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Ethical & Sustainable Investing News to Profit By! episodes
- AI Stocks to Buy Now
AI Stocks to Buy Now - includes analysts' top 15 small and 3 large-cap stocks that may interest ethical investors.
By Ron Robins, MBA
Transcript & Links, Episode 151, April 4, 2025
Hello, Ron Robins here. Welcome to my podcast episode 151, published April 4, 2025, titled "AI Stocks to Buy Now." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please visit the podcast's webpage for links to the articles and additional company and stock information.
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AI Stocks to Buy Now (1)Now many ethical and sustainable investors are buying AI stocks. So, I've decided to include two recent articles by great analysts who write about these stocks. This first article is titled 15 Best Small Cap AI Stocks to Buy Right Now. It's by Maxim G and seen on insidermonkey.com.
Here is some of what he has to say about how he came to select them as well as a brief quote on each of his picks.
"For this article, we used Finviz to screen for technology stocks under a $5 billion market cap… We then manually selected companies that have significant revenue exposure or potential growth opportunities related to AI products & solutions. Finally, we compared the list with our proprietary Q4 2024 database of hedge funds' ownership and included in the article the top 15 stocks with the largest number of hedge funds that own the stock…
Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (See more details here).
15. DXC Technology Company (NYSE:DXC)Hedge Fund Holders: 24
DXC Technology Company is a global provider of IT services and solutions, specializing in digital transformation, IT modernization, cloud computing, cybersecurity, analytics, and business process outsourcing. The company serves clients across multiple industries, including financial services, healthcare, insurance, manufacturing, public sector, and transportation. Its core offerings include consulting, systems integration, software development, application management, infrastructure services, and data-driven analytics.
14. C3.ai, Inc. (NYSE:AI)Hedge Fund Holders: 25
C3.ai, Inc. is an enterprise software company specializing in AI solutions designed to support digital transformation and operational optimization across various industries. Its flagship product, the C3 AI Platform, provides a comprehensive, scalable environment for developing, deploying, and managing enterprise-grade AI applications. The company primarily serves sectors such as energy, manufacturing, finance, defense, healthcare, and telecommunications. Its solutions leverage machine learning, advanced analytics, predictive maintenance, and AI-driven insights to enhance efficiency, reduce costs, and improve decision-making.
13. Insight Enterprises, Inc. (NASDAQ:NSIT)Hedge Fund Holders: 26
Insight Enterprises, Inc. is a global technology solutions provider focused on helping businesses manage and transform their IT environments. The company offers a broad range of services including IT procurement, cloud and data center transformation, digital innovation, cybersecurity, and managed services. Insight serves clients in sectors such as healthcare, education, government, and commercial enterprises, primarily across North America, EMEA, and APAC regions.
12. Clear Secure, Inc. (NYSE:YOU)Hedge Fund Holders: 27
Clear Secure, Inc. is a technology company that provides identity verification and access control solutions through its secure biometric platform. Its core offering, CLEAR Plus, enables expedited entry at airports by using fingerprint and iris recognition to verify identities. The company also offers digital identity tools for venues, stadiums, and other businesses, expanding its platform into areas such as health pass verification and age validation. Clear Secure, Inc. operates across the travel, sports, entertainment, and healthcare industries, with partnerships spanning major US airports and event venues.
11. Allegro MicroSystems, Inc. (NASDAQ:ALGM)Hedge Fund Holders: 27
Allegro MicroSystems, Inc. is a global semiconductor company that designs and manufactures sensor and power ICs used in motion control and energy-efficient systems. Its products are critical for applications in automotive, industrial, and consumer electronics, supporting functions such as electric powertrain, ADAS, factory automation, and robotics. The company's portfolio includes magnetic sensors, current sensors, and motor driver ICs. Allegro MicroSystems, Inc.'s technology enables high-precision sensing and power efficiency in complex electronic systems.
10. IonQ, Inc. (NYSE:IONQ)Hedge Fund Holders: 28
IonQ, Inc. is a quantum computing company that develops and operates quantum computers based on trapped-ion technology. Its systems are accessible through major cloud platforms and are designed to solve complex problems beyond the capabilities of classical computers. The company offers both hardware and software solutions, including a proprietary operating system and quantum programming tools… The US-based company ranked 6th on our recent list of 11 Best Quantum Computing Stocks to Buy Right Now.
9. Workiva Inc. (NYSE:WK)Hedge Fund Holders: 28
Workiva Inc. is a cloud-based software company that provides a platform for connected reporting, compliance, and data management. Its solutions help businesses streamline complex processes involving financial reporting, regulatory filings, audit management, and ESG disclosures. Workiva Inc. serves a wide range of industries, including finance, energy, government, and healthcare, with a focus on large enterprises and public companies.
8. IPG Photonics Corporation (NASDAQ:IPGP)Hedge Fund Holders: 31
IPG Photonics Corporation is a leading developer and manufacturer of high-performance fiber lasers and amplifiers used in a wide range of industrial, medical, and advanced technology applications. Its products are integral to processes such as cutting, welding, marking, and 3D printing, serving industries including automotive, aerospace, electronics, and materials processing. The company also provides lasers for medical procedures, defense systems, and telecommunications. IPG Photonics Corporation's vertically integrated business model supports innovation and cost efficiency across its product lines.
7. nCino, Inc. (NASDAQ:NCNO)Hedge Fund Holders: 33
nCino, Inc. is a financial technology company that provides a cloud-based operating system for banks and credit unions, aimed at improving efficiency, compliance, and customer experience. Built on the Salesforce platform, nCino, Inc.'s solutions cover loan origination, account opening, deposit operations, credit analysis, and portfolio management. The company supports digital transformation in financial services by automating workflows, integrating data, and enhancing transparency.
6. Asana, Inc. (NYSE:ASAN)Hedge Fund Holders: 33
Asana, Inc. is a work management software company that offers a cloud-based platform designed to help teams plan, organize, and track projects and tasks. Its solution supports collaboration, workflow automation, goal tracking, and reporting across departments such as marketing, operations, product development, and IT. The platform integrates with numerous third-party tools and emphasizes scalability and real-time visibility. The company ranked eighth on our recent list of Top 9 AI Stocks to Watch Amid DeepSeek Frenzy.
5. BlackLine, Inc. (NASDAQ:BL)Hedge Fund Holders: 34
BlackLine, Inc. is a software company that provides cloud-based solutions for automating and streamlining finance and accounting operations. Its platform focuses on key processes such as financial close, account reconciliation, intercompany accounting, and compliance management. BlackLine, Inc. primarily serves mid-size to large enterprises across various industries, including manufacturing, retail, healthcare, and financial services. The platform integrates with major ERP systems, enabling real-time data access and improved accuracy in financial reporting.
4. Impinj, Inc. (NASDAQ:PI)Hedge Fund Holders: 37
Impinj, Inc. is a technology company specializing in RAIN RFID (Radio-Frequency Identification) solutions that connect physical items to digital systems. Its platform includes RFID tags, readers, and software designed to track and manage inventory, assets, and shipments in real-time. The company's solutions integrate with enterprise systems to support applications like item-level inventory management and asset tracking.
3. AvePoint, Inc. (NASDAQ:AVPT)Hedge Fund Holders: 40
AvePoint, Inc. is a software company that provides data management and governance solutions for Microsoft 365, SharePoint, Teams, and other collaboration platforms. Its cloud-based offerings support data protection, compliance, access control, migration, and records management for organizations across sectors including government, education, healthcare, and financial services.
2. ZoomInfo Technologies Inc. (NASDAQ:ZI)Hedge Fund Holders: 51
ZoomInfo Technologies Inc. is a software company that provides a cloud-based go-to-market intelligence platform for sales, marketing, and recruiting professionals. Its platform offers data-driven tools for lead generation, account targeting, contact enrichment, and buyer intent analysis, helping businesses improve customer acquisition and engagement. ZoomInfo Technologies Inc. aggregates and curates vast amounts of business data and integrates with CRM and marketing automation systems. The US-based company ranked fifth on our recent list of 12 Best Nasdaq Stocks Under $20 to Buy Now.
1. BILL Holdings, Inc. (NYSE:BILL)Hedge Fund Holders: 64
BILL Holdings, Inc. is a financial technology company that provides cloud-based software for automating back-office financial operations for small and mid-sized businesses. Its platform streamlines processes such as accounts payable, accounts receivable, expense management, and payments. The company enables integration with major accounting software platforms, facilitating real-time visibility and improved cash flow management."
End quotes.
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AI Stocks to Buy Now (2)The second article is titled 3 Essential AI Infrastructure Stocks to Buy Right Now. It's by George Budwell and featured on finance.yahoo.com. Here are a few quotes on what he says about each of his recommendations.
"1. Nvidia (NASDAQ: NVDA)has established a dominant position as the leader in AI hardware and software, with CEO Jensen Huang recently declaring that the 'vast majority' of AI inference runs on their platforms. Despite being down 12.3% year to date, Nvidia shares now trade at 26.2 times forward earnings, a historically low multiple that creates an attractive entry point for this wide-moat business. The company roadmap includes Blackwell Ultra arriving later this year, followed by Vera Rubin in 2026 and Rubin Ultra in 2027, providing a clear growth trajectory…
While several tech giants are investing in custom chips and Advanced Micro Devices (AMD) is developing competing GPUs, Nvidia's unified hardware and software ecosystem and expansion into new AI domains position it to maintain market leadership for years to come. This combination of technical leadership, ecosystem lock-in, and strategic expansion into emerging areas makes Nvidia an essential infrastructure provider for the entire AI revolution.
2. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)has evolved into a technology powerhouse, with business lines spanning from advertising to cloud computing and AI. Despite being down 12.7% year to date, the search titan's stock trades at just 18.6 times forward earnings, offering compelling value in the ultra-high-growth tech sector. While Google Search remains the primary revenue driver, Alphabet is investing heavily in AI to improve its search capabilities and bolster its competitive positions in cloud computing, agentic AI, and robotics…
Though regulatory scrutiny remains a concern regarding its search dominance, the company's diverse capabilities across digital advertising, cloud infrastructure, and AI development position it as a cornerstone technology investment with multiple growth vectors beyond its core search business. So, if you're building an AI-themed portfolio, Alphabet scans as an essential stock to own.
3. Microsoft (NASDAQ: MSFT)is a leader in cloud infrastructure and AI, driven by its Azure platform and strategic partnership with OpenAI. Following a 7.2% year-to-date decline, the tech giant's shares trade at 26.1 times forward earnings, presenting an attractive entry point into this high-growth sector. Microsoft stock, after all, was trading at over 35 times forward earnings around this time last year…
With cloud adoption accelerating and AI integration expanding across its product suite, Microsoft is exceptionally well positioned for sustained growth. As a result, this tech stock represents a core play in both cloud infrastructure and large-scale AI deployment, making it a cornerstone holding for AI investors."
End quotes.
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One additional article linkTitle: 10 Pro-Life Companies to Invest In Now on insidermonkey.com. By Soma Dutta.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast, "AI Stocks to Buy Now."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next on April 18th.
Bye for now.
© 2025 Ron Robins, Investing for the Soul
26 min - World's Most Ethical Companies. And…
World's Most Ethical Companies. And… see six companies that have been honored for 19 years! Plus, terrific alternative energy picks.
By Ron Robins, MBA
Transcript & Links, Episode 150, March 21, 2025
Hello, Ron Robins here. Welcome to my podcast episode 150, published March 21, 2025, titled "World's Most Ethical Companies. And..." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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World's Most Ethical Companies. And...Now, The 2025 World's Most Ethical Companies® listing by Ethisphere is where I'm beginning this podcast. It's always a great listing to review for ethical and sustainable investors. The following information is gleaned from Ethisphere's website and has been re-ordered for presentation here. Also, note that companies are not ranked. So, some quotes.
"The World's Most Ethical Companies is an annual recognition… Earning this recognition involves a comprehensive application and evaluation of your Ethics and Compliance program through Ethisphere's proprietary Ethics Quotient® (EQ), which assesses a company's ethics and compliance program, culture, and governance practices.
The listed 2025 World's Most Ethical Companies Honorees outperformed a comparable index of global companies by 7.8 percent from January 2020 to 2025.
In 2025, 136 organizations are recognized for their unwavering commitment to business integrity.
The honorees span 19 countries and 44 industries, and include 11 first-time honorees and 6 organizations that have been named to the honoree list 19 times, marking every year since its inception.
The six organizations that have been recognized by Ethisphere as honorees for 19 consecutive years, since the inception of the World's Most Ethical Companies® list in 2007, are: Aflac (AFL), Ecolab (ECL), International Paper (IP), Kao Corporation (KAOOY), Milliken & Company (private), and PepsiCo (PEP)."
End quotes.
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Alternative Energy Stocks (1)This next article takes us to our ethical and sustainable investors' favorite sector. It's titled 4 Alternative Energy Stocks to Buy Amid Growing Investment Trends. It's by Aparajita Dutta and seen on finance.yahoo.com, though originally published on zacks.com. Here are some quotes from her article on her picks.
"1. OPAL Fuels Inc. (OPAL)Based in Boston, MA, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market…
The company currently sports a Zacks Rank #1 (Strong Buy).
2. Expand Energy Corporation (EXE)Based in Oklahoma City, OK, the company is an independent natural gas producer, principally in the United States…
Expand Energy Corporation currently holds a Zacks Rank #2 (Buy).
3. Bloom Energy Corporation (BE)Based in San Jose, CA, the company generates and distributes renewable energy…
The company currently carries a Zacks Rank #2.
4. Constellation Energy Corporation (CEG)Based in Baltimore, MD, the company provides electric power, natural gas and energy management services to 2 million customers across the continental United States…
The company currently carries a Zacks Rank #2."
End quotes.
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Alternative Energy Stocks (2)Now another article on our top sector. It's titled Top 4 Wind Energy Stocks to Consider. It's by Avisekh Bhattacharjee and seen on finance.yahoo.com though again first published on zacks.com. Here are some quotes from the article by Mr. Bhattacharjee.
"1. OGE Energy (OGE)is the largest electric utility in Oklahoma. The company has been investing steadily to expand its renewable generation assets. As of Dec. 31, 2024, the company owned the 120 megawatts (MW) Centennial, 101 MW OU Spirit and 228 MW Crossroads wind farms.
This Zacks Rank #2 (Buy) company offers the Renewable Energy Credit purchase program, the Green Power Wind Rider and the Utility Solar Program, which are rate options that make renewable energy resources available as a voluntary option to all OG&E (wholly-owned subsidiary of OGE Energy) Oklahoma retail customers.
2. NextEra Energy (NEE)is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The company's competitive energy business NextEra Energy Resources LLC ("NEER") is the world's leading generator of renewable energy from wind, based on 2024 MWh produced on a net generation basis…
This Zacks Rank #3 (Hold) company's major capital projects continue to proceed as per plan and the addition of new renewable projects continues to boost its renewable portfolio.
3. American Electric Power Company (AEP)has been investing steadily to enhance its renewable generation portfolio. Exiting 2024, wind, hydro and solar energy represented 21% of American Electric's generating capacity compared with 4% in 2005…
As of Sept. 30, 2024, this Zacks Rank #3 company received regulatory approvals from various state regulatory commissions to acquire approximately 2,505 MWs of owned renewable generation facilities for roughly $6 billion.
4. DTE Energy (DTE)The company aims to invest more than $11 billion in clean energy transition over the next 10 years. Through this solid investment, DTE Energy aims to add 1,000 megawatts (MW) of new wind and solar energy annually, powering approximately 5.5 million homes with renewable energy by 2042…
This Zacks Rank #3 company plans to reduce carbon emissions of its electric utility operations by 65% in 2028, 85% in 2032 and 90% within 2040 from the 2005 levels."
End quotes.
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Alternative Energy Stocks (3)Again on the subject of alternative energy is this article titled 11 Best Alternative Energy Stocks to Buy Now. It's by Fahim Tahir and can be found on fool.com. Here's some of what Mr. Tahir says about each of his picks.
"We first picked companies operating in the alternative energy sector with market capitalization surpassing the $5 billion mark…
The shortlisted stocks were then ranked using Insider Monkey's Hedge Fund Database as of Q4 2024, as per the number of hedge funds invested in them. The companies with the highest hedge fund interest were ranked in ascending order… our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds.
11. Centrais Elétricas Brasileiras S.A. – Eletrobrás (NYSE:EBR)Number of Hedge Funds Holders: 28
[The company] is a top company in Brazil's power industry. [It] produces electricity using hydro, thermal, nuclear, wind, and solar energy sources. It holds operations of 44 hydroelectric plants, five thermal plants, and two nuclear plants, as well as an extensive transmission network of over 66,000 kilometers…
[The company] is well-positioned to capitalize on Brazil's renewable energy expansion.
10. Ormat Technologies, Inc. (NYSE:ORA)Hedge Funds Holders: 28
Ormat Technologies, Inc. is one of the top players in the geothermal and renewable energy industry. The company operates assets globally, including the U.S., Indonesia, Kenya, Turkey and other international markets…
Its strategy [is] to capitalize on the increasing clean energy demand, as well as its expertise in geothermal and energy storage.
9. Clearway Energy, Inc. (NYSE:CWEN)Hedge Funds Holders: 28
Clearway Energy, Inc. is a leader in clean energy with a diversified portfolio including wind, solar, and battery storage assets across the U.S. Its renewable energy capacity of around 9 GW plays an important role in its transition toward sustainable energy solutions…
While investors must be wary of potential market variability, the company's strong fundamentals and dedication to clean energy expansion make it one of the Best Clean Energy Stocks.
8. Enphase Energy, Inc. (NASDAQ:ENPH)Hedge Funds Holders: 39
Enphase Energy, Inc. is one of the top global companies in microinverter-based solar and battery solutions, catering to residential and commercial demand globally. The company designs and manufactures advanced home energy systems, including IQ Microinverters, IQ Batteries, and energy management software, optimizing solar power usage and storage for homeowners.
With its strong fundamentals and strategic partnerships, Enphase Energy, Inc. has the prospects of further growing its share price.
7. Nextracker Inc. (NASDAQ:NXT)Hedge Funds Holders: 41
Nextracker Inc. is one of the top providers of solar tracker and software solutions. The company focuses on energy production optimization for utility-scale solar projects globally. Its flagship products include NX Horizon and NX Horizon-XTR, enhancing solar efficiency through the adjustment of panel positioning based on site conditions…
Its stock rose by 21.49% year-to-date, indicating investor confidence in its potential for growth.
6. NRG Energy, Inc. (NYSE:NRG)Hedge Funds Holders: 53
NRG Energy, Inc. is a dominant energy supplier in the U.S. and Canada, offering home services, power generation, and retail electricity. With a portfolio covering solar, natural gas, and battery storage solutions, the company runs across multiple segments, including East, West, Texas, and Vivint Smart Home.
Furthermore, NRG Energy reinforced its dedication to shareholder value by increasing its quarterly dividend by 8% to $0.44 per share… NRG continues to remain strongly positioned to implement its prolonged growth strategy.
5. First Solar, Inc. (NASDAQ:FSLR)Hedge Funds Holders: 65
First Solar, Inc. is a top solar technology company, specializes in photovoltaic (PV) solar energy solutions. The company provides a lower-carbon alternative to conventional silicon-based modules as it manufactures thin-film cadmium telluride (CadTel) solar modules. First Solar caters to utilities, independent power producers, and commercial system owners, with operations spanning various international markets, including France, Chile, India, and the United States…
First Solar, Inc. remains a key player in the renewable energy transition due to its innovative solar technology, firm market positions, and growing manufacturing footprint.
4. Talen Energy Corporation (NASDAQ:TLN)Hedge Funds Holders: 77
Talen Energy Corporation a stand-alone power producer and infrastructure company, sells and generates electricity across the United States. Talen Energy has a broad portfolio consisting of solar, fossil, nuclear, and coal power plants and is expanding its battery storage initiatives to solidify its clean energy transition…
[The company] maintains its position as one of the best clean energy stocks and remains a prominent player in the evolving energy landscape with reaffirmed 2025 EBITDA guidance of up to $1.175 billion.
3. Constellation Energy Corporation (NASDAQ:CEG)Hedge Funds Holders: 85
Constellation Energy Corporation a prominent producer of emissions-free energy, provides nuclear, hydro, wind, natural gas, and solar power across the U.S. The company is at the front line of the clean energy transition with a generating capacity of 31,676 megawatts. Its position among the best clean energy stocks is strengthened by its robust financial growth and strategic investments…
The company continues to lead the clean energy sector with major investments in solar, wind, hydroelectric power, and nuclear, and a strategic expansion plan.
2. GE Vernova Inc. (NYSE:GEV)Hedge Funds Holders: 111
GE Vernova Inc. an international energy company, offers a variety of products and services for electricity generation, transmission, and storage. The company functions through three segments: Power, Wind, and Electrification. Wind segments focus on onshore and offshore wind turbines, whereas the Power segment centers around gas, hydro, nuclear, and steam technologies. The Electrification segment, on the other hand, facilitates grid solutions, solar, storage, and electrification software…
GE Vernova remains one of the best clean energy stocks for prolonged growth with its robust financial performance and continued investments in clean energy.
1. Vistra Corp. (NYSE:VST)Hedge Funds Holders: 120
Vistra Corp. a prominent integrated retail electricity and power generation company, continues to diversify its clean energy portfolio while retaining robust financial performance. Vistra Corp. is strategically positioned to meet the increasing demand for sustainable power solutions in the U.S. with a diverse generation capacity of nearly 41,000 megawatts."
End quotes.
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Additional article links1. Title: Watch Faith-Based Investing on bloomberg.com.
2. Title: Investing in Nature: How Natural Capital Delivers Strong, Stable Returns on dividend.com. By Aaron Levitt.
3. Title: 7 Green Investments to Transform Your Retirement Funds on moneytalksnews.com. By MTN Staff.
4. Title: Explore These 30 Leading Water Funds and Water Stocks in the US and Europe on morningstar.com. By Boya Wang and Hortense Bioy.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast, "World's Most Ethical Companies. And..."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next on April 4th.
Bye for now.
© 2025 Ron Robins, Investing for the Soul
25 min - The Low-Carbon Stocks for Sustainable Investors
The Low-Carbon Stocks for Sustainable Investors includes Corporate Knights company rankings (by sustainable revenues), top natural food stocks, and more!
By Ron Robins, MBA
Transcript & Links, Episode 149, March 7, 2025
Hello, Ron Robins here. Welcome to my podcast episode 149, published March 7, 2025, titled "The Low-Carbon Stocks for Sustainable Investors." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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The Low-Carbon Stocks for Sustainable Investors (1)I'm beginning this podcast with my just-released annual favorite sustainable company ranking: Corporate Knights 2025 Clean200 List. Here are some quotes from an article by CK staff introducing the 2025 ranking.
"California-based shareholder advocates As You Sow and Corporate Knights (Canada) today released the new cohort of the Carbon Clean200, a global list of 200 publicly traded companies leading the sustainable clean energy economy… It shows sustainable companies on path to dominate global economy.
Key findings include:- The top 10 companies on the list by revenue include Apple (AAPL), Contemporary Amperex Technology (300750.SZ), Microsoft (MSFT), Tesla (TSLA), Taiwan Semiconductor Manufacturing Co. (TSM) and Volkswagen (VOW3.DE).
- Thirty-five countries are represented in the Clean200, including the United States (41), China (21), Japan (18), Germany (14), and France and Canada (11 each).
- Clean200 companies earned more than $2.5 trillion in sustainable revenue in 2023 (the most recent year for which full-year results are available).
- Clean200 companies generated a total return of 190.9% on a sustainable-revenue-weighted basis, outperforming the MSCI ACWI index (162.0%) and the MSCI ACWI/Energy Index of fossil fuel companies (76.7%) on Total Return Gross – USD Basis from the Clean200 inception of July 1, 2016, to January 29, 2025.
- $10,000 invested in the Clean200 on July 1, 2016, would have grown to $29,090 by January 29, 2025, versus $17,670 for the MSCI ACWI/Energy benchmark for fossil fuel.
- The industrial sector accounts for 52 companies on the list, followed by information technology (32), and consumer discretionary and materials (29 each). IT companies had the highest total sustainable revenue, a cumulative total of more than US$687 billion.
'It is telling that clean energy stocks generated more than double the returns of fossil fuel stocks since 2016, despite political headwinds, underlining that stock markets care more about economic materiality of the parabolic growth in clean energy than the political leanings of the day,' says Toby Heaps, CEO of Corporate Knights and co-author of the report.
The Clean200 utilizes the Corporate Knights Sustainable Revenue database, which tracks the percentage of revenue companies earn from sustainable economy themes ranging from green power to electric vehicles to plant protein and smart buildings.
The list excludes companies that are flagged on Corporate Knights' list of 'red flag' companies and As You Sow's Invest Your Values suite of mutual-fund transparency tools that identify companies involved in fossil fuels, deforestation, the prison industrial complex, weapons and tobacco, as well as the exclusionary screens that form part of the Corporate Knights Global 100 methodology."
End quotes.
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The Low-Carbon Stocks for Sustainable Investors (2)The next article is about a sector that appeals to many ethical and sustainable investors. However, few invest in it directly. The article is titled 3 Natural Foods Stocks Positioned for Success in 2025. It's by Sumit Singh and is on zacks.com. Here are some quotes from the article.
"Companies like The Hain Celestial Group, Inc. (HAIN) and Vital Farms, Inc. (VITL) are responding to the rising demand for organic, clean-label and ethically sourced foods…
However, this article focuses on these 3 Natural Foods Stocks to Watch. Quote.
1. United Natural Foods, Inc. (UNFI)stands as a prominent player in the natural foods sector, serving as one of the largest distributors of organic and natural products in North America. Through its extensive network, United Natural Foods supplies a vast array of products, including fresh produce, pantry staples, dairy alternatives and plant-based foods. With its diverse portfolio, the company caters to both retail giants and independent natural food stores…
This Zacks Rank #2 (Buy) company is increasingly focusing on innovation and sustainability within the natural foods space. The company has committed to enhancing its supply-chain practices, reducing waste and supporting regenerative agriculture initiatives. United Natural Foods is also working closely with suppliers to accelerate food innovation. Through its supplier go-to-market program, the company has simplified the process of bringing new natural and organic products to store shelves. This initiative has enabled suppliers to reintroduce thousands of SKUs that were previously discontinued, expanding consumer access to diverse and healthier food options.
2. Sprouts Farmers Market, Inc. (SFM)has been at the forefront of the natural and organic food movement, catering to health-conscious consumers seeking fresh, high-quality and ethically sourced products. The company's commitment to fresh, organic and attribute-driven products sets it apart. With nearly 46% of total produce sales now coming from organic products, Sprouts Farmers Market continues to expand its assortment, ensuring accessibility to high-quality, responsibly sourced food…
This Zacks Rank #2 (Buy) company continues to strengthen its connection with customers through tailored marketing and engagement efforts, such as social media campaigns and in-store discovery events like Sprouts Brand Discovery Days. These initiatives showcase the company's differentiated offerings while attracting a younger demographic and increasing foot traffic.
3. Beyond Meat, Inc. (BYND)is transforming plant-based food by using cleaner, healthier ingredients. The company's latest Beyond 4 products, including the Beyond Burger and Beyond Beef, are made from a blend of yellow peas, brown rice, red lentils and fava beans. These ingredients provide 21 grams of protein per serving while cutting saturated fat by 75% compared to traditional beef burgers, thanks to the use of avocado oil. This commitment to nutrition has earned recognition from the American Diabetes Association and the American Heart Association, reinforcing Beyond Meat's focus on making plant-based options both tasty and healthy…
This Zacks Rank #3 (Hold) company's commitment to food innovation extends beyond retail into food service partnerships. The reintroduction of Beyond The Original Orange Chicken at Panda Express and the expansion of Beyond Nuggets at McDonald's locations in Europe underscore its ability to integrate healthier, plant-based options into mainstream dining. At the same time, Beyond Meat is working to educate consumers on its clean-label approach, challenging misconceptions about plant-based food processing."
End quotes.
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The Low-Carbon Stocks for Sustainable Investors (3)This next article is by an analyst who frequently appears on this podcast: Matt DiLallo. He is also writing about one of his favourite stock picks. His article is titled This Infrastructure Stock Could Be the Best Investment of the Decade. It can be seen on fool.com. Now, here are some quotes by Mr. DiLallo on his recommendation.
"Brookfield Infrastructure (BIPC) (BIP)has an embarrassment of riches. The leading global infrastructure company is capitalizing on not one but three massive global megatrends: decarbonization, deglobalization, and digitalization. Those catalysts help drive the company's view that the world needs to invest an astounding $100 trillion over the next 15 years to maintain, upgrade, and build infrastructure. Given its leadership in the sector, it could be one of the best investments over the next decade as it capitalizes on massive opportunities to invest in infrastructure.
Multiple growth driversBrookfield Infrastructure believes that a trio of organic drivers will grow its funds from operations (FFO) by 6% to 9% per share each year. They are:
- Inflation indexation: Brookfield's infrastructure businesses produce very stable cash flow backed by long-term contracts and government-regulated rate structures, many of which link rates to inflation. Those escalators should boost its funds from operations per share by 3% to 4% per year.
- GDP growth
- Reinvested cash flow: Brookfield pays out 60% to 70% of its stable cash flows via dividends. It retains the rest to fund high-return organic expansion projects, which should drive another 2%-3% (in) annual funds from operations per-share growth…
Brookfield Infrastructure's megatrend-powered catalysts position it to grow its earnings at a more than 10% annual rate for many years to come. On top of that, it pays a more than 4%-yielding dividend that should continue growing at a healthy rate. Those factors alone position the company to deliver total returns of around 15% per year. Meanwhile, there's additional upside potential from an expansion in its valuation multiple. This high total return potential could make Brookfield one of the best investments over the next decade, especially when factoring in its much lower risk profile."
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The Low-Carbon Stocks for Sustainable Investors (4)Now, my final article is by another analyst on fool.com. Her name is Robin Hartill, and the article is titled How to Buy Constellation Energy Stock (CEG). Here's some of what Ms. Hartill says of her pick.
"Constellation Energy (CEG)is the largest provider of carbon-free energy in the U.S., supplying about 10% of the nation's zero-carbon electricity. The Baltimore-based company's nuclear, hydro, wind, and solar generation facilities power about 16 million homes in the U.S.
The company was established in 1999 as a part of Constellation Energy Group but later merged with Exelon Group (EXC) in 2012. Constellation Energy then spun off to become its own publicly traded company in 2022, focusing primarily on nuclear and renewable energy.
In January 2025, Constellation Energy announced plans to acquire Calpine, a privately held company that's the leading generator of electricity from natural gas and geothermal resources in the U.S., for a net purchase price of $26.6 billion. The merger will create the largest provider of clean energy in the U.S. Last year, the company also made headlines when it inked a deal with Microsoft (MSFT) to restart a Three Mile Island nuclear power plant and power its artificial intelligence (AI) data center.
If you want to invest in the transition to clean energy, buying Constellation Energy stock could be a smart move…
Is Constellation Energy stock profitable?Constellation Energy stock is profitable. The company reported generally accepted accounting principles (GAAP) net income of $11.89 per share and adjusted operating earnings of $8.67 per share for fiscal 2024, easily beating the top end of its twice-revised guidance range of $8 to $8.40 per share. In the fourth quarter of 2024, it posted adjusted earnings per share of $2.44, well above the analyst consensus of $2.19.
The company's Q4 and full-year earnings report contained several other pieces of good news for investors. Constellation Energy said it completed $1 billion worth of share repurchases in 2024 and grew its dividend by 25%. It also received a credit ratings upgrade from Moody's, which could make it cheaper for the company to borrow money for projects that will power its growth.
Constellation Energy pays annual dividends of $1.41, which works out to a dividend yield of 0.44% based on its share price as of mid-February 2025. That may not be the kind of dividend yield that excites income investors, considering that many utility stocks have yields well north of 3%.
But the stock could be worth snatching up if you're looking for dividend growth. Since becoming its own publicly traded company in 2022, Constellation Energy has increased its dividend every year. The company said in its 2024 annual report that it expects to hike its dividend by another 10% in 2025."
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Additional article links1. Title: Lenovo Honored With Prestigious Corporate Governance on 3blmedia.com. By press release.
2. Title: TOV ETF: A Unique Blend Of Financial Growth And Ethical Investing on pradeshtak.com. By Ankit puri.
One article from the UKTitle: Two funds for investing in 'most attractive' developed market on .ii.co.uk. By Morningstar.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast.
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next on March 21st.
Bye for now.
© 2025 Ron Robins, Investing for the Soul
25 min - More Top Global Sustainable Stocks
More Top Global Sustainable Stocks includes articles by financial analysts at S&P and Morningstar. Plus, links to two more articles!
By Ron Robins, MBA
Transcript & Links, Episode 148, February 21, 2025
Hello, Ron Robins here. Welcome to my podcast episode 148, published February 21, 2025, titled "More Top Global Sustainable Stocks." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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More Top Global Sustainable Stocks (1)I'm beginning with this insightful article titled 10 Key Sustainable-Investing Themes and Companies. The referenced overview is by Martin Vezer on morningstar.com. Here are some quotes by Mr. Vezer from his article.
"Morningstar Sustainalytics' analysts recently highlighted 10 environmental, social and governance themes that they believe will affect corporate value chains in 2025. For each theme, we profiled one publicly listed company that is leading its industry on addressing the ESG issues we identified.
10 Stocks From Sustainalytics
1. Power-Hungry Data Centers: A Dilemma for Big Tech
We compare the carbon intensity of some of the largest software & services players, helping investors identify AI players in the subindustry that are leading in terms of mitigating carbon risks.
Among the seven companies that we sample, IBM (IBM) stands out for having reduced its carbon intensity by 30% from 2020 to 2023.
2. Green Energy Demand: A Boon for UtilitiesThe adoption of generative AI across various sectors introduces a new set of concerns regarding its energy footprint and the rapid growth of power demand for data centers…
As a renewable power producer, EDP Renováveis (EDRVY) has maintained its very low carbon intensity from generation activities over the years. Its overall carbon intensity is also in line with that of its subindustry peers.
3. AI Innovation Boosts Gains for HealthcareAI adoption across the healthcare and biopharmaceutical industries has been proliferating in recent years, targeting both cost cuts and innovation gains that are meant to expand and accelerate patient access to quality care, as well as to new therapies and treatment options.
Pfizer (PFE) stands out for utilizing AI not only for drug discovery and development but also to monitor medicine and vaccine safety and to improve its supply chain.
4. AI in Oil & Gas Bolsters Efficiency and InnovationAI has been an important tool for the oil and gas industry for years, but recent advancements are transforming decision-making and have the potential to meaningfully reduce environmental impacts and improve safety…
Baker Hughes (BKR) is among the oil and gas firms applying AI-driven software to streamline production and reduce emissions.
5. Banks Play a Critical Role in Transition FinanceThe growth of transition finance represents an opportunity for banks to diversify the risks of their loan books and safeguard the sustainability of their business models.
Barclays (BCS) is the only bank out of the 10 large banks we analyzed that has set a credible sustainable and transition financing target of USD 1 trillion by 2030.
6. Resilient Infrastructure Is Climate-Smart InvestingRecent weather and climate-related catastrophes, such as the Los Angeles fires, Hurricane Ian in Florida, and flooding in Valencia, Spain, highlight the intensifying risks that extreme weather events have on the construction industry.
Aecom (ACM) is an interesting case study because it generates 60% of its revenue from sustainable products and services and has developed many of its initial green infrastructure projects globally, such as the first LEED-certified airport terminal in the US. These projects are backed by a broad offering of climate adaptation services, including natural disaster preparedness reviews.
7. Lithium Boom Brings New ChallengesClean technologies, such as solar panels and electric vehicles, are highly dependent on lithium-ion batteries for energy storage. Investors with carbon-and water-related goals may consider opting for lithium for a lower environmental impact and lower ESG risks.
Vulcan Energy Resources (VULNF) is engaged in projects to extract and process battery-grade lithium hydroxide, in addition to producing renewable geothermal energy.
8. Building Responsible Food Supply ChainsHuman rights violations expose firms to material risks, including fines, reputational harm, and operational disruptions that erode shareholder value. Compared with other subindustries, packaged foods and food retail have been involved in a disproportionately large number of incidents related to human rights abuses in their supply chains.
Lindt (CHLSY) demonstrates the relatively strong management of these issues. The firm has a robust human rights policy for suppliers and actionable initiatives to support it. Despite an August 2022 controversy linked to child labor in its Ghana cocoa supply chain—a challenge faced by most cocoa companies—Lindt remains transparent and proactively collaborates with local communities to create tailored mitigation and remediation programs.
9. A Future With Less PlasticsFast-moving consumer goods firms (for example, packaged foods and personal products) that invest in advanced technologies, such as chemical recycling to produce more postconsumer recycled packaging or venturing in biodegradables such as cornstarch or bamboo packaging to replace single-use plastics, are likely to see increased demand and growth.
Among our sample of 11 consumer goods companies, L'Oréal (LRLCY) had relatively few plastics incidents in recent years and performs well on our measures of solid waste management.
10. Alcohol-Free Beverages Are GrowingThe industry is undervalued; the average share price in our sample of 26 beer, wine, and spirits firms is trading 20% below Morningstar's fair price value as of November 2024.
Asahi Group (ASBRF) a leading Japanese brewer, has set several targets to expand its no-and low-alcohol portfolio, and we note that it is one of the few companies in the sample that provides some transparency into its nonalcoholic beer revenue.
To learn more about these themes and the companies noted above, download the report here."
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More Top Global Sustainable Stocks (2)This next article titled S&P Global 2025 Sustainability Yearbook is a highly referenced ranking of sustainably oriented companies around the world. It's by S&P and found on spglobal.com. Here are some quotes by S&P concerning some aspects of its rankings.
"The Sustainability Yearbook distinguishes companies within their industries that have each demonstrated strengths in corporate sustainability.
Yearbook members and distinction levels are selected based on their 2024 Corporate Sustainability Assessment (CSA) Score, which is the S&P Global ESG Score without the inclusion of any modeling approaches. The selection process also reflects exclusion screening criteria. Distinctions are calculated against the top performing company in each industry, and exclusions applied thereafter. Distinction level and Scores are industry specific.
780 companies made it into the Sustainability Yearbook.As of January 22, 2025, over 7,690 companies assessed for the 2024 Corporate Sustainability Assessment were considered for inclusion in The Sustainability Yearbook 2025. This year, only 780 companies made it into the Sustainability Yearbook."
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Note: companies are divided into Top 1%, 5%, and 10% of S&P Global Corporate Sustainability Assessment Scores. Among the well-known companies are Coca-Cola HBC AG (CCH.L), Iberdrola, S.A. (IBE.MC), and Ingersoll Rand Inc. (IR) Non-US companies appear to be the majority on the list. Anyone looking for geographical diversification in their sustainable portfolio(s) should find these rankings useful.
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Additional Article Links
Title: 3 Renewable-Energy Stocks That Could Thrive Under Trump on barrons.com. By Avi Salzman.
Article from Canada
Title: Meet the four most sustainable funds on the market for 2025 on corporateknights.com. By CK Staff.
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Ending Comment
These are my top news stories with their stock and fund tips for this podcast "More Top Global Sustainable Stocks."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next on March 7th.
Bye for now.
© 2025 Ron Robins, Investing for the Soul
17 min - Global Sustainable Stock Picks
Global Sustainable Stock Picks includes articles by financial analysts at Morningstar and Insider Monkey. Plus, links to five more articles!
By Ron Robins, MBA
Transcript & Links, Episode 147, February 7, 2025
Hello, Ron Robins here. Welcome to my podcast episode 147, published February 7, 2025, titled "Global Sustainable Stock Picks." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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Global Sustainable Stock Picks (1)I'm beginning this podcast with this intriguing article titled 10 Best Ethical Companies To Invest In According to Reddit. It's by Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Here are some quotes from the article.
"We sifted through relevant threads to compile a list of the 25 ethical companies. We then used Insider Monkey's Hedge Fund database to rank 10 stocks according to the largest number of hedge fund holders, as of Q3 2024. The list is sorted in ascending order of hedge fund sentiment.
Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds…
10. Enphase Energy, Inc. (NASDAQ:ENPH)Number of Hedge Fund Investors: 38
Enphase Energy is a leading provider of advanced home energy solutions, including micro inverters, batteries, EV chargers, and energy management software. The company enables homes and businesses to harness clean energy efficiently and helps reduce carbon emissions.
9. United Parcel Service, Inc. (NYSE:UPS)
Hedge Fund Investors: 43
United Parcel Service is one of the largest package delivery companies in the world. The company provides logistics, freight, and supply chain solutions to customers across various industries, and is known for its ethical practices including a strong focus on sustainability through its carbon-neutral shipping options, investments in alternative fuel vehicles, and initiatives to reduce emissions across its operations.
8. Ecolab Inc. (NYSE:ECL)Hedge Fund Investors: 47
Ecolab is a leader in water, hygiene, and energy technologies and services. The company has a presence in over 170 countries and serves a diverse range of industries, including food service, healthcare, hospitality, industrial, and energy. Ecolab's innovative solutions not only enhance operational performance but also significantly reduce water and energy usage, making them essential for customers in unpredictable and challenging environments.
7. Waste Management, Inc. (NYSE:WM)Hedge Fund Investors: 54
Waste Management, Inc. is one of the largest providers of waste and recycling services in North America. The company handles everything from residential trash to industrial waste solutions. Waste Management, Inc.'s focus on environmental responsibility is evident in its investments in recycling technologies and renewable energy projects, including landfill gas-to-energy initiatives…
Waste Management, Inc. is making substantial investments in sustainability and renewable energy, which are expected to drive significant long-term growth.
6. MSCI Inc. (NYSE:MSCI)Hedge Fund Investors: 55
MSCI is an American finance company that provides investment decision support tools, including indexes, portfolio analysis tools, and ESG (Environmental, Social, and Governance) research. The company's clients include asset managers, hedge funds, and financial institutions. MSCI is a strong advocate of sustainable investing and guides investors toward responsible and impactful investments.
5. The Coca-Cola Company (NYSE:KO)Hedge Fund Investors: 69
The Coca-Cola Company is a leader in the beverage industry and offers a wide range of soft drinks, juices, and other refreshments. The company is known for its emphasis on sustainability efforts.
4. American Tower Corporation (NYSE:AMT)Hedge Fund Investors: 73
American Tower is a REIT that owns and operates telecommunications infrastructure, including wireless and broadcast towers. The company has over 200,000 communication sites across the United States, Europe, and emerging markets and serves telecom operators. American Tower is known for its ethical commitment through its focus on sustainable practices, such as energy-efficient infrastructure, and efforts to bridge the digital divide in underserved communities.
3. Costco Wholesale Corporation (NASDAQ:COST)Hedge Fund Investors: 75
Costco operates membership-based warehouse clubs and offers a wide range of products from groceries to electronics at competitive prices. The company serves over 138 million cardholders, including 77.4 million paid household members, and continues to expand its footprint through strategic warehouse openings and innovative digital initiatives. Costco is known for its ethical business practices, employee well-being through industry-leading wages, and sustainability efforts in reducing waste, sourcing responsibly, and maintaining transparent supplier practices.
2. Starbucks Corporation (NASDAQ:SBUX)Hedge Fund Investors: 76
The company operates more than 32,000 stores worldwide and offers premium coffee, tea, and snack products, along with other consumer-packaged goods such as coffee beans and ready-to-drink beverages. The company's ethical initiatives include sourcing ethically produced coffee through its Coffee and Farmer Equity (C.A.F.E.) practices.
1. Microsoft Corporation (NASDAQ:MSFT)Hedge Fund Investors: 279
Microsoft is known for its innovation, and leadership in corporate responsibility.
Microsoft is continuously innovating its Productivity and Business Processes segment, which includes Office 365, LinkedIn, and Dynamics 365. The company recently integrated its 365 Copilot, an AI-powered assistant, into productivity tools such as Word, Excel, and Outlook, which has led to a significant increase in user engagement and business value."
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Global Sustainable Stock Picks (2)Many ethical and sustainable investors want to internationalize their portfolios. So, here's a new article to assist them. It's titled These 8 Foreign Stocks Are Widely Held by Global Sustainable Funds. It's by Liz Angeles and found on morningstar.com. Here are some quotes from the article.
"To obtain top stocks widely owned by ESG global sustainable funds, we ran two searches on the open-end and exchange-traded funds coverage. We looked for large-cap global funds and selected the oldest share classes. We looked at the funds that are considered sustainable investment and compared them with the traditional funds. (And) pulled the top 500 holdings from the sustainable funds, and likewise for the traditional funds, and analyzed the average weights of each security.
Stocks That Are Uniquely Held by Global Sustainable Funds
Source: Morningstar Direct as of 1/22/2025.
1. Schneider Electric SE
Morningstar Rating: 2 Stars
Schneider Electric is a leading global supplier of electrical and industrial automation equipment. The group has four end markets: buildings, data centers, infrastructure, and industry, each of which relies on Schneider's products and solutions to ensure their operations run safely and efficiently.
'Two thirds of Schneider's revenue is generated from electric utilities, buildings, and data centers, which are three end markets enjoying multiyear secular growth themes.' - Matthew Donen, Director, Morningstar.
'Schneider has the strongest management of its material ESG issues across the electrical equipment subindustry.' - Morningstar Sustainalytics.
2. Iberdrola SAMorningstar Rating: 3 Stars
'Iberdrola is the second-biggest integrated utility in Europe after Enel. Besides its domestic Spanish market, Iberdrola has strong exposure to the United Kingdom since the acquisition of Scottish Power in 2007.' - Tancrede Fulop, Morningstar senior equity analyst.
'Carbon pricing and regulation are in place or expected in the main markets in which Iberdrola operates. This will likely benefit the company, as its generation mix is relatively low-carbon: renewables, hydro, and nuclear comprised 61% of generation in 2023, while all remaining coal-fired power plants were closed in 2020.' - Morningstar Sustainalytics.
3. TE Connectivity PLC Registered SharesMorningstar Rating: 3 Stars
'TE Connectivity designs and manufactures connectors and sensors, supplying custom and semicustom solutions to a bevy of end markets in the transportation, industrial, and communication industries.' - William Kerwin, Morningstar equity analyst.
In its 2023 Corporate responsibility report, TE Connectivity reported that it reduced its absolute scope 1 and 2 greenhouse gas emissions by 39% in 2023. This included achieving 77% renewable electricity use globally.'
4. Trane Technologies PLC Class AMorningstar Rating: 1 Star
'Trane Technologies is a leading supplier of climate control products and services.' - Brian Bernard, director of industrials equity research for Morningstar.
'Additionally, the company manufactures specialized equipment where competition is limited. This can lead to monopolization of product lines and create opportunities for the company to become involved in anticompetitive practices, such as price fixing and collusion. Trane is also exposed to asbestos-related claims from its former operations.' - Morningstar Sustainalytics.
5. Prysmian SpAMorningstar Rating: 1 Star
Prysmian SpA is an Italian manufacturer of electric power transmission and telecommunications cables and systems… More than half the firm's revenue is generated in the Europe, Middle East, and Africa regions, with the rest coming from North America, Latin America, and Asia-Pacific regions.
'Prysmian SpA has assigned responsibility for overseeing ESG issues at the board level… The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics.
6. Aptiv PLCMorningstar Rating: 3 Stars
Aptiv PLC signal and power solutions segment supplies components and systems that make up a vehicle's electrical system, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems…
'To keep pace with the changing automotive industry and increasing consumer demand for new sustainable mobility solutions, Aptiv boosted investments into vehicle electrification solutions and other research and development projects. The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics.
7. Infineon Technologies AGMorningstar Rating: 4 Stars
'Infineon is a leading broad-based European chipmaker, with significant exposure to secular growth drivers in the automotive chip sector. Infineon should emerge as a leading supplier for electric vehicles and active safety systems used in cars, with increasing exposure to car 'infotainment' systems. - Brian Collelo, Morningstar Strategist.
'Product Governance for the semiconductor industry encompasses functionality, cost, marketability, reliability, form, packaging, and delivery time of chips… The company's exposure to product governance issues is Medium and moderately above the subindustry exposure.' - Morningstar Sustainalytics.
8. Siemens AGMorningstar Rating: 3 Stars
Siemens is a multi-industry company focused on the areas of automation, electrification, mobility, and healthcare. Its top three geographic regions—the United States, Germany, and China—contribute over half group revenue…
'Our 7% EPS growth estimate annualized through 2028 is on the low end of some of its peers, attributable to the cyclicality in its discrete automation business.' - Matthew Donen, Director for Morningstar.
'The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics."
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Additional articles not covered due to time constraints1. Title: Why Ecolab Inc. (ECL) Is One of the Best Humane Stocks to Invest in Now? On finance.yahoo.com. By Mashaid Ahmed.
2. Title: Visa vs. Mastercard: Who's Leading the Charge in Finance, Sustainability, and Net Zero? On carboncredits.com. By Jennifer L
3. Title: 12 Most Promising Green Stocks According to Hedge Funds on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News.
4. Title: 8 Best Humane Stocks to Invest in Now on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com.
Article from Australia1. Title: Top Ethical Investment Funds in Australia for 2025 – James Hayes Financial Advisor & Planner – Caringbah, AU on jameshayesfpblog.wordpress.com. By James Hayes Financial Planner.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast "Global Sustainable Stock Picks."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next on February 21st.
Bye for now.
© 2025 Ron Robins, Investing for the Soul
24 min - Best Low-Carbon ETFs and Stocks
Best Low-Carbon ETFs and Stocks includes reviews of two articles by financial analysts at the highly respected Carbon Credits organization.
By Ron Robins, MBA
Transcript & Links, Episode 146, January 24, 2025
Hello, Ron Robins here, welcome to my podcast episode 146 published January 24, 2025, titled "Best Low-Carbon ETFs and Stocks." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Now I'm having to record this podcast two days earlier than usual. But it is still filled with great, up-to-the-minute, informative articles!
Also, remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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Best Low-Carbon ETFs and Stocks (1)Today, I'm starting with two articles on low-carbon ETFs and stocks from analysts at carboncredits.com. The first article is titled Top 5 Carbon ETFs for Sustainable Investing in 2025. It's by Saptakee S. Here are the picks and brief quotes from the article.
"1. iShares Global Clean Energy ETF (ICLN)is a part of BlackRock and a top-performing ETF…
Essentially, this fund tracks an index of stocks in the global clean energy sector. One important attribute of this ETF is its strict sustainability rules. It excludes companies involved in weapons, tobacco, coal, oil sands, and Arctic drilling.
(It) currently manages assets worth $5-6 billion.
2. Invesco Solar ETF (TAN)known as TAN, manages assets valued between $3–4 billion…
This fund focuses on solar energy companies, such as manufacturers, installers, and technology providers…
TAN is based on the MAC Global Solar Energy Index. It invests 90% of its assets in securities, American depositary receipts (ADRs), and global depositary receipts (GDRs) listed in the index…
3. First Trust Global Wind Energy ETF (FAN)known as FAN, currently manages assets worth $2–3 billion…
It's prospective for those managing wind farms, producing wind power, or making wind energy equipment. However, companies must have a market cap of at least $100 million, a daily trading volume of $500,000, and a free float of 25% to join the index.
4. SPDR S&P Kensho Clean Power ETF (CNRG)currently has assets worth $1–2 billion… It is managed by State Street's Investment Solutions Group and is built for long-term growth.
With its focus on innovation and the clean energy sector, this ETF is a great option for those wanting to invest in the future of renewable energy.
5. Global X Lithium & Battery Tech ETF (LIT)gives investors access to the booming electrification, lithium, and battery technology sector. Their assets have a $4–5 billion valuation… The ongoing global demand for lithium and supply constraints make this ETF a promising investment in this sector."
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Best Low-Carbon ETFs and Stocks (2)Now this is the second article on Low-Carbon investments titled Top 5 Carbon Stocks to Watch in 2025. It's by Jennifer L. and also found on carboncredits.com.
"1. Brookfield Renewable Partners (BEP)is one of the world's largest publicly traded renewable energy companies. With a clear focus on clean, renewable energy, Brookfield Renewable Partners distinguishes itself from many of its competitors by operating as a pure-play renewable energy company. This means that its portfolio consists exclusively of renewable sources of power generation, unlike other companies that often combine renewable energy with fossil fuel assets.
As of 2024, Brookfield Renewable Partners diversified portfolio encompasses over 35,000 megawatts of operating capacity across various renewable energy sources.
This extensive array of assets spans multiple regions, including North America, South America, Europe, and Asia, underscoring Brookfield Renewable Partners commitment to global renewable energy development.
For investors seeking exposure to the renewable energy sector with a preference for established companies demonstrating stable growth and reliable returns, Brookfield Renewable Partners represents a compelling option.
2. Aker Carbon Capture ASA (AKCCF)is a Norwegian company specializing in carbon capture technology. Leveraging its expertise from the Aker Group, a global leader in offshore engineering, Aker Carbon Capture has developed modular carbon capture systems that are both cost-effective and scalable…
With a solid financial foundation and strategic partnerships, Aker Carbon Capture is well-positioned to expand its carbon capture solutions globally. The aim is to contribute significantly to the reduction of industrial CO₂ emissions and support the transition to a low-carbon economy.
3. LanzaTech Global, Inc. (LNZA)is a pioneering carbon recycling company that transforms waste carbon emissions into sustainable fuels and chemicals through innovative biotechnology using gas fermentation. Through this process, industrial emissions—rich in carbon monoxide and carbon dioxide—are converted into ethanol and other chemicals…
The ethanol produced can serve as a building block for various products, including jet fuel, plastics, and synthetic fibers.
With a solid financial foundation bolstered by recent capital raises and strategic partnerships, LanzaTech is well-positioned to expand its carbon recycling solutions globally, creating sustainable products from waste carbon.
4. Occidental Petroleum Corporation (OXY)is a major player in the oil and gas industry. However, in recent years, the company has been transforming itself into a leader in carbon management solutions.
Occidental has embraced Direct Air Capture (DAC) technology, which removes CO₂ directly from the atmosphere. In partnership with Carbon Engineering, Occidental is constructing the world's largest DAC facility in Texas, a groundbreaking project that will play a significant role in achieving global emission reduction targets…
Occidental's approach is an example of how traditional energy companies are evolving to embrace sustainability. By combining its existing expertise in oil extraction with innovative carbon capture methods, Occidental is paving the way for a future where fossil fuel extraction can coexist with carbon reduction technologies.
5. Equinor ASA (EQNR)formerly known as Statoil, is a Norwegian energy giant that has diversified its portfolio to include renewable energy sources like wind power. It has also been at the forefront of carbon capture, utilization, and storage (CCUS) technologies for over 25 years…
Equinor is a key player in the Northern Lights project, a pioneering initiative in Norway aimed at developing a large-scale carbon capture and storage infrastructure…
Equinor has decades of experience in offshore oil and gas exploration. Its deep-rooted knowledge of energy infrastructure is key to its success in developing large-scale carbon capture and storage solutions. With the potential to store the equivalent of 1,000 years of Norwegian CO₂ emissions beneath the seabed, Equinor's initiatives are pivotal in supporting global climate goals."
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Best Low-Carbon ETFs and Stocks (3)Still, on the theme of energy-related investments is this article titled 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades. It's by James Brumley and found on fool.com. Here is some of what Mr. Brumley says about his picks.
"1. Cameco (NYSE: CCJ)one of the planet's top suppliers of uranium, with access to plenty of high-grade reserves. Its two chief mining operations in Saskatchewan, Canada, are currently jointly capable of producing a total of 43 million pounds of high-grade uranium per year, but both could support more output at only marginally more cost…
Do prepare for continued volatility from Cameco stock that reflects the continued volatility of uranium prices -- although maybe not quite as much as you might expect. Confidence in nuclear power as a clean source of electricity is slowly but surely improving, leveling out these swings.
2. Brookfield Renewable (BEPC -2.65%) (BEP -1.29%). (Yes, a second recommendation in this podcast.)If you feel confident that renewable energy as an industry is investment-worthy but you don't know where to start, consider a stake in Brookfield Renewable Corp. With it, you'll own a little of everything the business encompasses…
There is one detail worth pointing out there. That is, this is not Brookfield Asset Management (BAM.TO), Brookfield Corporation (BN), or Brookfield Wealth Solutions (BNT). Although all of these companies are related, Brookfield Renewable is the only one with direct exposure to the alternative energy market. The others are simply involved in the management and marketing of Brookfield Renewable.
3. First Solar (NASDAQ: FSLR)First Solar stock is down nearly 40% from its June peak largely on concerns that President-elect Donald Trump isn't as supportive of solar power as his predecessor was. And maybe he isn't. The solar tax credits that boosted the business under President Joe Biden's watch are anything but guaranteed to last through Trump's tenure…
The irony is that the analyst community is still calling for strong growth from First Solar regardless of who's occupying the White House. Last year's projected top-line growth of 29% is expected to be followed by 32% growth this year, followed by 21% revenue growth next year. Even producing half of that anticipated growth should shake this stock out of its current funk and rekindle a long-term advance."
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Best Low-Carbon ETFs and Stocks (4)And, yes, another analyst article on the renewable energy theme — but with a very different angle. It's titled 2 Renewable Energy Stocks to Buy in 2025 and Hold for Decades by Leo Sun on aol.com. It was originally published on fool.com.
"1. NuScale Power (NYSE: SMR)produces the only small modular reactors (SMRs) that have been certified with a Standard Design Approval (SDA) from the U.S. Nuclear Regulatory Commission (NRC). Its SMRs can be installed in vessels that are just 9 feet (2.7m) wide and 65 feet (20m) tall -- which makes them much easier to deploy than larger nuclear reactors.
NuScale's modular designs are prefabricated, delivered, and assembled on-site. That approach reduces the costs and construction time of a working nuclear reactor. Its current reactor clusters are certified for up to 55 megawatts of electricity…
NuScale's stock has already surged nearly 650% over the past 12 months in anticipation of that approval, but it still trades more than 20% below its all-time high from last November. Analysts only expect its revenue to rise 4% to $24 million in 2024.
2. CleanSpark (NASDAQ: CLSK)develops modular microgrids for wind, solar, and other renewable energy sources. These microgrids can be deployed as stand-alone systems or plugged into existing energy grids, and they're used to funnel energy into storage systems, backup generators, and load management solutions.
CleanSpark initially developed these green energy systems for other companies, but it evolved into a Bitcoin miner upon acquiring ATL Data Centers in May 2021. It upgraded ATL's mining facilities with its technology to boost their efficiency and demonstrate that it was possible to mine Bitcoins with low-carbon energy…
From fiscal 2024 to fiscal 2027, analysts expect its revenue and adjusted EBITDA to grow at a CAGR of 36% and 22%... That makes it a great long-term play if you expect Bitcoin's price to keep climbing and the renewable energy market to keep expanding."
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Additional article not covered due to time constraints1. Title: Start-up Bountiful Financial Launches Stock Indices Based on Religious Teachings & Believers' Real-World Experiences. Media release.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast "Best Low-Carbon ETFs and Stocks."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next February 7th.
Bye for now.
© 2025 Ron Robins, Investing for the Soul
21 min - Top 2025 ESG Stock and Fund Picks
Top 2025 ESG Stock and Fund Picks. Include renewable energy, infrastructure, and small-cap stocks. Plus, climate fund picks and more!
By Ron Robins, MBA
Transcript & Links, Episode 145, January 10, 2025
I hope everyone enjoyed the holidays and sincerely wish you a happy, healthy, and prosperous 2025!
My name is Ron Robins and I welcome you to my podcast episode 145 published January 10, 2025, titled "Top 2025 ESG Stock and Fund Picks." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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Top 2025 ESG Stock and Fund Picks (1)Now most ethical and sustainable investors have socially responsible investment funds. This is a good review article of the best ones for US residents. It's titled Best ESG ETFs: Top funds for socially responsible investing. It's by Brian Baker and found on msn.com. Here is some of what he has to say.
"1. Vanguard ESG U.S. Stock ETF (ESGV)tries to match the performance of the FTSE U.S. All Cap Choice Index and screens for certain ESG criteria. Certain companies in the following industries are excluded from the fund: adult entertainment, alcohol, fossil fuels, gambling, nuclear power, tobacco and weapons.
- 5-year return (annualized): 15.7 percent
- Expense ratio: 0.09 percent
seeks to track the performance of an index of global stocks from the clean energy sector.
- 5-year return (annualized): 7.3 percent
- Expense ratio: 0.41 percent
gives investors exposure to large- and mid-cap stocks that score highly on ESG issues relative to their sector peers.
- 5-year return (annualized): 9.7 percent
- Expense ratio: 0.49 percent
tracks the results of an index of U.S. companies with ESG features that show a similar risk and return profile as the overall MSCI USA Index.
- 5-year return (annualized): 15.7 percent
- Expense ratio: 0.15 percent"
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Top 2025 ESG Stock and Fund Picks (2)This next article arises from some new original research. It's titled Top Stocks Widely Owned by Small-Cap ESG Funds by Frances Aufderheide and can be seen on morningstar.com.
Now a few quotes from the article.
"In the United States, small-cap stocks range from a market cap of $2.9 billion to $11.2 billion, which will be the focus of this exercise. [Learn more about Morningstar Categories by downloading the US Fund Category methodology paper.]
We compiled the holdings of the oldest share classes of all US sustainable small-cap funds. Next, we put the top 200 stocks that are commonly owned in a theoretical portfolio. Then, we calculated what the average weight of each security would be if this portfolio held all 200 stocks. We did the same with traditional funds, defining the universe as the oldest share class of small-cap funds, excluding sustainable funds.
We found five stocks owned exclusively by small-cap sustainable funds.
Source: Morningstar Direct. Weights and Data as of Dec. 3, 2024.
1. Aptar Group (ATR)
Morningstar ESG Risk Rating Assessment: Negligible
Total Return Year-to-Date (Month-End): 41.30
Price/Fair Value: 1.05
Moat: Narrow
'The company specializes in various drug dispensing solutions including nasal spray inhalers and elastomer components for injectable drugs, high-end fragrance pumps, and food dispensing closures.'
'We think the firm's outlook is strong from a longer-term perspective…' —Jay Lee, Morningstar Senior Equity Analyst
'The company's carbon footprint is affected by the nature of its operations and the source of energy used to power these operations.' —Morningstar Sustainalytics
2. Wyndham Hotels & Resorts (WH)Morningstar ESG Risk Rating Assessment: Medium
Total Return Year-to-Date (Month-End): 23.52
Price/Fair Value: 1.05
Moat: Narrow
'We believe Wyndham's moat is illustrated by its enduring unit growth demand from third-party owners, guest satisfaction ranking of its brands, room and loyalty scale, and contract length of franchisee relationships.' —Dan Wasiolek, Morningstar Senior Equity Analyst
'To maintain its ongoing operations, the company uses large quantities of water. Increasingly stringent carbon regulations and energy efficiency requirements could lead to higher energy prices, larger associated costs for the company and compliance issues.' —Morningstar Sustainalytics
3. Clearway Energy (CWEN)Morningstar ESG Risk Rating Assessment: Severe
Total Return Year-to-Date (Month-End): 12.00
'Clearway Energy Inc is a publicly-traded energy infrastructure investor with a focus on investments in clean energy and owner of modern, sustainable and long-term contracted assets across North America…'
'Although the company provides some ESG disclosure, its overall ESG reporting is not in accordance with leading reporting standards' —Morningstar Sustainalytics
4. Commerce Bancshares (CBSH)Morningstar ESG Risk Rating Assessment: Medium
Total Return Year-to-Date (Month-End): 39.60
Moat: Narrow
'Commerce Bancshares Inc., is a $22 billion regional bank that provides a diversified line of financial services, including business and personal banking, wealth management, financial planning, and investments through its affiliated companies.'
'The company's product and service portfolio, as well as its customer base triggers exposure to quality and safety issues.' —Morningstar Sustainalytics
5. Darling Ingredients (DAR)Morningstar ESG Risk Rating Assessment: Low
Total Return Year-to-Date (Month-End): (18.68)
'Darling Ingredients Inc develops and manufactures sustainable ingredients for customers in the pharmaceutical, food, pet food, fuel, and fertilizer industries.
"Growing consumer demand for healthier and more environmentally friendly foods, including low-fat and plant-based proteins, exposes Darling to potential customer loss should it fail to adapt its portfolio to this trend.' —Morningstar Sustainalytics."
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Top 2025 ESG Stock and Fund Picks (3)This next article is written by an analyst we have repeatedly featured on this podcast. Her name is Aparajita Dutta, and she hails from Zacks. The article is titled 3 Renewable Energy Stocks Poised for Explosive Growth in 2025. Here are some quotes by Ms. Dutta on each of her picks.
"These stocks, with a favorable Zacks Rank #2 (Buy), have gained more than 25% so far this year… these can be expected to continue their rally in 2025 as well…
1. Constellation Energy (CEG)this company delivers electric power, natural gas, and energy management services across the United States. It is the lowest carbon emitter among major investor-owned U.S. generators…
The Zacks Consensus Estimate for Constellation Energy's 2025 earnings implies a 10% improvement from the prior year's estimated earnings. The stock has gained 96.6% in the year-to-date period, while its current average price target has an upside of 23.7% from its last closing price. Free Stock Analysis Report.
2. Excelerate Energy (EE)Excelerate Energy is a provider of floating liquefied natural gas (LNG) terminals…
The Zacks Consensus Estimate for Excelerate Energy's 2025 earnings implies a 19.1% improvement from the prior year's estimated earnings, while that for its 2025 sales reflects a 25.8% increase. The stock has gained 97.6% in the year-to-date period. Free Stock Analysis Report.
3. Gevo (GEVO)Gevo is a renewable chemicals and advanced biofuels company engaged in the development of biobased alternatives to petroleum-based products…
The Zacks Consensus Estimate for GEVO's 2025 sales implies a 101.5% improvement from the prior year's estimated earnings. The stock has gained 30.1% in the year-to-date period, while its current average price target has an upside of 296% from its last closing price. Free Stock Analysis Report"
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Top 2025 ESG Stock and Fund Picks (4)This next article features some well-known ESG stocks. It's titled 3 ESG Stocks That Align Profits With Purpose. It was written by Rjkumari Saxena and was seen on stocknews.com. Here is some of what Ms. Saxena has to say in her article.
"1. Salesforce, Inc. (CRM - Get Rating)provides Customer Relationship Management technology that brings companies and customers together worldwide. Its service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices…
Salesforce, Inc.'s robust outlook is reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
2. Adobe Inc. (ADBE - Get Rating)operates as a diversified software company globally. It operates in three segments: Digital Media; Digital Experience; and Publishing and Advertising. The company offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content, and Document Cloud, a unified cloud-based document services platform…
Shares of Adobe have plunged 13.7% over the past month to close the last trading session at $446.74.
Adobe's POWR Ratings reflect its sound fundamentals. The stock has an overall rating of A, which translates to a Strong Buy.
3. NextEra Energy, Inc. (NEE - Get Rating)generates, transmits, distributes, and sells electric power to retail and wholesale customers. It generates electricity through wind, solar, nuclear, natural gas, and other clean energy…
NextEra Energy has raised its dividends for 29 consecutive years…
Over the past year, the stock has gained 20.4% to close the last trading session at $72.49.
NextEra Energy's POWR Ratings reflect its bright prospects."
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Top 2025 ESG Stock and Fund Picks (5)Now infrastructure stocks are often overlooked by ethical and sustainable investors. However, they are worth looking at. See this article titled Meet the High-Performing Infrastructure Stock That's Crucial to Supporting This Massive $3 Trillion Megatrend. By Matt DiLallo, found on fool.com.
Here are some quotes from the article.
"One company that is absolutely critical to building this infrastructure is Quanta Services (NYSE: PWR). It's the industry leader in providing specialized infrastructure solutions…
Quanta Services provides specialized infrastructure solutions to the utilities, renewable energy, technology, communications, pipeline, and energy industries. Its client list is a who's who of industry leaders in those respective sectors…
Increasing infrastructure investment is driving strong growth for Quanta Services this year. It delivered another quarter of double-digit growth in the third quarter. Its revenue rose from $5.6 billion to $6.5 billion, while its adjusted earnings increased from $2.24 per share to $2.72. It also generated $539.5 million in cash flow, pushing its year-to-date total to nearly $1.4 billion (with almost $980 million in free cash). That strong performance has helped drive a more than 50% increase in its stock price this year."
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Additional articles not covered due to time constraints1. Title: 4 Alternative Energy Stocks To Buy Amid Rising Raw Materials Cost on barchart.com. By Zacks Investment Research, Inc.
2. Title: Analyst Sees 500% Upside for This Clean Technology Penny Stock on finance.yahoo.com. By Nauman khan.
3. Title: Top 5 Fastest Growing Solar Energy Stocks to Watch Out for in 2025 on equitymaster.com. By staff.
4. Title: The Shocking Rise in Enphase Energy Stock! What Investors Need to Know Now! on jomfruland.net. By Paquita Cicero.
5. Title: Why Aptiv PLC (APTV) Is One of the Best Environmental Stocks to Invest in Right Now? On msn.com. By Mashaid Ahmed.
6. Title: Why Array Technologies (ARRY) Is Among the Best Renewable Energy Stocks to Buy? On finance.yahoo.com. By Mashaid Ahmed.
7. Title: Nike a Top Socially Responsible Dividend Stock With 2.2% Yield (NKE) on nasdaq.com. By BNK Invest.
8. Title: AAPL: 3 ESG Stocks for Ethical and Profitable Investing in 2025 on stocknews.com. By Rjkumari Saxena.
9. Title: USCL, USCA, and NZUS: 3 Climate ETFs Beating the Market on marketbeat.com. Written by Nathan Reiff, Reviewed by Shannon Tokheim.
10. Title: 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades on fool.com. By James Brumley.
Articles of Interest from Around the World1. India. Title: Top 5 Fastest Growing Solar Energy Stocks to Watch Out for in 2025 on equitymaster.com. By staff.
2. Australia. Title: Which 3 ethical ASX ETFs performed the best in 2024? On fool.com.au. By Aaron Bell.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast "Top 2025 ESG Stock and Fund Picks."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
I'll talk to you next January 24th.
Bye for now.
© 2024 Ron Robins, Investing for the Soul
27 min - Top Sustainable REITS, EV Companies, and MoreNext podcast January 10, 2025. Also in this podcast see Newsweek's 'America's Most Responsible Companies' and review these often-overlooked great sustainable real estate investment trusts.
By Ron Robins, MBA
Transcript & Links, Episode 144, December 13, 2024
Hello, Ron Robins here. Before I begin, I want to mention that my next podcast after this one will be on January 10th and I want to sincerely wish everyone who has holidays in this period a most joyous and healthy time.
Hello, Ron Robins here. Welcome to this podcast episode 144 published December 13, 2024, titled "Top Sustainable REITS, EV Companies, and More." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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Top Sustainable REITS, EV Companies, and More (1)I'm beginning this podcast with an article on an investment class I've rarely covered: real estate investment trusts, or REITS. The article is titled 7 Green REITs for Sustainable Investing. It's by Glenn Fydenkevez, edited by Jordan Schultz, and found on money.usnews.com.
Here are some quotes from Mr. Schultz on each of his picks.
"If you're a REIT investor who is concerned about the environmental impact of the stocks you own, here's a list of seven real estate companies that have demonstrated real leadership in adopting sustainable business practices that align with ESG goals:
1. Alexandria Real Estate Equities Inc. (ARE)is a REIT with a market cap of about $18 billion. The company specializes in life science properties…
This environmentally responsible REIT is constantly striving to lower its carbon footprint. [The company] is known for using renewable energy sources such as solar panels and geothermal heating and cooling systems in all of the properties it develops. It also created a unique wastewater heat recovery process. Forward dividend yield: 4.9%
2. BXP Inc. (BXP)In 2021, BXP demonstrated its commitment to sustainability by developing one of Massachusetts' first net-zero, carbon-neutral building repositioning projects…
BXP – formally known as Boston Properties – has a market-cap of about $14 billion. It is the largest publicly traded office REIT in the U.S. The firm focuses its investment activities on large cities on the east and west coasts, mostly in Boston, New York, Los Angeles and San Francisco. Forward dividend yield: 4.9%
3. Digital Realty Trust Inc. (DLR)is a $64 billion REIT in the fast-growing digital infrastructure industry. The company owns and operates more than 300 data centers around the world, and its portfolio of properties is growing…
Apollo AI makes running a data center as efficient as possible. That's what makes Digital Realty Trust a leader in sustainability. Forward dividend yield: 2.5%
4. HA Sustainable Infrastructure Capital Inc. (HASI)is a $3.7 billion REIT that invests only in securities related to renewable energy, sustainability infrastructure and energy efficiency…
This Annapolis, Maryland-based company focuses on solar projects, wind farms, clean-burning natural gas facilities, fuel cell development, smart grid technology and other green real estate initiatives. Forward dividend yield: 5.3%
5. Prologis Inc. (PLD)has a massive presence in the transportation and logistics real estate industry. The company boasts a market cap of about $103 billion…
This company's warehouses and transportation terminals are modern, high-tech facilities. It uses high-speed computers, digital communications, AI and cloud computing technology to help its customers efficiently fulfill orders and deliver products across the U.S. and in Canada, Mexico, the U.K., Germany, Japan and China. Forward dividend yield: 3.3%
6. Host Hotels & Resorts Inc. (HST)has committed to implementing sustainable practices in every one of its 77 hospitality properties in the U.S., Canada and Brazil. The company controls about 42,000 hotel rooms…
With a market capitalization of over $13 billion, [it] is the largest lodging REIT in the U.S…
Wells Fargo Securities has an 'overweight' rating on the stock. Stifel gives the company a 'buy' rating. Forward dividend yield: 4.2%
7. JBG Smith Properties (JBGS)This $1.4 billion REIT controls over 14 million rentable square feet of mixed-use space in the expensive and highly competitive capital district around Washington, D.C…
Amazon.com Inc. (AMZN) expects that its new campus in Northern Virginia will add 25,000 workers by 2038…
Host Hotels & Resorts plans to benefit… and appeal to Amazon's environmentally conscious employees by promoting sustainability and green development practices in every building it buys or builds. Forward dividend yield: 4.3%"
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America's Most Responsible CompaniesThis next article refers to one of America's foremost corporate sustainability rankings, America's Most Responsible Companies. The editorial is by Nancy Cooper, and the full company rankings can be seen at newsweek.com. Here are a few quotes from Ms. Cooper's introduction to the rankings.
"Selected from the 2,000 largest publicly traded companies headquartered in the U.S., each winner received scores based on the three pillars of ESG… The analysis is based on data from 30 key performance indicators, such as energy usage and charitable donations, as well as a reputation survey of more than 26,000 U.S. consumers.
For the second year in a row, the top spot was awarded to Merck (MRK) with an impressive overall score of 97.83, up from 91.98 last year. Other notable names on this year's list include Adobe (ADBE), PayPal (PYPL) and HP (HPE) ."
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Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in NowNow since this article was featured on Yahoo! Finance, I thought to include it. It's titled Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now. The article is by Mashaid Ahmed. Here are some quotes from it.
"While the outcome of the US election and the anticipated policies of the new administration pose short-term challenges to renewable energy, the long-term outlook remains cautiously optimistic.
Sunrun Inc. (NASDAQ:RUN)Number of Hedge Fund Holders: 43
Sunrun is a leading provider of residential solar energy solutions, offering solar installations, battery storage, and energy services. The company specializes in customized solar systems for homeowners and has over 1 million customers. Sunrun also offers products on leasing and financing options…
The company has signed a multi-year exclusive agreement with Toll Brothers in California and expects its new home business to grow at least 50% over the next year…
The company has 16 grid service programs active across the country, with over 20,000 storage systems participating, and is working with utilities and other partners to develop new programs and services…
Overall, Sunrun ranks 5th on our list of best wind power and stocks to invest in now."
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Top Sustainable REITS, EV Companies, and More (2)And now to this article titled 7 Best EV Stocks to Buy for 2025. It's by Jeff Reeves, reviewed by John Divine, and found at money.usnews.com. Now some quotes from the article.
"An analysis by Gartner estimates that the number of EV Companies in use will grow 33% in 2025 to bring the total number of electric cars and trucks to 85 million in total. That figure will be primarily thanks to brisk adoption rates in China (58% growth) and Europe (24% growth), which together are projected to represent 82% of the total EV market next year, according to Gartner.
For investors who want to cash in on EV stocks and the rise of electric vehicles, it's critical to look beyond the usual suspects in the U.S. and take a truly global approach to the industry. With that in mind, some of the hottest EV stocks to buy for 2025 include:
1. Tesla Inc. (TSLA)Market value: $1.2 trillion
Tesla has a huge chunk of the marketplace, with predictions of nearly 1.8 million vehicle deliveries across all of 2024. What's more, strong momentum after Election Day, thanks to Musk's close associations with President-elect Donald Trump, has pushed Tesla stock up about 50% on the year even as other electric vehicle stocks have struggled… Tesla remains the go-to EV stock for many investors as we enter 2025.
2. BYD Co. Ltd. (BYDDY)Market value: $106 billion
Chinese firm BYD is… the top electric vehicle manufacturer in the world… currently selling more than 500,000 'new energy vehicles' per month – a potential pace of 6 million annually going forward… the local appeal of this Chinese company amid the uncertainty around tariffs and trade policies all but ensures this home-grown EV stock will thrive in China across 2025 as regional demand remains strong.
3. Volkswagen AG (VWAGY)Market value: $43 billion
Volkswagen remains the largest vehicle manufacturer on the planet and has the same local appeal in Europe that BYD might have in China amid the current talk of trade wars. EV Companies are a modest share of total output… In October, the firm reported battery electric vehicles (not hybrids) topped 500,000 units across the first three quarters of 2024. That puts it on pace for nearly 700,000 vehicles on the full year – and with goals of fully electrifying its fleet by 2030, Volkswagen is definitely an EV stock to watch.
4. Li Auto Inc. (LI)Market value: $24 billion
Much smaller than these other firms and currently bleeding cash as it invests aggressively in growth, Li Auto is nevertheless a top EV stock to watch because of its tremendous growth path.
It delivered 48,740 vehicles in November 2024, up 18.8% year over year, and is currently on pace to top 500,000 units on the year… A big reason for that is because of its premium appeal, with its Li AD Max accounting for more than 80% of orders for models in China priced above roughly $55,000. Admittedly, shares of LI stock have struggled in 2024 but these sales figures are incredibly encouraging for investors who aren't afraid of taking on a bit more risk to invest in an upstart EV stock versus an established leader.
5. Nio Inc. (NIO)Market value: $10 billion
Another junior EV stock operating deep in the red, Nio is putting up impressive growth metrics even if its share performance hasn't been grand in 2024… Nio delivered a record 61,855 units in the third quarter and estimates it will have as many as 75,000 EV deliveries in the fourth quarter. That pace of 300,000 units annually doesn't seem like much compared with other firms, but considering the firm delivered about half that total in 2023 there is a lot to like about where the firm is headed. What's more, like BYD and Li, this is a Chinese firm with local appeal in the fastest-growing market for EV Companies on the planet. That gives it an added tailwind that some Western EV stocks may lack in 2025.
6. Albemarle Corp. (ALB)Market value: $12 billion
The company is one of the leading lithium miners globally, with production capacity of 225,000 metric tons and plans to roughly triple capacity by 2030. Supply chain challenges for lithium are tricky, and trade policies could make the situation even more complex in 2025. But as a commodity stock that profits in part based on broader market-wide pricing trends, any shortages or supply bottlenecks will naturally boost lithium prices if things don't go well – and that will naturally benefit Albemarle's bottom line as a result.
7. ChargePoint Holdings Inc. (CHPT)Market value: $600 million
ChargePoint is the largest electric vehicle charging company in the United States, with more charging ports and locations than any other network. Specifically, ChargePoint boasts 70,000 plugs at nearly 39,000 stations. In fact, more than 4 in 10 charging ports nationwide are operated by ChargePoint. The company is small and currently unprofitable, so it definitely carries a level of risk, but investors who aren't keen on putting money behind firms headquartered in Beijing or Shanghai may find this closer-to-home play a bit more palatable."
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Additional Article of Interest1. Title: Bristol Myers A Top Socially Responsible Dividend Stock With 4% Yield on forbes.com. By the Dividend Channel.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast "Top Sustainable REITS, EV Companies, and More".
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
Now, again, a reminder my next podcast will be January 10th. I'm taking a break so there will be no podcast on December 27th.
I'll talk to you then!
Bye for now.
© 2024 Ron Robins, Investing for the Soul
25 min - Consider These Top ESG Stocks!
Consider These Top ESG Stocks! ESG fund ownership offers great insight into the best stocks to own for potential returns.
By Ron Robins, MBA
Transcript & Links, Episode 143, November 29, 2024
Hello, Ron Robins here. Welcome to this podcast episode 143 published November 29, 2024, titled "Consider These Top ESG Stocks!" It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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Consider These Top ESG Stocks! (1)I'm beginning this podcast episode with a great article titled The Top Stocks Widely Owned by ESG Funds. It's by Frances Aufderheide and found on morningstar.com. Here are some quotes from the article.
"We found five stocks owned exclusively by large-cap sustainable funds in the industrials, materials, and healthcare sectors. We describe them below, with insight from Morningstar analysts and Sustainalytics.
Source: Morningstar Direct. Weights as of Oct. 31, 2024. Data as of Nov. 5, 2024.
1. Ecolab (ECL)
Morningstar Rating: 2 Stars
Morningstar ESG Risk Rating Assessment: 3 Globes
Price/Fair Value: 1.14
Total Return Year to Date (Month-End): 24.75
'As the global leader in the cleaning and sanitation industry, Ecolab provides products that help its hospitality, foodservice, and life-sciences customers do laundry, wash dishes, maintain clean manufacturing environments, and ensure regulatory compliance. With unmatched scale and a solid razor-and-blade business model, Ecolab's competitive advantages are firmly in place.'
'Ecolab's largest growth driver over the next decade will be the water business, which generates the majority of revenue in the industrial segment. During the quarter, water revenue grew 3% versus the prior-year quarter on an organic basis, excluding currency movements.'
—Seth Goldstein, Morningstar Strategist
2. Agilent Technologies (A)Morningstar Rating: 4 Stars
Morningstar ESG Risk Rating Assessment: 4 Globes
Price/Fair Value: 0.91
Total Return Year to Date (Month-End): (5.76)
Agilent provides instruments, software and services for laboratories.
'Agilent offers differentiated technology that is protected by various intangible assets, including patents, copyrights, and trademarks. This portfolio of intellectual property and its innovation prowess in chosen fields keep competitors from directly copying its technology.'
—Julie Utterback, Morningstar Senior Equity Analyst
3. Xylem (XYL)Morningstar Rating: 3 Stars
Morningstar ESG Risk Rating Assessment: 3 Globes
Price/Fair Value: 1.07
Total Return Year to Date (Month-End): 7.43
'Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.'
—Krysztof Smalec, Morningstar Equity Analyst
4. W.W. Grainger (GWW)Morningstar Rating: 1 Star
Morningstar ESG Risk Rating Assessment: 4 Globes
Price/Fair Value: 1.66
Total Return Year to Date (Month-End): 34.57
W.W. Grainger distributes maintenance, repair, and operations products to more than 4.5 million customers.
'We've raised our fair value estimate for narrow-moat-rated Grainger by 12% to $660 per share as we've become more confident of the firm's ability to maintain long-term operating margin above 14%. Even so, the current stock price remains well above our revised fair value estimate.'
'Our confidence (of a narrow moat) is rooted in Grainger's ability to fend off competitive pressures from both new and existing players in the maintenance, repair, and operations market.'
—Brian Bernard, Morningstar Senior Director
5. Veralto (VLTO)Morningstar Rating: None
Morningstar ESG Risk Rating Assessment: 3 Globes
Total Return Year to Date (Month-End): 24.56
Veralto provides technology solutions to improve the quality and reliability of water and product innovations through a suite of brands.
'This tax-free spinoff is just the latest example of Danaher's business pruning.'
—Julie Utterback, Morningstar Senior Equity Analyst"
End quotes.
Also, go to the link on this podcast page to this article for additional research on the "Top 10 widely held in US Sustainable Large-Cap Fund Universe" and "Top 5 Overweight Securities in the US Sustainable Large-Cap Fund Universe".
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Consider These Top ESG Stocks! (2)The second article today reviews a company that is an old favorite of ethical and sustainable investors. The article is titled Buy First Solar Stock on the Dip. Solar Energy Will Be Too Good an Opportunity for President-Elect Trump to Pass Up. It's by James Brumley and found on fool.com.
Here are a few of his comments on First Solar stock.
"First Solar (FSLR)Investors suspect pro-oil President-elect Donald Trump could also prove unsupportive of renewable energy. In fact, most clean energy stocks are down since his Nov. 5 election on this very worry. First Solar has been no exception to the industrywide sell-off.
This weakness, however, is also a buying opportunity for anyone interested in owning a piece of the solar panel maker, or in adding exposure to the solar industry as a whole. The solar power movement is too big and too well-developed for Donald Trump to bring to a halt now.
First Solar is also well-positioned to sidestep one of the few meaningful actions the president-elect could take to disrupt the solar industry's growth.
Solar is just too competitive to stop nowData gathered by Wood Mackenzie and reported by the U.S. Department of Energy indicates that utility-scale solar power is now in line with the cost of natural gas and coal-fired power…
The irony? Largely because it's the cheapest means of adding utility-scale power production there, solar is growing like wildfire in several states like Texas, Oklahoma, and Kansas that picked Trump to be president during the recently ended election cycle. To the extent voters picked Trump for economic reasons, they'll certainly appreciate cheaper electricity and its positive impact on the economy.
The 2022 passage of the Inflation Reduction Act is admittedly fueling much of this growth, by offering taxpayers a tax credit of up to 30% of the cost of a solar power system. The IRA also incentivizes utility-scale solar power projects as well as the manufacturing of solar panels themselves…
But tariffs? While unspecific as well as far from being certain (Trump argues the mere threat of tariffs is enough), First Solar is mostly immune to their impact anyway. Although the company requires some imported materials that may be subject to such tariffs, it's an American manufacturer mostly serving the North American market, where the company believes over 90% of its immediate revenue opportunities await…
Data source: StockAnalysis.com. Chart by author.
Give at least partial credit for this brewing growth to First Solar's Cadmium Telluride (CdTe) photovoltaic panels. Although they make its design and production processes more complicated and more costly than that of more conventional silicon panels, this technology proves more durable while at the same time delivering more power. Utility-scale buyers are increasingly seeing these high-performance panels as an investment rather than an expense, as they further lower the effective per-kilowatt cost of solar power…
The market's overestimating the risk, and underestimating First SolarNow all of a sudden First Solar's stumble since early November and its much bigger 37% pullback from June's peak looks like an entry opportunity.
The analyst community agrees, anyway. Undeterred by political rhetoric and handwringing, most of them still consider First Solar stock a strong buy, sporting a consensus price target of $280.79. That's almost 50% above the stock's present price."
End quotes.
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Consider These Top ESG Stocks! (3)This next article, though from Australia, might interest many investors outside of that wonderful country. It's titled The Ethical Investor: These three ESG award-winning ASX companies show how it's done. It's by Eddy Sunarto found on ntnews.com.au. Here are some of what Mr. Sunarto says about his picks.
"1. Orica (ASX:ORI)was named Australia's most sustainable company in the 2024 Australian Financial Review Sustainability Leaders awards, taking home top honours for its significant environmental impact.
The company, a global leader in commercial explosives, was recognised for its groundbreaking emissions abatement project at its Kooragang Island plant near Newcastle, NSW.
This project is the largest of its kind in the Australian chemicals sector, reducing emissions by 45% at the site and cutting national chemical industry emissions by 11%...
The judges believe Orica's efforts have not only addressed environmental challenges but have also driven economic growth, injecting millions into the local economy while future-proofing critical manufacturing capabilities for industries such as mining, agriculture and healthcare.
The company's commitment to sustainability is also reflected in its ambitious climate targets, aiming for net zero emissions by 2050.
2. Sims Metal Management (ASX:SGM)an Australian-based global recycling company with a 106-year history, was named the most sustainable corporation of 2024 by Corporate Knights, topping its Global 100 list.
Known for its role in the circular economy, Sims has been integral in reducing carbon emissions by recycling metals like steel, copper, and aluminium – which are crucial in industries like electric vehicles, wind turbines and solar panels.
In 2023 alone, the company's efforts saved 13 million tonnes of CO₂, equivalent to removing nearly three million cars from the road, according to its reports.
Sims' approach to sustainability extends beyond recycling, with ambitious goals to transition to renewable energy in its operations by 2025 and achieve net-zero emissions by 2050…
The company is investing in advanced technologies, like automated sorting systems and AI robots, to improve the efficiency of its recycling processes.
Although these innovations may not always attract the same attention as large renewable energy projects, CEO Stephen Mikkelsen said that metal recycling plays a vital role in decarbonising industries and contributing to a sustainable future.
3. Australian Vintage (ASX:AVG)won the 2024 Global Drinks Intel ESG Award for Sustainable Wine Producer, which was announced in September.
The award recognised the company's strong commitment to environmental, social, and governance (ESG) principles, despite current challenges within the Australian wine industry.
The company had earlier achieved B Corp certification in February, making it one of only three Australian wine companies with this status.
Australian Vintage's ESG strategy focuses on three key pillars: 'Thriving People', 'Nurture Nature', and 'Meaningful Growth'.
The company said all these are supported by measurable, verifiable performance…
The judges praised Australian Vintage for not just making ESG commitments, but for quantifying and achieving real, impactful results."
End quotes.
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Additional Articles of Interest1. Title: The Top 10 Nuclear Energy Companies Shaping Clean Power on vaneck.com. By Coulter Regal.
2. Title: How to Get Fossil Fuels Out of Your Investment Portfolio on nytimes.com. By Tara Siegel Bernard.
3. Title: Raymond James Predicts Up to ~440% Rally for These 2 'Strong Buy' Stocks on finance.yahoo.com. By TipRanks.
4. Title: Top 10: Sustainable Brands on sustainabilitymag.com. By Jasmin Jessen.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast "Consider These Top ESG Stocks!"
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
Now my next podcast will be December 13th.
I'll talk to you then!
Bye for now.
© 2024 Ron Robins, Investing for the Soul
23 min - Green Energy Stocks to Buy Now
Green Energy Stocks to Buy Now, according to some analysts. Plus, top-rated sustainable ETFs for 2024 say Morningstar UK analysts.
By Ron Robins, MBA
Transcript & Links, Episode 142, November 15, 2024
Hello, Ron Robins here. Welcome to this podcast episode 142 published November 15, 2024, titled "Green Energy Stocks to Buy Now." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.
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10 Best Alternative Energy Stocks To Buy According to Hedge FundsWell, there are still some great reviews of renewable energy stocks appearing. Consider this one titled 10 Best Alternative Energy Stocks To Buy According to Hedge Funds. It's by Mashaid Ahmed and seen on insidermonkey.com. Here are some quotes from the article.
"For this article, we scanned alternative energy ETFs plus online rankings to compile an initial list of 30 alternative energy stocks. From that list, we narrowed our choices to 10 stocks according to their hedge fund sentiment, which was taken from our database of 912 elite hedge funds as of Q2 of 2024. The list is sorted in ascending order of their hedge fund sentiment, as of the second quarter.
Why do we care about what hedge funds do? … Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds.
10. Bloom Energy Corporation (NYSE:BE)Number of Hedge Fund Holders: 29
Bloom Energy Corporation's technology generates electricity with no combustion and negligible criteria pollutant emissions, and it operates on multiple fuels, including natural gas, biogas, and hydrogen, providing a lower carbon footprint compared to the electric grid while maintaining grid stability. This technology allows the company to accomplish its goals of providing clean power solutions faster than the alternatives.
While hydrogen is currently more expensive than traditional fuels, Bloom Energy Corporation's breakthrough in achieving 60% electrical efficiency could make hydrogen economically viable as a fuel source. This makes Bloom Energy Corporation's fuel cells a cleaner alternative for electricity production.
9. Edison International (NYSE:EIX)Hedge Fund Holders: 32
Edison International is a leading energy company that has served California for over a century through its main subsidiary, Southern California Edison (SCE). Edison International provides electricity to around 15 million people across Southern, Central, and Coastal California. The company is actively involved in California's transition toward alternative energy, aligning with the state's goal of achieving carbon-free power by 2045
8. Sunrun Inc. (NASDAQ:RUN)Hedge Fund Holders: 35
Sunrun is one of the largest residential solar energy companies in the US, offering a solar-as-a-service solution that enables homeowners to adopt solar power with little to no upfront cost.
7. Clearway Energy, Inc. (NYSE:CWEN)Hedge Fund Holders: 38
Clearway Energy owns a diversified portfolio of wind, solar, and traditional power generation projects across the United States. The company has partnered with Global Infrastructure Partners (GIP), an independent infrastructure investment fund, and TotalEnergies (EPA:TTE), a multinational energy and petroleum company, to leverage expertise in alternative energy within the U.S. market.
6. Enphase Energy, Inc. (NASDAQ:ENPH)Hedge Fund Holders: 42
Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage solutions, and energy management devices. Enphase Energy's microinverters convert direct current from solar panels into alternating current for use and are critical for optimizing solar energy systems, enhancing efficiency, and reliability, and are also easy to install. The company is a market leader in residential solar in the U.S. Europe and emerging markets in Asia.
5. PG&E Corporation (NYSE:PCG)Hedge Fund Holders: 46
PG&E Corporation is a leading energy company in Northern and Central California's utility market, serving over 16 million people through its subsidiary, Pacific Gas & Electric Company. The company has also made significant investments in battery storage systems, adding more than 2,100 megawatts of battery capacity.
4. First Solar, Inc. (NASDAQ:FSLR)Hedge Fund Holders: 66
First Solar is among the largest solar companies in the United States, specializing in the supply of thin-film photovoltaic solar panels for large-scale solar power plants. The company also has production lines in Malaysia, India, and Vietnam…
First Solar's impressive backlog of 73.3 GW, with orders extending through 2030, is a significant indicator of the company's growth security.
3. Constellation Energy Corporation (NASDAQ:CEG)Hedge Fund Holders: 71
Constellation Energy supplies natural gas and energy products and services to residential, commercial, and industrial clients across North America. Constellation Energy is a key player in nuclear power and operates one of the largest fleets of nuclear plants in the US. Around 90% of the company's annual energy output is derived from carbon-free sources. Constellation Energy has set a goal to produce 95% carbon-free electricity by 2030.
2. NextEra Energy, Inc. (NYSE:NEE)Hedge Fund Holders: 73
NextEra Energy is the world's largest producer of wind and solar energy, as well as a leader in battery storage technology. The company's operations are divided into two main businesses. The first is Florida Power & Light (FPL), an electric utility company. The second is NextEra Energy Resources (NEER), one of the world's largest producers of alternative energy and a leader in battery storage.
NextEra Energy Resources focuses on the development, construction, and operation of long-term energy assets, primarily in the U.S. and Canada. NextEra Energy Resources manages an alternative energy portfolio of approximately 34 GW, including 24 GW from wind energy, 7 GW from solar energy, and 2 GW from nuclear energy. Additionally, NextEra Energy Resources has 1 GW of battery storage capacity spread across 16 U.S. states.
1. Vistra Corp. (NYSE:VST)Hedge Fund Holders: 93
Vistra is a vertically integrated energy company based in Texas and operates a diversified energy portfolio. Vistra supplies electricity and natural gas to residential, commercial, and industrial customers. The company also operates battery energy storage facilities, and its nuclear assets play a crucial role in powering artificial intelligence systems…
Vistra has also integrated AI technologies into its operations to improve power plant efficiency, enhance thermal efficiency, and lower carbon emissions."
End quotes.
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The Top-Rated Sustainable ETFs in 2024This next article is from a UK perspective but is also of interest to non-UK investors. It's titled The Top-Rated Sustainable ETFs in 2024. It's by Sunniva Kolostyak and found on morningstar.co.uk. Here are some of the most relevant quotes and elements from the article.
"In total, 12 different ETFs have a Morningstar Sustainability Rating of High and a Morningstar Medalist Rating of Gold… Below, we highlight the 10 ETFs across sterling, euro, Swiss franc and dollar share classes.
- Xtrackers MSCI World Information Technology UCITS ETF XDWT
- SPDR® MSCI World Technology UCITS ETF SPFT
- iShares MSCI World Information Technology Sector ESG UCITS ETF WITS
- Fidelity US Quality Income ETF FUSC
- HSBC NASDAQ Global Semiconductor UCITS ETF HNSCFP
- iShares MSCI USA Value Factor ESG UCITS ETF IUVE
- iShares MSCI Europe Quality Dividend ESG UCITS ETF QDVX
- iShares MSCI EMU Paris-Aligned Climate UCITS ETF EMPA
- iShares Euro Total Market Growth Large UCITS ETF IDJG
- iShares V PLC - iShares MSCI World Health Care Sector ESG UCITS ETF WHCS"
End quotes.
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AWK Named A Top Socially Responsible Dividend StockThis next article features a dividend-paying stock. It's titled AWK Named A Top Socially Responsible Dividend Stock and is by Energy Stock Channel Staff and found on energystockchannel.com. Here are some quotes.
"American Water Works Co, Inc. (NYSE:AWK) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average 'DividendRank' statistics including a strong 2.3% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria.
Environmental criteria include considerations like the environmental impact of the company's products and services, as well as the company's efficiency in terms of its use of energy and resources. Social criteria include elements such as human rights, child labor, corporate diversity, and the company's impact on society — for instance, taken into consideration would be business activities tied to weapons, gambling, tobacco, and alcohol."
End quotes.
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Best green energy stocks to buy right nowAnd here's another article on, yes, renewable energy stocks! It's titled Best green energy stocks to buy right now and is by the Elliott Wave Forecast Team and seen on fxstreet.com.
Here are some quotes on each of their picks.
"1. Brookfield Renewable Partners (BEP)Brookfield Renewable Partners invests in renewable power and sustainable solutions assets directly, as well as with institutional partners, joint venture partners, and through other arrangements. Across its business, it leverages our extensive operating experience to maintain and enhance the value of assets, grow cash flows on an annual basis, and cultivate positive relations with local stakeholders.
2. NextEra Energy (NEE)NextEra Energy, Inc. is a leading clean energy company headquartered in Juno Beach, Florida. NextEra Energy owns Florida Power & Light Company, which is America's largest electric utility company that sells more power than any other utility, providing clean, affordable, reliable electricity to approximately 5.9 million customer accounts, or more than 12 million people across Florida. NextEra Energy also owns a competitive clean energy business, NextEra Energy Resources, LLC, which, together with its affiliated entities, is the world's largest generator of renewable energy from the wind and sun and a world leader in battery storage.
3. Canadian Solar (CSIQ)Canadian Solar has 125 GW solar module shipments and 4.5 GWh battery storage shipments. It has a module capacity of 61 GW and expects to have a battery storage capacity of 20 GWh by 2024 December. It has a 26.3 GW project pipeline and a 56 GWh energy project pipeline of recurrent energy.
Canadian Solar has active buying customers in more than 160 countries and subsidiaries in 23 countries & regions on 6 continents. In addition to it, Canadian Solar has over 26 manufacturing facilities in Asia & Americas.
4. SolarEdge Technologies (SEDG)SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, manufactures, and sells direct current optimized inverter systems for solar photovoltaic installations in the United States, Germany, the Netherlands, Italy, the rest of Europe, and internationally. It operates in two segments, Solar and Energy Storage.
5. General Motors Company (GM)The company has said that it plans to invest $35 billion in electric vehicle (EV) and autonomous vehicle (AV) production through 2025. By mid-decade, GM plans to sell a million EVs a year in North America. GM has also increased its investment in AV company Cruise, buying SoftBank's stake for $2.1 billion and pouring in another $1.4 billion. Cruise develops self-driving cars for ridesharing and delivery. The Origin is designed to operate without a human driver, as there is no steering wheel. Cruise was the first AV company to offer driverless rides in a major city: San Francisco. Adding to that, GM is also planning to be a carbon-neutral company by 2040."
End quotes.
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Additional Articles1. Title: The Top-Rated Sustainable Funds in 2024 on morningstar.co.uk. By Sunniva Kolostyak.
2. Title: Top 10: Wind Power Manufacturers on energydigital.com. By Maya Derrick.
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Ending CommentThese are my top news stories with their stock and fund tips for this podcast "Green Energy Stocks to Buy Now."
Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.
And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times!
Contact me if you have any questions.
Thank you for listening.
Now my next podcast will be November 29th.
I'll talk to you then!
Bye for now.
© 2024 Ron Robins, Investing for the Soul
23 min
About Ethical & Sustainable Investing News to Profit By!
From the publisher's feed
These podcasts will help you find stocks, funds, and bonds that reflect YOUR personal values. Each podcast is filled with top analyst investment picks encompassing the best sustainability, ESG, and ethics traits.
My name is Ron Robins and I've been following this style of investing since the 1970s. Now it's mainstream because it can be very profitable too!
Beginning in 1969, I held investment industry positions in investment analysis, over-the-counter stock trading, and global private equity sales.
And for almost two decades I've been a leading writer and tutor in ethical, sustainable, and socially responsible investing (SRI).
I've been interviewed or quoted in The Wall Street Journal, MarketWatch, Forbes, The Financial Post, BNN, The Globe & Mail, and numerous other media.
In 2002, I founded the globally popular and highly respected ethical investing website, Investing for the Soul.
Now, it's my pleasure to help you with these podcasts to be successful in profitably applying your personal values to your investments.
And, please subscribe to my RSS feed and my blog.