May 2, 2022 | CMI, Daily JAM, DNNGY, ES, FQVLF, JCI, LICY, Long Term, SCCO, Special Reports, Top 50 Stocks |
All you have to do to find the high profits that will make the risk of investing in climate change stocks worthwhile is to focus on sectors (1) where the rewards are solid and the risk is quantifiable, (2) where companies are making profit the old-fashioned way by building out networks and then charging high rents to use them, by (3) carefully targeting a few technologies (wind and solar and hydrogen and electric cars) that will be part of any mix of solutions, and (4) by investing in bottlenecks that are likely to drive prices up (and provide good profits for companies that resolve the bottleneck.
May 3, 2021 | Daily JAM, Long Term, Millennial, Special Reports |
If any investor wants to figure out what trends to invest in and when are the investing opportunities created by global climate change and efforts to limit the rise in our planet’s temporary, you need to look at every system of signs for clues. That means looking at the obvious, the political discourse as represented by the climate change plans of the Biden administration and the positions staked out by its opponents on the right and left. It means looking at the slightly less obvious, the advertising and public relations spending by companies trying escape the worst effects of the efforts to control climate change (oil companies, for example) and by companies trying to position themselves as champions of the fight to save the planet. And it means studying the much less obvious such as the climate change accounting principles I described in Part 1 of this Special Report to see which actions will be privileged and which penalized by the rules for keeping the books. From my own take on those systems, I’ve come up with a list of climate change trends that I think are worth investing in–and a calendar for when I think you ought to put your money into these trends. In Part 3 of this Special Report I’ll give you the names of 10 stocks that I’d look to use to ride these trends. Today’s segment, though, is devoted to laying out a sense of when to put your money into specific phases of the overall global climate change trend. I’ve divided this “calendar” into three parts.
March 3, 2019 | Daily JAM, Stock Alerts, VWDRY |
The global wind power market is highly concentrated with just four companies accounting for 57% of deployed wind turbines: Vestas (VWDRY), Goldwind of China, General Electric (GE), and Siemens Gamesa (SIEGY). Â In 2018 developers commissioned 45 gigawatts of onshore...
September 15, 2017 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. I launched this new feature on JubakAM.com on December 1. It runs only on JAM and won’t appear anywhere else. For example, 10:20 a.m.: Coffee-fanatic favorite Blue Bottle has been acquired by Nestle.
December 17, 2015 | Daily JAM, Morning Briefing |
A deal between Republicans and Democrats would lift a 40-year-old ban on U.S. crude oil exports in exchange for an extension of tax credits for wind and solar power.
