Good suggestion, but not easy. GTM does have permission to republish my work, but they don’t usually do it. Unlike Seeking Alpha, Renewable Energy World, TalkMarkets, and AltEnergyStocks for that matter, they are focused on original content. But they pay well, and writing there gets me access to readers who would never go to an investing-only site, so I consider it a small price to pay.

Yes, I do. I have an article coming out on GTM today or tomorrow where I estimate that, if it were purchased at a valuation comparable to CAFD’s, the price would be $24 or more.

Do you think PEGI is at a deep value level yet? With a yield over 9, hard for me to find a safer better income play?

Thanks for covering these.

Russ

Glad I could help. And they just gave me free trading for a month in my Motif account because you signed up through my link. I appreciate that; I usually wait to make trades in that account until someone signs up.

I am jumping on the coattails of this and just set up a motif account. I have been reading the book The Clean Money Revolution, and went searching for a clean tech etf, that’s how I found this article. Thanks!

(… but I will probably wait on most of the others until you do get interested in figuring them out).

Thank you very much! I’m long Saeta Yield (and have done well with it as of late).

I admit that this list is biased towards the stocks that are easier for me to research and buy. But here is a list of European stocks on my radar:
Umicore, Accell Group, Veolia, Vestas, Saeta Yield, Capital Stage, Munich RE.
UK Yieldcos: The Renewables Infrastructure Group, Foresight Solar, Bluefield Solar, Greencoat Wind, John Laing Infrastructure.

I just don’t know enough out their valuations make definitive picks.

Thanks for all the valuable advice. Would it be possible to include or at least consider some EUR-denominated stocks next time? Personally, yes, I work in Europe, and I’m a bit reluctant to invest more of my EUR into USD-denominated stocks right now – to put it bluntly, I feel the political climate will drive USD further down relative to EUR. (And yes, hedging is an option, but it has a cost.) More generally, I think many of your US-based readers could be interested in stocks denominated in EUR or other foreign currencies, as I suspect I am not alone in fearing a further drop in the dollar.