Ethical & Sustainable Investing News to Profit By!

New ESG S&P Indexes. Top tech stocks, and more! Reviewed include Twillio, Etsy, Pinterest, Xtrackers S&P MidCap 400 ESG ETF, Xtrackers S&P SmallCap 600 ESG ETF, Humankind US Stock ETF, CropEnergies AG, SunPower Corporation, Renewable Energy Group, Inc., Brookfield Renewable Partners L.P., NextEra Energy, Inc., Ørsted A/S, Vestas Wind Systems A/S, Tesla, Inc., Iberdrola, S.A.

PODCAST: New ESG S&P Indexes. Top Tech Stocks

Transcript & Links, Episode 53, March 12, 2021

Hello, Ron Robins here. Welcome to podcast episode 53 published on March 12, titled "New ESG S&P Indexes, Top Tech Stocks"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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Appearing on fool.com Danny Vena wrote an interesting article titled 3 Top Tech Stocks That Will Make You Richer in March (and Beyond). I think these would likely fit in any ethical and sustainable portfolio. I'll mention the three stocks followed by some brief comments from Mr. Vena.

"1. Twilio (NYSE: TWLO)

Many consumers have used Twilio's tools without even realizing it. The real-time messages you get from your food delivery service? The updates from your rideshare provider? The ability to reset a password within an app? How about in-app chats with customer service? If you've experienced any of those, there's a pretty good chance it was underpinned by Twilio's technology.

2. Etsy (NASDAQ: ETSY)

While e-commerce platforms Amazon and Shopify stole the headlines last year, they were both outdone by the little engine that could: Etsy. The tailwinds that propelled digital retail also extended to retro and vintage goods, as well as handmade products. Those trends all played right into Etsy's wheelhouse. The company turned these once niche markets into a lucrative enterprise…

3. Pinterest (NYSE: PINS)

It seems like it's only a matter of time before antitrust and regulatory concerns catch up with Facebook… Investors looking for exposure to social media growth without all the drama are turning to Pinterest…

The platform acts as a digital repository and 'visual discovery engine' that allows users to find, save, and organize all their favorite things from around the internet." End quotes.

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New ESG S&P Indexes

Now, this could be something that many ethical and sustainable investors might like. The details are in an article 2 new ESG ETFs bring small- and mid-cap stocks into focus. It's by Jeff Benjamin and was on investmentnews.com.

Mr. Benjamin writes that:

"Xtrackers S&P MidCap 400 ESG ETF (MIDE), and Xtrackers S&P SmallCap 600 ESG ETF (SMLE) listed Wednesday applying sustainable investing screens to the popular indexes.

These are the first ETFs to track the environmental, social and governance versions of the indexes…

The new listings follow the Xtrackers S&P 500 ESG ETF (SNPE), which launched in June 2019 and has since grown to nearly $450 million. That fund gained 19.9% in 2020 and is up 3.4% this year through Feb. 23, which compares to the S&P 500 Index, which gained 16.3% last year and is up 3.3% so far this year." End quotes.

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15 Biggest Renewable Energy Companies and Stocks

So, here we go again with another analysis of the renewable energy sector titled 15 Biggest Renewable Energy Companies and Stocks. It's by Ty Haqqi and was found on Yahoo! Finance. I'll list each company followed by some remarks on that company by Mr. Haqqi. We start going backward.

"15. CropEnergies AG (XETRA: CE2.DE)

CropEnergies is the leading European producer of ethanol. Ethanol, while not as clean a resource as wind or solar, is still a viable source of renewable energy. The company produces biofuels from renewable raw materials such as sugar syrups, wheat, and raw alcohol from wheat, maize, and barley.

14. SunPower Corporation (NASDAQ: SPWR)

The Silicon Valley-based energy company SunPower Corp is partially owned by the French multinational oil and gas company Total SE (NYSE: TOT). SunPower develops and manufactures solar panels and photovoltaic cells. The company has received more than 1,000 patents for solar innovation.

13. Centrais Eletricas Brasileiras SA Preference Shares Series B (BVMF: ELET6)

Headquartered in Rio de Janeiro, this Brazilian power company is among the top global clean energy companies in the world… More than 90% of Eletrobras' installed capacity comes from sources with low greenhouse gas emissions.

12. Renewable Energy Group, Inc. (NASDAQ: REGI)

This US-based company has been providing cleaner fuels including biodiesel, renewable diesel as well as a mixture of the two known as REG Ultra Clean. The company operates 12 biorefineries dispersed across America as well as in Europe.

11. Hanergy Holding Group (Private)

It is China's largest privately-held energy enterprise operating on projects of hydro, wind, and solar power. It is known for being the leader in thin-film solar technology.

10. Brookfield Renewable Partners L.P. (NYSE: BEP)

Known as one of the world's largest investors in renewable power, this Canadian company operates in the wind, solar, and hydro power sectors of the renewable energy industry. Brookfield Renewable Partner's parent company, Brookfield Asset Management (NYSE: BAM) is ranked at 155 on Fortune's Global 500 Ranking.

9. First Solar, Inc. (NASDAQ: FSLR)

First Solar is an American company established in 2001, most recognized for selling Photovoltaic Systems, and Photovoltaic Modules… First Solar has also recently pledged to power 100% of its global solar PV manufacturing operations with renewable energy by the year 2028.

8. Canadian Solar Inc (NASDAQ: CSIQ)

… is (a) solar PV (photovoltaic) module manufacturer. The company has subsidiaries in 20 countries while their products are bought by customers hailing from more than 150 countries.

7. JinkoSolar Holding Co., Ltd. (NYSE: JKS)

JinkoSolar currently stands as the top solar panel manufacturer in the world by market share, distributing solar products to many countries.

6. NextEra Energy, Inc. (NYSE: NEE)

A subsidiary of the Fortune 500 company NextEra Energy, NextEra Energy Resources is the world's largest generator of wind and solar renewable energy… They also offer energy storage and energy marketing among other services.

5. Ørsted A/S (CPH: ORSTED.CO)

The company has been ranked as the topmost sustainable energy company in the world by Corporate Knights Global 100 Index for three consecutive years. The multinational company is also the largest energy company in Denmark, providing wind power, bioenergy, thermal power, and customer solutions and distributions.

4. Siemens Gamesa Renewable Energy, S.A. (MCE: SGRE.MC)

The company was formed as a result of the merger between Siemens Wind Power and Gamesa. Siemens Gamesa is a Spanish-German wind engineering company. The Sustainability Yearbook compiled annually by S&P Global Inc. (NYSE: SPGI) has named this company several times over the years, recognizing efforts made to promote and achieve sustainability.

3. Vestas Wind Systems A/S (CPH: VWS.CO)

Vestas Wind Systems stands as the largest installer of wind turbines in the world… Vestas Wind Systems also provides a digital platform known as Vestas Online for wind turbine owners to manage their wind turbine-related self-services including invoices, blade asset management, and service order reports.

2. Tesla, Inc. (NASDAQ: TSLA)

Elon Musk's electric-car company is also a big leader in the renewable energy industry. The company also sells energy storage, solar roof tiles, and solar panels. Its subsidiary, SolarCity Corporation (also known as Tesla Solar), manufactures these products and is known to be a low-cost provider of solar products.

1. Iberdrola, S.A. (MCE: IBE.MC)

Topping our list of 15 biggest renewable energy companies and stocks is none other than the Spanish multinational energy giant, Iberdrola. Beginning as Hartford City Light Company in USA over 170 years ago, Iberdrola has grown to be the number-one producer of wind power in the world." End quotes.

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Humankind Investments Launches First Sustainable ETF—as a Benefit Corporation!

Now this one will be fascinating to watch. The details are in this press release Humankind Investments Launches First Sustainable ETF (HKND). Here are some quotes.

"Humankind Investments, a quantitatively driven asset manager specializing in socially responsible investments, announced today the launch of its first exchange traded fund (ETF), the Humankind US Stock ETF.

'Humankind is exclusively focused on socially responsible investing,' said Katz. 'This commitment is reflected in the corporate DNA of the Humankind US Stock ETF – to our knowledge it's the first Registered Investment Company organized as a benefit corporation…'

The Humankind US Stock ETF leverages the firm's proprietary Humankind US Equity Index to track the top 1,000 US companies that promote healthier, safer, more equitable and longer lives. The Index's ranking is based on a quantitative analysis of each company's positive and negative contributions to society as measured by its impact on investors, consumers, employees and citizens - defined as its 'Humankind Value.'" End quotes.

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Top 25 Socially Responsible Dividend Stocks — Income To Feel Good About

Now, many of you are interested in dividends from ESG and sustainable stocks and funds. Well, go to this article. And if you feel comfortable sign-up for their free registration to get all their recommendations. Please note, however, I have no idea about who is behind this site and what they may or may not do with your email address though.

The article is titled Top 25 Socially Responsible Dividend Stocks — Income To Feel Good About and appeared on etfchannel.com. Here are four that they give away freely.

#25. Marathon Petroleum Corp. (NYSE: MPC) — 4.11% Yield

#24. International Business Machines Corp (NYSE: IBM) — 5.43% Yield

#23. Gilead Sciences Inc (NASDAQ: GILD) — 4.49% Yield

#22. Texas Instruments Inc. (NASDAQ: TXN) — 2.50% Yield.

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Well, these are my top news stories with their stock and fund tips -- for this podcast: "New ESG S&P Indexes. TopTech Stocks."

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the ethical and sustainable values of your investments!

Thank you for listening.

Talk to you next on March 26. Bye for now.

© 2021 Ron Robins, Investing for the Soul.

Analysts' top ESG energy and water stocks and funds include the following. Middlesex Water Co., Invesco Water Resources ETF, American States Water Co., California Water Service Group, Xylem, Fidelity Select Environment and Alternative Energy Portfolio, Calvert Global Energy Solutions Fund Class A, American Electric Power, Dominion Energy, Hubbell, Consolidated Edison, Array Technologies, and TPI Composites

PODCAST: Analysts' Top ESG Energy and Water Stocks

Transcript & Links, Episode 52, February 26, 2021

Hello, Ron Robins here. Welcome to podcast episode 52 published on February 26, titled " Analysts' Top ESG Energy and Water Stocks"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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Analysts' Top Water Stocks

Increasingly, ethical and sustainable investors desire water stocks and funds in their portfolios. Here is a good article for those of you interested in this sector. It's titled 3 Rising Water Stocks You Can Buy Today. It was on nasdaq.com and written by Robert Ross.

Here are some of Mr. Ross's comments. He says that…

"PricewaterhouseCoopers estimates that private spending on drinking water infrastructure will total $60 billion by 2027. Over the next 25 years, total spending on wastewater treatment alone will exceed $10 billion per year.

Steady and predictable investment like that is a key reason why American water stocks are some of the safest investments on the market. Many offer solid returns, too.

Take Middlesex Water Co. (MSEX) for example.

The company is one of the oldest water utilities in the US. But even though the business started in 1897, the stock has been pumping out solid returns for years.

If you prefer to get some broad exposure to the water market, consider buying the Invesco Water Resources ETF (PHO). It holds everything from utilities to infrastructure companies, and it pays a small 0.5% dividend yield.

Personally, I usually prefer buying individual stocks because they offer more upside. And you need look no further than Invesco Water Resources ETF's holdings to find three stocks that offer waves of profits.

1) American States Water Co. (AWR)

Because of constant demand from California's growing population, American States Water Co. is incredibly stable. And with a safe and reliable 1.7% dividend yield, it is my favorite income-based water play.

2) California Water Service Group (CWT)

This is another large California water utility. Considering California Water Service Group has never reduced its dividend payout in the 35 years it's paid one, you can rest easy with this one in your portfolio.

3) Xylem (XYL)

While the company does not pay a dividend, it's one of the premier water infrastructure companies. It has exposure to global demand for water infrastructure, generating over half of its sales outside the US."

End of quotes.

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1. Analysts' Top ESG Energy Stocks

Now I'm going to mention several articles related to energy but all with some unique perspectives.

The first article is titled 3 Clean Energy Funds to Buy as Climate Concerns Intensify. It was on nasdaq.com and written by Zacks Equity Research. Quote.

1) Fidelity Select Environment and Alternative Energy Portfolio (FSLEX)

The non-diversified fund invests majority of assets in common stocks of companies principally engaged in business activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

Fidelity Select Environment and Alternative Energy Portfolio has an annual expense ratio of 0.85% versus the category average of 1.04%. Additionally, the fund has significant investment in alternative energy companies like Tesla, Cummins and Linde.

Fidelity Select Environment and Alternative Energy Portfolio has three and five-year return of nearly 10% and 15%, respectively.

2) New Alternatives Fund Class A (NALFX)

Aims for long-term capital appreciation, with income being the secondary objective. The fund invests in common stocks of YieldCos, American Depository Receipts, real estate investment trusts and publicly-traded master limited partnerships. New Alternatives Fund Class A has three and five-year return of 29.2% and 22.7%, respectively.

New Alternatives Fund Class A has an annual expense ratio of 1.08% versus the category average of 1.28%. Additionally, the fund has significant investment in alternative energy companies like Innergex Renewable Energy, Vestas Wind Systems and Nextera Energy.

3) Calvert Global Energy Solutions Fund Class A (CGAEX)

Aims to track the performance of the Calvert Global Energy Research Index. The fund invests majority of assets in companies whose main business is sustainable energy solutions.

Calvert Global Energy Solutions Fund Class A has three and five-year return of 19.9% and 15.5%, respectively.

[It] has an annual expense ratio of 1.24%, which is below the category average of 1.29%. Additionally, Calvert Global Energy Solutions Fund Class A has significant investment in alternative energy companies like First Solar, Nextera Energy Partners and Terraform Power." End quotes.

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2. Analysts' Top ESG Energy Stocks

The second article features some names that might be unfamiliar to many ethical and sustainable investors. The article is titled 3 Cheap Renewable Energy Stocks to Buy Now and published on fool.com. Three authors each give their number one pick.

"1) Scott Levine likes American Electric Power (NYSE: AEP)

Although solar, wind, and geothermal stocks all represent viable options from which investors can choose, American Electric Power provides a less obvious approach. And fortunately for investors, they can currently find shares in the bargain bin.

American Electric Power has a presence in 11 states and provides electricity to about 5.5 million customers… Management has articulated a clear commitment to environmental, social, and corporate governance (ESG) values.

American Electric Power is currently offering investors an attractive 3.8% dividend yield on its stock.

2) Daniel Foelber recommends Dominion Energy (NYSE: D)

Dominion Energy is the latest utility stock to launch an aggressive push into renewable energy. The company is a leading energy provider in Utah, Ohio, Virginia, North Carolina, and South Carolina. Although Dominion's portfolio is still mostly fossil fuels, it has done a good job of moving away from coal toward natural gas over the past 15 years…

Dominion yields an impressive 3.5% -- much higher than the current market average of 1.5%...

Dominion looks to be a worthwhile renewable energy stock to buy now.

3) Lee Samaha suggests Hubbell (NYSE: HUBB)

What about buying a highly cash generative value stock with some exposure to renewable energy related spending? That's where electrical and electronic products company Hubbell comes into play. If you are going to have investment in renewable energy farms, you are going to need investment in the transmission and distribution (T&D) network, as well… Management expects its utility T&D components end market to grow 2% to 4% and utility communications and controls to grow 4% to 6%." End quotes.

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3. Analysts' Top ESG Energy Stocks

Now here's the third energy-related article. It's titled Got $3000? Here Are 3 Solar Stocks to Buy and Hold for the Long Term. It's written by Matthew DiLallo -- a regular to this podcast -- and appeared on fool.com. Here are his picks followed by a few of his remarks.

1) Atlantica Sustainable Infrastructure (NASDAQ: AY)

Owns a diversified portfolio of infrastructure assets geared toward a more sustainable future, like renewable energy, natural gas, electricity transmission, and water desalinization. Renewable energy makes up the bulk of its revenue at 69% of the total.

2) Consolidated Edison (NYSE: ED)

Is a utility focused on delivering electricity to the New York City market. It's one of the country's cleanest utilities, as 71% of its power-generating capacity is renewable energy and the rest is cleaner-burning natural gas. Most of its capacity -- 57% -- is solar power.

Consolidated Edison… currently boasts an attractive 4.3% yield.

3) SolarEdge (NASDAQ: SEDG)

Makes an optimized inverter system that reduces the cost of energy produced by a solar system. That makes it a key component in making solar energy cheaper." End quotes

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4. Analysts' Top ESG Energy Stocks

Our fourth article in this series is titled 2 Top Stocks in Renewable Energy. Also appeared on fool.com and is by analyst Daniel Foelber -- whom we also mentioned earlier. I'll mention the companies and follow on with a few key quotes by Mr. Foelber.

1) Array Technologies (NASDAQ: ARRY)

Array is an industry leader in single-axis solar tracking systems. These tracking systems rotate solar panels throughout the day to optimize power generation. According to Bloomberg, trackers harness 25% more energy with just a 7% increase in project capital cost…

Array is expanding internationally to try to gain a foothold in emerging markets like China, Australia, Europe, and South America… Array stock has a much more attractive valuation than other big-name solar stocks and is growing at a faster rate as well.

2) TPI Composites (NASDAQ: TPIC)

TPI Composites is the largest independent manufacturer of wind blades and fills a niche role in the wind energy industry…

TPI Composites' business strategy is simple. It believes in the long-term growth of the wind energy market. It has excellent partnerships with original equipment manufacturers. And it opens new facilities wherever the demand for wind energy is growing." End quotes.

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End Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: " Analysts' Top ESG Energy and Water Stocks."

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the ethical and sustainable values of your investments!

Thank you for listening.

Talk to you next on March 12. Bye for now.

© 2021 Ron Robins, Investing for the Soul.

Sustainable Stocks for Your Portfolio, this podcast, covers the following stocks. Brooks Automation, Cohu. Ultra Clean Holdings, Entegris, Brookfield Renewable Partners, Vestas Wind Systems A/S, First Solar Inc., Beyond Meat, Clean Harbors, Atlantica Sustainable Infrastructure, Brookfield Infrastructure, Crown Castle, Aemetis, Orbital Energy Group, and VivoPower International. Reviewers: Aniruddha Ganguly, Yelena Mandenberg, Matthew DiLallo, Jonathan Phillip

PODCAST: Sustainable Stocks for Your Portfolio

Transcript & Links, Episode 51, February 12, 2021

Hello, Ron Robins here. Welcome to podcast episode 51 published on February 12, titled "Sustainable Stocks for Your Portfolio"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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1. Sustainable Stocks for Your Portfolio

Though not described as ESG stocks, most ESG funds hold many electronics stocks. Here's an article titled 4 Top Electronics Stocks to Buy From a Prospering Industry from Zacks. And it's by Aniruddha Ganguly.

I'll first mention the name of the recommended stock followed by some brief comments by Mr. Ganguly.

1) Brooks Automation (BRKS)

This Chelmsford, MA-based company is benefiting from robust growth in its life sciences business driven by COVID-19-led demand. Moreover, this global provider of semiconductor manufacturing automation solutions and life science sample-based services and solutions has significantly expanded its life science clientele. Markedly, China also offers significant growth opportunity for its life sciences segment. Moreover, solid demand for contamination control solutions remains a key catalyst…

The Zacks Consensus Estimate for its fiscal 2021 earnings has moved up 5.5% to $1.72 per share over the past 60 days. This Zacks Rank #1 (Strong Buy) company has gained 97.5% in the past year.

2) Cohu (COHU)

This Zacks Rank #1 company is gaining from the rising demand for its semiconductor test and inspection handlers, micro-electro mechanical system (MEMS) test modules, test contactors and thermal sub-systems in the wireless mobility market. Improving automotive and industrial, and rising demand for EVs bode well for the company. Moreover, shortage in auto chip supply is expected to increase capacity that bodes well for Cohu, which has a strong presence in the EV and ADAS market segment. Cohu has solid growth prospects in Test, Handler and Inspection markets in the long haul.

The Zacks Consensus Estimate for its 2021 earnings has risen 17.4% to $2.56 per share over the past 60 days. Cohu's shares are up 89.9% in the past year.

3) Ultra Clean Holdings (UCTT)

This Hayward, CA-based company is benefiting from an expanding clientele. Robust demand for its part cleaning, surface encapsulation and high sensitivity micro contamination analysis solutions is a key catalyst. Moreover, recovery in wafer fab utilization bodes well for this Zacks Rank #2 (Buy) company.

Further, the company's strong exposure to etch and deposition market as well as an expanding global footprint is a major positive.

The Zacks Consensus Estimate for its 2021 earnings has moved up 2.7% to $3.03 per share in the past 60 days. Ultra Clean's shares are up 72.9% in the past year.

4) Entegris (ENTG)

This Billerica, MA-based company provides microcontamination control products, specialty chemicals and advanced materials handling solutions for manufacturing processes in the semiconductor and other high-technology industries. This Zacks Rank #2 stock is benefiting from solid demand for its leading-edge solutions in advanced technology nodes and increasing need for end-to-end contamination control solutions. Further, the acquisition of GMTI strengthens Entegris' position as the premier supplier of yield enhancement solutions for the semiconductor market.

Markedly, the consensus mark for its current-year earnings has inched up 1.1% to $2.82 per share over the past 60 days. Entegris' shares have gained 97.1% in the past year. " End quotes.

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2. Sustainable Stocks for Your Portfolio

This second article is titled Sustainable Investing: Five Stocks To Check Out and is by Yelena Mandenberg. It was published on the gritdaily.com site. Though she covers some familiar ground to other posts in these podcasts, Ms. Mandenberg does have some new companies you can check out.

I'll again mention the company she likes followed by a few of her remarks about that company.

"!) Brookfield Renewable Partners (BEP)

Focusing on renewable energy, Brookfield owns nearly 1000 power generating facilities worldwide, with their portfolio including hydroelectric dams, wind power, and solar power. They're also well-known for a focus on community engagement, employee well-being, and social responsibility. Their stock is a slow-grower but overall profitable, with increases to come through the next few years as the company plans to continue to buy and create renewable energy facilities.

2) Vestas Wind Systems A/S (VWDRY)

This Denmark based company develops, manufactures, and installs wind turbine systems. They work with countries around the globe and are soaring in popularity.

3) First Solar Inc. (FSLR)

They design and manufacture photovoltaic solar power systems and solar modules around the world. As the popularity of solar energy increases, you can expect their stock to keep going up.

4) Beyond Meat (BYND)

Another industry that's doing incredibly well is sustainable food. The company Beyond Meat is popular and profitable to invest in as many eateries and fast food companies are now relying on this product for their increasingly health-conscious or vegetarian customers. A study recently showed that this alternative 'meat' company generates less greenhouse gas emissions, uses less energy & resources, and less impact on water and land than traditional beef companies.

5) Clean Harbors (CLH)

As other companies struggle with spills, cleanups, and making changes to their own brands, they rely on companies that already know how to do that. Clean Harbors is particularly known for helping to clean up after the Deepwater Horizon explosion and the 2010 Gulf of Mexico Oil Spill. They continue to provide emergency spill response and hazardous waste management services." End quotes.

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3. Sustainable Stocks for Your Portfolio

Now, one of our great analysts, Matthew DiLallo of The Motley Fool has written a piece titled 3 Top Infrastructure Stocks to Buy in February. Many ethical and sustainable investors have infrastructure stocks in their portfolios.

Here are his 3 recommendations followed by some brief remarks by him.

1) Atlantica Sustainable Infrastructure (NASDAQ: AY)

Overall, 69% of its income comes from renewable energy production, 15% from the transmission and transportation of electricity, 13% from natural gas-related infrastructure like power plants, and 3% from water desalination facilities…

Atlantica pays out most of its cash flow in dividends, offering a higher yield that's currently around 4.1%... Atlantica aims to invest $200 million to $300 million per year on new infrastructure additions, which should support steady dividend growth.

2) Brookfield Infrastructure (NYSE:BIP) (NYSE:BIPC)

… is one of the biggest infrastructure operators in the world. It operates transportation, energy, and data infrastructure as well as utilities. Long-term contracts or government-regulated rates back 95% of its revenue, providing it with highly visible cash flows. Brookfield pays out the bulk of that money via a dividend that currently yields 3.7%.

The infrastructure giant uses the cash it retains to help fund acquisitions. It has invested about $1 billion on new additions in recent months, highlighted by a telecom tower portfolio in India and a stake in a large-scale U.S. LNG producer.

3) Crown Castle (NYSE: CCI)

… is a real estate investment trust (REIT) focused on operating communications infrastructure. The company owns a leading telecom tower portfolio in the U.S. and a rapidly expanding network of small cells and fiber optic cable to support the country's 5G rollout. The company leases space on this infrastructure to mobile carriers under long-term contracts that provide it with stable cash flow.

Crown Castle also pays out most of those funds to investors via dividends, with its payout currently yielding 3.4%. The company expects to be able to grow its cash flow at a 7% to 8% annual rate for at least the next decade." End quotes.

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4. Sustainable Stocks for Your Portfolio

So, to our final post. It's titled Making A List Of The Best Stocks To Buy Now? 3 Renewable Energy Stocks To Watch by Jonathan Phillip and was on Nasdaq.com. As usual, I'll mention the company name followed by brief comments from the author.

"1) Aemetis (NASDAQ: AMTX)

Aemetis is a California-based advanced renewable fuels and biochemicals company. Its development pipeline is focused on the reduction of carbon intensity…

Aemetis seems to be firing on all cylinders for now. Could this mark the beginning of another great year for Aemetis stock?

2) Orbital Energy Group (NASDAQ: OEG)

The company is working towards creating a diversified energy services platform. Orbital's group of businesses include its gas systems, power services, and solar services…

The company has also been doing well financially… This included year-over-year jumps of 124% in total revenue and 134% in cash on hand.

3) VivoPower International (NASDAQ: VVPR)

VivoPower is an international renewable energy tech company. It is involved in the fields of battery tech, electric vehicles (EVs), and even solar and critical power services…

VivoPower announced that it closed a $250 million agreement with Australia-based GB Auto Group. Through the agreement, GB will become the exclusive distributor of VivoPower's Tembo Toyota EV conversion kits in Australia. According to the report, it is the biggest deal for EVs in the Australasian region to date…" End quotes.

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End Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "Sustainable Stocks for Your Portfolio."

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the ethical and sustainable values of your investments!

Thank you for listening.

Talk to you next on February 26. Bye for now.

© 2021 Ron Robins, Investing for the Soul.

ESG Fund stock picks covered include Invesco Solar ETF, iShares Global Clean Energy ETF, ALPS Clean Energy ETF, iShares ESG Aware MSCI USA ETF, Xtrackers S&P 500 ESG ETF, First Trust Water ETF, SPDR SSGA Gender Diversity Index ETF, Sunnova Energy International Inc., Canadian Solar Inc., SolarEdge Technologies Inc., First Solar, and Enphase Energy. More

PODCAST: ESG Fund Stock Picks Under Biden

Transcript & Links, Episode 50, January 29, 2021

Hello, Ron Robins here. Welcome to podcast episode 50 published on January 29, titled "ESG Fund Stock Picks Under Biden"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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1. ESG Fund Stock Picks Under Biden

This first article suggested the title for the podcast. It's titled 7 ESG Funds to Buy Under a Biden Administration by Debbie Carlson and was on USNews.com.

I'll mention each of the seven funds, followed by some brief comments by Ms. Carlson on each one.

"1) Invesco Solar ETF (TAN)

ETFs that focus on renewable energy already saw a strong run up in 2021. Todd Rosenbluth, senior director of ETF and mutual fund research for CFRA, expects that to continue… Invesco Solar is focused directly on that industry with its mix of technology and semiconductor equipment firms… (The stock) more than doubled in price in 2020.

2) iShares Global Clean Energy ETF (ICLN)

… gives investors diversification at both the geographic and sector level, Rosenbluth says, and includes companies in both the wind and solar energy industries… (It's) geographic breakdown is nearly a third in the U.S., but it also includes companies based in China, New Zealand, Spain and Canada. (The) iShares Global Clean Energy ETF has seen… a nearly 140% return in 2020.

3) ALPS Clean Energy ETF (ACES)

… gives investors exposure to clean energy companies such as SunPower Corp. (SPWR), but it also holds electric vehicle maker Tesla (TSLA). (It's) a newer ETF, having debuted in 2018, but it already has more than $750 million in assets under management.

4) iShares ESG Aware MSCI USA ETF (ESGU)

Investor demand for broadly diversified ESG ETFs grew in 2020, and Rosenbluth says he expects that to continue in 2021… This iShares fund includes both Apple (AAPL) and Microsoft Corp. (MSFT) among its top holdings, which are considered strong corporate citizens from an ESG perspective, although he points out that those companies' investment merit isn't necessarily driven by ESG revenue growth.

5) Xtrackers S&P 500 ESG ETF (SNPE)

Daniel Milan, managing partner at Cornerstone Financial Services, likes the Xtrackers S&P 500 ESG ETF for how well it mirrors the S&P 500. (It) uses an exclusionary screen to keep out tobacco firms and controversial weapons makers, (and) those which score low on the United Nations Global Compact ranking or companies in the bottom 25% of ESG ratings within their industry.

6) First Trust Water ETF (FIW)

Milan says that although First Trust Water ETF doesn't have ESG in its name, for people interested in the water sector, this is his choice. The fund holds 36 of the largest water companies in the U.S., Canada and Brazil ranked by market cap and weighted equally within five tiers.

7) SPDR SSGA Gender Diversity Index ETF (SHE)

There may be more focus on gender diversity, especially with Nasdaq's push to enforce gender diversity in corporate boardrooms for the companies that are listed on its exchange… Top holdings include PayPal Holdings (PYPL) and Netflix (NFLX)." End quotes.

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2. ESG Fund Stock Picks Under Biden

You know, I don't choose the sectors to follow. I let what the analysts write in their news flows do that. And the analysts are just totally in love with solar energy. So, here's yet another post on that sector, titled, 10 Best Solar Energy Stocks to Buy Now. It's written by Ozgur Yalcin and appeared on Yahoo! Finance. He used solar stocks most favored by hedge funds as the basis for selection.

Here are the stocks each followed by some brief comments from Mr. Yalcin. Incidentally, the stock gains he mentions of this year I believe refer to 2020.

10) Hannon Armstrong Sustainable Infrastructure (NYSE: HASI)

Hannon Armstrong is a US-based large-cap investment company solely dedicated to investments in climate solutions, providing capital to companies in energy efficiency, renewable energy, and other sustainable infrastructure markets. The business currently has more than $6 billion in managed assets with 208 total investments. The company's key markets are distributed solar systems, storage, onshore wind and solar land grid connections, stormwater remediation, (and) ecological restoration…

Stock gain this year is 116.9% and the compound 3 year revenue growth rate is 34.4%.

9) Sunpower Corp (NASDAQ: SPWR)

… is a US-based large-cap company that designs all-in-one residential and commercial solar system solutions backed by personal customer service… Stock gain this year is 290.7% and the compound 3 year revenue growth rate is -3.6…

Moreover, Goldman Sachs recently lifted its price target for Sunpower stock from $23 per share to $33 per share, another reason behind the latest stock rally."

8) Daqo New Energy (NYSE: DQ)

… is a China-based large-cap company (and a) leading manufacturer of high-purity polysilicon for the global solar PV industry. The company is known for high-purity polysilicon production with a capacity of 70.000 metric tons per year.

Stock gain this year is 660.8% and the compound 3 year revenue growth rate is 29.7%.

7) Clearway Energy Inc (NYSE: CWEN)

… is a North America-based large-cap… publicly-traded energy infrastructure (company)… focused on modern, sustainable, and long-term contracted assets across North America…

Stock gain is 72.7% and the compound 3 year revenue growth rate is 4.1%.

6. Sunnova Energy International Inc (NYSE: NOVA)

… is a US-based large-cap company that provides residential solar and energy storage services, with customers across the US and its territories. With home solar systems, battery storage, roof replacement, monitoring, maintenance, and financing options, the company has more than 100k customers.

Stock gain 349.5% and the compound YoY revenue growth rate is 27%.

5) Canadian Solar Inc (NASDAQ: CSIQ)

… is a Canada-based large-cap global company that produces and sells solar photovoltaic products and provides energy solutions as well as one of the largest solar power plant developers globally… The company reaches 150 countries with 17 manufacturing facilities. In 2021, it (expects)… a 10% growth in shipment capacity.

Stock gain 148.3% and the compound 3 year revenue growth rate is 4.4%.

4) Sunrun Inc (NASDAQ: RUN)

… business focuses on solar panel sales, storage systems, and financing… Sunrun Inc has over 500,000 customers and has sold its solar service in 22 US states.

Stock gain 526.7% and the compound 3 year revenue growth rate is 19.1%.

3) SolarEdge Technologies Inc (NASDAQ: SEDG)

… is an Israel-based but US-domiciled large-cap smart solutions company that provides power optimizers, solar inverters, and monitoring systems for photovoltaic arrays.

Stock gain 231.3% and the compound 3 year revenue growth rate is 42.1%.

2) First Solar (NASDAQ: FSLR)

… is a US-based large-cap global company that develops, finances, engineers, constructs, and currently operates many of the world's largest grid-connected PV power plants. Stock gain 84.6% and the compound 3 year revenue growth rate is 6.1%.

1) Enphase Energy (NASDAQ: ENPH)

The Company delivers solutions to residential and commercial solar PV systems as well as storage, accessories, and management app programs. (Enphase) revolutionized the solar industry with its microinverter technology and produces a fully integrated solar-plus-storage solution.

Stock gain 573.3% and the compound 3 year revenue growth rate is 34.3%." End quotes.

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3. ESG Fund Stock Picks Under Biden

From The Motley Fool site, I found this post, titled, 3 Energy Stocks Positioned to Win in a Renewable Power World. It has three authors each recommending a major energy producer.

Reuben Gregg Brewer recommends Royal Dutch Shell (NYSE: RDS.A)(NYSE: RDS.B)

He says, "The key, however, is that going forward only 35% to 40% of the capital spending budget is earmarked for oil. The rest is split between its transition and growth businesses. This is a fairly aggressive plan that will work out particularly well if the world makes a decided shift toward renewable power.

Shell appears to be in a better position to transition to the clean energy future while milking its cash cow oil business for as long as it can manage." End quote.

Matt DiLallo likes Xcel Energy (NASDAQ: XEL)

Mr. DiLallo says, "It aims to deliver 100% carbon-free electricity by 2050… The company intends to retire all its coal power plans by 2030 and replace that capacity with cleaner natural gas and renewable energy. Meanwhile, it's investing in emerging technologies like green hydrogen to achieve its ambitious multi-decade plan to produce emission-free energy." End quote.

Neha Chamaria's pick is NextEra Energy (NYSE: NEE)

Neha says, "If you're looking to invest in renewables, look no further than NextEra Energy. It is, after all, the world's largest producer of energy from solar and wind." End quote.

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End Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "ESG Fund Stock Picks Under Biden."

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a 'build-better' post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and enjoy the gains in your ethical and sustainable investments!

Thank you for listening.

Talk to you next on February 12. Bye for now.

© 2021 Ron Robins, Investing for the Soul.

Companies and funds reviewed include Tesla, GM, The AES Corporation, FuelCell Energy, Inc., Enphase Energy, Inc., American Superconductor, TPI Composites, Hannon Armstrong Sustainable Infrastructure Capital, NextEra Energy, Iberdrola, iShares Global Clean Energy ETF, Invesco Solar ETF, Invesco WilderHill Clean Energy ETF, First Trust Global Wind Energy ETF, Invesco Global Clean Energy ETF, and Clearway Energy

PODCAST: Favorite 2021 Clean Energy Stocks, Funds

Transcript & Links, Episode 49, January 15, 2021

Hello, Ron Robins here. Welcome to podcast episode 49 published on January 15, titled "Favorite 2021 Clean Energy Stocks, Funds"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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1. Favorite 2021 Clean Energy Stocks, Funds

Let's begin the New Year with this great piece titled, 5 ESG Stocks to Make the Most of the Bull Run in 2021. It's by Tirthankar Chakraborty and appeared on Zacks.com. I'll first mention the company followed by selected comments by the author.

"1) TSLA Inc (Free Report)

The company currently has a Zacks Rank #1 (Strong Buy)… The company's expected earnings growth rate for the next year is 58.9%.

2) GM (Free Report)

It also plans to launch a considerable number of electric cars in the near future. The company currently has a Zacks Rank #1… The company's expected earnings growth rate for the next year is 24.1%.

3) The AES Corporation (Free Report)

Is known for generating electricity across the globe but is now focusing on developing renewables and energy storage. The company currently has a Zacks Rank #3 (Hold)

4) FuelCell Energy, Inc. FCEL (Free Report)

Specializes in generating ultra-clean power plants that generate electricity way more than conventional fossil fuel plants and does reduce greenhouse gas emissions. The company currently has a Zacks Rank #3.

5) Enphase Energy, Inc. ENPH (Free Report)

Is a global energy technology company that delivers energy management technology for the solar industry. The company currently has a Zacks Rank #3." End quotes.

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2. Favorite 2021 Clean Energy Stocks, Funds

Analysts can't seem to get away from alternative energy stocks! Here's another post that has the title 7 Alternative Energy Stocks With Massive Potential Now and into the Future. The article is by Alex Sirois and found on Investorplace.com.

As usual, I'll mention the name of his pick followed by select comments from him.

1) American Superconductor (NASDAQ: AMSC)

The Massachusetts company's focus is on improving the efficiency of both the grid and wind energy…

Analysts generally recommend overweight positions.

2) TPI Composites (NASDAQ: TPIC)

Manufactures fan blades for wind turbines that generate wind power… Wall Street rates it a nearly unanimous 'buy.'

3) Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI)

Comprises investments in companies in three energy markets — behind the meter, grid-connected and sustainable infrastructure…(it) also has an associated dividend.

4) NextEra Energy (NYSE: NEE)

Is the world's largest producer of both solar and wind energy… NextEra Energy stock looks like a can't miss moving forward.

5) Iberdrola (OTHEROTC: IBDRY)

Is an electricity company which operates in Spain, the U.K., the U.S. and Brazil…

The firm's clear strategy of investing in renewable growth and acquiring operations to that end should bear fruit in coming quarters and years.

6) Enphase Energy (NASDAQ: ENPH) (Yes again!)

Is a company that Wall Street generally 'believes in.' Yet, it is clear that Enphase Energy stock is fairly overvalued given its price-to-earnings ratio of 109.3…

The company itself produces microinverters for the solar industry, and other products which allow easy installation of residential solar systems.

7) Renewable Energy Group (NASDAQ: REGI)

It produces and trades biofuel and renewable chemicals…

Wall Street nearly rates it a unanimous 'buy'. The company has a rock-bottom PE ratio of 4.34, which is better than 87% of peers…

This company is clearly showing massive potential and can rise into the future." End quotes.

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3. Favorite 2021 Clean Energy Stocks, Funds

Now another top stock list for 2021 appeared on MarketWatch.com. It's titled Here are analysts' 10 favorite clean-energy stocks to buy now and is by Philip van Doorn.

Mr. Doorn does something interesting. He says, "In order to put together a list (of individual stocks), we looked at five of the largest clean-energy ETFs, (and) listed all their holdings." End quote.

Here are the 5 clean-energy ETFs Mr. Doorn reviewed, followed by a brief comment from him on each one. Quote.

1) iShares Global Clean Energy ETF (ICLN, -3.24%)

This is the largest clean-energy ETF, with $4.78 billion in assets. It holds a market-capitalization-weighted portfolio of 30 liquid companies involved in the industry. It has annual expenses of 0.46% of assets.

2) Invesco Solar ETF (TAN, -2.72%)

This is a concentrated play with $3.63 billion in assets, holding 30 stocks, also cap-weighted, with 54% of the portfolio in U.S. names. Its annual expense ratio is 0.69%.

3) Invesco WilderHill Clean Energy ETF (PBW, 0.79%)

This ETF has $2.17 billion in assets, holding 32 stocks of companies that are listed in the U.S., with a modified equal-weighting. Its expense ratio is 0.70%.

4) First Trust Global Wind Energy ETF (FAN, -1.95%)

This is another concentrated ETF, with $406 million in assets allocated 60% to 'pure-play' wind-industry companies, with the rest of the portfolio made up of diversified companies involved in wind-power generation. That means it holds some large, traditional power companies, such Duke Energy Corp. DUK, -1.18% and NextEra Energy Inc. NEE, -2.29%. The portfolio has 50 stocks weighted by market capitalization. The expense ratio is 0.62%.

5) Invesco Global Clean Energy ETF (PBD, -1.64%)

This ETF has $301 million in assets and it follows what FactSet describes as 'more akin to an actively managed strategy than other funds in the segment,' because it follows an index designed to include companies with greater potential for stock-price appreciation. It holds about 100 stocks with a modified equal weighting. Its expense ratio is 0.75%.

Further, Mr. Doorn says, "We narrowed the list of 160 stocks held by at least one of the five ETFs listed above to 10 that are covered by at least 15 analysts, have majority 'buy' or equivalent ratings, and positive upside implied for the next 12 months, based on consensus price targets."

Here are then the top ten clean energy stocks favored by analysts.

Company Ticker Country Share 'buy' ratings Closing price - Jan. 5 Consensus price target Implied 12-month upside potential 1) E.ON SE XE:EOAN Germany 70% 8.93 11.09 24% 2) ENGIE S.A. FR:ENGI France 89% 12.62 15.09 20% 3) General Electric Co. GE U.S. 71% 10.77 12.24 14% 4) RWE AG XE:RWE Germany 86% 35.20 39.93 13% 5) NextEra Energy Inc. NEE U.S. 60% 74.77 83.53 12% 6) Enel SpA IT:ENEL Italy 83% 8.40 9.27 10% 7) Siemens AG XE:SIE Germany 73% 117.38 127.79 9% 8) Terna S.p.A. IT:TRN Italy 53% 6.16 6.71 9% 9) Air Products and Chemicals Inc. APD U.S. 60% 282.39 306.75 9% 10) Koninklijke (DSM N.V. NL:DSM Netherlands 61% 141.45 147.85 5%

End quotes.

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4. Favorite 2021 Clean Energy Stocks, Funds

The next article is titled Sustainable Investing to Gain Momentum in 2021: 3 Funds to Buy. It's by Zacks Equity Research and was on Zacks.com. Zacks says that "All of these funds carry a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy).

Again, I'll state the fund name followed by a few comments on each one from the Zacks team.

1) New Alternatives Fund Class A (NALFX - Free Report)

Seeks long-term capital growth with income as its secondary objective. It primarily invests in common stocks of companies and even in other equity securities, such as real estate investment trusts and American Depository Receipts…

New Alternatives Fund Class A has three and five-year returns of 17.9% and 17%, respectively… (and) a Zacks Mutual Fund Rank #1. (It has) an annual expense ratio of 1.08% compared with the category average of 1.28%.

2) Fidelity Select Environment and Alternative Energy Portfolio (FSLEX - Free Report)

Aims for capital growth. This Zacks Mutual Fund Rank #2 fund invests the majority of its assets in securities of companies mostly engaged in activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies or other environmental support services…

Fidelity Select Environment and Alternative Energy Portfolio has three and five-year returns of 3.4% and 9.5%, respectively.

(It has) an annual expense ratio of 0.85%, which is below the category average of 1.04%.

3) Calvert Equity Fund Class A (CSIEX - Free Report)

Aims for growth of capital through investment in stocks. This Zacks Mutual Fund Rank #2 fund invests majority of its assets in common stocks of companies that rank among the top 1,000 U.S.-listed companies.

Calvert Equity Fund Class A has three and five-year returns of 18.2% and 15%, respectively… (and) an annual expense ratio of 0.99% compared with the category average of 1.04%." End quotes.

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5. Favorite 2021 Clean Energy Stocks, Funds

Looking for dividends? Consider what Matthew DiLallo says in his article This Renewable Energy Stock Continues to Charge Its Dividend Growth Plan. It was on the fool.com site. Mr. DiLallo says,

"Clearway Energy (NYSE: CWEN) (NYSE: CWEN-A) supercharged its dividend in 2020, boosting it an eye-popping 59%.

It already has enough power to increase its dividend by another 8% next year. Clearway Energy is becoming a dream stock for income-seeking investors… That increasing growth visibility powered by renewable energy makes it a great stock for dividend investors to consider buying and holding for the long haul." End quotes.

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End Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "Favorite 2021 Clean Energy Stocks, Funds."

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the ethical and sustainable values of your investments!

Thank you for listening.

My next podcast is on January 29. Talk to you then. Bye for now.

© 2021 Ron Robins, Investing for the Soul.

Hi everyone! Happy New Year! And thank you for listening to me!

I'm getting very positive feedback of these podcasts so they're definitely filling an unmet need. I continue to get many individuals in the ESG-sustainability space who'd like me to have them on as guests. Let me know if that's something you'd like!

Please contact me anytime if you have ideas on how this podcast could be made even better.

I'm taking a break so there will be no podcast January 1, 2021. My next podcast will be January 15, 2021!

Stay safe and healthy--and may 2021 bring you great returns from your ethical and sustainable investments!

So, bye for now!

ESG stocks to buy! According to analysts. These include: AES, Aptiv, LG Chem, LONGi Green Energy Technology, Siemens Energy, Infineon, Covestro, Deere, CJ Cheiljedang, Bluestar Adisseo, Ball Corp, SCG Packaging, Bureau Veritas, Verisk, Brookfield Renewable, First Solar, NextEra Energy, SolarEdge Technologies, Acuity Brands, Inc., United Rentals, Inc., Rockwell Automation, Inc, Union Pacific Corporation, and more…

PODCAST: Analysts: ESG Stocks to Buy!

Transcript & Links, Episode 47, December 18, 2020

Hello, Ron Robins here. Welcome to podcast episode 47 published on December 18, titled "Analysts: ESG Stocks to Buy!"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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1. Analysts: ESG Stocks to Buy!

First, we start with a big list titled 15 Stocks to Buy as the ESG Investing Boom Continues Into 2021 by Callum Keown. It appeared on the barrons.com site. Quote "The sustainable and ESG investing revolution is set to continue in 2021, with investors looking for the next wave of opportunities, Morgan Stanley strategists said, as they revealed the 15 stocks to buy…

In Europe they chose energy-technology company Siemens Energy for its exposure to renewables and gas, as well as German chip maker Infineon, given its 'commanding position in power semiconductors' used in electric vehicles. Germany's Covestro also featured as a leading producer of rigid foams used as insulation in buildings and increasingly in electric vehicles.

In the U.S., they liked global-energy company AES, citing its transformation in developing renewables and storage, and automobile-parts company Aptiv for its growing focus on electric vehicles. In Asia they selected electric-vehicle-battery manufacturer LG Chem and solar wafer producer LONGi Green Energy Technology.

The strategists also picked five stocks relating to sustainable consumption, with governments turning their attention to food and agriculture. Their picks included agricultural equipment manufacturer Deere, South Korean food company CJ Cheiljedang, and China's Bluestar Adisseo for its products providing nutritional solutions for animal feed. Aluminium-beverage-can producer Ball Corp and Thailand's SCG Packaging also made the list, offering alternatives to single-use plastics and packaging.

Finally, they highlighted three stocks as a way of playing the overall structural growth theme of sustainability and ESG—asset manager Amundi, testing and inspection specialists Bureau Veritas, and U.S. data analytics company Verisk for its climate-data offering." End quotes.

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1. Analysts: ESG Stocks to Buy!

Our next article continues with the alternative energy stock theme. It's titled Got $5,000? Here Are 5 Energy Stocks to Buy and Hold for the Long Term.

Matthew DiLallo, the article's author, says these companies are leaders in the energy transition. It was on The Motley Fool site. He says the following about his picks. Quote:

"1) Atlantica Sustainable Infrastructure (NASDAQ: AY)

… owns a globally diversified portfolio of infrastructure assets backed by long-term, fixed-rate contracts that supply it with predictable income. The company currently gets 69% of its cash flow from renewable energy assets… Atlantica targets to invest $200 million to $300 million per year to expand its portfolio, which should enable it to steadily increase its high-yielding dividend.

2) Brookfield Renewable (NYSE: BEP)(NYSE: BEPC)

… The company is a global leader in operating hydroelectric facilities (64% of its cash flow), which it compliments with fast-growing wind (27%) and solar energy (9%) platforms… The company anticipates increasing its cash flow at a double-digit annual rate through at least 2025, which should support 5% to 9% annual dividend growth.

3) First Solar (NASDAQ:FSLR)

… is a leading manufacturer of thin-film solar panels, ideal for utility-scale solar energy projects… With solar panel demand expected to double over the next five years, First Solar is in an ideal position to capture this growth.

4) NextEra Energy (NYSE: NEE)

… is the world's top energy producer from the wind and sun… Meanwhile, the company is also an early leader in emerging technologies like battery storage and green hydrogen. Add those factors to its legacy utility operations and 1.9%-yielding dividend, and NextEra is one of the lowest risk ways to invest in the future of energy.

5) SolarEdge Technologies (NASDAQ: SEDG)

… makes power optimizers and inverters that help lower the cost of energy produced by solar panels… With a cash-rich balance sheet, SolarEdge has the financial flexibility to continue expanding so that it can stay ahead of the technological curve and capture a sizable portion of this growth." End quotes.

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1. Analysts: ESG Stocks to Buy!

For most ethical and sustainable investors, many infrastructure stocks would qualify as investments. And given the prospect of massive infrastructure spending planned by governments globally, it might be worth considering some of these companies. Here's an article titled 12 Best Infrastructure Stocks to Buy Now that might assist you. It's written by Ma'k Almario and appeared on the Yahoo! Finance site.

Mr. Almario says, "These are the most popular infrastructure stocks among the 800+ hedge funds tracked by Insider Monkey."

I'll mention a company and then provide a brief quote from him on each one. Working towards the number one spot, we start with…

"12) Fastenal Company (NASDAQ: FAST)

Fastenal Company is an industrial distributor based in Minnesota. The company markets industrial, safety, and construction supplies at the same time inventory management, manufacturing, and tool repair…

11) Acuity Brands, Inc. (NYSE: AYI)

The company manufactures innovative lighting products, controls, software, and services… Acuity Brands is one of the 10 new stocks billionaire Ken Fisher just bought.

10) Martin Marietta Materials (NYSE: MLM)

… is one of the leading suppliers of building materials, including aggregates, cement, and heavy materials.

9) Aecom (NYSE: ACM)

… is one of the top infrastructure firms in the world.

8) United Rentals, Inc. (NYSE: URI)

United Rentals, Inc. is one of the world's largest equipment rental companies… [it's] a relatively popular stock among hedge funds, but hedge funds have been taking some chips off the table throughout 2020.

7) HD Supply Holdings, Inc. (NASDAQ: HDS)

… is an industrial distributor in North America… Unfortunately, it may be a bit late to buy this stock now.

Recently, The Home Depot, Inc… announced its acquisition of HD Supply Holdings in an all-cash deal for all common stock at $56 per share. The acquisition is expected to be completed on January 31, 2021.

6) Vulcan Materials Co. (NYSE: VMC)

The company is engaged in the manufacturing of construction materials, gravel, crushed stone, and sand.

5) Rockwell Automation, Inc (NYSE: ROK)

… provides industrial automation and information technology.

4) Norfolk Southern Corporation (NYSE: NSC)

Norfolk Southern Corporation is one of the nation's premier transportation companies with headquarters located in Atlanta, Georgia.

3) Kansas City Southern (NYSE: KSU)

Kansas City Southern is a Delaware-registered transportation holding company with railroad investments in the United States, Mexico, and Panama.

2) CSX Corporation (NASDAQ: CSX)

CSX Corporation is an American holding company focused on rail transportation and real estate in North America.

1) Union Pacific Corporation (NYSE: UNP)

… is the best infrastructure stock to buy now. The company is a freight-hauling railroad that operated 8,300 locomotives over 32,300 miles." End quotes.

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4. Analysts: ESG Stocks to Buy!

Now, this is an interesting new sustainable equity ETF. It's covered in an article by Aaron Neuwirth titled J.P. Morgan Launches Carbon Transition Equity ETF, JCTR. It appeared on etfdb.com. Here are some key quotes from Mr. Neuwirth.

"The fund will track the JPMorgan Asset Management Carbon Transition U.S. Equity Index, built to achieve a meaningful reduction in carbon intensity without relying on exclusions or sector deviations. JCTR will seek to offer investors at least 30% less carbon intensity than the Russell 1000 index."

This article originally appeared on ETFTrends.com." End quotes.

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Robeco launches two climate-focused fixed income strategies

Now to some exciting new fixed income entrants. They are reviewed in an article titled Robeco launches two climate-focused fixed income strategies. It's published on theasset.com site.

Quote "Asset manager Robeco has launched two climate-focused fixed income strategies, the first of their kind to be fully compliant with the European Union's benchmark regulation for Paris-aligned investments. These are RobecoSAM Climate Global Credits and RobecoSAM Climate Global Bonds.

RobecoSAM Climate Global Credits invests globally in corporate bonds with explicit climate targets that contribute to the goals of the Paris Agreement…

RobecoSAM Climate Global Bonds comprises a global aggregate portfolio of fixed income assets. The strategy aims for a lower carbon footprint relative to the global investment grade bond universe and an average of at least 7% decarbonization per annum, while outperforming its Paris-aware benchmark." End quotes.

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End Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "Analysts: ESG Stocks to Buy!"

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the ethical and sustainable values of your investments!

Thank you for listening.

Now, I'm likely taking a break over the holidays so my next podcast might not be until January 15, 2021! So, stay tuned!

Though these are difficult times, I do hope you have a joyous and restful holiday. Bye for now.

© 2020 Ron Robins, Investing for the Soul.

Top green stocks to watch: Waste Management, Enphase Energy, ViVo Power International, SPI Energy, Siemens Gamesa Renewable Energy, Fuel Tech, SunValley Solar, Sunworks, United Natural Foods, FuelCell Energy, Ameresco, Covanta Holdings, Vestas Wind Systems, and UPS. Analyst recommends ESG funds to buy that include New Alternatives Fund Class A, Calvert Equity Fund Class A. More…

PODCAST: Top Green Stocks to Watch. More…

Transcript & Links, Episode 46, December 04, 2020

Hello, Ron Robins here. Welcome to podcast episode 46 published on December 4, titled "Top Green Stocks to Watch. More…"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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1. Top Green Stocks to Watch. More…

So, let's start with a great list of recommendations from an article titled Top 10 Green Stocks to Watch appearing on onmarketnews.com. Written by Mark Baumer.

So I'll first mention the stock name followed by selective quotes from Mr. Baumer concerning that stock.

"1) Waste Management (NYSE: WM)

When you think of garbage and waste, it doesn't exactly sound like green investing. But waste collection companies are also involved in recycling and in some cases turning waste into energy.

Waste Management owns landfill gas-to-energy facilities in the U.S. They also collect and distribute recycling materials to transfer stations and manage the marketing of recyclable materials for third parties.

2) Enphase Energy, Inc. (NASDAQ: ENPH)

Is a solar company. It develops, manufactures, and sells solar solutions for homes. It also develops and sells solar solutions to distributors and installers… The solar sector's hot. With the recent election, there could be more government funding into green energy solutions.

3) VivoPower International PLC (NASDAQ: VVPR)

VivoPower International PLC and its subsidiaries operate solar and critical power services in the U.S., Australia, and the U.K.

The stock was a big runner recently. With a lot of interest in the electric vehicle (EV) sector, battery and solar stocks have been sympathy plays… the stock still has a relatively low float of just under 14 million shares, so it could still run with the right catalyst.

4) SPI Energy Co., Ltd. (NASDAQ: SPI)

Is involved in the engineering and construction side of the solar business. It also develops and owns solar projects and sells electricity to power companies.

The stock had a huge day on September 23 when the stock went from the $3s to a high of $46.67 — in one day!... it's volatile and can have huge spikes with the right catalyst.

5) Siemens Gamesa Renewable Energy, S.A. (OTCPK: GCTAY)

Engineers, designs, builds, and sells wind turbines. It also constructs wind farms. It has two segments of the business — wind turbines and operations, and maintenance.

This company is one of General Electric Company's (NYSE: GE) biggest rivals.

6) Fuel Tech, Inc. (NASDAQ: FTEK)

Is in the pollution control sub-sector. It has the technology to reduce nitrous oxide emissions from combustion sources like boilers, incinerators, and furnaces… It has a history of failed spikes, so if you're going long, be careful.

7) Sunvalley Solar, Inc. (OTCPK: SSOL)

Sunvalley Solar is a California-based company that offers solar systems and maintenance to builders and homeowners… It could be a breakout play if the sector momentum continues and it breaks above resistance.

8) Sunworks, Inc. (NASDAQ: SUNW)

Is another California-based solar company that develops and installs solar systems. From small kilowatt systems all the way up to megawatt systems for large projects.

This stock is in a hot sector and a former runner, so it's worth watching.

9) United Natural Foods, Inc. (NYSE: UNFI)

Is in the organics sub-sector. It offers organic foods and products in the U.S and Canada.

And it's not just fruits and veggies. It also offers organic juice, eggs, milk, nutritional supplements, and personal care products.

10) FuelCell Energy, Inc., (NASDAQ: FCEL)

Manufactures, operates, and sells stationary power plants and heat sources. It has a number of different products to service clients in education, healthcare, and industrials.

Over the last few months, the company has taken advantage of the interest in its stock by doing a number of offerings. The company has raised $177.35 million in gross proceeds from the offerings between June and October 2020… It's gonna take some big news for this stock to have a big move." End quotes.

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2. Top Green Stocks to Watch. More…

Now we have even more on alternative energy stocks with this article 3 Alternative Energy Stocks Braving Industry Headwinds. Again from a Zacks analyst. It appeared on Yahoo! Finance and is written by Aparajita Dutta. As above, I'll first mention the company followed by quotes from the author.

"1) Ameresco (AMRC)

Is a leading independent provider of comprehensive energy efficiency and renewable energy solutions for facilities throughout North America and the United Kingdom…

The company delivered an average earnings surprise of 68.56% in the last four quarters. The company currently holds a Zacks Rank #2 (Buy).

2) Covanta Holdings (CVA)

Offers waste and energy solution to its customers by processing the waste and generating energy out of it, which is named as Energy-from-Waste. Its modern Waste-to-Energy facilities safely convert approximately 21 million tons of waste from municipalities and businesses into clean, renewable electricity to power one million homes and recycle 500,000 tons of metal…

The company delivered an average earnings surprise of 75.05% in the last four quarters. The company currently holds a Zacks Rank #2.

3) Vestas Wind Systems (VWS.CO)

Designs, manufactures, installs and services wind turbines across the globe…

Its 2020 sales estimate indicates year-over-year improvement of 19.7%. The company currently holds a Zacks Rank #2." End quotes

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Energy is where investors send money 'to die' but there is one stock to like in this space, trader says

Now in this article titled Energy is where investors send money 'to die' but there is one stock to like in the space, trader says. It's written by Keris Lahiff and appeared on CNBC. Energy in this context refers to fossil fuel stocks. However, Todd Gordon founder of TradingAnalysis.com is quoted in this article as liking Sunrun (RUN), a solar company. Quote "Its shares have risen 383% this year… Love it. I hold it, I think stick with what works for now," End quote.

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4 Sustainable Funds to Buy as ESG Continues to Gain Prominence

In this next article, we again thank Zacks for their insights. Appearing on Nasdaq.com it's titled 4 Sustainable Funds to Buy as ESG Continues to Gain Prominence. I will say their names and follow each with selected quotes from the article.

"1) New Alternatives Fund Class A (NALFX)

Seeks long-term capital growth with income as its secondary objective. It primarily invests in common stocks of companies and even in other equity securities such as real estate investment trusts and American Depository Receipts etc. [It] has three and five-year returns of 17.9% and 17%, respectively.

New Alternatives Fund Class A has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 1.08% compared to the category average of 1.28%.

2) Calvert Equity Fund Class A (CSIEX)

Aims for growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund invests majority of assets in common stocks of companies that rank among the top 1,000 U.S.-listed companies. [It] has three and five-year returns of 18.2% and 15%, respectively.

Calvert Equity Fund Class A has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.99% compared to the category average of 1.04%.

3) Fidelity Select Environment and Alternative Energy Portfolio (FSLEX)

fund aims for capital growth. The fund invests majority of assets in securities of companies mostly engaged in activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies or other environmental support services. The non-diversified fund invests in U.S. and non-U.S. issuers alike. Fidelity Select Environment and Alternative Energy Portfolio has a three and five-year returns of 3.4% and 9.5%, respectively.

Fidelity Select Environment and Alternative Energy Portfolio has an annual expense ratio of 0.85%, which is below the category average of 1.04%.

4) Parnassus Mid Cap Growth Fund - Investor (PARNX)

Aims for capital appreciation. The fund invests majority of assets in mid-sized growth companies. Parnassus Mid Cap Growth Fund - Investor has a three and five-year returns of 9.7% and 10.2%, respectively.

Parnassus Mid Cap Growth Fund - Investor has an annual expense ratio of 0.84%, which is below the category average of 1.16%." End quotes

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3. Top Green Stocks to Watch. More…

Now many of you are also seeking income. So, before ending this podcast, I want to briefly cover this article: UPS Named A Top Socially Responsible Dividend Stock. It's by BNK Invest. It appeared on Nasdaq.com.

Quote, "United Parcel Service Inc (UPS) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average 'DividendRank' statistics including a strong 2.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment." End quote.

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End Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "Top Green Stocks to Watch. More…"

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let us promote a better post COVID world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the ethical and sustainable values of your investments!

Thank you for listening.

Talk to you again on December 18. Bye for now.

© 2020 Ron Robins, Investing for the Soul.

Top Renewable Energy Stocks for 2021. Companies covered include Canadian Solar, Clearway Energy, TPI Composites, Enphase Energy, First Solar Inc., JinkoSolar, NextEra, Tesla, PlugPower, Albemarle, Brookfield Renewable Partners, and Bloom Energy. Some socially responsible ETS are covered too, including, iShares MSCI USA ESG Select ETF, US Vegan Climate ETF, and ALPS Clean Energy ETF. More

PODCAST: Top Renewable Energy Stocks for 2021. More…

Transcript & Links, Episode 45, November 20, 2020

Hello, Ron Robins here. Welcome to podcast episode 45 published on November 20, 2020, titled "Top Renewable Energy Stocks for 2021. More…"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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So, let's begin. Our first article is titled 5 Socially Responsible Funds to Be Grateful For by Rebecca Barshop of Investment U.

Here are her picks followed by some quotes from her article.

"1) Global X Conscious Companies ETF (Nasdaq: KRMA)

Slightly outpacing the S&P 500 with a 10.8% gain in 2020. The exchange-traded fund (ETF) tracks the Concinnity Conscious Companies Index, an equal-weighted index of about 100 U.S. large caps that operate sustainably and responsibly.

2) iShares MSCI KLD 400 Social ETF (NYSE: DSI)

This is a broadly focused fund that covers large cap, midcap and small cap U.S. companies with high ESG scores… The fund is up 11.9% year to date.

3) iShares MSCI USA ESG Select ETF (NYSE: SUSA)

This fund is very similar to the iShares MSCI KLD 400 Social ETF but has fewer holdings. It's also less weighted in tech and financials and more heavily weighted in industrials and healthcare… The fund has increased 15.6% since January.

4) US Vegan Climate ETF (NYSE: VEGN)

Up 17.4% in 2020. This fund tracks the Beyond Investing US Vegan Climate Index, which screens out companies involved in military and defense, excessive waste, fossil fuels, human rights violations, animal testing, animal suffering, and other non-ESG criteria.

5) ALPS Clean Energy ETF (CBOE: ACES)

Up a whopping 80.3% this year. This ETF is all clean energy all the time. It's most heavily weighted in renewable energy and electric utilities but is limited to U.S. and Canadian companies." End quotes.

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1. Top Renewable Energy Stocks for 2021. More…

Now the following articles mostly focus on analyst recommendations for the top renewable energy stocks for 2021. Judging by the universal focus on this segment it seems that it will continue to be huge for the foreseeable future too!

So our second article is titled 3 More Renewable Energy Stocks to Buy in November. It's written by a threesome who are regulars to this podcast, As usual, I'll mention their names then their recommending stock and followed by direct quotes on the company they're recommending.

Quote, "1) Travis Hoium likes Canadian Solar (NASDAQ: CSIQ)

Canadian Solar, [is] one of the world's largest solar manufacturers… [and] a renewable energy stock I would buy today.

2) Howard Smith suggests Clearway Energy (NYSE: CWEN)

Clearway Energy owns and operates a portfolio of clean-energy generating installations, and sells its electricity to power utilities under long-term contracts… One of its largest customers, California utility PG&E, had filed for bankruptcy protection…

After the utility emerged from its restructuring and Clearway was able to access its funds, it raised its dividend with a 49% increase for 2020's third quarter. It also reaffirmed its annual target of 5% to 8% annual dividend growth.

3) Jason Hall recommends TPI Composites (NASDAQ: TPIC)

Shares of this contract manufacturer for the wind turbine industry have rocketed 121% higher this year, as TPI Composites has enjoyed the tailwind of strong interest in renewable energy stocks." End quotes.

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2. Top Renewable Energy Stocks for 2021. More…

Our third article is on solar stocks. When you see the repetition of names in these podcasts it's an indication of how universally appealing, these stocks are! So here's the title for this post, 3 Top Solar Stocks for a Biden Presidency. It's written by Imon Ghosh and appeared on stocknews.com.

Quotes.

1) Enphase Energy, Inc. (ENPH - Get Rating)

Enphase designs, manufactures, and sells software-driven solar photovoltaic energy solutions globally. The company manufactures semiconductor-based microinverter that efficiently convert energy at an individual solar module level, as well as energy monitoring and control services…

The stock has gained 360.9% year-to-date.

Enphase has a B for Overall POWR Rating. The stock is ranked #1 out of the 16 stocks in the Solar industry.

2) First Solar, Inc. (FSLR - Get Rating)

… is a manufacturer and provider of photovoltaic solar panels and utility-scale PV power plants operating globally…

First Solar's strong fundamentals are reflected in its POWR Ratings. It has a 'Buy' rating… It is ranked #2 in the same industry.

3) Canadian Solar Inc. (CSIQ - Get Rating)

… is a designer and manufacturer of solar power products, wafers, solar ingots, operating through two segments – Module and System Solutions, and Energy. The company serves distributors, project developers, and EPC companies internationally…

The stock has gained 77.9% year-to-date.

It's no surprise that Canadian Solar is rated 'Buy' in our POWR Ratings system… Among the 16 stocks in the same industry, it is ranked #4." End quotes.

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3. Top Renewable Energy Stocks for 2021. More…

Our next article in the Top Renewable Energy Stocks for 2021 theme is titled What Are the Best Renewable and Alternative Energy Stocks? It's written by Rachel Curry and appeared on the marketrealist.com site.

Here are some of her remarks concerning related funds and stocks. Quote.

"The Invesco Solar ETF (TAN on the NYSE ARCA)

Includes a basket of solar companies… TAN's YTD growth rate is more than 130 percent.

For individual stocks in the renewable energy sector, here are a few to consider:

• Canadian Solar (CSIQ on the Nasdaq Exchange) … it has grown 75 percent YTD and holds a market cap of $2.34 billion. The stock is also a solid way to geographically diversify your portfolio outside of the U.S. market.
• JinkoSolar Holding (JKS on the NYSE) … Its YTD bull run of 166 percent is nothing to ignore.
• NextEra Energy (NEE on the NYSE) is a wind energy company… with a YTD rise of 28.51 percent.

What are the best alternative energy stocks?

The Invesco WilderHill Clean Energy ETF (PBW)

Includes more than just solar… The companies include Plug Power, NIO, Livent, and TPI Composites. The Invesco WilderHill Clean Energy ETF has grown more than 113 percent YTD.

If you want to pick stocks, consider these:

• Tesla (TSLA on the Nasdaq Exchange) … a growth machine with a bump of more than 325 percent since Jan. 2.
• Plug Power (PLUG on the Nasdaq Exchange) is a hydrogen energy stock… The stock has jumped 623 percent.
• Albemarle (ALB on the NYSE) is a lithium company… the stock has risen 63 percent since the beginning of 2020." End quotes,

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4. Top Renewable Energy Stocks for 2021. More…

And our last article promoting renewable energy stocks is titled 3 Renewable Energy Stocks That Don't Care About the Electoral College. It's written by our old favorites from the Motley Fool! Three analysts each give their own recommendations and I'll follow with a few of their remarks about the company they each favour.

Quotes.

"1) Travis Hoium likes JinkoSolar (NYSE: JKS)

… Is one of the biggest and most advanced solar manufacturers in the world. And with a manufacturing base in Asia and customers all over the world, JinkoSolar doesn't care who is in the White House in 2021...

[Its] revenue has nearly doubled… and the company is solidly profitable.

2) Howard Smith recommends Brookfield Renewable Partners (NYSE: BEP)

Brookfield Renewable operates or is developing 38,000 megawatts of renewable energy assets globally…

Management says it… expects 'to deliver on our target of 12-15% long-term returns to equity holders.'

3) Jason Hall suggests Bloom Energy (NYSE: BE)

Bloom Energy is in the middle of a major transformation that could prove pivotal in the future of renewable energy. For years, hydrogen's proponents have crowed about its potential, while the economic realities of producing hydrogen have kept it from gaining any sort of mass adoption.

However, the combination of the falling cost of renewable electricity production from wind and solar, paired with Bloom's solid oxide fuel cells to electrolyze hydrogen from water, are set to move hydrogen from the few niches it solves and into the mainstream." End quotes.

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Salute U.S. Military Veterans With This New ETF

After their war experiences, many veterans and their families want to 'give back' to the veterans. So, see this, Salute U.S. Military Veterans With This New ETF. VictoryShares has launched a new fund, namely, VictoryShares Top Veteran Employers ETF (VTRN).

The fund tracks the performance of the Veterans Select Index. It offers a way to 'invest in companies that recruit, employ and develop veterans in the workplace and champion best practices for veteran employees.' The fund also 'supports military veterans' financial future and security.'

Competition?

[The] Pacer Military Times Best Employers ETF (VETS). The underlying Military Times Best for Vets Index comprises the U.S. listed stocks of companies that have been included in the Best for Vets List for the last three consecutive years." End quotes.

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End Comment

Well, these are my top news stories and their stock and fund tips -- for this podcast: "Top Renewable Energy Stocks for 2021. More… "

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and conscious about the sustainable values of your investments!

Thank you for listening.

Talk to you again on December 4. Bye for now.

© 2020 Ron Robins, Investing for the Soul.

The 50 Best ESG Companies list from the US Investor's Business Daily. Its top picks are Nvidia with a 12-month gain of 206%. Pool with a 72% advance and Salesforce.com which is up nearly 80%. Another article picks the renewable energy stocks Hannon Armstrong Sustainable Infrastructure Capital, NextEra Energy, and Atlantica Sustainable Infrastructure. And more

PODCAST: Best ESG Companies, Funds. And More…

Transcript & Links, Episode 44, November 6, 2020

Hello, Ron Robins here. Welcome to podcast episode 44 published on November 6, 2020, titled "Best ESG Companies, Funds. And More…"— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

Remember that you can find a full transcript, links to content – including stock symbols and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts.

And Google any terms that are unfamiliar to you.

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1. Best ESG Companies, Funds.

To start things off we have a great new article naming the best ESG companies by Investor's Business Daily. The article is titled As ESG Investing Gives 2020 A Sustainable Spin, 50 Best ESG Companies Revealed. It's written by Alan R Elliott. Here are some quotes from Mr. Elliott.

"The list highlights 50 stocks that boast both high ESG ratings and superior Investor's Business Daily (IBD) stock ratings of fundamental and technical strength…

These ESG stocks have been especially strong, with the top three stocks on IBD's Best ESG Companies list each having a Composite Rating of 99. In terms of stock performance, at the top of the IBD ESG list, Nvidia (NVDA) has a 12-month gain of 206%. Pool (POOL) has a 72% advance. Salesforce.com (CRM) is up nearly 80%. The next five stocks on IBD's ESG list averaged a 12-month gain of almost 70%. Nvidia and Pool are currently on the IBD 50 list of the best growth stocks…

Profiles

[Also], see the profiles of Nvidia, Salesforce.com, West Pharmaceutical Services (WST), Adobe (ADBE) and Best Buy (BBY)…

MSCI ESG Research has ranked companies according to available information pertaining to environmental, social and governance criteria… Those ratings provide the basis for MSCI's more than 1,500 equity and fixed-income ESG indexes. The earliest of those, the MSCI KLD 400 Social Index, first launched as the Domini Social 400 Index in 1990.

IBD cross-references MSCI's rankings with its database of all stocks to determine the 50 most ESG advanced companies in the growth stock realm… the MSCI ESG ratings compare companies only to other companies in their industry. An AAA rating means your ESG efforts put your company ahead of industry peers.

Also keep in mind, some companies rank high due to social issues such as health care, company leave and diversity policies for their workforce, while they may be less environmentally savvy then a lower-ranked peer.

To date, no standardized set of reporting requirements relates specifically to the countless aspects of corporate governance encompassed under the ESG rubric. That makes ranking difficult, and more of an art in certain situations than a science." End quotes.

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2. Best ESG Companies, Funds

Though the title of this article is 3 Renewable Energy Stocks to Buy Ahead of the Election, the authors say it still makes sense to consider these three stocks after the election too. It's published in The Motley Fool.

As usual, I'll mention the stock followed by quotes from the analyst concerning that stock.

"1) Travis Hoium likes Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI)

Like any company that invests in renewable energy projects, Hannon Armstrong is in the business of generating a yield from its investments…

The company can take equity or debt positions in projects, finance efficiency improvements, or even pay for ecological restoration. This means management can shift dollars to where it can get the best return for the risk, rather than being locked into one type of asset class in renewable energy. The result for investors has been impressive since the company went public…

Few companies have the ability to adapt and succeed in the current environment like Hannon Armstrong, and investors will be rewarded with not only a great stock but a 3.1% dividend yield as well.

2) Howard Smith recommends NextEra Energy (NYSE: NEE)

NextEra announced its [adjusted] third-quarter earnings per share (EPS) grew 11% compared to the previous-year period. The parent of electric utilities Florida Power & Light and Gulf Power continues to grow its renewable energy generation capacity for those businesses. But its NextEra Energy Resources business is experiencing the strongest growth, with EPS up 23%...

[NextEra's] Energy Resources business is the world's largest generator of solar and wind power, and has a growing battery storage segment…

NextEra… extended its earnings growth expectations of 6% to 8% off that higher base through 2023. The company also said it continues to expect a 10% annual dividend per share increase through 2022…

3) Jason Hall suggests Atlantica Sustainable Infrastructure (NASDAQ: AY)

The future of the world's power supply is heavily tied to solar and wind, no matter who's sitting in the Oval Office or roaming the halls of Congress. And few companies are as well-positioned to profit from this reality as Atlantica. The company owns, develops, and operates utility-scale wind and solar energy power plants, selling the power on long-term contracts. The result is steady, utility-like cash flows that it can use to fund new projects, and return to shareholders in a steadily growing dividend.

Atlantica is an international business, meaning that no matter what legislative action is taken in the U.S., its prospects remain very good…

At recent prices, Atlantica's dividend yield is over 5.4%, and the prospects for regular dividend growth from here are very strong… Atlantica is a stock worth buying right now, no matter the outcome of U.S. election."

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3. Best ESG Companies, Funds

Most ethical and sustainable investors are enamored with passive ETF index funds. However, some see a possible resurgence in actively managed funds too. One company that has brought to market an actively managed ESG fund is US fund manager Vanguard.

An article titled This ESG Fund From Vanguard Is Off to a Good Start describes this product. It's written by David Kathman and appeared on the Morningstar.com site.

Here are some of Mr. Kathman's thoughts concerning the fund.

Quote "Vanguard Global ESG Select Stock (VEIGX) has shown promise so far, but it still has plenty to prove given its short track record. It earns a Morningstar Analyst Rating of Bronze for both its Investor and Admiral shares.

Vanguard launched this fund in June 2019 as the first actively managed environmental, social, and governance fund in its lineup… The fund has looked pretty good so far in its first 16 months of existence; its returns have beaten the world large-stock Morningstar Category average and the FTSE All-World Index benchmark, and it has earned a Morningstar Sustainability Rating of High (5 globes). Expenses are low, as one would expect of Vanguard, which remains a topnotch parent. All this is encouraging, but the fund will need to deliver over a longer time period to earn an Analyst Rating higher than Bronze…

The fund held up pretty well in the bear market from Feb. 19 to March 23, 2020, when its 30% loss was 2 percentage points less than the category norm and the benchmark." End quotes.

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4. Best ESG Companies, Funds

In the UK, the FT Advisor just published an article titled Top 10 ESG funds named amid record year for inflows. Some of these funds might be of interest to non-UK residents as well. The article is by Imogen Tew.

Here are the funds with some brief quotes from the article.

Domestic UK

"Royal London's Sustainable Leaders fund was the top performing UK ethical fund over the past decade, almost tripling investors' cash, according to AJ Bell.

Of ethical funds with a ten-year record, Premier Ethical and Liontrust Sustainable Future UK Growth also performed well, returning 174 and 152 per cent respectively. [Incidentally, go to this podcasts' page for more of the top funds.]

Top 5 UK ethical funds 10 year total return (%) Royal London Sustainable Leaders (GB00B7V23Z99.L) 195.9 Premier Ethical (0P00015BBW.L) 174.4 Liontrust Sustainable Future UK Growth (0P00000XCL.L) 152.6 Liontrust UK Ethical (0P0000XMUY.L) 150.8 BMO Responsible UK Equity (0P00000DLP.L) 111.2

Over the same time period, the FTSE All Share returned 64 per cent while the FTSE 4Good UK saw an average performance of 71 per cent.

Global

There have been some funds which have managed to outpace the racy MSCI World Index, however. The Liontrust Sustainable Future Global Growth fund tops the performance chart with a return of 267 per cent in 10 years. [Again, for more top-performing funds in this category go to this podcasts' page.]

Top 5 Global ethical funds 10 year total return (%) Liontrust Sustainable Future Global Growth (0P000023KC.L) 267.1 Janus Henderson Global Sustainable Equity (JEDTX) 262 BMO Responsible Global Equity (0P00000DLN.L) 240 Pictet Water (P3II.F) 212.4 BMO Sustainable Opportunities Global Equity (0P00017TVR.TO) 179.7

Mr. Laith Khalaf, a financial analyst at AJ Bell, said: 'Given the extremely strong absolute performance of ethical funds in the global sector, it's difficult to say investors should be disappointed but technically as a group they have underperformed.'" End quotes.

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End Comment

Well, these are my top news stories and their stock and fund tips -- for this podcast: "Best ESG Companies, Funds. And More… "

To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

And please click the share buttons to share this podcast with your friends and family. Let's promote a better world through ethical and sustainable investing!

Contact me if you have any questions.

Stay well and healthy—and aware of the sustainable values of your investments!

Thank you for listening.

Talk to you again on November 20. Bye for now.

© 2020 Ron Robins, Investing for the Soul