Ethical & Sustainable Investing News to Profit By!

Ron Robins

Transcript & Links, Episode 121, January 12, 2024

Hello, Ron Robins here. So, welcome to this podcast episode 121 titled "The Most Profitable Clean Energy Stocks. Plus…" It's presented by Investing for the Soul. I do hope that you had a wonderful time over the holidays! Now investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 12 article links below that time didn't allow me to review them here.

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1) The Most Profitable Clean Energy Stocks. Plus…

Now in this edition, I'm featuring articles covering a broad range of sustainable industries. They include more articles in the renewable energy, tech, and health sectors.

The first article I'm covering is titled 13 Most Profitable Renewable Energy Stocks by Ramish Cheema. It's seen on finance.yahoo.com. Here are some quotes. Please forgive me regarding the improper pronunciation of some of these companies!

"To make our list of the most profitable renewable energy stocks, we ranked the top 30 holdings of BMO Global Asset Management's BMO Clean Energy Index ETF (ZCLN.TO) by their latest trailing twelve month net income and selected the top 13 stocks. For these stocks we have also mentioned hedge fund sentiment.

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

Latest Trailing Twelve Month Net Income: $473 million

First Solar is an American company that sells products used in solar power generation systems. Unlike other renewable energy stocks, its shares are up 15.14% year to date.

During Q3 2023, 49 out of the 910 hedge funds part of Insider Monkey's database had held a stake in First Solar, Inc.

12. Avangrid, Inc. (NYSE:AGR)

Latest TTM Net Income: $536 million

Avangrid is a diversified American utility that generates power from both traditional and renewable power sources. It hasn't been doing well financially as of late by having missed analyst EPS estimates in three out of its fourth latest quarters.

By the end of September 2023, 19 out of the 910 hedge funds tracked by Insider Monkey were the firm's shareholders.

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

Latest TTM Net Income: $571 million

Enphase Energy makes and sells power systems that work with solar panels…

By the end of this year's third quarter, 40 out of the 910 hedge funds profiled by Insider Monkey had held a stake in Enphase Energy.

10. Constellation Energy Corporation (NASDAQ:CEG)

Latest TTM Net Income: $774 million

Constellation Energy is an American renewable energy company that uses solar, nuclear, and other clean sources to generate power…

During this year's third quarter, 45 out of the 910 hedge funds part of Insider Monkey's database had held a stake in the company.

9. Energias de Portugal, S.A. (ELI:EDP.LS)

Latest TTM Net Income: $784 million

Energias de Portugal, S.A. is a Portuguese diversified renewable energy company with a presence all over Europe and North America. It is one of the most strongly rated stocks on our list.

8. Corporación Acciona Energías Renovables, S.A. (BME:ANE.MC)

Latest TTM Net Income: $847 million

Corporación Acciona Energías Renovables, S.A. is a Spanish renewable energy firm headquartered in Alcobendas, Spain. It uses solar, hydro power, biomass, and other clean energy sources to generate power.

7. EDP Renováveis, S.A. (ELI:EDPR.LS)

Latest TTM Net Income: $852 million

EDP Renováveis, S.A. is another Spanish renewable energy company. The firm has thousands of megawatts of power generation capacity in the U.S., Brazil, Spain, and other countries. Despite a broader slowdown in the renewable energy industry, it has done well on the financial front.

6. Centrais Elétricas Brasileiras S.A. - Eletrobrás (NYSE:EBR)

Latest TTM Net Income: $940 million

Centrais Elétricas Brasileiras S.A. - Eletrobrás is a Brazilian renewable energy utility with dozens of dams and two nuclear power plants in its power generation portfolio…

Insider Monkey dug through 910 hedge fund portfolios for their September quarter of 2023 shareholdings and found seven shareholders.

5. CPFL Energia S.A. (BVMF:CPFE3.SA)

Latest TTM Net Income: $1 billion

CPFL Energia S.A. is one of the oldest companies on our list since it was set up in 1912. Headquartered in Campinas, SP, Brazil, the firm provides electricity to all kinds of users in its home country… Its shares are rated Buy on average.

4. Companhia Energética de Minas Gerais – CEMIG (NYSE:CIG)

Latest TTM Net Income: $1 billion

Companhia Energética de Minas Gerais is a Brazilian utility headquartered in Belo Horizonte. It is one of the biggest energy companies in Brazil and accounts for more than ten percent of the country's power generation capacity.

During Q3 2023, 15 out of the 910 hedge funds covered by Insider Monkey's research had bought and owned [the company].

3. Brookfield Renewable Corporation (NYSE:BEPC)

Latest TTM Net Income: $1.5 billion

Brookfield Renewable Corporation is an American renewable energy utility with a presence in several countries and a power generation capacity of more than twelve thousand megawatts… the shares are rated Strong Buy.

2. Chubu Electric Power Company, Incorporated (OTC:CHUEF)

Latest TTM Net Income: $2.73 billion

Chubu Electric Power Company, Incorporated is a Japanese utility headquartered in Nagoya, Japan… the firm has been in business [since] 1889. Chubu Electric Power Company, Incorporated generates electricity through nuclear, hydroelectric, wind, and other clean sources. December 2023 has been a controversial month for the firm as a Japanese regulator is fining it for engaging in bribery.

1. China Yangtze Power Co., Ltd. (SHA:600900.SS)

Latest TTM Net Income: $3 billion

China Yangtze Power Co., Ltd. is a Chinese utility company with a presence in several Asian and South American countries. It is one of the biggest renewable energy companies in the world, known particularly for generating power through hydroelectric plants."

End quotes.

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2) The Most Profitable Clean Energy Stocks. Plus…

Next, we have this article. It's titled Green Giants: 7 ESG Stocks Leading the Way in Sustainable Investing by Muslim Farooque and found on investorplace.com. Here are some brief quotes by Mr. Farooque on each company.

"1. Microsoft (NASDAQ:MSFT)

The tech giant's early and substantial investments in generative AI have positioned it at the vanguard of the AI revolution… Simultaneously, Microsoft's dedication to ESG principles has earned it accolades as one of the top ESG stocks.

2. Ormat Technologies (NYSE:ORA)

is a giant in the field of renewable geothermal energy technology… The company's achievements include constructing more than 190 power plants and installing more than 3,200 megawatts (MW) of capacity.

Ormat stock has fallen out of favor with investors… However, the future looks promising.

3. Fluence Energy (NASDAQ:FLNC)

is… bolstering the burgeoning electric vehicle (EV) market through its powerful energy storage solutions and AI-driven energy management systems. These competencies are critical for the development of efficient EV charging infrastructure and the integration of renewable energy into the power grid…

This optimistic outlook underscores Fluence's potential as a key player in the energy storage and EV market, making it a compelling, sustainable option.

4. Bunge (NYSE:BG)

Operating in agribusiness, refined & specialty oils, and milling, the company profits mainly from agribusiness. With a presence in 40 countries, Bunge is positioned remarkably well amidst growing global food shortage concerns, and its business model champions sustainable food supply chains by supporting agricultural communities efficiently…

It offers a forward dividend yield of 2.61%, with a notable 22-year history of consistent dividend payments.

5. Altus Power (NYSE:AMPS)

is a key player in the solar energy space, which is elevating its game with Atlus IQ, an AI-powered, cloud-based tool revolutionizing energy usage insights and solar savings.

6. NextEra Energy (NYSE:NEE)

with its unique positioning as both a leading utility company and a solar and wind energy pioneer, presents a fascinating investment opportunity… Recent economic shifts, particularly high bond yields, have cast a shadow over utility firms and their dividends. However, this situation presented NextEra Energy as a strong contrarian choice, especially given its dividend yield consistently above the 2.5% mark…

7. Host Hotels & Resorts (NASDAQ:HST)

It's a distinguished real estate investment trust (REIT), which continues to make strides in the luxury and upper-upscale hotel market. With an enviable portfolio boasting names such as Grand Hyatt, Hilton, Marriott, and others, the company has established itself as a heavyweight in the hospitality sphere. What sets this company apart, however, is its unwavering commitment to ESG principles…

In addition to its ESG credentials, HST has demonstrated impressive financial performance… Additionally, its forward yield stands at an attractive 2.9%."

End quotes.

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3 Healthcare Technology Stocks to Improve Lives in 2024

Now to the article on healthcare. It's titled 3 Healthcare Technology Stocks to Improve Lives in 2024. It's by Jeremy Flint and found also on investorplace.com. Here are some quotes by Mr. Flint on each of his picks.

"1. Crispr Therapeutics (NASDAQ:CRSP)

made waves earlier this month as its sickle cell treatment, Casgevy, became the first gene-editing therapy approved by the FDA. The implications… are staggering. FDA approval for an ailment as serious as sickle cell opens the floodgates for long-term gene editing and CRISPR tech treatments, ranging from complex chronic diseases to routine wound repair.

Investors' lack of enthusiasm is primarily due to Casgevy's short-term operational and financial implications rather than what the approval stands for conceptually.

2. Teladoc Health (NYSE:TDOC)

Teladoc… trades more than 90% below past highs. But that fall from grace isn't an indictment of Teladoc's model or viability…

Teladoc's market share has lots of room to improve… Teladoc is neck-and-neck with direct competitors Amwell (NYSE:AMWL) and Doxy.me. As medical needs evolve, so do delivery and interaction mechanisms, making Teladoc one of the best healthcare technology stocks for 2024.

3. Intuitive Surgical (NASDAQ:ISRG)

captures another long-term healthcare trend, increased reliance on robotics during surgical procedures. Intuitive Surgical… is a healthcare technology giant in the NASDAQ-100 and S&P 500.

Despite its relative overvaluation, analysts are nearly all bullish on Intuitive Surgical… EquitySet, staking $409 as a fair price target, putting shares 18% undervalued at current levels…

If you want to anchor a basket of healthcare technology stocks, a stable but innovative giant like Intuitive Surgical stands as a strong cornerstone."

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Other Honorable Mentions – not in any order.

1) Title: Jefferies initiates coverage on solar energy stocks on yahoo.com. By Rad Smith and Nicholas Jacobino.

2) Title: 3 Renewable Energy Stocks to Buy Hand Over Fist Right Now on yahoo.com. By Travis Hoium.

3) Title: 5 ESG Funds That Rebounded in 2023 on morningstar.com. By Mahi Roy.

4) Title: 5 Best Solar Energy Stocks For 2024 on forbes.com. By Jason Kirsch.

5) Title: 3 Renewable Energy Growth Stocks to Buy Hand Over Fist Before 2024 on fool.com. By Matthew DiLallo, Tyler Crowe, and Jason Hall.

6) Title: Eclipsing Expectations: 3 Solar Stocks Offering Hidden Value for 2024 on investorplace.com. By Terel Miles.

7) Title: 12 Best Solar Power Stocks To Invest In According to Financial Media on finance.yahoo.com. By Usman Kabir.

8) Title: Alternative Energy Explorers: 3 Stocks Investing in a Greener Future investorplace.com. By Faisal Humayun.

9) Title: Top 10 renewable energy companies Energy Magazine on energydigital.com. By Maya Derrick.

10) Title: 3 ESG Stocks That Are Sustainable and Profitable on investorplace.com. By Steve Booyens.

11) Title: 3 Eco-Friendly Stocks Leading in Sustainable Supply Chains on investorplace.com. By Muslim Farooque.

12) Title: 8 Best Energy Stocks to Buy in 2024 on usnews.com. By Matt Whittaker.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: The Most Profitable Clean Energy Stocks. Plus…"

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

I'll talk to you next on January 26th.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Analysts' Impact, ESG, and Healthcare Stock Picks. Includes unusual climate tech stock recommendations and terrific analyst picks in other sectors.

Transcript & Links, Episode 120, December 15, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 120 titled "Analysts' Impact, ESG, and Healthcare Stock, Picks." It's presented by Investing for the Soul. Please note that I'm taking a break over the holidays so my next podcast will be Friday, January 12th, 2024.

Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 11 article links below that time didn't allow me to review them here.

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1) Analysts' Impact, ESG, and Healthcare Stock, Picks

Now, I'm always trying to find articles with new investing ideas with an ESG and sustainable focus. In that vein, I'm presenting this article titled These 8 Small-Cap Impact Stocks Tap into the Rapidly Growing Climate Tech Market in Support of a Net-Zero Future. It's by Ari Zoldan and found on nasdaq.com.

Here's some of what Mr. Zoldan says about his picks.

"1. FuelCell Energy (FCEL)

manufactures stationary fuel-cell platforms to help with decarbonizing power and producing hydrogen using fuel cells… The company specifically targets large industrial sources like factories and other large facilities that produce significant amounts of carbon dioxide.

2. Gevo (GEVO)

produces decarbonized fuels and chemicals… The company states it is 'commercializing the next generation of renewable gasoline, jet fuel and diesel fuel with the potential to achieve zero carbon emissions…

Gevo… sees commercial opportunities for other renewable hydrocarbon products like renewable natural gas and other fuels, chemicals, and plastics.

3. Ideal Power (IPWR)

has developed and patented a bidirectional semiconductor power switch designed for use in electric vehicles, EV chargers, renewable energy, energy storage, data centers, solid-state circuit breakers, and other industrial and military applications… two examples utilizing the company's technology (are:) improves the range of EVs and the kilowatt hours harvested from a renewable energy installation.

4. Mullen Automotive (MULN)

is an EV manufacturer that designs and builds commercial trucks, passenger vehicles and solid-state polymer battery technology. Interestingly, while most other EV makers build cars that use lithium-ion batteries, Mullen actually uses lithium-sulfur batteries, describing them as being 'lighter, more efficient,' and having 'greater range than most EVs in the market.'

At this stage, it's still the very early days for Mullen Automotive, although it did see its first recorded revenue in June from the sale of 22 electric cargo vans to the Randy Marion Automotive Group.

5. OPAL Fuels (OPAL)

provides complete renewable natural gas solutions for landfills, dairies, and fueling station construction and service. The company uses a vertical waste-to-energy model that combines the upstream production and downstream marketing and distribution of renewable natural gas, providing a scalable, low-cost solution to decarbonize heavy-duty transportation…

So far, OPAL Fuels has completed more than 350 fueling stations, renewable natural gas landfills, and dairy projects across the U.S.

6. Sunworks (SUNW)

describes its mission as 'to help businesses and homeowners take control of their electric costs while championing the future of solar.' The company serves customers in 15 states and provides solar services via partner organizations…

Sunworks also provides energy storage solutions that work with its commercial solar systems.

7. The Metals Company (TMC)

The company describes its mission as 'to build a carefully managed metal commons that will be used, recovered and reused again and again…'

The company mines polymetallic nodules, which are rich sources of the base metals required for battery making and building the infrastructure needed to make the energy transition… They are found unattached to the bottom of the abyssal seafloor, and they don't contain toxic levels of heavy elements like land ores do…

Polymetallic nodules are also known as manganese nodules, although they also contain three additional critical metals used in batteries. In addition to manganese, these nodules contain cobalt, nickel and copper, all in a single ore.

The Metals Company believes mining these nodules could have a much lower environmental footprint than other forms of mining necessary to obtain the metals needed for making batteries.

8. Workhorse Group (WKHS)

stands apart from the generalists in the space by manufacturing electric trucks and drones to support last-mile deliveries…

In September, Workhorse announced that it had received approval from the Internal Revenue Service as a qualified manufacturer for the Commercial Clean Vehicle Credit. The approval means Workhorse customers are eligible for a credit of up to $40,000 on their purchases of all Workhorse vehicles in 2023 and beyond." End quotes.

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2) Analysts' Impact, ESG, and Healthcare Stock, Picks

This next article is titled 7 Best ESG Stocks to Buy Now. It's by Matt Whittaker and found on money.usnews.com. Now some quotes and details.

"If ESG investing interests you, consider these seven ESG stocks, several of which have turned in an impressive year-to-date performance:

ESG STOCK YTD RETURN AS OF NOV. 30 Cadence Design Systems Inc. 70.1% Panasonic Holdings Corp. 23.1% Tesla Inc. 94.9% Intel Corp. 73.1% These last three stocks may fall into the category of bargains for buy-and-hold investors, as renewable energy companies have been in a slump but may have a bright future.

First Solar Inc.

5.3% Sunrun Inc. -46.3% Orsted A/S -46.9% 1. Cadence Design Systems Inc. (CDNS)

provides software, hardware and intellectual property used to design electronic systems…

Trends including artificial intelligence and autonomous driving are fueling electronic design activities and demand for the company's products.

2. Panasonic Holdings Corp. (OTC: PCRFY)

This Japanese multinational electronics company is focused on its automotive battery business. It's also involved in green hydrogen, which, unlike the majority of hydrogen produced today, is made with renewably produced electricity instead of fossil fuels…

Although Panasonic's stock took a big dip in October, it has been recovering and is now up 23.1% year to date as of Nov. 30.

3. Tesla Inc. (TSLA)

this company is the world's biggest EV manufacturer based on its market capitalization of about $758 billion.

During the third quarter, the company produced more than 430,000 electric vehicles and delivered more than 435,000.

Its revenue grew by 9% on increased vehicle deliveries and growth in other parts of the business. But its net income dropped 44%, in part because of increased operating expenses connected with its Cybertruck and artificial intelligence projects and lower average selling prices.

3. Intel Corp. (INTC)

This semiconductor company scores highly on governance and overall ESG metrics in the 2023 JUST Capital ESG rankings…

The company also 'commits to an independent and diverse board governed by 90% independent directors and led by an independent board chair,' JUST Capital says.

4. First Solar Inc. (FSLR)

Solar and wind companies have been hit by inflation… [and] rising interest rates…

First Solar's shares are down 8.5% over the past 12 months, but they have begun to rebound.

In addition to being a renewable energy company, First Solar's ESG chops include that it uses cadmium telluride technology for its solar cells in a process that has a smaller carbon footprint than that of other manufacturers who use polysilicon. Additionally, First Solar isn't reliant on Xinjiang, a polysilicon-producing region in China where the U.S. says Muslim minorities are forced to work against their will.

5. Sunrun Inc. (RUN)

This photovoltaic solar and battery storage company hasn't fared as well as First Solar… Its shares are down about 46% year to date as of Nov. 30.

But the clouds may part for the stock. According to Stock Analysis, the average 12-month price forecast from 22 stock analysts for Sunrun is $24.95, or roughly double where shares are trading now.

During the third quarter, the company added nearly 34,000 customers, a 19% increase year on year.

Also, Sunrun is shifting its focus to installing more storage systems, which have better margins than solar panels.

6. Orsted A/S (OTC: DNNGY)

which is the largest offshore wind developer in the world, has certainly been facing headwinds. Its shares are down 46.9% so far in 2023.

In addition to having trouble with inflation and rising interest rates, Orsted has been hit by supply chain disruptions, especially in the U.S…

The company has had to cancel plans for two U.S. offshore wind projects as tax credit and construction permit issues also hampered the plans. But it is continuing with a third.

In the long run, the U.S. is relying on offshore wind farms to help power coastal cities, and Orsted is well positioned if industry dynamics change."

End quotes.

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3) Analysts' Impact, ESG, and Healthcare Stock, Picks

A favorite sector for ethical and sustainable investors is healthcare. So, I thought this article would interest many of you. It's titled 3 healthcare companies whose social impact is the key to financial performance. It's by Faizan Farooque and seen on equities.com. Here are some brief quotes.

"1. Abbott Laboratories (ABT)

which emphasizes patient-focused healthcare.

2. Johnson & Johnson (JNJ)

which is dedicated to achieving net zero carbon emissions and prioritizing environmental health equity.

3. UnitedHealth Group (UNH)

which focuses on 'zero distance' from patients.

Central to these companies' ethos is the focus on patient-centric healthcare… This patient-first approach is often complemented by green healthcare technology, ensuring that advancements in health solutions also consider environmental sustainability."

End quotes.

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4) Analysts' Impact, ESG, and Healthcare Stock, Picks

From another potentially profitable perspective, we have this article titled Investing in the Circular Economy: 3 Sustainable Stocks. It's by Will Ashworth and seen on investorplace.com. Here are some key quotes from the article.

"I'm selecting my three sustainable stocks from the holdings of a Canadian mutual fund — the IA Clarington Inhance Global Equity SRI Class (CCM5010.CF).

1. LVMH (OTCMKTS:LVMUY)

is the 8th-largest holding of the mutual fund…

'The percentage of women in key positions at LVMH [grew] from 23% to 45% between 2007 and 2022,' Bloomberg reported earlier this year. Even better, 65% of its executives and managers are women.

2. Costco (NASDAQ:COST)

is the 17th-largest holding…

As for the 15 United Nations Sustainable Development Goals (SDGs), the company has committed to the ones that most closely align with its business.

3. Autodesk (NASDAQ:ADSK)

is the 23rd-largest holding...

Autodesk provides cloud-based and desktop software products that help companies design and make things. Businesses using its products include architecture, engineering, construction, media, entertainment and manufacturing…

From a sustainability standpoint, Autodesk believes its software products help construction-related businesses save time, energy and costs while reducing waste and carbon emissions." End quotes.

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Other Honorable Mentions – not in any order.

1) Title: 3 Top-Rated ESG Stocks That Analysts Are Loving Now on investorplace.com. By Steve Booyens.

2) Title: You Don't Have to Pick a Winner in Clean Energy. Here's Why. On fool.com. By Travis Hoium.

3) Title: Harness the Sun: 3 Must-Own Stocks in the Solar Industry on investorplace.com. By Rick Orford.

4) Title: Green Energy Innovators: 3 Stocks Leading the Sustainable Revolution on investorplace.com. By Steve Booyens.

5) Title: 3 Wind Stocks to Buy for a Sustainable and Profitable Future on investorplace.com. By Rick Orford.

6) Title: Best Clean Energy Stocks — December, 2023 on cleantechnica.com. By Carolyn Fortuna.

7) Title: Green Technology Stocks That Look Cheap on morningstar.com. By Muskaan Hemrajani.

8) Title: America's Most Responsible Companies 2024 on newsweek.com. Cover article by Nancy Cooper.

9) Title: The 3 Most Undervalued Renewable Energy Stocks to Buy in December on investorplace.com. By Chandler Capital.

UK Articles

1) Title: The sustainable global funds so good they're worth adding ahead of mainstream funds on trustnet.com. By Emma Wallis.

2) Title: Our Pick Of The Best Ethical Stocks And Shares ISAs on .forbes.com/uk/. By Jo Thornhill and Kevin Pratt.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Analysts' Impact, ESG, and Healthcare Stock, Picks."

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Please note that I'm taking a break over the holidays so my next podcast will be Friday, January 12th, 2024!

Have a wonderful time over the holidays.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! covers an unusually diverse range of ESG stocks and funds.

Transcript & Links, Episode 119, December 1, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 119 titled "Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds." 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 6 article links below that time didn't allow me to review them here.

-------------------------------------------------------------

1. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!

In this podcast, I'm going to cover a few articles with some unusual ESG and sustainable stock recommendations. The first article is titled 3 Sustainable Fashion Stocks Set to Redefine the Industry. It's by Muslim Farooque and found on investorplace.com. Now some quotes from Mr. Farooque.

"In the realm of the clothing sphere, notorious for its environmental footprint, a transformation is underway. Global brands that are typically part of the problem are now passionately championing the cause of sustainable fashion.

1) Tapestry (NYSE:TPR)

is the parent company behind popular luxury brands in Coach, Kate Spade, and Stuart Weitzman.

Tapestry's commitment to sustainability is evident in its 'Fabric of Change' ESG strategy. According to its 2022 sustainability report, the company aims to reduce greenhouse gas emissions by 42.5% by 2030, targeting net zero by 2050. Tapestry's social responsibility efforts include aligning executive compensation with equity, inclusion, and diversity goals. These dual focuses on financial performance and sustainability make Tapestry a compelling choice for investors targeting long-term growth and corporate responsibility.

2) PVH (NYSE:PVH)

housing popular brands like Calvin Klein and Tommy Hilfiger, is one of the most noteworthy players sustainably and ethically. PVH's 'Forward Fashion' strategy represents an active transformation. Further, it focuses on climate action, human rights, and diversity, incorporating a comprehensive climate risk scenario analysis. The company has achieved 60% renewable energy usage in its facilities…

PVH is deeply invested in social equity by launching a global mentorship program focusing on diversity… This balance of solid financials marked by impressive profitability metrics and a steadfast commitment to sustainability and diversity makes PVH a standout in the apparel sphere.

3) Lululemon (NASDAQ:LULU)

is a renowned athletic apparel maker, making remarkable strides in both financial performance and sustainable business practices…

Lululemon's shares are soaring in value lately, approaching an all-time peak as it joins the prestigious S&P 500 index…

In tandem with its financial achievements, Lululemon is ardently pursuing its 'Impact Agenda', committed to sustainability and equitable business operations. The company aims to achieve full diversity and pay equity within the next couple of years. This proves their commitment to the well-being of over 100,000 supply chain workers…

Recently, it pledged a $75 million investment towards global social impact by 2025 while setting ambitious targets. The first is ensuring 100% sustainable materials in their products by 2030 and achieving 75% by 2025. Moreover, it is committing to… reducing carbon emissions in its supply chain by 60% by 2030.

Therefore, its dual focus on solid financial growth and impactful sustainability initiatives positions Lululemon as a leader in both the business and environmental spheres." End quotes.

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2. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!

Now many investors will consider infrastructure stocks in their portfolios. So, this article caught my attention. It's titled 3 Infrastructure Stocks to Buy as They Build the Future. The author is Noah Bolton and found on nasdaq.com. Here are some quotes from the article.

"1) Fluor (NYSE:FLR)

is a construction company based in Irving, Texas. They engage in energy markets, including decarbonization, renewable fuels and nuclear power. They also serve the oil and gas industries and provide management services for the industrial, information technology and healthcare industries…

Year-to-date, their share price has risen 12%. They are a solid infrastructure company with strong fundamentals, and having multiple segments of its business offers diversification within one company.

2) Limbach Holdings (NASDAQ:LMB)

is a building solutions business based in Warrendale, Pennsylvania. They design, fabricate, install and provide maintenance for electrical, plumbing, and HVAC systems. Limbach Holdings services hospitals, colleges, laboratories and other facilities.

Over the past year, their share price has increased 300%...

They have a robust balance sheet, which still offers investors projected growth.

3) CECO Environmental (NASDAQ:CECO)

located in Dallas, Texas, is a pollution reduction company in industrial air quality and water treatment. CECO designs and manufactures flow control products, expansion joints, dust collectors, filtration systems and other water treatment technology…

CECO Environmental has had a great year so far… and a 78% growth in their stock price within the last year. It's a great pick for investors looking for companies helping to reduce the effects of climate change and pollution." End quotes.

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3. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!

Now it's been a while since I had an article on renewable energy funds, and this one comes from a highly regarded source. It's titled 10 Clean Energy Funds to Freshen Up Your Portfolio by Alyssa Stankiewicz on morningstar.com. Here's some of what Ms. Stankiewicz says.

"These funds are well regarded by Morningstar's analysts and deliver high exposure to climate impact. Data as of October 2023 except for the Morningstar Medalist Rating, which is effective as of September 2023…

*Climate Action Impact Exposure refers to the percentage of each portfolio that is covered by Sustainalytics and determined to be involved in Climate Action impact. End quotes.

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4. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!

And back to a sector that's top of mind for ethical and sustainable investors with this article titled Unlocking Incredible Solar Energy Potential: 3 Stocks to Invest in Now. It's by Chandler Capital and found on investorplace.com.

"While large giants like Tesla (NASDAQ:TSLA) and NextEra Energy (NYSE:NEE) have begun paving the way in renewable energy, in this article, we wanted to highlight three more hidden gems with the potential to be the next dominant leader in the solar energy space.

1) Enphase Energy (NASDAQ:ENPH)

is the world's leading supplier of game-changing micro-inverter technology. With 765 patents globally and a customer base across over 145 different countries, Enphase Energy finds itself ahead of the competition in solar innovation. In fact, Yahoo Finance analysts estimate it will trade around at a one-year price average of $116.09.

2) First Solar (NASDAQ:FSLR)

is one of the leading providers of solar panels and utility-scale power scales as the company continues to pave the next generation of solar technology. Yahoo Finance analysts estimate it will trade within a one-year price range of $157.56 to $326, averaging at around $232.34.

3) Altus Power (NYSE:AMPS)

is a prominent player in the energy sector, contributing to the shift to solar energy through managing commercial and community-wide solar facilities.

Altus Power just recently revealed its new Atlus IQ, an AI-powered cloud-based tool that gives insights on energy usage and generates solar savings. From real-time monitoring and solutions to comprehensive reports and seamless portfolio integration, Atlus IQ will only accelerate Atlus Power's growth." End quotes.

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5. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!

Continuing on the renewable energy theme is this post titled The 3 Most Undervalued Renewable Energy Stocks to Buy: November 2023. It was written by Faisal Humayun and seen on investorplace.com. Here are some brief comments on each of his picks.

"These are the undervalued renewable energy stocks to buy for robust returns

First Solar (FSLR)

Positioned for accelerated growth as new facilities are operational and I expect margin expansion to sustain.

Plug Power (PLUG)

Even with financing challenges coupled with doubts on execution capabilities, PLUG stock is deeply oversold.

SolarEdge (SEDG)

Operating losses are a concern, but there is ample scope for growth in emerging markets in the coming years".

End quotes.

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7 Dividend Stocks With Good ESG Scores

In this next article titled 7 Dividend Stocks With Good ESG Scores – will appeal to many investors. It's by Jeff Reeves and discovered on money.usnews.com. Some quotes and a table follow.

"According to the Dow Jones Sustainability World Index, which utilizes S&P Global's ESG Scores, the following seven stocks all are among the top 10% of corporations globally based on ESG scores. They also are all more than $40 billion in market value, showing they can achieve these social goals at scale.

ESG STOCK S&P GLOBAL ESG SCORE TRAILING DIVIDEND YIELD at Nov. 15 close ASML Holding NV (ticker: ASML) 82 1.2% AstraZeneca PLC (AZN) 78 2.3% Hilton Worldwide Holdings Inc. (HLT) 64 0.4% Microsoft Corp. (MSFT) 55 0.9% Toyota Motor Corp. (TM) 43 2.3% UnitedHealth Group Inc. (UNH) 65 1.3% Visa Inc. (V) 61 0.8% 1) ASML Holding NV (ASML)

Dutch semiconductor company ASML… is head and shoulders above its peers when it comes to ESG metrics. By 2030, ASML aims to send zero waste from operations to landfills or incinerators… It also has invested heavily in a diverse global workforce.

2) AstraZeneca PLC (AZN)

U.K.-based Big Pharma giant AstraZeneca stands out as a worldwide leader in environmental, social justice and corporate governance programs… It also has roughly 50% female representation on its board, and has already achieved a roughly 60% reduction in greenhouse gas emissions between 2015 and 2022.

3) Hilton Worldwide Holdings Inc. (HLT)

Hilton stands out as a leader in the corporate world thanks to its broad-based approach to ESG… The organization is also focused on world-class standards for sustainable sourcing and human rights in every area where it operates around the globe.

4) Microsoft Corp. (MSFT)

is regularly among the most-respected corporations in the world as measured by ESG criteria. Just a few features of its policies include plans to be carbon negative by 2030 and to be a zero-waste organization by that same year.

5) Toyota Motor Corp. (TM)

What makes Toyota an ESG leader is its actions outside of the showroom, guided by principles of environmentalism and social justice. For instance, in North America the automaker recycled 93% of waste materials in fiscal year 2022. And this year, its key Long Beach port is exclusively using 100% of electricity from renewable sources.

6) UnitedHealth Group Inc. (UNH)

Insurance giant UnitedHealth is among one of the most progressive organizations on Wall Street when it comes to ESG measures. On the social justice side, the firm has committed to investing $100 million to create a new philanthropic program and partnerships that will measurably advance a diverse health workforce by 2033. UnitedHealth also plans to invest and source 100% of its global electricity demand with renewable sources by 2030.

7) Visa Inc. (V)

Payments processing giant Visa is committed to achieving net-zero emissions by 2040… What is noteworthy is its other ESG efforts, including a push to increase the number of individuals from historically underrepresented groups at the vice president level and above to 50% by the end of 2023." End quotes.

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Other Honorable Mentions – not in any order.

1) Title: 3 ESG Stocks to Profit While Making a Positive Impact on investorplace.com. By Marie Brodbeck.

2) Title: The Future Is Green: 3 Must-Have Renewable Energy Stocks for 2024 on investorplace.com. By Rick Orford.

3) Title: What is Impact Investing and 7 Companies That are Transforming the Future on finextra.com. By Shoshana Weizenblut.

4) Title: 3 Alternative Energy Stocks to Power Up Your Profits on investorplace.com. By Larry Ramer.

5) Title: The Ethical Investor: Buy this kind of mining stock if you love both profit and the environment on stockhead.com.au. By Eddy Sunarto.

6) Title: 11 Best Halal Dividend Stocks To Buy on yahoo.com. By Vardah Gill.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!"

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Talk to you next on December 15th!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Impact, Solar, and ESG Stock Buys. Stocks to buy and hold. Stocks making social change. Undervalued solar stocks. And more…

Podcast: Impact, Solar, and ESG Stock Buys

Transcript & Links, Episode 118, November 17, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 118 titled "Impact, Solar, and ESG Stock Buys." 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 4 article links below that time didn't allow me to review them here.

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1) Impact, Solar, and ESG Stock Buys

This first article lists three stocks, it says, are for the long-term sustainable investor. The title Building a Sustainable Portfolio: 3 ESG Stocks to Buy and Hold. It's by Josh Enomoto and found on investorplace.com. Here's some of what Mr. Enomoto says about his picks.

"1. Iron Mountain (NYSE:IRM)

An enterprise information management services firm, Iron Mountain focuses on records management and data backup and recovery services… According to Investor's Business Daily, Iron Mountain ranks as number 50 on its list of 100 best ESG companies of 2023. In particular, the information management specialist seeks to achieve net-zero emissions by 2040…

Analysts rate shares a unanimous strong buy with a $67.20 price target.

2. Intuit (NASDAQ:INTU)

Intuit can mitigate our pain through tax-related financial software… And it turns out, people appreciate Intuit for another reason: it's one of the ESG stocks to buy and hold… Per IBD, the software specialist places as number 58 on the top 100 conscientious companies for this year…

Analysts peg Intuit as a strong buy with a $580.41 price target.

3. Clean Harbors (NYSE:CLH)

A provider of environmental and industrial services… shares have soared robustly higher since the beginning of this year. Per its public profile, Clean Harbors focuses on myriad services, including hazardous waste disposal for companies, small waste generators, and government agencies…

Clean Harbors slots in the number 39 spot on IBD's top 100 conscientious companies.

Analysts rate Clean Harbors a consensus moderate buy with an average price target of $186.57." End quotes.

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2) Impact, Solar, and ESG Stock Buys

My second article is unusual and you'll see why in a moment. It's titled These 5 small-cap impact stocks are making social change. Written by Ari Zoldan and found on marketbeat.com. Now some of what Mr. Zoldan says about the stocks that are specifically publicly listed.

"1. Vision Marine Technologies (NASDAQ:VMAR)

The company offers electric outboard motors for boats. Vision Marine enjoys a first-mover advantage, as its E-Motion outboard motor, announced at the Paris Boat Show in December 2022, is the only turnkey solution available to boat manufacturers…

2. Ideal Power (NASDAQ:IPWR)

The company offers a proprietary semiconductor switch that's much more energy-efficient than most other offerings on the market… [It] offers significant benefits to energy-efficient devices and products, electric vehicles and EV charging, green energy and energy storage, utility infrastructure, and data centers.

3. Verde Bioresins

Verde Bioresins is expected to go public via a merger with a special purpose acquisition company (SPAC). [That company] TLGY Acquisition Corp. is trading under the ticker 'TLGY,' but after the merger, its name will change, and Verde Bioresins will trade under the ticker 'VRDE.'

Verde's PolyEarthyleneTM bioresin is a high-performance alternative to many petroleum-based plastics… The company estimates the total addressable market for its product at around $300 billion, or roughly half of the total market for petroleum-based plastics.

4. Draganfly (NASDAQ:DPRO)

Although it might seem like drones have only been around for the last five to 10 years or so, Draganfly has been in the business for over 20 years...

Today, drones have many uses across multiple industries, including humanitarian efforts, public health and safety, military and government, environmental and energy-related industries, agriculture, and insurance. As a result, Draganfly's offerings present dozens of potential social impacts." End quotes.

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3) Impact, Solar, and ESG Stock Buys

And now back to our familiar clean energy theme with this article titled 3 Clean Energy Stocks That Can Survive Anything. It's by Tyrik Torres and found on investorplace.com. Here are some quotes by Mr. Torres from his article on his recommended stocks.

"1. Brookfield Renewable Partners (NYSE:BEP)

is one of the largest renewable power companies in the world. Its portfolio boasts over 21,000 megawatts (MW) of capacity across hydroelectric, wind, solar, and storage facilities.

The company is majority owned by Brookfield Asset Management (NYSE:BAM), an alternative investment manager equity firm…

Higher interest rates have negatively impacted Brookfield Renewable Partners near-term share price growth. However, as clean energy stocks come back into favor, buying Brookfield Renewable Partners' [stock now] is a smart move.

2. First Solar (NASDAQ:FSLR)

A number of earnings beats throughout 2023 should keep First Solar on clean energy investors' watchlists…

First Solar announced a new manufacturing site in the U.S., adding to manufacturing capacity… First Solar could see its intrinsic growth rate boosted in the long term.

3. Ormat Technologies (NYSE:ORA)

primarily engages in the geothermal and recovered-energy power business in the U.S., Indonesia, Kenya, Turkey, Chile, Guadeloupe, Guatemala, Ethiopia, and Honduras. Last year, Ormat derived approximately 86% revenue from generating electricity through its geothermal plants and recovered energy-based power plants…

With valuation multiples essentially halved since January, Ormat looks like an attractive investment opportunity." End quotes.

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4) Impact, Solar, and ESG Stock Buys

With so many solar stocks down, this article might add some light to the gloom. It's titled 11 Most Undervalued Solar Stocks To Buy According To Hedge Funds. I found it on finance.yahoo.com and it's by Hamna Asim. Here are some quotes from his article.

"We made an extensive list of the most popularly traded solar stocks and shortlisted 11 stocks with P/E ratios under 35 and the highest hedge fund sentiment. While some P/E ratios might seem high, they are lower than the green and renewable industry average P/E of 83, which was calculated by NYU Stern. We have assessed the hedge fund sentiment from Insider Monkey's database of 910 elite hedge funds tracked as of the end of the second quarter of 2023…

[Note: P/E ratios are as of November 2.]

11. Emeren Group Ltd (NYSE:SOL)

Number of Hedge Fund Holders: 10

P/E Ratio: 25.25

Emeren Group specializes in the development, construction, and operation of solar energy initiatives. The company is involved in the creation of community solar installations and the sale of project rights worldwide.

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

Hedge Fund Holders: 12

P/E Ratio: 3.19

JinkoSolar is involved in the design, production, and marketing of photovoltaic products, including solar modules, silicon wafers, solar cells, silicon materials, and silicon ingots.

9. Canadian Solar Inc. (NASDAQ:CSIQ)

Hedge Fund Holders: 16

P/E Ratio: 3.51

Canadian Solar is engaged in the creation, development, production, and sale of solar materials and battery storage items worldwide… On October 30, the company said that it intends to invest $800 million in constructing a solar photovoltaic cell manufacturing facility in Jeffersonville, Indiana.

8. SunPower Corporation (NASDAQ:SPWR)

Hedge Fund Holders: 17

P/E Ratio: 10.24

SunPower Corporation is a solar technology and energy services provider offering solar, storage, and home energy solutions in the United States and Canada. The company offers post-installation monitoring and maintenance services, catering to homeowners and new home builders.

7. Daqo New Energy Corp. (NYSE:DQ)

Hedge Fund Holders: 22

P/E Ratio: 2.05

Daqo New Energy produces and distributes polysilicon to manufacturers of photovoltaic products in China. This polysilicon is utilized in the production of ingots, wafers, cells, and modules for solar energy applications.

6. Shoals Technologies Group, Inc. (NASDAQ:SHLS)

Hedge Fund Holders: 24

P/E Ratio: 14.87

Shoals Technologies offers electrical balance of system (EBOS) solutions and components for solar, battery energy, and electric vehicle charging applications in the United States. On October 11, Goldman Sachs upgraded Shoals Technologies to a Buy rating with a $28 price target.

5. Sunrun Inc. (NASDAQ:RUN)

Hedge Fund Holders: 24

P/E Ratio: 23.62

Sunrun specializes in residential solar energy solutions in the United States, including design, installation, sales, ownership, and maintenance.

4. Clearway Energy, Inc. (NYSE:CWEN)

Hedge Fund Holders: 29

P/E Ratio: 32.62

Clearway Energy is a renewable energy company in the United States, operating through Conventional, Renewables, and Thermal segments. The company manages wind and solar generation projects, as well as natural gas generation facilities.

3. Array Technologies, Inc. (NASDAQ:ARRY)

Hedge Fund Holders: 32

P/E Ratio: 34.04

Array Technologies manufactures and markets ground-mounted tracking systems utilized in solar energy initiatives worldwide, including the United States, Spain, Brazil, and Australia… On September 19, Bank of America included Array Technologies in its US 1 List and maintained a Buy rating with a $30 price target.

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

Hedge Fund Holders: 50

P/E Ratio: 19.50

Enphase Energy creates, manufactures, and sells home energy solutions for the solar industry in the United States and internationally. The company provides semiconductor-based microinverters that operate at the individual solar module level, along with proprietary networking and software for energy monitoring and control.

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

Hedge Fund Holders: 59

P/E Ratio: 15.88

NextEra Energy produces, transmits, and distributes electricity in North America. They generate power from different sources including wind, solar, nuclear, coal, and natural gas. NextEra Energy develops and manages long-term contracted assets involving clean energy solutions like renewable facilities, battery storage projects, and electric transmission." End quotes.

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5) Impact, Solar, and ESG Stock Buys

And more on clean energy stocks with this article titled 3 Renewable Energy Stocks Set to Beat Q3 Earnings Estimates. By Aparajita Dutta of Zacks but found on nasdaq.com. Now some quotes from her article.

"We are focusing on stocks that have the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold)… Earnings ESP provides the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate.

1. Constellation Energy (Constellation Energy Corporation Quote)

It is the nation's largest producer of carbon-free energy and a leading supplier of energy products and services…

The company, [has] an Earnings ESP of +1.36% and a Zacks Rank #1.

2. Enlight Renewable Energy (Enlight Renewable Energy Ltd. Quote)

It provides a renewable energy platform that develops, finances, constructs, owns and operates utility-sale renewable energy projects.

The company, [has] an Earnings ESP of +22.22% and a Zacks Rank #2.

3. TC Energy (TC Energy Corporation Quote)

It is a premier energy infrastructure provider in North America. In September 2023, the company announced the successful completion of the Bruce Power's Major Component Replacement (MCR) Unit 6, which fully returned to service, thereby surpassing a significant milestone in Ontario's largest clean-energy initiative. We may expect this to have favorably contributed to TC Energy's third-quarter results.

The company, [has] an Earnings ESP of +0.37% and a Zacks Rank #3." End quotes.

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Other Honorable Mentions – not in any order.

1) Title: Top 10: Renewable Energy Companies in the USA on energydigital.com. By Charlie King.

2) Title: Canada's Technology Fast 50™ program on deloitte.com. By Deloitte.

3) Title: Renewable Energy Stocks Got Crushed in 2023. 3 Top Stocks You Won't Regret Buying on the Dip on fool.com. By Jason Hall, Tyler Crowe, and Matthew DiLallo.

4) Title: This Is the Best Solar Stock. But Is It a No-Brainer Buy Right Now? On fool.com. By Jason Hall and Tyler Crowe.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Impact, Solar, and ESG Stock Buys."

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Talk to you next on December 1st!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

The Best ESG Stocks for Potential Gains. Includes 2023 ranking of best ESG companies and best solar and renewable stocks.

Transcript & Links, Episode 117, November 3, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 117 titled "The Best ESG Stocks for Potential Gains." 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 3 article links below that time didn't allow me to review them here.

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1) The Best ESG Stocks for Potential Gains

I'm beginning with this article titled 13 Best ESG Stocks To Buy Now by Syed Ijaz seen on finance.yahoo.com. Here's some of what Mr. Ijaz has to say.

"We selected 40 companies from the Vanguard ESG U.S. Stock ETF (ESGV) and iShares ESG Aware MSCI EAFE ETF (ESGD). We then picked the largest companies in terms of capitalization and then ranked them based on Insider Monkey's database of 910 hedge funds tracked at the end of Q2 this year…

13. JPMorgan Chase & Co. (NYSE:JPM)

Number of Hedge Fund Holders: 106

In 2022, JPMorgan Chase financed and facilitated about $197 billion in climate, community development and sustainable development projects and initiatives.

12. Adobe Inc. (NASDAQ:ADBE)

Hedge Fund Holders: 109

The company has developed and implemented ESG initiatives over the years… The company thoroughly focuses on its diversity, equity and inclusion activities.

11. UnitedHealth Group Incorporated (NYSE:UNH)

Hedge Fund Holders: 111

UnitedHealth Group is a part of the National Academy of Medicine's Action Collaborative on Decarbonizing the US Health Sector and expects to reach operational net-zero target by 2035.

10. Netflix, Inc. (NASDAQ:NFLX)

Hedge Fund Holders: 114

In terms of ESG, the firm plans to halve its emissions by 2030.

9. Salesforce, Inc. (NYSE:CRM)

Hedge Fund Holders: 122

In its fiscal 2023 ESG report, the California-based company said that it maintained net zero residual emissions and provided more than $82 million as grants and donations to partners and communities globally.

8. Apple Inc. (NASDAQ:AAPL)

Hedge Fund Holders: 135

By 2030, the technology giant expects to manufacture all products carbon neutral.

7. Mastercard Incorporated (NYSE:MA)

Hedge Fund Holders: 139

It intends to reach net-zero emissions by 2040 and support its suppliers' decarbonizing strategies.

6. Alphabet Inc. (NASDAQ:GOOG)

Hedge Fund Holders: 152

Alphabet has planned to commit to net-zero emissions throughout all of its operations and value chain by 2030.

5. Visa Inc. (NYSE:V)

Hedge Fund Holders: 171

Starting in 2020, Visa achieved carbon neutrality throughout its operations and transitioned to 100% renewable electricity.

4. NVIDIA Corporation (NASDAQ:NVDA)

Hedge Fund Holders: 175

NVIDIA has set a target to achieve and maintain 100% renewable electricity across its operations and data centers by fiscal 2025.

3. Meta Platforms, Inc. (NASDAQ:META)

Hedge Fund Holders: 225

In its 2023 sustainability report, Meta's Vice President of Data Center Strategy Rachel Peterson said that the firm is moving towards the goals of net zero emissions throughout the value chain and becoming water positive across its operations, anticipating to attain both of these benchmarks in 2030.

2. Amazon.com, Inc. (NASDAQ:AMZN)

Hedge Fund Holders: 278

The company intends to achieve net-zero carbon emissions by 2040 and empower its operations with 100% renewable energy by 2025.

1. Microsoft Corporation (NASDAQ:MSFT)

Hedge Fund Holders: 300

By 2030, Satya Nadella-led Microsoft Corporation expects to be carbon negative and by 2050, it intends to eliminate its emissions."

End quotes.

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2) The Best ESG Stocks for Potential Gains

Next, we have this great ESG ranking. The article is titled IBD's 100 Best ESG Companies For 2023. It's by Adam Shell on investors.com. This is some of what Mr. Shell has to say.

"Topping the list this year is Microsoft (MSFT). Applied Materials (AMAT) took second place. In third place is Woodward (WWD).

Best ESG Companies Methodology

To build the 2023 100 Best ESG Companies list, we started with each company's ESG sustainability score created by Dow Jones Newswires, an IBD affiliate. These scores capture a broad spectrum of information on the ESG profile of more than 6,000 global companies.

On Aug. 24, IBD asked Dow Jones for an ESG-scored list of all the U.S.-traded companies it tracks, a total of 2,067. We then cut the list to 1,559 companies on Aug. 25 by removing nonpublic companies and companies with stock prices below $10 a share. We also removed any companies that lacked sufficient data to create an IBD Composite Rating.

We further qualified the list by removing those companies that did not meet or beat the S&P 500 in the past five years. [From which] We selected the 100 with the highest IBD Composite Rating — all with scores of 81 or better." End quotes.

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3) The Best ESG Stocks for Potential Gains

Now we have another similarly titled to the first article above. This article is titled 13 Best Solar Energy Stocks To Invest In Heading Into 2024. It's by Ramish Cheema and found at finance.yahoo.com. Here are some of the points Mr. Cheema made.

"To compile our list of the best solar energy stocks to invest in, we used the top 20 stock picks of the Invesco Solar ETF (NYSE:TAN) that are traded on American stock exchanges and ranked them by the number of hedge funds that had bought the shares as of June 2023 using data from Insider Monkey's database of 910 hedge funds.

13. SunPower Corporation (NASDAQ:SPWR)

Number of Hedge Fund Investors: 17

SunPower is an American solar company that sells household solar power devices in the U.S. and in Canada.

12. Atlantica Sustainable Infrastructure plc (NASDAQ:AY)

Hedge Fund Investors: 18

Atlantica Sustainable Infrastructure is a global British energy company with a renewable energy division.

11. Altus Power, Inc. (NYSE:AMPS)

Hedge Fund Investors: 19

Altus Power is a small utility company that operates solar power generation systems used by both private and industrial users.

10. Sunnova Energy International Inc. (NYSE:NOVA)

Hedge Fund Investors: 19

Sunnova Energy International is an American company with more than a thousand megawatts of solar power generation capacity in its portfolio.

9. Maxeon Solar Technologies, Ltd. (NASDAQ:MAXN)

Hedge Fund Investors: 20

Maxeon Solar Technologies is a Singaporean pure play solar power hardware firm that makes and sells solar panels.

8. Daqo New Energy Corp. (NYSE:DQ)

Hedge Fund Investors: 22

Daqo New Energy is a Chinese semiconductor manufacturer that provides products to solar panel manufacturers.

7. Shoals Technologies Group, Inc. (NASDAQ:SHLS)

Hedge Fund Investors: 24

Shoals Technologies is a solar hardware company that sells products used to charge batteries and monitor solar power generation systems.

6. Sunrun Inc. (NASDAQ:RUN)

Hedge Fund Investors: 24

Sunrun. is a solar power hardware firm that sells solar panels and energy storage systems.

5. Clearway Energy, Inc. (NYSE:CWEN)

Hedge Fund Investors: 29

The firm generates thousands of megawatts of electricity through renewable power plants which include solar facilities

4. Array Technologies, Inc. (NASDAQ:ARRY)

Hedge Fund Investors: 32

Array Technologies sells hardware products that enable solar panels to track the Sun's movements.

3. SolarEdge Technologies, Inc. (NASDAQ:SEDG)

Hedge Fund Investors: 43

SolarEdge Technologies is a backend solar power firm that sells inverters and other associated products.

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

Hedge Fund Investors: 50

Enphase Energy is one of the largest solar companies in the U.S. It provides micro inverters, batteries, and other solar power products.

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

Hedge Fund Investors: 51

First Solar sells solar panels to industrial and other large scale users." End quotes.

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4) The Best ESG Stocks for Potential Gains

Continuing on the energy theme is this next article titled 3 Alternative Energy Stocks to Buy Amid Rising Wind Turbine Cost. It's by Aparajita Dutta and on Nasdaq.com. Here's some of what Ms. Dutta has to say about her picks.

"1. Constellation Energy Corporation (CEG)

Based in Baltimore, MD, the company is the nation's largest producer of carbon-free energy and provides sustainable solutions to homes, businesses and public-sector customers… It currently carries a Zacks Rank #2 (Buy).

2. Crescent Energy Company (CRGY)

Based in Fort Worth, TX, the company is an independent oil and natural gas company that acquires, explores, develops, exploits and produces crude oil and natural gas properties… It currently carries a Zacks Rank #2.

3. Enlight Renewable Energy (ENLT)

Based in Tel Aviv, Israel, the company provides a renewable energy platform that develops, finances, constructs, owns and operates utility-sale renewable energy projects… It currently carries a Zacks Rank #2."

End quotes.

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5) The Best ESG Stocks for Potential Gains

Yes, yet another listing of 13 stocks. This one is titled 13 Best Alternative Energy Stocks To Buy Now. It's by Faiq Zafar and found on finance.yahoo.com. Her's part of what Mr. Zafar Has to say.

"To compile our list of the 13 best alternative energy stocks to buy now, we first made a list of the 30 largest alternative energy companies in the world in terms of their market capitalization… The stocks have been ranked based on the number of hedge funds which hold stakes in them.

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

Hedge Fund Holdings: 13

As of 2022, Brookfield Renewable Partners owns more than 200 hydroelectric plants, 150 wind farms, more than 600 solar facilities, and four storage facilities across the world.

12. Sunnova Energy International Inc. (NYSE:NOVA)

Hedge Fund Holdings: 19

Sunnova Energy International is an American solar energy company which was founded in 2012.

11. Plug Power Inc. (NASDAQ:PLUG)

Hedge Fund Holdings: 20

Plug Power is an American company which focuses on the production of hydrogen fuel cell systems which are geared to replace conventional batteries in electrical equipment and vehicles.

10. Daqo New Energy Corp. (NYSE:DQ)

Hedge Fund Holdings: 22

Daqo New Energy is a Chinese alternative energy company which focuses on the manufacture of monocrystalline silicon and polysilicon, which is an essential in the production of solar photovoltaic cells.

9. Sunrun Inc. (NASDAQ:RUN)

Hedge Fund Holdings: 24

Sunrun is an American company which manufactures photovoltaic systems and battery energy storage products, specifically for residential consumers.

8. Algonquin Power and Utilities Corp. (NYSE:AQN)

Hedge Fund Holdings: 29

Algonquin Power and Utilities is a Canadian clean energy and regulated utility conglomerate with multiple assets across the North American continent.

7. SolarEdge Technologies Inc. (NASDAQ:SEDG)

Hedge Fund Holdings: 43

SolarEdge Technologies is an Israeli company… the company was one of the first clean energy companies in the world to successfully commercialize power optimizers, small devices placed behind each solar panel to allow for module-level MPPT and panel-level monitoring.

6. Constellation Energy Corp (NASDAQ:CEG)

Hedge Fund Holdings: 46

Constellation Energy. is an American energy company which focuses on the production of electric power, natural gas, and energy management services.

5. Enphase Energy Inc. (NASDAQ:ENPH)

Hedge Fund Holdings: 50

Enphase Energy is an American energy technology company which produces and manufactures solar micro-inverters, battery energy storage, and EV charging stations.

4. First Solar Inc. (NASDAQ:FSLR)

Hedge Fund Holdings: 51

First Solar is an American energy company which focuses on the manufacture of solar panels, and provides utility-scale PV power plants.

3. NextEra Energy Inc. (NYSE:NEE)

Hedge Fund Holdings: 59

NextEra Energy is an American energy company. It is the largest electric utilities holding company in the world by overall market capitalization. As of 2022, more than 60% of NextEra's generating capacity was from clean energy sources.

2. General Electric Co. (NYSE:GE)

Hedge Fund Holdings: 71

GE is an American multinational conglomerate which is spread across multiple divisions.

1. Tesla Inc. (NASDAQ:TSLA)

Hedge Fund Holdings: 79

Tesla is an American multinational automotive and clean energy company which manufactures electric vehicles, stationary battery storage devices from home to grid-scale, solar panels, and other related products." End quotes.

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Other Honorable Mentions – not in any order.

1) Title: White House Investment Bodes Well for This Clean Energy ETF on etftrends.com. By Ben Hernandez.

2) Title: Union Pacific a Top Socially Responsible Dividend Stock With 2.5% Yield (UNP) seen on nasdaq.com. By BNK Invest.

3) Title: Top 10: Renewable Energy Companies in the USA on Energy Magazine energydigital.com. By Charlie King.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "The Best ESG Stocks for Potential Gains."

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Talk to you next on November 17th!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Top Global Renewable Energy Stocks. Plus great Australian ESG stocks, and the best global ethical banks 'leading the ESG revolution'

Transcript & Links, Episode 116, October 20, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 116 titled "Top Global Renewable Energy 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 2 article links below that time didn't allow me to review them here.

-------------------------------------------------------------

Top Global Renewable Energy Stocks

I'm beginning this podcast with an article on likely your favorite industry. The article is titled Top 20 Renewable Energy Companies in the World. It's by Sobiya Fahad and found on finance.yahoo.com. Here's some of what Mr. Fahad says about these stocks.

"To determine the top renewable energy companies we have included information regarding market capitalization, generating capacity, and number of employees for each company… We have ranked the companies based on their market capitalization.

20. Canadian Solar (NASDAQ:CSIQ)

Market Capitalization (Billion USD): $1.50

Generating Capacity (GW): 19 GW

No. of Employees: 13,487

Specializing in the design and manufacturing of solar photovoltaic modules… Canadian Solar serves customers in over 160 countries.

19. Jinko Solar Holding Co. Ltd. (NYSE:JKS)

Market Capitalization (Billion USD): $1.51

Generating Capacity (GW): 32.5 GW

No. of Employees: 31,030

Jinko Solar boasts customers throughout the US, Europe, Asia, Africa, and Latin America. The Chinese solar energy company manufactures and sells solar products such as silicon ingots, wafers, cells, and modules and provides solar system integration services.

18. Plug Power Inc (NASDAQ:PLUG)

Market Capitalization (Billion USD): $3.93

Generating Capacity (GW): 2.5 GW

No. of Employees: 3,353

Plug Power, a crucial player in the hydrogen fuel cell sector, is one of the best renewable energy companies in the world… the company has partnered with major corporations such as Amazon, Walmart, and Home Depot to deploy its fuel cell technology in over 40,000 vehicles worldwide.

17. Suzlon Energy (NSE:SUZLON)

Market Capitalization (Billion USD): $4.29

Generating Capacity (GW): 20 GW

No. of Employees: 5,800

One of India's top renewable energy companies, Suzlon Energy, develops, manufactures, sells, and installs wind turbines and solar panels… with operations in over 30 countries.

16. Siemens Gamesa Renewable Energy SA (NASDAQ:GCTAF)

Market Capitalization (Billion USD): $12.93

Generating Capacity (GW): 12 GW

No. of Employees: 27,604

Siemens Gamesa is a global leader in renewable energy and offers a diverse range of equipment and services for onshore and offshore wind turbines, turbine gearboxes, and off-grid systems.

15. Brookfield Renewable Partners (NYSE:BEP)

Market Capitalization (Billion USD): $13.47

Generating Capacity (GW): 31 GW

No. of Employees: 3,400

Based in Canada but operating global projects, Brookfield Renewable owns and operates… hydroelectric, wind, solar, distributed generation, and storage facilities.

14. Enphase Energy (NASDAQ:ENPH)

Market Capitalization (Billion USD): $15.57

Generating Capacity (GW): 7.8 GW

No. of Employees: 2,821

With expertise in designing and manufacturing solar micro-inverters, battery energy storage, and EV charging stations for residential customers, Enphase Energy, Inc. has made a name for itself in the American renewable energy sector.

13. First Solar (NASDAQ:FSLR)

Market Capitalization (Billion USD): $16.15

Generating Capacity (GW): 6.5 GW

No. of Employees: 5,500

First Solar is an American solar technology company and global provider of responsibly produced, eco-efficient solar modules advancing the fight against climate change.

12. Adani Green (NSE:ADANIGREEN)

Market Capitalization (Billion USD): $18.51

Generating Capacity (GW): 8.3 GW

No. of Employees: 500

Adani Green Energy Limited is an Indian renewable energy company, which develops, builds, owns, operates, and maintains utility-scale grid-connected solar and wind farm projects, with a current project portfolio of 20,434 MW.

11. Orsted A/S (CPH:ORSTED)

Market Capitalization (Billion USD): $20.51

Generating Capacity (GW): 15.1 GW

No. of Employees: 6,836

Orsted A/S, a global leader in offshore wind, has established wind farms in… the UK, the US, Germany, and Taiwan… The company aims to achieve carbon neutrality by 2025 and demonstrates its unwavering commitment to environmental stewardship.

10. Vestas (CPH:VWS)

Market Capitalization (Billion USD): $21.25

Generating Capacity (GW): 13.1 GW

No. of Employees: 29,427

The Danish wind energy company… is one of the top renewable energy companies globally.

9. Constellation Energy Corporation (NASDAQ: CEG)

Market Capitalization (Billion USD): $33.73

Generating Capacity (GW): 33 GW

No. of Employees: 13,370

Constellation Energy is an energy company based in Baltimore… The company strives to provide a diverse range of energy services, including electricity, nuclear, and natural gas, to businesses, residents, and public sector customers.

8. Exelon Corp (NASDAQ:EXC)

Market Capitalization (Billion USD): $36.87

Generating Capacity (GW): 31 GW

No. of Employees: 19,063

Exelon Corporation is a leading American energy company. The company has a portfolio of renewable energy assets that includes wind, solar, and nuclear power.

7. ELECTRICITE DE FRANCE (NYSE:EDF)

Market Capitalization (Billion USD): $56.09

Generating Capacity (GW): 3.6 GW

No. of Employees: 171,490

Known for its generation, transmission, distribution, supply, trading and provision of energy services, Electricite de France SA (EDF) is a comprehensive energy company. It produces electricity from various sources, including nuclear, hydroelectric, gas, fuel oil, coal, and renewable energy.

6. Enbridge (NYSE:ENB)

Market Capitalization (Billion USD): $67.26

Generating Capacity (GW): 5.18 GW

No. of Employees: 11,100

Enbridge Inc., headquartered in Calgary, Alberta, Canada, owns and operates a vast network of pipelines across North America, transporting crude oil, natural gas, and natural gas liquids. The company also generates renewable energy.

5. Iberdrola SA (BME:IBE)

Market Capitalization (Billion USD): $68.12

Generating Capacity (GW): 41.25 GW

No. of Employees: 38,702

Iberdrola is a Spanish multinational electric utility company… It specializes in clean energy, such as onshore and offshore wind, pumped hydro, solar photovoltaic, and battery storage.

4. Equinor (NYSE:EQNR)

Market Capitalization (Billion USD): $93.84

Generating Capacity (GW): 18.5 GW

No. of Employees: 22,000

A Norwegian multinational energy company, Equinor, has a growing presence in renewable energy. The company has set a goal of becoming net-zero by 2050.

3. NextEra Energy (NYSE:NEE)

Market Capitalization (Billion USD): $106.81

Generating Capacity (GW): 58 GW

No. of Employees: 15,300

NextEra's diversified energy company generates and sells electricity wholesale to retail and municipal electricity providers, industrial corporations, and power cooperatives. It invests heavily in renewable energy.

2. General Electric (NYSE:GE)

Market Capitalization (Billion USD): $117.28

Generating Capacity (GW): 60 GW

No. of Employees: 172,000

GE is one of the largest American multinational corporations and a Fortune 500 company. GE operates in multiple industries, including healthcare and aviation, but is best known for its power and renewable energy innovations.

1. Tesla (NASDAQ:TSLA)

Market Capitalization (Billion USD): $782.48

Generating Capacity (GW): 6.9 GW

No. of Employees: 127,855

Tesla Energy Operations, Inc. is the renewable energy division of Tesla, Inc. that develops, manufactures, sells, and installs photovoltaic solar energy generation systems, battery energy storage products, and other related products and services to residential, commercial, and industrial customers."

End quotes.

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Three Australian ESG stocks worth watching

This next article is from Australia, but features stocks that non-Australians might also like to consider for their portfolios. It's titled Three ESG stocks worth watching and is by Grady Wulff. It's seen on moneymag.com.au. Here's some of what Mr. Wulff says about his picks.

"1. Woolworths (ASX:WOW)

The supermarket giant has taken significant ESG actions from both environmental and social perspectives such as replacing its petrol-fuelled delivery fleet with electric vehicles to reduce carbon emissions and the launch of Mini Woolies, a program supporting the education and skills of young Australians with disabilities…

The dilution of Woolworths' association with gambling, alcohol and tobacco was a major step in achieving the company's ESG goals.

Morgans recently upgraded Woolworths to a buy rating while Citi and UBS also have respective buy ratings on the supermarket giant on the back of strong FY23 results, particularly earnings growth in Australian Food.

2. Perpetual (ASX:PPT)

The Perpetual Private Investment research team is accountable for the Responsible Investment related reporting and reviewing of all Perpetual Private portfolios which includes ensuring that all ESG factors are appropriately considered throughout the entire investment process…

Furthermore, Perpetual offers thematic investing options that enable clients to align their portfolios with ESG elements that resonate most with their objectives.

The global financial services firm is also a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) to incorporate ESG issues into all investment analysis and decision making.

3. Transurban Group (ASX:TCL)

Operates a diversified suite of Australian toll road assets and toll roads in Northern Virginia in the United States, has also been a popular investment choice among investors and brokers for its ESG commitments.

Transurban boasts ESG-related awards and recognition from the Workplace Gender Equality Agency of Australia, Equileap and the Ethibel socially responsible investment register. It's also had an MSCI ESG Rating of AAA for the past five years and it became the first ASX20 company to be validated by the Science Based Targets initiative…

UBS and Macquarie both have buy ratings on Transurban and the company's shares are up 16% over the last five years. In the recent high inflationary environment companies like Transurban have been the beneficiaries of rising inflation as it has an inflation-linked revenue stream with annual escalators through toll road concessions being inflation-linked." End quotes.

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2023's Top 10 Ethical Banks Leading the ESG Revolution

Next, I have this article on ethical banks around the world, titled 2023's Top 10 Ethical Banks Leading the ESG Revolution. It's by Louis Thompsett and found on fintechmagazine.com. Here are some of Mr. Thompsett's comments.

"10. Lloyd's Bank

Lloyd's Bank is enabling its different divisions to build an inclusive society and support the transition to a low-carbon economy.

9. Deutsche Bank

Leading German financial institution Deutsche Bank places its commitment to the environment in supporting its financing and advising clients on a path to meet the Paris Agreement on Climate Change.

8. DBS Bank

Singapore's DBS Bank is the first in the country to sign up for the Net-Zero Banking Alliance, a dedicated alliance to realise a net-zero future by 2050 or sooner.

7. Bank of America

One of the largest national banks in the US, Bank of America has a series of ESG initiatives that make it one of the most important banks when it comes to ESG.

6. Barclays

Another leading UK bank, Barclays has its own ESG Resource Hub – a central website page of information and disclosures to ensure transparency for analysts, ESG investors, rating agencies, suppliers and other stakeholders.

5. JPMorgan

One of the oldest and most successful investment banks, JPMorgan aims to promote sound governance, and serve its customers and communities, all while investing in its employees' growth and advancing sustainable development.

4. HSBC

Global banking organisation HSBC manages a robust ESG programme, focusing on sustainability risk, climate strategies, and people and communities – all overseen by its leadership and governance structure.

3. Citi

Citi Bank differentiates itself in the ESG space, centralisng ESG as a core part of its business – not issues managed by separate company entities.

2. Standard Chartered

Leading bank Standard Chartered offers a robust sustainable investment programme for its clients, which it can tailor to match a company's personal values.

1. BNP Paribas

Top of our list is BNP Paribas, which adopts an ESG-first approach across its investment strategies." End quotes.

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Articles from the UK

1. Title: Which? reveals Britain's greenest banks on which.co.uk. By Chiara Cavaglieri.

2. Title: Sustainable funds to invest in on moneyweek.com. By Holly Thomas.

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Ending Comment

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

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Talk to you next on November 3rd!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Analysts Like These Stocks in Today's Markets. Down markets provide stock buying opportunities in some infrastructure and renewable energy stocks.

Transcript & Links, Episode 115, October 6, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 115 titled "Analysts Like These Stocks in Today's Markets." 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 4 article links below that time didn't allow me to review here.

-------------------------------------------------------------

1. Analysts Like These Stocks in Today's Markets

I'm beginning with this article which reflects the title of this episode. The article is titled These 4 Stocks Will Thrive Even if There's a Recession. It's by Nicholas Jasinski and published on barrons.com. Here's some of what Mr. Jasinski writes.

"A trio of U.S. government programs—the Infrastructure Investment and Jobs Act, the Chips Act, and the Inflation Reduction Act—will help keep the money flowing, come economic rain or shine. Together, the three represent hundreds of billions of dollars in spending and subsidies targeted at upgrading the nation's roads and bridges, expanding domestic manufacturing of semiconductors, and modernizing the electrical grid, among many other things…

Many of the obvious beneficiaries have already seen their stocks surge in anticipation. Those include the construction and engineering contractors who will be doing a lot of the planning and construction work for the plethora of projects coming up.

Take Sterling Infrastructure (STRL)

… a 2023 Barron's Roundtable pick in January when shares were around $32. The stock has climbed 126% this year, to a recent $74.

Quanta Services (PWR)

… the 800-pound gorilla in the space, is up 33% this year and trades for 27 times forward earnings, versus its five-year average of around 16.5 times. Chasing these infrastructure and electrification winners now seems tough, and there may be a better entry point should markets pull back.

Some, though, might be worth considering despite big gains. Daniel Skubiz, a portfolio manager at Ziegler Capital Management, points to

MYR Group (MYRG)

… which sits in the sweet spot for the investments that the U.S. government, utilities, and companies are making—recession or not. The stock, up 47% year to date, has been no slouch, and shares trade at a premium multiple of 21 times forward earnings. But that's well deserved for the builder of large-scale electrical infrastructure, including transmission and distribution power lines, substations, and for a variety of commercial and industrial applications.

Other stocks in the group appear cheaper, and many are small-caps, which as a group have had a tough 2023…

MasTec (MTZ) and Aecom (ACM)

… are other construction and engineering companies that have sat out the group's 2023 rally and are trading at reasonable valuations.

They're worth a look even if there's a recession." End quotes.

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2. Analysts Like These Stocks in Today's Markets

Continuing along these lines is this video podcast titled These Solar Energy Stocks Have Dropped 60%+ but They May Be Good Buys Now. It's by Travis Hoium and found on fool.com. Here's some of what Mr. Hoium says. The stocks he covers are Enphase, SolarEdge, SunPower, and Sunrun.

"Solar energy stocks have had a tough year, despite improving subsidies and technology in the industry. Is a recovery coming?

Solar energy stocks have been on a downward slide all year as interest rates and falling demand hit the industry. In this video, Travis Hoium covers the challenges and opportunities for some solar companies in the future.

*Stock prices used were end-of-day prices of Sept. 20, 2023." End quotes.

You can find the video by clicking this link https://youtu.be/27BJlOyAtrg

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3. Analysts Like These Stocks in Today's Markets

And we have more on renewable energy in this next article. It's titled 2 Renewable Energy Stocks That Could Put You in the Green and it's by Demetris Afxentiou on fool.ca. Now some brief comments by Mr. Afxentiou from his article.

"Clean energy: long-term potential and a healthy yield Innergex Renewable Energy (TSX:INE)

… is one of those stocks that go unnoticed by investors. It's also one of the renewable energy stocks that could bolster your long-term portfolio.

Innergex operates a portfolio of 85 facilities with a generating capacity of over 4,200MW. The company also has a backlog of projects in various stages of development comprising over 9,300MW of capacity. Part of that is because, unlike many other renewable operators, Innergex has taken an aggressive stance on expansion.

Innergex has operations across North America, South America, and Europe. In terms of facilities, Innergex's portfolio comprises hydro, wind, and solar elements. While its portfolio of facilities also includes battery energy storage systems.

So then, what makes Innergex one of the renewable energy stocks to buy right now?

Despite the company's aggressive growth and juicy dividend (more on that in a second), Innergex's stock is down 25% year to date. Some of that drop can be attributed to the rise in interest rates and spill-on effect it has on borrowing.

Still, the company remains a stellar long-term pick that also boasts a healthy 5.89% (dividend), making it a great option for growth and income-seeking investors alike.

(Next) An established name for a great, green investment Brookfield Renewable Partners (TSX:BEP.UN)

… is an intriguing option worthy of mention.

Brookfield Renewable currently has operations across 20 countries, boasting a well-diversified portfolio of wind, solar, and hydro facilities across those markets. The stable, if not lucrative, business model that Brookfield and other renewable energy stocks adhere to provides a recurring source of revenue.

That revenue stream is backed by long-term regulated contracts which often span decades. The company is also expecting to continue growing its portfolio through rate increases and expansion.

Turning to income, Brookfield offers investors a juicy 5.22% yield. This fact, along with the expected growth of the renewable energy market alone, makes Brookfield a superb buy-and-forget candidate for almost any portfolio

Throw in the substantial discount on the stock right now, which shows a 30% drop over the trailing 12-month period, and you have a great discounted buy.

Final thoughts

No investment is without some risk, and that includes the otherwise superb renewable energy stocks noted above. Fortunately, both Brookfield and Innergex have the funds and growth options to not only weather market volatility but continue to grow for years.

In my opinion, one or both would do well as part of any well-diversified portfolio." End quotes.

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4. Analysts Like These Stocks in Today's Markets

Now here's an article that gives good ESG analysis into a stock in almost all ethical and sustainable portfolios -- whether they know it or not. The article is titled Does Coca-Cola's ESG Strategy Make It a Buy for Ethical Investors Seeking Sustainability With Dividends? It's by Nicholas Robbins – no relation to me – and seen on fool.com.

Here's some of what Mr. Robbins says.

"Striking the right balance between financial returns and ethical considerations remains a growing concern for many investors. Environmental, social, and governance (ESG) principles can offer a guiding light for ethical investors.

Coca-Cola (KO)

… the beverage giant, offers an intriguing proposition in this regard. It's worth a look into whether Coca-Cola's stock provides an appealing choice for investors who prioritize sustainability and responsible corporate practices while seeking stable dividend income.

A beacon of ESG commitment

Essentially, ESG principles are a set of criteria that investors use to evaluate a company's impact on the world. In Coca-Cola's case, this translates into a commitment to reducing its environmental footprint, promoting social responsibility, and adhering to high governance standards. And all of this can impact the company's financial performance.

Coca-Cola's ESG strategy appears deeply embedded in the company's DNA. According to Morningstar Sustainalytics, the company ranks 29th for sustainability in the category of food products, beating out rival PepsiCo, which ranks 39th out of 624 companies.

Sustainability drives profitability

Coca-Cola's initiatives to reduce plastic use, enhance water efficiency, and improve energy efficiency all have financial benefits…

The company's 2021 sustainability goals included reducing the creation of new plastic from nonrenewable sources by 20% of its 2020 figures over the following five years…Less plastic means less raw material expense and less energy required for production, ultimately resulting in higher profit margins.

Coca-Cola's adoption of ultra-lightweight technology for its packaging, which extends shelf life while saving on packaging costs, provides an excellent example of how sustainability and cost-efficiency can go hand in hand. Such innovations are not just about being environmentally responsible; they make business sense, too…

Water replenishment provides sustainability

Coca-Cola continues to deliver on its water leadership goals, having replenished more water than it consumed since 2015, according to its 2022 ESG report. This not only aligns with ethical concerns, but also helps ensure the company's long-term viability, as water remains a crucial ingredient in its offerings.

Coca-Cola's water replenishment initiatives, such as the Living Danube Partnership with the World Wildlife Fund, contribute to environmental conservation and secure access to a crucial resource for its operations. This partnership includes efforts to restore water to the Danube River Basin, which covers 10 countries in Eastern Europe, where local wetlands fell to 20% of their historical area, according to the WWF…

Forging a path to net-zero emissions

Coca-Cola, together with its bottling partners, has committed to achieving net-zero greenhouse gas emissions by 2040…

A sustainable dividend can't hurt

Coca-Cola's commitment to ESG principles isn't just about doing the right thing; it also presents an enticing prospect for dividend-seeking investors. The company has a remarkable track record of increasing dividends annually for over six decades…

Potential risks and rewards

While Coca-Cola's sustainability initiatives appear impressive, there are potential challenges to consider. Continued transition to sustainable practices can involve upfront costs, which may impact short-term profitability. The Living Danube grant, for example, cost the company $4.4 million, not including the costs of establishment and implementation.

Additionally, consumer preferences and regulatory changes can vary over time, potentially affecting product demand and supply chain dynamics. Such shifts can delay or even derail sustainability initiatives. Coke notes the challenge of building better consumer recycling habits have hampered its efforts to meet its World Without Waste goals, which sought to recycle one can or bottle for each one sold by 2030 and have seen little progression to date.

Investors should weigh these factors alongside the benefits of Coca-Cola's sustainable journey when evaluating its long-term investment appeal. Still, Coca-Cola's stock offers new investors a refreshing blend of sustainability and profitability for those who value both their financial and ethical bottom lines." End quotes.

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Other Honorable Mentions – not in any order

1) Title: Can the U.S. Make Solar Panels? This Company Thinks So. On nytimes.com. By Ivan Penn.

2) Title: Faith-Based Investing Gathers Momentum on morningstar.co.uk. By James Gard.

3) Title: Top 10: Renewable Energy Companies on energydigital.com. By Tom Swallow.

4) Title: 15 Climate Tech Companies to Watch in 2023 MIT Technology Review on technologyreview.com.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Analysts Like These Stocks in Today's Markets."

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Talk to you next on October 20th!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Top Lithium and Hydrogen Stocks. Prepare for a carbon-free future with these lithium and hydrogen stocks. Investors like these socially responsible ESG ETFs and funds.

Transcript & Links, Episode 114, September 22, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 114 titled "Top Lithium and Hydrogen 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there is also 1 article link below that time didn't allow me to review here.

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1) Top Lithium and Hydrogen Stocks

Now many ethical and sustainable investors are excited about investing in battery metals, so I thought to begin this podcast with this article. It's titled What are the top five largest lithium companies in the world? It's by Joseph Morton and found on mugglehead.com. Here's some of what he has to say.

"1. Ganfeng Lithium (SZSE: 002460) (SEHK: 1772)

Largest lithium salt producer in China, and third in the world

Ganfeng Lithium is a global company specializing in the production of lithium, lithium-based products, various metals and batteries. Established by Li Liangbin in the year 2000, the company is headquartered in Xinyu, Jiangxi, China and operates both domestically and internationally…

With a market capitalization of approximately $35 billion, it holds a significant presence in the lithium industry.

The company doesn't just have one property, but instead actively engages in overseas investments in lithium companies and projects as part of its strategy to secure long-term competitive resources. The company holds ownership of three lithium brine projects located in Argentina and serves as the largest shareholder of Lithium Americas (TSX: LAC) (NYSE: LAC).

2. Albemarle (NYSE: ALB)

World's largest supplier of lithium for EV

Albemarle Corporation is a U.S.-based specialty chemicals manufacturing company headquartered in Charlotte, North Carolina. The company operates in three main divisions: lithium, bromine specialties, and catalysts…

When it comes to global lithium and lithium storage product production, Albemarle, along with lithium companies SQM Sociedad Quimica y Minr de Chile SA (NYSE: SQM) and Livent Corporation (NYSE: LTHM), collectively account for slightly over half of the total production. Meanwhile, just under half of the world's lithium supply is produced by various entities within China.

Greenbushes in Western Australia is one of Albemarle's largest projects. It's a joint venture mine shared with Talison Lithium, a subsidiary of the Tianqi Lithium Corporation (SZSE: 002466) (SEHK: 9696)…

Albemarle's market capitalization is roughly $30 billion.

3. SQM (Sociedad Quimica y Minera de Chile SA)

Largest lithium producer in the world

(SQM) is a Chilean chemical company renowned for its role as a prominent supplier of plant nutrients, iodine, lithium and various industrial chemicals…

For the fiscal year 2019, SQM reported lithium-related revenues amounting to USD$505 million. Notably, in 2021, the company witnessed a substantial increase in its lithium revenues, reaching a total of USD$936.1 million.

4. Tianqi Lithium

Controls over 46 per cent of global lithium production

The Tianqi Lithium Corporation hails from Sichuan, China, and operates primarily in mining and manufacturing…

The company has a market cap of approximately $16.5 billion.

5. Mineral Resources (ASX: MIN)

Operates two significant properties in Western Australia

In recognition of its significant market presence and capitalization, Mineral Resources earned a coveted spot in the S&P/ASX 50 in June 2022, designating it as one of the 50 largest companies trading on the ASX. Its market capitalization is in the range of $11 billion.

Mineral Resources operates primarily in the iron ore sector, but is also actively engaged in the mining of hard rock lithium, with operations in two significant locations within Western Australia: Mount Marion in the Goldfields and Wodgina in the Pilbara."

End quotes.

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2) Top Lithium and Hydrogen Stocks

A second article with a related theme is this one titled EV Stocks vs. Battery Metal: Which Green Investment Should You Choose? It's written by Adam Othman and seen on fool.ca. Here's some of what Mr. Othman says.

"1. Lion Electric (TSX:LEV)

… is a $559.76 million market capitalization vehicle manufacturer, primarily focusing on the production of electric school buses, trucks, and other commercial vehicles. With little competition in the EV space in Canada, its focus on commercial EVs gives it a niche it can enjoy without competing against industry giants…

That said, it is not a profitable company right now… Despite its small presence, this EV stock can deliver stellar long-term returns as the broader industry grows.

2. American Lithium (TSXV:LI)

… is a metals and mining company primarily engaged in the exploration stage. The Canada-based company focuses on acquiring, exploring, and developing lithium deposits.

A small name in the mining industry, it has a $450.78 million market capitalization.

American Lithium stock is not the biggest Canadian lithium stock, but it's worth watching closely."

End quotes.

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2 Canadian ESG Stocks for Ethical Investors

Diversifying internationally is often considered a good idea, hence I bring these articles from Canada, for investors both inside and outside Canada. This article is titled 2 Canadian ESG Stocks for Ethical Investors. It's by Christopher Liew and also found on fool.ca. These are some comments by Mr. Liew.

"1. Capital Power Corporation's (TSX:CPX)

mission is to provide responsible energy to the world. The $4.7 billion growth-oriented company is well-positioned to support the low-carbon energy system. Its thermal and renewable assets have a combined generating capacity of around 7,500 MW.

On March 13, 2023, Ethisphere named the Edmonton-based power producer one of the World's Most Ethical Companies for the fifth straight year…

In the first half of 2023, revenue and net income rose 76.9% and 88.7% year over year respectively to $2.1 billion and $370 million. Capital Power has raised dividends for 10 consecutive years and provided dividend growth guidance of 6% annually through 2025. Capital Power pays a hefty 6.12% dividend.

2. Magna International Inc. (TSX:MG)

is at the front and centre in the automotive industry's drive to deliver more electric vehicles (EVs). The Canadian auto parts maker raised its sales forecast for fiscal 2025 because of the sustained, if not increasing, demand for parts, sensors, and electrified powertrain systems.

The $22.8 billion company's primary goal is to create a better world of mobility and achieve net-zero by 2050. According to its CEO, Swamy Kotagiri, Magna can achieve the target by addressing the emissions in their manufacturing facilities and the entire supply chain…

Magna will use 100% renewable electricity in Europe and globally by 2025 and 2030, respectively…

In the first half of 2023, Magna's sales rose 14% year over year to US$21.7 billion, while income jumped 128% to US$548 million… Magna also pays a decent 3.06% dividend." End quotes.

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3) Top Lithium and Hydrogen Stocks

Now this next article talks about the opportunities in the hydrogen industry. It's titled These 2 Dividend Stocks Are Investing in This Niche Industry. Should You Do the Same? It's by James Brumley and found on fool.com. Now here are some quotes from Mr. Brumley.

"Market veterans will likely recall that hydrogen fuel cell stocks like Plug Power (PLUG) and Ballard Power Systems (BLDP) were all the rage at one time. This alternative energy was going to change the world, after all.

And then, nothing happened. As it turns out, the world wasn't quite ready for fuel cells. This industry's stocks have mostly struggled for the past couple of decades.

You might want to put these tickers back on your radar, though. A couple of major oil companies recently made investments in hydrogen-based power solutions, thinking the movement will eventually displace the oil and gas business…

Chevron (CVX) recently acquired a majority stake in a young company called ACES (Advanced Clean Energy Storage) Delta, while BP (BP) just led a wave of funding for Advanced Ionics, which develops energy-efficient electrolyzers that ultimately generate hydrogen, which can then be converted into electricity…

Carmakers are on board, too, and have been for a while. They're ramping up development, and Toyota (TM) is leading the way. With its hydrogen engine technology now well refined, the company hopes to sell 200,000 such vehicles by 2030. If the concept proves successful, look for other automakers to augment their current EVs with yet another alternative to carbon-fuel cars.

Pragma Market Research estimates the world's hydrogen-powered vehicle market will swell from last year's $1 billion to more than $43 billion by 2030…

One hydrogen fuel cell stock to buy now

So if hydrogen fuel cells and hydrogen power in general are finally moving into the mainstream, which of the related stocks are worth owning? The aforementioned Ballard Power Systems and Plug Power are two tickers at least worth adding to your long-term watch list.

Anyone interested in jumping into the hydrogen power movement at its current stage, however, might do best with…

Bloom Energy (BE)

It's not one of the more familiar names in the business, although it arguably should be. It's a $3.5 billion organization, and while not currently profitable, it's nearing that point. In fact, the analyst community is calling for a swing to a per-share profit of $0.39 on revenue growth of 30%. Then things are projected to really start to take off…

Bloom's systems are also readily scalable, meaning their users can fine-tune the amount of power they're producing, and then add or subtract capacity as needed. Its customers include Honda Motor (HMC), Alphabet's Google (GOOG), Walmart (WMT), and IBM (IBM).

The advent of artificial intelligence and the giant data centers it requires is proving a particular boon for Bloom. Although most of its customers only need these fuel cells for backup power now, as hydrogen production initiatives like BP's Advanced Ionics and Chevron's ACES Delta gain traction, don't be surprised to see hydrogen fuel cells evolve into a primary power source…

The only catch with Bloom or its rivals? Buckle up for plenty of continued volatility, and be prepared to hang on to any of these stocks for a while. Hydrogen power is here to stay, but it's hardly on a reliably firm footing yet." End quotes.

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7 Best Socially Responsible Funds

Now our last article brings us back to familiar territory. It's titled 7 Best Socially Responsible Funds. It's by Jeff Reeves and found on money.usnews.com. Here is a quote from Mr. Reeves and his picks.

"There are no easy answers when it comes to how to invest in a world like this. But thankfully, there are a group of socially responsible funds out there that try to focus your cash behind some of the better companies and leave out some of the bad actors. It's not perfect, of course, and the goal of most investors remains to make money and not just feel good about their portfolio.

That said, the following investments are well-established and diversified ways to invest with environmental, social and governance priorities in mind – or ESG for short.

FUND ASSETS EXPENSE RATIO iShares ESG Aware MSCI USA ETF (ticker: ESGU) $12.8 billion 0.15% Vanguard ESG U.S. Stock ETF (ESGV) $6.8 billion 0.09% Nuveen ESG Large-Cap Growth ETF (NULG) $1.3 billion 0.26% Nuveen ESG Large-Cap Value ETF (NULV) $1.6 billion 0.26% iShares ESG Aware MSCI EAFE ETF (ESGD) $7.3 billion 0.20% iShares Global Clean Energy ETF (ICLN) $3.5 billion 0.41% Parnassus Core Equity Fund (PRBLX) $27.4 billion 0.82%"

End quotes

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One Other Honorable Mention

Title: Solar Power Stocks: The Winners and Losers of 2023 So Far on barrons.com. By Avi Salzman.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Top Lithium and Hydrogen Stocks."

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think!

Talk to you next on October 6th!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

Great Sustainable Stock Buys include everything from automakers to waste management to renewable energy stocks. Four articles reviewed, eleven referenced!

Transcript & Links, Episode 113, September 8, 2023

Hello, Ron Robins here. So, welcome to this podcast episode 113 titled "Great Sustainable Stock Buys." 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. And look at my newly revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 11 article links below that time didn't allow me to review them here.

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Great Sustainable Stock Buys - 1

The first article reflecting today's theme is titled 3 Sustainable Companies Helping to Solve Global Warming. It's by Leslie Norton and seen on morningstar.com. Here's some of what Ms. Norton has to say.

"Zoetis ZTS

About two thirds of Zoetis' sales come from the pet business, which has doubled over the past four years… The rest of Zoetis' sales comes from its livestock-related business…

• Morningstar Fair Value Estimate: $170
• Morningstar Rating: 3 stars
• Morningstar Uncertainty Rating: Medium
• Morningstar Economic Moat Rating: Wide
• Morningstar Comment: Zoetis enjoys a wide moat and secular tailwinds, notes senior analyst Debbie Wang.

Stellantis STLA

Stellantis is one of the world's top five automakers, with brands like Chrysler, Peugeot, Jeep, Maserati, and Alfa Romeo… Galvanize Global Equities thinks Stellantis' profitability can 'well' exceed what the market expects, even with the company's big investments. The stock trades at 1 times earnings, according to Galvanize, creating 'a compelling entry point' as the auto industry evolves for the low-emissions era.

• Morningstar Fair Value Estimate: $43
• Morningstar Rating: 5 stars
• Morningstar Uncertainty Rating: High
• Morningstar Economic Moat Rating: None
• Morningstar Comment: Stellantis' revenue and profit margins 'continue to impress,' notes senior analyst Richard Hilgert.

GFL Environmental GFL

This Canadian waste management company services residential, commercial, municipal, industrial, and institutional customers. It is North America's fourth-largest environmental services company… Recently, GFL announced a series of efforts to boost the capital it will commit to clean technologies and plans to align its executive compensation with climate targets.

• Morningstar Quantitative Fair Value Estimate: $36.11
• Morningstar Quantitative Rating: 3 stars
• Morningstar Quantitative Uncertainty Rating: High
• Morningstar Quantitative Economic Moat Rating: None"

End quotes.

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Great Sustainable Stock Buys - 2

Now the majority of articles on sustainable companies continue to focus on renewable energy stocks. This is the first of two on that subject covered in today's podcast. It's titled Top Solar Stocks for Q3 2023. By Timothy Smith and found on investopedia.com. Here's some of what Mr. Smith writes.

"1) Best Value Solar Stocks

The solar stocks presented in the table below have the lowest 12-month trailing price-to-earnings (P/E) ratio…

Daqo New Energy Corp. (DQ):

The Chinese-based company produces ultra-pure polysilicon used in solar cells, modules, ingots, and wafers. The trailing P/E ratio is 2.6.

JinkoSolar Holding Co. (JKS):

It offers solar modules, silicon wafers, solar cells, recovered silicon materials, and silicon ingots… The company reported in August that its second-quarter module shipments increased 36.2% sequentially, and 74.4% from a year earlier. The trailing P/E ratio is 4.9.

Canadian Solar Inc. (CSIQ):

It is known for its innovative photovoltaic technology and project development expertise. The trailing P/E ratio is 7.2.

2) Fastest-Growing Solar Stocks

The top three solar stocks ranked by a growth model that scores companies based on a 50/50 weighting of their most recent quarterly year-over-year (YOY) percentage revenue growth and most recent quarterly YOY EPS growth…

Canadian Solar:

See company description above. EPS Growth 750%. Revenue Growth 36%.

SolarEdge Technologies Inc. (SEDG):

Manufactures and sells solar ingots, wafers, cells, modules, and other solar power and battery storage products globally. EPS Growth 681%. Revenue Growth 35%.

Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI):

Provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the U.S. EPS Growth N/A. Revenue Growth 155%.

3) Solar Stocks with the Most Momentum

These… solar stocks… have delivered the highest total return over the past year…

First Solar Inc. (FSLR):

Provides photovoltaic (PV) solar energy products globally. 12-Month Trailing Total Return 69%.

Array Technologies Inc. (ARRY):

Specializes in solar tracking systems for utility-scale projects. 12-Month Trailing Total Return -7.1%.

Shoals Technologies Group Inc. (SHLS):

Provides electrical balance of systems (eBoS) products for solar energy projects. 12-Month Trailing Total Return -17.5%."

End quotes.

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Great Sustainable Stock Buys - 3

And the next article with this theme is titled Top 10 Renewable Energy Stocks To Invest In. It's by Jonathan Schramm and found on securities.io. Now some of what Mr. Schramm has to say about each of his picks.

"This list was made to reflect the diversity of the sector, and is organized by market capitalization at the time of writing of this article.

China Power Co., Ltd. (600900.SS)

China Yangtze Power is the largest electric power company in China and the largest hydropower company in the world, with 71.7 GW of total capacity installed.

The company also has hydropower businesses in Brazil, Sudan, Pakistan, and Malaysia, and wind power generation in Germany.

Iberdrola, S.A. (IBE.MC)

Iberdrola is one of the world leaders in green energy generation…

Iberdrola operates mostly in Spain, with operations in the rest of Europe, North America, and Brazil…

Ørsted A/S (DNNGY)

The Danish energy producer has gone through a massive transformation, from 2006 when it produced 83% of its power from fossil fuels to 2022 with only 8% left over, and on track to reach 99% renewable production by 2025.

Half of this power generation is from offshore wind farms, with the rest roughly equally split between solar and onshore wind farms… Orsted has wind farms in Denmark, the UK, Germany, the US, Taiwan, and Vietnam.

Vestas Wind Systems A/S (VWDRY)

Vestas is a designer, manufacturer, and installer of wind turbines… It controls 35% of the wind manufacturing market excluding China, up from only 20% in 2010… It is also the only one with a (strongly) positive EBIT (Earnings Before Interests and Taxes), thanks to its economies of scale…

Vestas has recently unveiled a new epoxy chemistry allowing for full recycling of wind turbine blades.

First Solar, Inc. (FSLR)

First Solar is the largest solar panel manufacturer in the USA and in the whole Western hemisphere…

The company… uses its proprietary thin-film photovoltaics. Based on cadmium-telluride, they are more efficient, are produced at a lower cost, and can be easily mass-manufactured. Thin-film solar panels are also more durable, retaining 89% of the original performance after 30 years…

Thin-film panels can also have high recycling rate.

Brookfield Renewable Partners L.P. (BEP)

Brookfield Renewable Partners, or BEP, is part of the massive asset management firm Brookfield, handling $625B in assets, which owns 48% of BEP…

The current assets are a mix between hydropower, wind, and solar, with the bulk of the future production growth planned to be in solar, followed by energy storage and wind…

Another important development for BEP in 2023 is the closing of the acquisition of Westinghouse, the leading nuclear plant builder in North America…

BEP has generated annualized returns of 16% for its shareholders since 1999… It also… distributes a rather generous dividend.

Ormat Technologies, Inc. (ORA)

Ormat is the 2nd largest geothermal owner and operator, and the largest publicly traded. The company has assets in the US, Kenya, Indonesia, and Central America+Caribbean…

Ormat is also entering the energy storage market…

Revenues grew by 10.7% in 2022, maintaining a strong growth trajectory since 2017…

Geothermal is… able to provide stable baseload power and benefit from quickly improving technology.

Shoals Technologies Group, Inc. (SHLS)

Shoals is specialized in EBOS (Electrical Balance of System), or all the systems surrounding the solar panel themselves and which are required to make it work. This does not include inverters, but cables, switches, fuses, electric boxes, etc....

Between 2020 and 2022, Shaols has grown its revenues by 36% CAGR and its gross profit by 40% CAGR.

Daqo New Energy Corp. (DQ)

This Chinese company is one of the world's leaders in polysilicon production, the central component for solar panel manufacturing…

In 2023, the stock is trading very cheaply compared to P/E or cash flow. This is partially due to controversies, with the company linked to the use of forced labor in Xinjiang, and talks in Washington DC of additional sanctions against companies operating in the region.

JinkoSolar Holding Co., Ltd. (JKS)

Jinko is one of the largest solar panel manufacturers in the world, based mostly in China. The company is diversifying its manufacturing base, with silicon wafer manufacturing in Vietnam, and solar cell manufacturing in Malaysia and the US…

Module shipments to China have doubled year-to-year, and increased 50% for Europe.

Jinko's most advanced solar cell, the N-type, achieves a remarkably high 25.8% energy efficiency."

End quotes.

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Great Sustainable Stock Buys - 4

And we have this from Australia. It's titled 3 ASX shares for sustainable investment returns and it's by Damian Cottier and seen on raskmedia.com.au. Here are some quotes from Mr. Cottier about his picks.

"Telix Pharmaceuticals (ASX: TLX)

The global sales of its Illucix product for the imaging of prostate cancer continue to exceed market expectations… and urologists are seeing patient benefits from the technology…

Telix's product, which aims to distinguish between benign and malignant renal lesions, had previously received 'Breakthrough Designation' from the U.S. Food and Drug Administration (FDA). Current imaging cannot reliably make this distinction, leading to invasive biopsy procedures that are not always necessary as up to 80% are not malignant.

Alpha HPA Ltd (ASX: A4N)

Specialises in low-cost, low-carbon, high-purity alumina. These ingredients have applications mostly across lithium-ion batteries, semiconductors, and LED lights, all critical to decarbonisation.

Earlier in the year Alpha HPA announced it reached an agreement with Austrian-based global industrial company Ebner Industrieofenbau Gmbh, to enable Alpha to produce synthetic sapphire glass which is a downstream product of the company's high-purity alumina ('HPA') production process.

Calix Ltd (ASX: CXL)

It is an industrial solutions company dedicated to solving global sustainability challenges, including:

• Calix's LEILAC technology assists in CO 2 mitigation in the global lime and cement industry.
• Joint Venture with Pilbara Minerals Ltd (ASX: PLS) for more efficient and less carbon intensive processing of lithium ore.
• Adapting the core LEILAC technology for other applications with support from government agencies globally including Zero Emissions Steel, sustainable marine and aviation fuels and zero emissions shipping."

End quotes.

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Other Honorable Mentions – not in any order.

1) Title: UN SDGs 'seriously off track' as investors question portfolio alignment on etfstream.com. By Theo Andrew.

2) Title: guidingdirection.com on abyok.com. By Conscious Capital.

3) Title: How a Top-Performing ESG Fund Invests in Energy Stocks on barrons.com. By Lewis Braham.

4) Title: AMCR Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest.

5) Title: Why PNC Financial Services Group is a Top Socially Responsible Dividend Stock (PNC) on j2t.com. By just2trade.

6) Title: Top 10 Wind Turbine Manufacturers in Energy Magazine on energydigital.com. By Charlie King.

7) Title: Top 10 Solar Companies in Energy Magazine on energydigital.com. By Charlie King.

8) Title: Green Bonds Can Drive EM Renewables Adoption on etftrends. By Tom Lydon.

9) Title: Enphase Energy: A Solar Power Gem Trading Below Its True Worth (NASDAQ:ENPH) on seekingalpha.com. By The Beginner Investor.

10) Title: These Five Small-Cap Impact Stocks Are Punching Above Their Weight In Addressing Social and Economic Challenges nasdaq.com. By Ari Zoldan.

11) Title: 3 expert-picked funds that want to grow your money sustainably on fidelity.co.uk. By Nafeesa Zaman.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Great Sustainable Stock Buys."

Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or 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 very troubled times!

Contact me if you have any questions.

Thank you for listening.

And, again, please look at my new totally revised website at investingforthesoul.com! Tell me what you think!

Talk to you next on September 22nd!

Bye for now.

© 2023 Ron Robins, Investing for the Soul

(Note: next podcast September 8th!) This podcast: Best Hydrogen ETFs And Stocks. Plus… includes these articles: "7 Hydrogen Stocks You Better Be Buying on Each and every Dip"; "3 Alternative Energy Stocks With Multibagger Potential"; "Benefits of Sustainable Investing: 3 Companies Leading The Way"; and "15 Biggest Green Tech Companies in the World."

Transcript & Links, Episode 112, August 11, 2023

Hello, Ron Robins here. Now before I begin, I want to mention that I'm taking a one-episode break so my next podcast after this one will be September 8th.

So, welcome to this podcast episode 112 titled "Best Hydrogen ETFs And Stocks. Plus…" 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. And look at my newly totally revised website at investingforthesoul.com! Tell me what you think.

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

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal 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 actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 4 article links below that time didn't allow me to review them here.

-------------------------------------------------------------

1. Best Hydrogen ETFs And Stocks. Plus…

Today, I'm starting with the article 7 Hydrogen Stocks You Better Be Buying on Each and Every Dip, by Ian Cooper, on investorplace.com. Here's some of what Mr. Cooper says about his picks.

"1) Global X Hydrogen ETF (NASDAQ:HYDR)

It's up to $10 a share and could test $12 a share, all because of the growing demand for hydrogen… as I noted on July 17, with an expense ratio of 0.50%, this one invests in companies involved in all aspects of hydrogen production, distribution and use.

2) ALPS Clean Energy ETF (NYSEARCA:ACES).

With an expense ratio of 0.55%, the ETF offers diversification and exposure to companies involved with renewables and clean technology… While it's finding resistance above $50, eventually I'd like to see it test $60 a share again soon.

3) Defiance Next Gen H2 ETF (NYSEARCA:HDRO).

With an expense ratio of 0.30%, the ETF invests in companies that generate at least 50% of their revenue from involvement with hydrogen-based energy sources, fuel cell technologies and industrial gases.

While it's been volatile, it has a strong history of bouncing back from excessively oversold conditions.

4) Air Products & Chemicals (NYSE:APD)

Owns more than 100 hydrogen plants around the world and is involved in more than 250 projects. Air Products & Chemicals [has] a yield of 2.32%.

The company is also working on a $7 billion hydrogen joint venture in Saudi Arabia.

5) Bloom Energy (NYSE:BE)

Is another one of the hot 'must own' hydrogen stocks…

Analysts at RBC Capital are also bullish… the firm just initiated coverage with an outperform rating with a price target of $24 a share.

6) Plug Power (NASDAQ:PLUG)

Has traded essentially flat this year, but it's still a solid long-term bet on hydrogen… Northland Securities analysts just upgraded the stock to 'outperform' from 'market perform' with a price target of $22 a share.

7) Fusion Fuel Green (NASDAQ:HTOO)

Is still a pre-revenue company, but it has some impressive contracts.

For one, it signed a 10-year offtake contract with European developer Hydrogen Ventures for 30 tons of green hydrogen per year.'' End quotes.

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2. Best Hydrogen ETFs And Stocks. Plus…

Now continuing with the alternative energy theme is this piece titled 3 Alternative Energy Stocks With Multibagger Potential. It's by Faisal Humayun and found on investorplace.com. Mr. Humayun includes these points about his picks.

"1) Plug Power (NASDAQ:PLUG)

PLUG stock has trended lower in the last 12 months and it's a golden opportunity for long-term investors to accumulate.

With the company providing end-to-end solutions in the hydrogen economy, the growth visibility is robust…

With significant expansion plans, revenue is likely to increase to $5 billion in 2026 and further to $20 billion by 2030… I believe that PLUG stock is poised for multi-bagger returns.

2) First Solar (NASDAQ:FSLR)

stock has surged by 135% in the last 12 months. However, considering the growth momentum, First Solar stock remains undervalued at a forward price-earnings ratio of 27.1.

3) Enphase Energy (NASDAQ:ENPH)

stock has been trending lower and I see this downside as a good accumulation opportunity. At a forward price-earnings ratio of 30.5, the growth stock looks attractive with an investment horizon of five years…

Enphase identifies itself as the world's leading supplier of microinverter-based solar-plus-storage systems." End quotes.

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Leading Sustainable Agricultural Related Stocks

Many investors wonder what sustainable agricultural-related stocks there might be. Well, this article is for you. It's titled Benefits of Sustainable Investing: 3 Companies Leading The Way by Shoshana Weizenblut on finextra.com. Now a few comments by Ms. Weizenblut on her picks.

"1) AGCO: Advancing Agricultural Sustainability

AGCO integrates sustainability into its core business strategy, emphasizing innovation and technology to make agriculture more efficient, productive, and environmentally friendly.

For instance, AGCO's Fendt Vario tractors leverage fuel-efficient designs and advanced technology to reduce environmental impact. The company's Precision Planting solutions help farmers optimize planting and yield, thereby minimizing waste and enhancing food security.

2) ICL Group: Promoting Sustainable Agriculture and Nutrition

ICL Group, a leading global specialty minerals company, and one of the largest fertilizer manufacturers in the world, offers another attractive opportunity for sustainable investment. ICL's operations center around producing a sustainable food supply, focusing on soil health, plant nutrition, and food quality.

ICL's innovative fertilizers are designed to increase crop yields while decreasing the environmental footprint. They are advancing Controlled Release Fertilizers (CRFs) and Water-Soluble Fertilizers (WSFs), which help maximize nutrient uptake and reduce nutrient leaching, thus protecting water sources. Furthermore, ICL's commitment to recycling industrial by-products into useful resources, such as phosphate, magnesium, and bromine among others, illustrates their dedication to a circular economy and resource efficiency.

3) John Deere (really Deere & Co): Pioneering Precision Agriculture

John Deere, a familiar name in agricultural machinery, has been pushing boundaries to make farming sustainable and efficient. The company's focus on innovations to improve machinery efficiency and promote agriculture makes it a promising prospect for sustainable investors.

John Deere's smart farming technologies, such as precision ag technology, allow farmers to utilize resources more effectively. This technology involves the use of GPS and data analytics to optimize crop planting, irrigation, and harvesting, reducing waste and environmental impact. Furthermore, John Deere's advancements in electric and autonomous farming machinery reflect their commitment to reducing emissions and promoting sustainability." End quotes.

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15 Biggest Green Tech Companies in the World

And now for your interest and which you might want to investigate are the 15 Biggest Green Tech Companies in the World. It's by Afifa Mushtaque and found on finance.yahoo.com. Here's some of what Ms. Mushtaque says about these companies.

"To list the biggest green tech companies in the world, we targeted pure play companies in green technologies and made a list of 20 such companies. Out of those, the 15 companies with highest annual revenue in 2022 were selected and have been ranked in ascending order of high revenue…

15. Ormat Technologies, Inc (NYSE:ORA)

Annual Revenue: $734.16M

Ormat Technologies, Inc… specializes in providing alternative and renewable geothermal energy technology. With over 190 power plants constructed and 3,200 MW installed, it owns and operates 933 MW of geothermal and recovered energy-based power plants as of January 2021.

14. Bloom Energy Corp (NYSE:BE)

Annual Revenue: $1.20B

Bloom Energy Corp… is known for manufacturing solid oxide fuel cells that generate on-site electricity… Benefiting from government incentives for green energy, the company has installed approximately 600 megawatts worth of fuel cells as of 2020.

13. TPI Composites Inc. (NYSE:TPIC)

Annual Revenue: $1.52B

TPI Composites Inc. is the largest U.S-based independent manufacturer of composite wind blades, serving global wind turbine manufacturers.

12. EDP Renováveis (EDPR)

Annual Revenue: $2.21B

EDP Renováveis is a renewable energy company based in Madrid, Spain. It was established in 2007 as part of Energias de Portugal (EDP Group) and operates wind and solar power plants in 13 international markets. EDPR is the world's fourth-largest wind energy generator.

11. Sunrun, Inc (NASDAQ:RUN)

Annual Revenue: $2.32B

Sunrun Inc. … is an American provider of residential photovoltaic systems and battery energy storage products.

10. Enphase Energy Inc (NASDAQ:ENPH)

Annual Revenue: $2.33B

Enphase Energy… [produces] solar micro-inverters, battery storage, and EV charging stations for residential customers worldwide, shipping over 63 million microinverters to over 145 countries.

9. First Solar Inc (NASDAQ:FSLR)

Annual Revenue: $2.62B

First Solar, is an American solar panel manufacturer and utility-scale PV power plant provider. They use rigid thin-film modules with cadmium telluride (CdTe) semiconductor.

8. SolarEdge Technologies Inc (NASDAQ:SEDG)

Annual Revenue: $3.11B

SolarEdge Technologies Inc. … is the pioneer of utilizing DC optimized inverter systems and commercialized Power Optimizers. These devices enable module-level maximum power point tracking (MPPT) for solar photovoltaic systems to improve energy production compared to traditional central inverters.

7. Daqo New Energy Corp (NYSE:DQ)

Annual Revenue: $4.61B

Daqo New Energy Corp. is a Chinese company that manufactures monocrystalline and polysilicon used in solar photovoltaic systems. They operate a manufacturing facility in Shihezi, in the Xinjiang Province of China… Daqo New Energy Corp is one of the most economical producers of high-purity polysilicon for the solar PV industry.

6. Vestas Wind Systems A/S (VWS.CO)

Annual Revenue: $14.49B

Vestas Wind Systems AS is a global leader in sustainable energy solutions that specializes in designing, manufacturing, installing, and servicing wind turbines worldwide. With over 166 GW of wind turbines in 88 countries, they have the largest wind power installation globally.

5. Xinyi Solar Holdings Limited (0968.HK)

Annual Revenue: $17.69B

Xinyi Solar Holdings Limited… is the world's largest solar cover glass producer with a 30% market share. It is headquartered in Dongguan and listed on the Hong Kong Stock Exchange since December 2013.

4. NextEra Energy, Inc (NYSE:NEE)

Annual Revenue: $20.98B

NextEra Energy, Inc is the world's largest utility company with a market capitalization over $100 billion, based in America. They lead the industry by generating more wind and solar energy than any other company globally.

3. NRG Energy Inc (NYSE:NRG)

Annual Revenue: $31.54B

NRG Energy, Inc. … is a Texas-based American energy company… NRG is engaged in energy generation and retail electricity and offers a diverse portfolio including natural gas, coal, oil, nuclear, wind, utility-scale, and distributed solar generation.

2. Tesla Inc (NASDAQ:TSLA)

Annual Revenue: $81.46B

Tesla, Inc. … designs and manufactures electric vehicles, stationary battery energy storage systems, solar panels, and related products and services. As of 2023, it is the world's most valuable automaker that leads the battery electric vehicle market with an 18% share in 2022.

1. JinkoSolar Holding Co Ltd (NYSE:JKS)

Annual Revenue: $83.53B

JinkoSolar Holding Co … is a Shanghai-based solar panel manufacturer… It went public on the NYSE in 2010. As a member of the Silicon Module Super League, JinkoSolar Holding Co Ltd distributes solar products to utility, commercial, and residential customers in multiple countries." End quotes.

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Other Honorable Mentions – not in any order.

1) Title: 3 Clean Energy Stocks Set to Beat Q2 Earnings Estimates on nasdaq.com. By Aparajita Dutta.

2) Title: 5 Best Energy ETFs: Top Oil, Gas and Renewable Energy Funds on insidermonkey.com. By Hamna Asim.

3) Title: Better High-Yield High-Growth Renewable Energy Buy: Hannon Armstrong Or NextEra? (HASI) on seekingalpha.com. By Samuel Smith.

4) Title: The Ultimate Guide to Vegi ETF: Investing in Vegetarian and Vegan-Related Companies on nnn.ng. By NNN.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast titled: "Best Hydrogen ETFs And Stocks. Plus…"

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