternative energy is in motion and gaining momentum. Reduced costs lead to further research and development, improvements in technology, industry expansion and greater economies of scale, which lead again to lower costs, more innovation, more industry growth and cheaper energy, and round and round it goes. - 02/18/2010

Chris Potter Eyes Opportunities in Appetites for Energy and Food

For environmental, financial and political reasons—not to mention to satisfy an energy-hungry world—Northern Border Capital Management founder Chris Potter sees some interesting opportunities for investors in alternative fuels on the horizon. One of his picks is a company using plasma gasification technology to produce clean-burning fuels. In this exclusive Energy Report interview, Chris also explains why he's bullish on natural gas and agribusiness' potential for domestic potash production. - 02/11/2010