Ethical & Sustainable Investing News to Profit By!

These Infrastructure Stocks Pay Great Dividends. This podcast includes the following articles: "3 High-Yield Infrastructure Stocks to Buy in March," by Daniel Foelber, Scott Levine, and Lee Samaha; "Investors should buy these dividend stocks for the green revolution!" By Dr. James Fox; and "Top 10 solar companies and what they do," by Mariam Ahmad. Plus

Transcript & Links, Episode 101, March 10, 2023

Hello, Ron Robins here. Welcome to podcast episode 101 and published on March 10, 2023, titled "These Infrastructure Stocks Pay Great Dividends." It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. 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.

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1) These Infrastructure Stocks Pay Great Dividends

In these volatile markets, many ESG stock analysts are focused on dividend yields. So, here's the first of two articles with this theme. This one is titled 3 High-Yield Infrastructure Stocks to Buy in March by Daniel Foelber, Scott Levine, and Lee Samaha. Found on fool.com. Here are some quotes by the authors on each of their picks. Note the last one, Kinder Morgan might be a controversial pick for some ESG-focused investors. Quote...

"Here's why all three dividend stocks are worth considering now.

1. Scott Levine recommends Brookfield Infrastructure Partners (NYSE: BIP)

…There are various infrastructure stocks that investors can choose from to help construct a better portfolio (and)… Fortunately, there's Brookfield Infrastructure and its 4.5% forward dividend yield.

With a presence that stretches across five continents, Brookfield Infrastructure operates a massive portfolio of infrastructure assets, including data, utilities, midstream, and transportation. The allure of this business model for income investors is that these assets provide Brookfield Infrastructure with steady and increasing cash flows. Over the past 10 years… Brookfield Infrastructure has grown its funds from operations at a compound annual growth rate (CAGR) of 11%.

… Since 2012, when it returned $0.60 per unit to investors, Brookfield Infrastructure has increased its distribution at a CAGR of 9%... During a recent investor presentation, management reaffirmed its ongoing target of increasing its distribution 5% to 9% annually.

2. Lee Samaha picks Caterpillar (NYSE: CAT)

… High energy and mining commodity prices are good news for Caterpillar's mining and oil and gas equipment. Meanwhile, the residential market accounts for only 25% of Caterpillar's construction machinery sales… Caterpillar has heavy exposure to infrastructure spending, and its construction equipment is also used in the energy industry… Caterpillar's resource industries segment isn't just about mining equipment; the segment encompasses machinery for the aggregates used in road building and infrastructure projects…

In addition, management is growing Caterpillar's services sales as a share of its revenue…

Management acknowledges the cyclicality in its earnings and aims for $4 billion to $8 billion in machinery energy and transportation free cash flow. The low end of the target is significantly more than needed to pay the current cash dividend of $2.4 billion… and Caterpillar looks able to increase its dividend for many years to come.

3. Daniel Foelber likes Kinder Morgan (NYSE: KMI)

… the first thing that stands out is the high dividend yield of 6.4%...

Over the past 10 years, Kinder Morgan has been a market-underperforming stock and cut its dividend by 75% in 2015 in response to an oil and gas downturn.

As glaring as these two red flags are, the company is far different today… The Kinder Morgan of today generates gobs of free cash flow and has an incredibly healthy balance sheet that isn't overly dependent on debt.

The company makes money by building infrastructure its customers use to transport and store natural gas, oil, carbon dioxide, and more." End quotes.

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2) These Infrastructure Stocks Pay Great Dividends

Now this second article focusing on dividends is from the UK with their stock picks having listings on the London Stock Exchange. It's titled Investors should buy these dividend stocks for the green revolution! It's by Dr. James Fox and found on uk.finance.yahoo.com. Now some quotes by Dr. Fox. He says…

"I've become increasingly keen on three renewable trusts with strong yields and I've actually bought all of them.

Trust Focus Dividend yield NextEnergy Solar (LSE: NESF) A solar-focused trust. Majority of assets in the UK 6.5% The Renewables Infrastructure Group (LSE: TRIG) Diverse portfolio of renewables with assets across Europe, including UK, Ireland, France, Germany, Spain and Sweden 5.25% Greencoat UK Wind (LSE: UKW) Focuses on UK wind farms, from shares in large farms to complete ownership of smaller farms 4.8%

(This) post… appeared first on The Motley Fool UK site." End quotes.

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Top 10 solar companies and what they do

Now back to the solar sector with this article titled Top 10 solar companies and what they do by Mariam Ahmad and seen on energydigital.com. Ms. Ahmad made brief remarks on each of her 11 picks – though the headline says 10 stocks. Some of her quotes are below.

"Energy Digital Magazine ranks the world's top 10 solar companies…

10. Maxeon Solar Technologies (NASDAQ: MAXN)

Market cap: $775 mn

With headquarters in Singapore and a global presence in over 100 markets, Maxeon Solar Technologies is a company that specialises in the production and sale of solar energy products, including solar cells, modules, microinverters, and storage solutions…

Maxeon Solar Technologies has a proven track record in the solar power industry. The company boasts established supply, sales, and installer channels worldwide that allow for reduced costs to consumers.

9. Canadian Solar Inc (NASDAQ: CSIQ)

Market cap: $2.52 bn

Founded by Dr. Shawn Qu in 2001, and based in Guelph, Canada, Canadian Solar Inc. has a cumulative delivery of over 75 GW of solar modules to thousands of customers in more than 160 countries. Canadian Solar has the capacity to meet the clean energy needs of around 17.7 million households.

Canadian Solar's products are used in a wide range of applications, from residential and commercial buildings to utility-scale solar power plants.

8. SMA Solar Technology (XETR: S92)

Market cap: $2.53 bn

SMA Solar Technology is a German company that specialises in the development and production of solar inverters and monitoring systems for solar power plants. The company was founded in 1981 and has since become a leading provider of solar technology worldwide.

SMA's products include inverters for residential, commercial, and utility-scale solar systems, as well as monitoring and control systems that enable users to optimise their solar power generation.

7. JinkoSolar Holding Co. (NYSE: JKS)

Market cap: $2.64bn

JinkoSolar is a Chinese holding company that operates through its subsidiaries and specialises in the production of solar cells, modules, and other solar energy-related materials. It is considered one of the top global producers of solar panels… The company serves customers in various regions, including China, the U.S., Europe, the Middle East, and South America.

In 2022, JinkoSolar experienced significant growth, with its quarterly module shipments globally doubling year-over-year, and shipments to China increasing five-fold during the same period.

(Second #)7. SunPower Corporation (NASDAQ: SPWR)

Market cap: $2.60 bn

With a presence in all 50 states in the U.S., Sunpower Corp specialises in designing solar solutions for residential properties. In 2022, the company achieved a remarkable 63% year-over-year growth rate, resulting in a corresponding increase in revenue.

Sunpower's growth is expected to continue in 2023, as it has partnered with General Motors to be the exclusive installer of electrical vehicle chargers for the company. Furthermore, the company forecasts a two-fold increase in market growth through 2025, indicating a promising future for Sunpower.

6. Sharp Solar (Other OTC: SHCAY)

Market cap: $4.86 bn

What started off as a small subsidiary has now grown to be a leading player in the solar energy space, with offices in over 100 countries and more than 8,000 employees. Sharp Solar offers a wide range of solar panel products, including monocrystalline and polycrystalline solar panels, as well as solar tiles and building-integrated photovoltaic solutions. The company's solar panels are designed to be highly efficient and durable, with a focus on quality and reliability…

Sharp Solar also offers a range of energy storage solutions, including lithium-ion battery systems for residential and commercial applications.

5. Solaredge Technologies Inc (NASDAQ: SEDG)

Market cap: $17.61 bn

Israeli company SolarEdge was established in 2006, and has transformed the solar industry through innovative solutions that enhance energy efficiency and optimise production.

The company offers a range of products and services, including solar inverters for photovoltaic arrays, software for monitoring energy generation, battery energy storage products, and other related offerings. These products and services are available to residential, commercial, and industrial customers…

The company has established offices in Germany, Italy, Japan, and the United States.

The company's pioneering inventions include Power Optimisers, all-in-one inverters, and tailored solutions that cater to the demands of diverse residential and commercial markets.

4. First Solar Inc (NASDAQ: FSLR)

Market cap: $17.71 bn

Headquartered in Tempe, Arizona, First Solar is a global provider of solar energy services that aims to make solar energy affordable and accessible to homeowners and businesses. The company's focus on high-efficiency solar panels has enabled it to generate more electricity from each panel than its competitors, making it one of the world's most efficient solar companies and one of the largest solar panel manufacturers globally.

First Solar is a vertically integrated manufacturer that specialises in designing, producing, and installing PV systems for commercial, industrial, and utility customers. The company's solar panels use thin film technology, which provides greater flexibility than traditional crystalline silicon panels, while also being more efficient.

3. Kyocera Solar (6971.T)

Market cap: $20.71 bn

Kyocera Solar is a division of Kyocera Corporation, a Japanese multinational electronics and ceramics manufacturer. Kyocera Solar was founded in 1975 as a pioneer in solar energy, and today it offers a range of high-quality solar products for both residential and commercial applications.

In addition, the company offers solar-powered household appliances and energy storage solutions.

2. Enphase Energy Inc (NASDAQ: ENPH)

Market cap: $28.65 bn

Having installed more than 52 million microinverters on over 2.7 million homes in over 145 countries, Enphase, established in 2006, revolutionised the solar industry by introducing microinverter technology, which converts sunlight into a reliable energy source.

Enphase solar panels are high-efficiency panels that are built using high-quality materials and advanced manufacturing techniques. The panels are available in both monocrystalline and polycrystalline configurations and are designed to work with Enphase's microinverter technology to maximise energy production.

1. LONGi Green Technology Co. Ltd (601012.SS)

Market cap: $338.97 bn

(Is) a Chinese company that specialises in the research, development, and manufacturing of solar photovoltaic (PV) products. The company was founded in 2000 and is headquartered in Xi'an, China.

LONGi Solar is one of the world's largest manufacturers of monocrystalline silicon wafers, cells, and modules, with a total module shipment volume of over 30 GW in 2021. The company is known for its high-efficiency solar products, including its monocrystalline solar panels, which have some of the highest conversion rates in the industry.

The company's products are used in a variety of applications, including residential, commercial, and utility-scale solar power systems, and have a global presence, with operations in China, Japan, the United States, Germany, India, Malaysia and other countries." End quotes.

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Now some other Honorable Mentions – no particular order

1. Title: Two funds for the sustainable food transition on esgclarity.com. By Tara Clee.

2. Title: 13 Most Profitable Renewable Energy Stocks on yahoo.com. By Aima Zaheer.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this 101 podcast: "These Infrastructure Stocks Pay Great Dividends."

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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Talk to you next on March 24th.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

The Most Sustainable Banks. Plus… Includes articles titled: "The top 10 most sustainable banks in the world in 2023," by Joanna England; "3 Best Renewable Energy Stocks to Buy for February 2023," by Vandita Jadeja; "ESG Penny Stocks Every Investor Should Know About (VKIN, SPI, SAENF, HYSR)," by CapitalGainsReport; and links to nine more articles

Transcript & Links, Episode 100, February 24, 2023

Hello, Ron Robins here. Well, we've reached a milestone! Welcome to podcast episode 100 and published on February 24, 2023, titled "The Most Sustainable Banks. 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.

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.

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. 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 9 article links below that time didn't allow me to review here.

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The Most Sustainable Banks. Plus…

I'm beginning this podcast with a unique review of the sustainable banking industry. The article is titled The top 10 most sustainable banks in the world in 2023. It's by Joanna England and was found on fintechmagazine.com.

Here are some quotes from the article.

"Sustainable banking refers to financial institutions that prioritise environmental, social and governance (ESG) factors in their operations and investments. Here is a list of some of the top sustainable banks in the world, based on various sustainability rankings and assessments.

#10 Triodos Bank (Netherlands)

... (It) was founded in 1980 and operates in multiple countries across Europe… Triodos Bank is known for its focus on ethical and sustainable finance, investing in projects and organizations that have a positive social, environmental, and cultural impact.

#9 Nordea (Sweden)

… (It) was founded in 2003 and is one of the largest banks in the Nordic and Baltic regions… The bank… serves over 11 million customers. Nordea is known for its strong focus on digital innovation and sustainability.

#8 Rabobank (Netherlands)

… (It) was founded in 1898. Rabobank operates as a cooperative and provides a wide range of banking services to individuals, small businesses, and large corporations… The bank is known for its focus on sustainability and ethical banking practices and has a strong reputation for serving the needs of rural and agricultural communities.

#7 BNP Paribas (France)

… (It) is a French multinational bank and financial services company… BNP Paribas… is one of the largest banks in the world by total assets… BNP Paribas operates in over 70 countries… The bank has a reputation for its expertise in investment banking and its focus on sustainability and social responsibility.

#6 Crédit Agricole (France)

… Founded in 1894… Crédit Agricole is one of the largest banking groups in France and one of the largest retail banking networks in Europe… Crédit Agricole is known for… its focus on sustainability and corporate social responsibility.

#5 DBS Bank (Singapore)

… (It) was established in 1968… (and) is the largest bank in Southeast Asia by assets… The bank has a strong digital presence and is known for its focus on innovation and sustainability. DBS Bank operates in several markets…including Singapore, Hong Kong, China, Taiwan, and India, and serves a diverse range of customers.

#4 Swedbank (Sweden)

… (It) is a leading Nordic-Baltic banking and financial services group… It was founded in 1820… The bank serves over 7 million customers in Sweden, Estonia, Latvia, and Lithuania. Swedbank is known for its strong digital presence and its focus on sustainability and corporate social responsibility.

#3 Standard Chartered (UK)

… The bank has set sustainability targets, such as reducing carbon emissions, financing renewable energy projects, and promoting diversity and inclusion. Standard Chartered also offers sustainable finance solutions… Additionally, the bank conducts sustainability risk assessments for its lending activities and works with clients to integrate sustainability considerations into their business strategies.

#2 ING Bank (Netherlands)

… ING Bank has set ambitious targets to reduce its greenhouse gas emissions, promote energy efficiency, and move to a more sustainable workplace… ING Bank offers a range of sustainable finance solutions, including green bonds and loans, as well as advice and support to clients seeking to transition to a low-carbon economy.

#1 KfW (Germany)

… (It) is a German development bank that is known for its focus on sustainable finance… KfW's focus on sustainable finance has made it a leader in promoting environmental and social sustainability in the German and global financial sectors.

Editors' note: The entries on this list are not placed in order of products, services, or size of customer bases, but are (at the time of publication) the current leaders globally in sustainable banking practices." End quotes.

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Best Renewable Energy Stocks Part 1

Now we turn again to the green energy sector. We start with this article titled 3 Best Renewable Energy Stocks to Buy for February 2023. It's by Vandita Jadeja for InvestorPlace and found on investorobserver.com. Here are some quotes by Ms. Jadeja on each of her picks.

"1. Plug Power (NASDAQ:PLUG)

At the top of my list is Plug Power which remains one of the best hydrogen stocks to own this month. The company is engaged in the development of hydrogen fuel systems that replaces conventional batteries… When it comes to fundamentals, Plug Power has a few vulnerabilities and hasn't been able to beat EPS projections over the past year due to supply chain challenges when launching new products. It expects a growth of 45% to 50% this year as compared to the expectations of 80%.

(Plug) recently announced a strategic partnership with Johnson Matthey or JM where JM will supply membranes, and catalysts and will help Plug in hitting the targeted revenue of $5 billion by 2026 and $30 billion by 2030.

Both companies are expected to co-invest in the largest CCM manufacturing facility in the world which will begin production in 2025… PLUG is a potential leader in a hot new industry but expects the stock to take time to pick pace.

2. Livent Corp. (NYSE:LTHM)

… the next on the list is a lithium stock, Livent. Lithium-ion batteries power electric vehicles and this is where the company could win. Livent Corporation is already a global player in the market and has 6 manufacturing facilities across the world. It is taking big strides to increase production across China, Argentina, and Canada…

The company already has a long-term supply agreement with General Motors (NYSE:GM) to deliver lithium hydroxide starting in 2025… It has sound fundamentals and the company managed to beat EPS estimates for the last four quarters despite the market turmoil.

In the last quarter, it reported a revenue of $231.6 million, up 124% from the same quarter the previous year… It was upgraded to Buy from Underperform at Bank of America last month with a price target of $26.

3. NextEra Energy (NYSE:NEE)

… is the world's largest renewable energy company and is engaged in the production of electricity from renewable resources and the sale of electric energy across Florida. It is also involved in green hydrogen which will continue to play a huge role in the transition towards renewable energy and decarbonising the industrial areas…

NextEra stock is… a solid dividend play… Since the demand for electricity does not change too much, the company remains insulated which makes NextEra one of the best renewable energy stocks to buy." End quotes.

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Best Renewable Energy Stocks Part 2

My next article in the energy space is this one titled ESG Penny Stocks Every Investor Should Know About (VKIN, SPI, SAENF, HYSR). It's by CapitalGainsReport and found on yahoo.com. Here's some of what they have to about their stock picks.

"By investing in smaller ESG stocks, investors can potentially get in on the ground floor of a promising company and benefit from its growth over time.

1. Viking Energy Group Inc. (OTC: VKIN)

… is a small, yet promising player in the ESG space… the company's stock is currently trading at an attractive price…

Viking provides customized energy and power solutions to commercial and industrial clients in North America and holds interests in oil and natural gas assets in the United States through a number of subsidiaries in which it holds a majority stake…

The technologies covered by Viking range from carbon capture to green biodiesel production…

Viking… should be at the top of any astute investor's wishlist for ESG stocks in 2023.

2. Spi Energy Co. Ltd. (NASDAQ: SPI)

… is a global renewable energy company and provider of solar storage and electric vehicle solutions that was founded in 2006 in California.

The company has three core divisions: SolarJuice which has solar wholesale distribution, as well as residential solar and roofing installation and solar module manufacturing, SPI Solar and Orange Power which operates a commercial & utility solar division, and the EdisonFuture/Phoenix Motor EV division…

(Recently) SPI announced… 'We are confident we will deliver between $29 million and $36 million net income for fiscal year 2023,' said Xiaofeng Peng, Chairman and CEO of SPI Energy.

3. Solar Alliance Energy (OTCMKTS: SAENF)

… company primarily focuses on development, engineering, procurement, and construction of commercial and industrial solar projects, and residential solar installations in Tennessee, Kentucky, Illinois, and North (and) South Carolina.

Solar Alliance Energy also offers electric vehicle charger installation services, and backup generator, home inspection, commercial generator, renewable radar, utility scale power, commercial electric vehicle charging, and data centers solutions.

Last week, the company announced they had signed a contract for the design, engineering, and construction of an 872-kilowatt (kW) commercial solar project for a manufacturing company in Tennessee…

4. SunHydrogen, Inc. (OTC: HYSR)

… engages in the development and marketing of solar-powered nanoparticle systems that mimics photosynthesis to separate hydrogen from water.

Last week, Sunhydrogen shared an image of the largest version to date of its nanoparticle-based green hydrogen technology. The prototype in the photo is currently the only self-contained nanoparticle-based hydrogen generation device of its kind that splits water molecules into high-purity green hydrogen and oxygen using the sun's energy…

This prototype was also designed to support 24-hour operation even when the sun is not shining… " End quotes.

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Now some Other Honorable Mentions – no particular order

1. Title: 12 Best Graphite Stocks to Invest in Today on the impactinvestor.com. By Impact Investor.

2. Title: Want to Invest in Renewable Energy but Don't Know How? Try This ETF. On fool.com. By James Brumley.

3. Title: 2 Renewable Energy Stocks Set to Beat Q4 Earnings Estimates on nasdaq.com. By Aparajita Dutta.

4. Title: The top 10 green energy stocks to invest in. It's by Rovena Gjoni and found on green.earth.com.

5. Title: 3 Alternative Energy Stocks to Watch Despite Lag in Hydrogen Investment on yahoo.com. By Aparajita Dutta.

6. Title: Here are my picks for the best stocks to invest $5,000 in right now. It's by Keith Speights on fool.com.

7. Title: Renewable Energy Stocks Remain Hot Sector In ESG (VKIN, ABML, CLNV, FCEL) on yahoo.com. By CapitalGainsReport.com.

Articles From Outside the US

1. UK. Title: 10 Best Stock Research Websites for Your Investing Journey on investingreviews.co.uk. By Antonia Medlicott.

2. UK. Title: Renewables: 3 UK stocks offering 5%+ yields. I've bought them all! on fool.co.uk. By Dr. James Fox.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this 100th podcast: "The Most Sustainable Banks. 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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Talk to you next March on 10th.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

The Most Undervalued Solar Stocks. And More… includes the following articles: "10 Most Undervalued Solar Stocks to Buy According to Hedge Funds," by Fahad Saleem; "Bloom Energy and Enviva are the Alternative Energy Stocks to Buy According to Pavel Molchanov, Managing Director, Renewable Energy and Clean Technology for Raymond James." And six additional articles too!

Transcript & Links, Episode 99, February 10, 2023

Hello, Ron Robins here. Welcome to podcast 99 published on February 10, 2023, titled "The Most Undervalued Solar Stocks. And More…" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, several companies are covered more than once and there are also 6 article links below that time didn't allow me to review here.

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The Most Undervalued Solar Stocks. And More…

Now I'm going to start with a favorite sector of this audience with this title 10 Most Undervalued Solar Stocks to Buy According to Hedge Funds. It's by Fahad Saleem and was found on yahoo.com. Here are some quotes from Mr. Saleem.

"For this article we scanned the iShares Global Clean Energy ETF holdings and listed the top solar stocks owned by the ETF. We then narrowed down to the stocks that have attractive PE ratios when compared to the green and renewable industry average PE of 83, which was calculated by NYU Stern. After applying these checks, we got a long list of solar stocks. We then picked 10 stocks from this list which had the most number of hedge fund shareholders. For that metric we used Insider Monkey's database of 920 hedge fund holdings. (So, starting with)…

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

Number of Hedge Fund Holders: 15

JinkoSolar has a forward PE ratio of 8.83 as of January 27, according to Yahoo Finance… This Chinese solar stock rallied earlier in January after Roth Capital upgraded the stock to Buy from Neutral… (and) also increased its price target on the stock to $70 from $50. Roth Capital cited the improving US policy situation and the potential for margin expansion on poly price declines for the upgrade.

9. Avangrid, Inc. (NYSE:AGR)

Hedge Fund Holders: 16

With a PE ratio of under 20, Avangrid is one of the most undervalued solar stocks to buy according to hedge funds. In October, Avangrid's stock price target was raised by investment firm Mizuho analyst Paul Fremont to $41 from $39. The analyst kept a Neutral rating on the shares.

8. NextEra Energy Partners, LP (NYSE:NEP)

Hedge Fund Holders: 21

With an attractive PE ratio of 12.97 and long-term growth catalysts, NextEra Energy Partners is one of the most undervalued solar stocks to buy according to hedge funds…

Recently, NextEra Energy Partners stock price target was increased by investment firm Oppenheimer's analyst Colin Rusch… to $94 from $88 and kept an Outperform rating on the shares.

7. Canadian Solar Inc. (NASDAQ:CSIQ)

Hedge Fund Holders: 22

… shot up significantly when compared to the previous quarter when just 13 funds had stakes in Canadian Solar…With a PE ratio under 15 and a strong hedge fund sentiment, Canadian Solar is one of the best undervalued solar stocks to buy now according to hedge funds…

Canadian Solar makes solar panels, modules, and solar power systems for residential, commercial, and utility-scale power generation. Canadian Solar is growing rapidly and has diversified its operations to offset uncertainty. One of the biggest advantages Canadian Solar has over its peers is the company's presence in the entire value chain of the solar industry.

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

Hedge Fund Holders: 25

With a PE ratio of just 6.6 as of market close of January 27, Clearway Energy is one of the most undervalued solar stocks to buy according to hedge funds… Clearway Energy has a dividend yield of over 4% (and) is targeting annual dividend growth in the range of about 5% to 8% through 2026.

Clearway Energy's balance sheet is also strong.

5. SunPower Corporation (NASDAQ:SPWR)

Hedge Fund Holders: 26

With a PE ratio of 53 (compared to industry PE of 83), SunPower Corporation is one of the most undervalued solar stocks to buy according to hedge funds. SunPower Corporation has lost about 16% in value over the past six months. In November, SunPower Corporation shares gained after investment firm Credit Suisse upgraded SunPower Corporation to Neutral from Underperform. The ratings upgrade came after SunPower Corporation posted strong Q3 results that beat estimates.

4. NRG Energy, Inc. (NYSE:NRG)

Hedge Fund Holders: 27

NRG Energy has a PE ratio of 4.28 as of January 27 market close… It has a dividend yield of over 4%...

3. Consolidated Edison, Inc. (NYSE:ED)

Hedge Fund Holders: 27

… up from 21 hedge funds that reported having stakes… at the end of the previous quarter…

Consolidated Edison is also one of the best and most reliable dividend stocks… (it) has upped its dividends for over four decades in a row… (and) has a dividend yield of over 3%.

In November… (its) shares were upgraded by… Bank of America to Neutral from Underperform (who) increased its price target for Consolidated Edison to $95 from $78.

2. Sunrun Inc. (NASDAQ:RUN)

Hedge Fund Holders: 47

… compared to 36 funds in the previous quarter. While Sunrun has a relatively high PE ratio, it makes it to our list because it has lost 22% over the past six months and analysts are hopeful… (its) shares… could perform well in the future amid long-term growth catalysts. Sunrun… is also popular among hedge funds…

Sunrun says it has about 18% market share in the US solar market, while it enjoys a whopping 66% market share in solar subscriptions.

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

Hedge Fund Holders: 59

Enphase Energy… has lost about 26% over the past six months and the shares seem to have long-term growth catalysts, according to several analysts. Hedge funds also piling into this solar stock… According to Yahoo Finance, Enphase Energy stock has a forward PE ratio of 43, compared to renewable industry's PE ratio of 83.

In October, Enphase Energy shares rallied after the company posted strong Q3 results and gave bullish guidance. Enphase Energy said it plans to open 4-6 manufacturing lines in the US because of the Inflation Reduction Act." End quotes.

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Analyst's Top Alternative Energy Stocks

Continuing with the alternative energy theme is this article titled Bloom Energy (NYSE:BE) and Enviva (NYSE:EVA) are the Alternative Energy Stocks to Buy According to Pavel Molchanov, Managing Director, Renewable Energy and Clean Technology for Raymond James (NYSE:RJF). Found on twst.com. Here are some quotes from the article.

"This Raymond James analyst has been recognized in the StarMine Top Analyst survey, the Forbes Blue Chip Analyst survey, and the Wall Street Journal Best on the Street survey…

Bloom Energy (NYSE:BE).

Mr. Molchanov says, 'Another company which will have good opportunities in Europe is Bloom Energy.

Currently, Bloom is the largest provider of stationary fuel cells in the world. A fuel cell is a mini power plant. They are used at data centers, hospitals, and office buildings to provide an extremely reliable supply of electricity…

Fuel cells are a solution to improving the reliability and the resilience of electricity supply for mission-critical businesses such as data centers. In addition to that, Bloom is starting to produce a second product called an electrolyzer, which is essentially a fuel cell in reverse.

A fuel cell takes natural gas to generate electricity, whereas an electrolyzer takes electricity, passes it through water, and produces hydrogen. So it's a way of making hydrogen without a fossil fuel… This is the definition of green hydrogen… Green hydrogen is defined as electrolysis of water using renewable power…'

Plug Power (NASDAQ:PLUG)

… and Bloom Energy are both companies that originally were focused on fuel cells and are now diversifying into electrolyzers… The technology platform is somewhat different, though.

More importantly, Plug Power is getting into the business of producing hydrogen as a commodity — in other words, selling hydrogen fuel to end users, whereas Bloom Energy is 100% an equipment vendor.

Supply chain complications have presented themselves for both of these companies…

For both Plug and Bloom Energy, the opportunity in Europe with record high natural gas prices arises from the fact that electrolysis enables production of hydrogen without using natural gas…

In the U.S… the Inflation Reduction Act created a first-of-its-kind subsidy for low-carbon hydrogen production that will benefit these companies and others…

Recession doesn't really matter for these companies… The demand for these products is ultimately tied to the cost of fossil fuels. When fossil fuels are expensive, that inherently bolsters demand for substitutes.

As natural gas in Europe has tripled as a result of the war, that means for the first time ever, green hydrogen is actually cheaper than making hydrogen from natural gas, just like wood pellets are cheaper than burning coal.'

Enviva (NYSE:EVA)

Enviva is the world's largest provider of utility-grade wood pellets. One of the things we've seen in Europe, because Russia has basically cut off natural gas supply, is some utilities are needing to burn more coal. This is not only a big problem environmentally, but it's also quite expensive…

Wood pellets of the kind that Enviva makes are substitutes for coal. They are renewable because they're made from wood, and they are also cleaner burning, without the various toxins that coal contains.

Because coal is so expensive, wood pellets for the first time ever are actually cheaper than coal…

Enviva is a U.S. company and… produces the wood pellets along the eastern seaboard, where there has always been a lot of forestry.

But they are all shipped abroad: 80% to Europe, 20% to Japan…'" End quotes.

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Now some Other Honorable Mentions – no particular order

1. Title: Why AbbVie is a Top Socially Responsible Dividend Stock. It's by BNK Invest and found on Nasdaq.com. However, note this article titled How a Drug Company Made $114 Billion by Gaming the U.S. Patent System on nytimes.com.

2. Title: 3 Energy Mutual Funds for Fantastic Returns on news.yahoo.com. Only one is an alternative energy company. By Zacks Equity Research.

3. Title: 7 of the Most Highly Rated ESG Companies to Invest in Now. It's by InvestorPlace and found on investorobserver.com

4. Title: 3 Solar-Energy Stocks Setting Up In Bullish Bases on nasdaq.com. By Kate Stalter on Marketbeat.

5. Title: 4 Nanocap ESG Stocks For 2023. By RazorPitch NanoCap ESG and found on yahoo.com.

Article From Outside the US

1. UK. Title: Top 8 ethical pension funds for 2023 on good-with-money.com. By Lori Campbell.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "The Most Undervalued Solar Stocks. And More…"

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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Talk to you next February 24th.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

The World's Most Sustainable Companies. Plus… Includes these articles: "Corporate Knights' 100 most sustainable companies"; "How a one-man scrap metal recycler became the world's most sustainable corporation," by Mike Scott; "5 Renewable Energy Companies To Support In 2023," by Lei Nguyen; and "4 Solar Stocks Seeing Explosive Growth," by Sejuti Banerjea. Plus, links to more

Transcript & Links, Episode 98, January 27, 2023

Hello, Ron Robins here. Welcome to podcast 98 and published on January 27, 2023, titled "The World's Most Sustainable Companies. Plus…" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, several companies are covered more than once and there are also 4 article links below that time didn't allow me to review here.

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1) The World's Most Sustainable Companies. Plus…

I'm going to begin with my favorite annual sustainable company ranking. It's Corporate Knights' 100 most sustainable companies. The introduction is by Mike Scott and found on corporateknights.com. Here are some quotes by Mr. Scott.

"This year's Global 100 ranking of the world's most sustainable companies, now in its 19th year, reveals that the transition is gathering momentum – and that businesses that take sustainability seriously are flourishing financially.

While the Global 100 is light on oil and gas companies, whose profits have soared because of rising energy prices (Finland's Neste being the only oil company on the ranking), it still managed to outperform its blue-chip benchmark, MSCI ACWI (All Country World Index), and other ESG indices. While both the Global 100 and ACWI fell somewhat in 2022, since its inception on February 1, 2005, the Global 100 Index has generated a total investment return of 270.7% compared to 222.1% for ACWI…

Rising oil prices have stimulated growth in renewables

Ralph Torrie, Corporate Knights' research director, says rising oil prices have stimulated growth in renewables, smart buildings, electric vehicles and other climate solutions, including circular economy measures…

Sustainable revenue now makes up half of gross revenue for the Global 100 compared to just 5% for the wider benchmark… For every tonne of carbon they produce, Global 100 companies earn 33 times more revenue than ACWI firms…

A fifth of Global 100 companies are U.S.-based… followed by Canada with 11%. However, as a region, Europe still leads the way with 44%, while Asia Pacific hosts 22% of the ranking's companies…

New entrants include pharmaceuticals

In the wake of the COVID-19 pandemic, new entrants to the index included a number of pharmaceuticals groups, such as Merck (MRK), Pfizer (PFE), Novavax (NVAX) and Gilead Sciences (GILD). Chinese electric vehicle maker NIO (NIO) and its compatriot Yadea (1585.HK), which produces electric bicycles, were also notable entrants, along with two companies from Taiwan: bicycle maker Giant (9921.TW) and the Taiwan High Speed Rail Corp (2633.TW) .

Torrie says the addition of these corporations reflects the improved reporting on environmental, social and governance (ESG) factors from companies in the region…

Methodology

Corporate Knights' 2023 ranking of the world's 100 most sustainable corporations is based on a rigorous assessment of more than 6,000 public companies with revenue over US$1 billion. All companies are scored on applicable metrics relative to their peers, with 50% of the weight assigned to sustainable revenue and sustainable investment." End quotes.

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2) The World's Most Sustainable Companies. Plus…

Now Mike Scott writes about this year's no. 1 ranked company in Corporate Knights Global 100 with this piece titled How a one-man scrap metal recycler became the world's most sustainable corporation. Again it's on corporateknights.com. Here's some of what Mr. Scott says about this unusual sustainable corporate champion.

"Schnitzer Steel's (SCHN) rapid ascension to the top of the Global 100 highlights the growing importance of both the circular economy and low-carbon metals in the energy transition…

It began in 1906 as a one-man scrap metal business in Portland, Oregon, called Alaska Junk Company…

However, during its long history, Schnitzer Steel has developed into a global leader in the collection, processing and sale of the world's most recycled product: steel… about a third comes from forging recycled scrap steel into finished products in electric arc furnaces that are powered by hydropower, making the metal extremely low carbon…

In 2019, the company set about bolstering its framework by adopting specific goals and metrics to track progress. These included… reaching net-zero GHG emissions for all operations (steel manufacturing, metals recycling and auto dismantling) by 2050…

This year, Schnitzer's emissions were 24% lower than in 2019…

Recycling metals, while essential to the circular economy, can be a hazardous business. Its Pick-n-Pull car recycling subsidiary paid US$2.5 million in 2022 to settle allegations from 14 district attorneys in California that the company had illegally disposed of toxic materials and had stormwater pollution issues…

A few years ago, Schnitzer Steel was also involved in a legal dispute with the Oakland Athletics baseball team over the presence of a metals shredding plant near the team's proposed new ballpark on the waterfront. An appeals court ultimately sided with the company.

Reduce, reuse, recycle

Schnitzer's approach to sustainability has ultimately paid off, with the company returning a top-quartile performance on a range of Global 100 indicators. It saw a 74% increase in energy productivity over last year and made significant improvements in water (69%) and carbon (55%) productivity. It also scored well for its proportion of non-male board members (five out of nine are women) and racially diverse executives, while it also saw a significant drop in its worker injury rate.

The company's ranking also received a boost by its linking of its CEO's pay to the achievement of sustainability targets… and its policy of offering paid sick leave.

As for the profit side of things, last year was the second-best year in the company's history." End quotes.

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5 Renewable Energy Companies To Support In 2023

Now we return to one of our favorite sectors with this article titled 5 Renewable Energy Companies To Support In 2023. It's by Lei Nguyen and found on earth.org. Here are some brief quotes from Mr. Nguyen on each of his picks.

"1. Canadian Solar (CSIQ)

… is a solar energy company with headquarters in Ontario that specialises in the design, production, and sale of solar modules, inverters, system kits, and utility-level products. The company, which was founded in 2001, has subsidiaries across six continents and has active clients in over 160 nations. The business adheres to fair trade practices and neither buys conflict minerals nor uses child labor.

For Canadian Solar, the well-being of its more than 13,500 workers is of utmost importance. It also takes environmental protection and conservation very seriously.

2. Brookfield Renewable Partners L.P. (BEP)

Located in Canada… the corporation has a global portfolio of renewable energy-generating installations. In addition to its primarily focused on hydroelectric power operations, it also owns and manages wind, solar, distributed generation, and storage facilities…

The company is able to save about 29 million metric tonnes of CO2 emissions, equivalent to the emissions of approximately 6 million vehicles.

3. Vestas Wind Systems (VWS.CO)

… is a Denmark-based wind energy company. It creates, produces, and installs wind turbines. The business also runs a service component that offers service contracts, replacement parts, and related services. The company provides wind turbines for numerous nations across the world…

Their sustainable energy solutions have already prevented 1.5 billion tonnes of CO2 from being released into the environment and contributed to a more sustainable energy system, with +145GW of wind turbines installed in 85 countries.

4. Clearway Energy (CWEN)

With extremely effective natural gas-powered facilities, it complements its portfolio of wind and solar energy. Additionally, Clearway sells its power through PPAs, which give the business a consistent stream of income. In 2022, the company sold its thermal division, bringing in $1.35 billion in cash that is being reinvested in the expansion of its operations.

Clearway Energy now anticipates that, as a result of its transactions, it will be able to increase its dividend toward the high end of its target range of 5 to 8% annually through at least 2026.

5. SolarEdge Technologies (SEDG)

Last on our list of renewable energy companies is SolarEdge Technologies, an Israeli-based company founded in 2006. SolarEdge specialises in inverter systems for solar projects all around the world… Through a series of acquisitions, it has increased the range of products it offers. These new products and services address a number of energy market segments, including solar, storage, electric vehicle charging, batteries, uninterruptible power supplies (UPS), electric vehicle powertrains, and grid services solutions." End quotes.

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4 Solar Stocks Seeing Explosive Growth

Continuing on our renewable energy theme is this article titled 4 Solar Stocks Seeing Explosive Growth. It's by Sejuti Banerjea and is seen on sports.yahoo.com. Here's some of what Ms. Banerjea has to say about her four stocks.

"1. JinkoSolar Holding Co., Ltd. (JKS)

China-based JinkoSolar is involved in the design, development, production and marketing of photovoltaic products like solar modules, silicon wafers, solar cells, recovered silicon materials and silicon ingots. It also provides solar system integration services and develops commercial solar power projects…

In the last reported quarter, China shipments increased 500% and Europe more than 60%.

The Zacks Rank #1 (Strong Buy) stock has a Value Score of A and Growth Score of B. Analysts expect its revenue and earnings to increase a respective 37.2% and 93.0% this year.

2. Array Technologies, Inc. (ARRY)

New Mexico-based Array Technologies manufactures and supplies solar tracking systems and related products in the United States and internationally. Its SmarTrack machine learning software is used to identify the optimal position for a solar array in real time to increase energy production…

The Zacks Rank #2 (Buy) company has a Growth Score of A. Its revenues are expected to grow 19.5% this year and earnings 178.6%.

3. ReneSola Ltd (SOL)

Connecticut-based ReneSola develops, builds, operates and sells solar power projects in the U.S., Canada, Europe, and elsewhere. It operates through three segments: Solar Power Project Development; Engineering, procurement and construction (EPC) Services, and Electricity Generation Revenue…

The Zacks Rank #2 stock has a Value Score of B. Analysts currently expect 67.4% revenue growth and 261.1% earnings growth in 2023.

4. SolarEdge Technologies, Inc. (SEDG)

Israel-based SolarEdge Technologies designs, develops and sells a broad range of systems and solutions including direct current (DC) optimized inverter systems, power optimizers, communication devices and smart energy management solutions used in residential, commercial and small utility-scale solar installations worldwide…

SolarEdge shares carry a Zacks Rank #2. Analysts expect the company to grow its 2023 revenue and earnings by 28.6% and 80.7%, respectively." End quotes.

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Now some Other Honorable Mentions – no particular order

1. Title: Iberdrola Goes Big on Renewables — Even Wind Energy, Where It Dominates, on environmentalleader.com. By Ken Silverstein.

2. Title: Lucid Group: The Risk/Reward Is Attractive Now (NASDAQ:LCID) on seekingalpha.com. By Cavenagh Research.

Articles From Outside the US

1. Australia. Title: 3 ASX All Ords shares I'm watching like a hawk in January on fool.com.au. By Tristan Harrison.

2. UK. Title: Investing in ESG-friendly banks on ft.com.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "The World's Most Sustainable Companies. 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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Again, wishing you, your family, friends, and colleagues, a great 2023!

Talk to you next February 10th.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

ESG Stock Picks for January 2023. Articles include: "Jim Cramer recommends these 5 health care stocks in 2023"; "Goldman Sachs Says Investors Should Buy These 3 Solar Energy Stocks; Sees Over 50% Upside Potential"; "12 Best Solar Energy Stocks to Invest In Heading into 2023"; "8 Best Wind Power Stocks Of 2023"; and many more

Transcript & Links, Episode 97, January 13, 2023

Hello, Ron Robins here. Though a little late, I sincerely wish you a terrific, happy, healthy, and prosperous New Year!

So, welcome to my first podcast of 2023 episode 97 and published on January 13, 2023, titled "ESG Stock Picks for January 2023" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, several companies are covered more than once and there are also 12 article links below that time didn't allow me to review here.

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1) ESG Stock Picks for January 2023

So, let's start with Jim Cramer recommends these 5 health care stocks in 2023, by Krystal Hur on cnbc.com.

These are the five stocks with brief comments by Krystal Hur.

"Danaher.

Cramer predicted that the company will have a banner year in 2023 and called it 'one of the best-run companies in any industry.'

Pfizer.

Praising the vaccine maker's acquisition of Arena Pharmaceuticals, Biohaven and Global Blood Therapeutics, he said that Pfizer stock is a steal.

UnitedHealth Group.

Cramer said that he likes the 'best-of-breed' managed health care stock.

Humana.

He called the stock a 'great turnaround story.'

Edwards Lifesciences.

Cramer says he likes the stock because the company's underlying business has been strong, despite the stock being down over 43% for the year.

Disclaimer; Cramer's Charitable Trust owns shares of Danaher and Humana." End quotes.

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2) ESG Stock Picks for January 2023

Now back to familiar territory with this article titled Goldman Sachs Says Investors Should Buy These 3 Solar Energy Stocks; Sees Over 50% Upside Potential. It's by TipRanks and found on yahoo.com. Here are some quotes from the story.

"Banking giant Goldman Sachs believes the Inflation Reduction Act… clears the way for at least a decade-long runway for stable installation growth across all residential, commercial and utility-scale markets…

We've used the TipRanks database to pull up three solar power recommendations by Goldman's 5-star analyst Brian Lee. Lee has tapped these stocks as buying propositions, and sees them bringing 50% upside – or better…

1. Enphase Energy, Inc. (ENPH)

Inverters, Enphase's chief product line, convert the DC power to usable alternating current (AC) power suitable for residential and commercial distribution…

Overall, there are 17 recent analyst reviews available on Enphase shares, and these include 14 Buys and 3 Holds for a Strong Buy consensus rating. (See Enphase stock forecast on TipRanks).

2. First Solar, Inc. (FSLR)

… has been in business since 1999 and is the largest US-based maker of photovoltaic (PV) panels, focuses on cutting-edge PV technology, from the manufacture of thin-film PV modules at commercial scale to the maintenance and recycling of spent panels…

Wall Street takes a bullish stance on First Solar. 12 Buys and 5 Holds issued over the previous three months make the stock a 'Moderate Buy.' (See FSLR stock forecast on TipRanks).

3. Array Technologies, Inc. (ARRY)

… has built its niche around solar tracker technology, needed to keep photovoltaic panels properly oriented to the sun for maximum power production…

Overall, the 9 recent analyst reviews on ARRY add up to a Moderate Buy consensus rating, with 7 Buys, 1 Hold, and 1 Sell. (See Array stock forecast on TipRanks)." End quotes.

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3) ESG Stock Picks for January 2023

Continuing on the solar theme is this article titled 12 Best Solar Energy Stocks to Invest In Heading into 2023. It's by Mohammed Saqib, on Insider Monkey, and found on yahoo.com. Now some quotes on each stock by Mr. Saqib.

"We started with the holdings of Global X Solar ETF (RAYS) and ranked its holdings using Insider Monkey's proprietary hedge fund sentiment data which tracks the holdings of over 900 elite hedge funds.

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

Number of Hedge Fund Holders: 20

Headquartered in Shanghai, Daqo New Energy is a global leader in the production of high-purity polysilicon for the solar PV sector…

On December 5, 2022, Chao Ji, an analyst at Goldman Sachs, reduced her price target on Daqo New Energy to $70 while keeping a Neutral rating on the stock.

11. Atlantica Sustainable Infrastructure plc (NASDAQ:AY)

Hedge Fund Holders: 21

Atlantica Sustainable Infrastructure is a United Kingdom-based sustainable infrastructure company that owns, operates, and invests in renewable energy, storage, efficient natural gas and heat, transmission lines, and water assets across North America, South America, and Europe.

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

Hedge Fund Holders: 21

The company sells EV Charging solutions in the United States for public and fleet electric car charging stations….

On November 16, 2022, Christine Cho, an analyst at Barclays… (said) the company is still in a strong position with improved backlog visibility and a more enticing value proposition.

9. Canadian Solar Inc. (NASDAQ:CSIQ)

Hedge Fund Holders: 22

Canadian Solar is one (of the) world's largest solar technology and renewable energy firms. The company is a major solar photovoltaic module producer and a manufacturer of battery storage projects with a diverse geographical pipeline at various stages of development.

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

Hedge Fund Holders: 25

Sunnova Energy International provides home solar and energy storage services… Sunnova Energy has roughly 195,000 subscribers…

On December 13, 2022, Biju Perincheril, an analyst at Susquehanna, reiterated his Positive rating on Sunnova Energy International.

7. SunPower Corporation (NASDAQ:SPWR)

Hedge Fund Holders: 26

SunPower Corporation is a leading provider of solar technology and energy services that provides fully integrated solar, storage, and home energy solutions to consumers, mainly in the United States and Canada, through a variety of hardware, software and financing options, as well as Smart Energy solutions.

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

Hedge Fund Holders: 29

Array Technologies is a global utility-scale solar tracker technology…

On December 6, 2022, Michael Blum, an analyst at Wells Fargo, started covering Array Technologies… with… an Overweight rating on the stock.

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

Hedge Fund Holders: 33

Altus Power is a clean energy electrification company headquartered in Connecticut, USA. The company creates and operates photovoltaic solar energy storage systems…

On December 13, 2022, Ryan Levine, an analyst at Citi, reduced his price target on Altus Power to $10 while keeping a Buy rating on the stock…

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

Hedge Fund Holders: 44

SolarEdge Technologies is an Israeli company that designs and distributes photovoltaic inverters, energy generation monitoring software, and battery energy storage devices…

On December 14, 2022, Christine Cho, an analyst at Barclays, raised her price target on SolarEdge Technologies to $396 and upgraded the stock's rating to Overweight.

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

Hedge Fund Holders: 45

First Solar is a global PV solar energy solutions provider and a major American solar technology company… First Solar… is the world's largest producer of thin-film PV solar modules.­

On November 14, 2022, Corinne Blanchard, an analyst at Deutsche Bank, started covering First Solar with a price target of $180 and a Buy rating on the stock.

2. Sunrun Inc. (NASDAQ:RUN)

Hedge Fund Holders: 47

Sunrun Inc. is a company that designs and develops home solar energy systems in the United States. Furthermore, the company provides battery storage systems…

On November 11, 2022, Elvira Scotto, an analyst at RBC Capital, reduced her price target on Sunrun to $42 while keeping an Outperform rating on the stock.

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

Hedge Fund Holders: 59

The company develops and manufactures microinverters, solar panels, and energy storage systems for the residential and commercial markets. Enphase Energy, Inc… operates in more than 21 countries worldwide.

On October 26, 2022, Biju Perincheril, an analyst at Susquehanna, increased his price target on Enphase Energy, Inc. to $310 from $290 while keeping a Positive rating on the stock." End quotes.

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4) ESG Stock Picks for January 2023

From solar, now to wind power with this article titled 8 Best Wind Power Stocks Of 2023, by Cory Mitchell on forbes.com. Due to the structure of the article, I'm going to just list the company names here.

Dominion Energy, Inc. (D) Northland Power (NPI.CA) Eversource Energy (ES) Iberdrola S.A. (IBDRY) Brookfield Renewable Partners L.P. (BEP) Vestas Wind Systems (VWDRY) Boralex Inc. (BLX.CA) Orsted A/S (DNNGY)

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5) ESG Stock Picks for January 2023

Next is this article America's Most Responsible Companies 2023 by Newsweek and Statista, found on newsweek.com. Some quotes…

"Newsweek has partnered with global research and data firm Statista for our fourth annual list of America's Most Responsible Companies. This year our list includes 500 of the U.S's largest public corporations." End quotes.

The top five companies are HP (HP), General Mills (GIS), Whirlpool Corporation (WHR), Merck & Co (MRK), and Clorox (CLX).

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6) ESG Stock Picks for January 2023

Now many ethical and sustainable investors -- particularly if they're looking for income -- will seek ethical dividend-paying stocks. Thus, this article is for them! It's titled 16 Ethical Dividend Stocks to Invest in Today and is by the Impact Investor on theimpactinvestor.com. Here're some quotes from the article.

"I pride myself on being an ethical investor…. I sometimes choose ESG stocks… However, I also make investment decisions independent of ESG rankings based on my ethics.

I particularly value companies that provide opportunities for advancement to all their people and help equalize access to the world's resources. Protecting the environment also is significant for me. I also avoid 'sin' stocks…

Of course, I expect a dividend yield from my stocks." End quotes.

Among the dividend-paying stocks The Impact Investor recommends are: Nestle SA (NSRGY), Proctor & Gamble (PG), 3M (MMM), The Clorox Company (CLX), and Becton, Dickinson and Company (BDX).

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Now some Other Honorable Mentions – no particular order

1. Title: 10 Best-Performing Technology ETFs in 2022 on yahoo.com. By Omer Farooq.

2. Title: 7 Best Socially Responsible Funds on Investing usnews.com. By Jeff Reeves.

3. Title: Brookfield Infrastructure: It's Not Been This Cheap In A Long Time (NYSE:BIP) on seekingalpha.com. By Jonathan Weber.

4. Title: 10 Cheap Solar Stocks to Buy on yahoo.com. By Affan Mir.

5. Title: AvalonBay Communities a Top Socially Responsible Dividend Stock With 3.9% Yield (AVB) on nasdaq.com. By BNK Invest.

6. Title: Got $5,000? 3 Top Infrastructure Stocks to Buy for the Long Term on fool.com. By Reuben Gregg Brewer.

7. Title: 3 Tech Titans Worth Owning in 2023 (and Beyond) on fool.com. By Justin Pope, Will Healy, and Jake Lerch.

8. Title: The Best Energy Dividend Stock for a Decade of Passive Income on fool.com. By Matt DiLallo.

Articles From Outside the US

1. Australia: Some upside surprises, and 8 ethical stocks to watch - livewiremarkets.com. By Australian Ethical.

2. Australia: ASX shares: Six sustainability ETFs worth watching on afr.com. By Tony Featherstone.

3. India: Top 10 companies in India for CSR and Sustainability in 2022 on thecsrjournal.in. By the CSR Journal.

4. Canada: 2023 Responsible Funds Guide by Corporate Knights on corporateknights.com.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "ESG Stock Picks for January 2023."

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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Again, wishing you and your family and friends a great 2023!

Talk to you next January 27th.

Bye for now.

© 2023 Ron Robins, Investing for the Soul

The Most Ethical US Companies includes coverage of the following articles: "22 Most Ethical Companies in the US," by Habib Ur Rehman at Insider Monkey; "Top 15 Infrastructure Companies in the US," by Ty Haqqi, also at Insider Monkey; and "Caterpillar Leads 5 Stocks To See Infrastructure Spending Boost," by Harrison Miller. Plus much more

Transcript & Links, Episode 96, December 16, 2022

Hello, Ron Robins here. Welcome to my podcast episode 96 published on December 16, 2022, titled "The Most Ethical US Companies" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles where you'll find much more great company information. Also, note several companies are covered more than once and there are also six article links below that time didn't allow me to review them here.

Also, I'm taking some time off over the holidays, so my next episode of this podcast will be Friday, January 13, 2023!

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The Most Ethical US Companies

The first article I'm covering today is titled 22 Most Ethical Companies in the US. It's by Habib Ur Rehman at Insider Monkey and found on yahoo.com. Mr. Rehman describes how they arrived at choosing these companies and then offers commentary on each one.

"For our list of the 22 most ethical companies in the US, we've ranked them based on how many times they've been hailed as honorees for being ethical up until 2022 by Ethisphere Institute, a global leader in assessing ethical businesses.

We've also mentioned each company's ESG-risk scores from Sustainalytics, a premier ESG grader… It assigns quantitative risk scores between 0 and 50 to corporations… and classifies them into any of… five risk categories: Negligible (0-10) Low (10-20), Medium (20-30), High (30-40), and Severe (40-50).

22. V.F. Corporation (NYSE:VFC)

Ethisphere Honoree: 6 Times / ESG-Risk Score: 12.9

21. Oshkosh Corporation (NYSE:OSK)

Ethisphere Honoree: 7 Times / ESG-Risk Score: 19.4

Oshkosh Corporation is a… machinery company that manufactures military vehicles, fire apparatus and truck bodies among others.

20. Mastercard Incorporated (NYSE:MA)

Ethisphere Honoree: 7 Times / ESG-Risk Score: 17

19. The Allstate Corporation (NYSE:ALL)

Ethisphere Honoree: 8 Times / ESG-Risk Score: 19.1

The Allstate Corporation is one of the biggest insurance companies in the United States.

18. Best Buy Co., Inc. (NYSE:BBY)

Ethisphere Honoree: 8 Times / ESG-Risk Score: 14.2

17. CBRE Group, Inc. (NYSE:CBRE)

Ethisphere Honoree: 9 Times / ESG-Risk Score: 6.9

CBRE is a… commercial real-estate investment company based in Dallas, Texas.

16. Dell Technologies Inc. (NYSE:DELL)

Ethisphere Honoree: 10 Times / ESG-Risk Score: 16.5

15. Visa Inc. (NYSE:V)

Ethisphere Honoree: 10 Times / ESG-Risk Score: 15.6

14. Henry Schein, Inc. (NASDAQ:HSIC)

Ethisphere Honoree: 11 Times / ESG-Risk Score: 13.5

Henry Schein is a… multinational supplier of healthcare products and services.

13. Hasbro, Inc. (NASDAQ:HAS)

Ethisphere Honoree: 11 Times / ESG-Risk Score: 7.1

12. Intel Corporation (NASDAQ:INTC)

Ethisphere Honoree: 12 Times / ESG-Risk Score: 17

11. Microsoft Corporation (NASDAQ:MSFT)

Ethisphere Honoree: 12 Times / ESG-Risk Score: 15.2

10. ManpowerGroup Inc. (NYSE:MAN)

Ethisphere Honoree: 13 Times / ESG-Risk Score: 10

ManpowerGroup is… the third largest staffing company in the world.

9. Teradata Corporation (NYSE:TDC)

Ethisphere Honoree: 13 Times / ESG-Risk Score: 17.4

Teradata Corporation is a… software corporation that provides analytics software.

8. Waste Management, Inc. (NYSE:WM)

Ethisphere Honoree: 13 Times / ESG-Risk Score: 16.8

7. Salesforce, Inc. (NYSE:CRM)

Ethisphere Honoree: 13 Times / ESG-Risk Score: 13.2

Salesforce is a major… software company based in San Francisco, California.

6. Rockwell Automation, Inc. (NYSE:ROK)

Ethisphere Honoree: 14 Times / ESG-Risk Score: 17.7

5. Premier, Inc. (NASDAQ:PINC)

Ethisphere Honoree: 15 Times / ESG-Risk Score: 19.9

Premier is a… healthcare company.

4. Cummins Inc. (NYSE:CMI)

Ethisphere Honoree: 15 Times / ESG-Risk Score: 19.4

Cummins is a… machinery company.

3. Deere & Company (NYSE:DE)

Ethisphere Honoree: 15 Times / ESG-Risk Score: 16.6

2. Aflac Incorporated (NYSE:AFL)

Ethisphere Honoree: 16 Times / ESG-Risk Score: 16.9

1. Jones Lang LaSalle Incorporated (NYSE:JLL)

Ethisphere Honoree: 15 Times / ESG-Risk Score: 6.8

Jones Lang LaSalle… has provided its Science-Based-Target-initiative (SBTi) aligned to the 1.5 degrees Celsius goal of the Paris Agreement." End quotes.

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Top 15 Infrastructure Companies in the US

Here's another analyst from Insider Monkey, Ty Haqqi, with his analysis titled Top 15 Infrastructure Companies in the US. Also, on yahoo.com. Again, the writer explains how they picked these companies. He then follows with brief outlines of each company. All market caps are as of December 3, 2022, and dollar numbers are millions of dollars. I start at #13 due to duplication of data for #'s 14 and 15.

"The top infrastructure companies in the U.S. are giants of the industry… To determine these companies, we have considered their market cap, revenue, profit and assets, assigning 30% weightage to the first three criteria and 10% to the last one.

13. Construction Partners, Inc. (NASDAQ:ROAD)

Total market cap: $1,559

Total assets: $4,809

Construction Partners is one of the fastest-growing civil infrastructure companies.

12. Uniti Group Inc. (NASDAQ:UNIT)

Total market cap: $1,770

Total profits: $124

Uniti Group is involved in the acquisition as well as construction of infrastructure pertaining to critical communication.

11. SBA Communications Corporation (NASDAQ:SBAC)

Total market cap: $31,877

Total profits: $238

SBA Communications is one of several real estate investment trusts which owns and also operates wireless infrastructure.

10. Crown Castle Inc. (NYSE:CCI)

Total market cap: $60,700

Total profits: $1,158

Crown Castle is a real estate investment trust and also provides shared communication infrastructure.

9. Plains All American Pipeline, L.P. (NASDAQ:PAA)

Total market cap: $8,548

Total profits: $593

Plains All American Pipeline is engaged in pipeline transport.

8. Sempra (NYSE:SRE)

Total market cap: $52,157

Total profits: $1,318

Sempra is an energy infrastructure company.

7. Kinder Morgan, Inc. (NYSE:KMI)

Total market cap: $42,707

Total profits: $1,784

Kinder Morgan is the biggest energy company in the U.S.

6. Norfolk Southern Corporation (NYSE:NSC)

Total market cap: $58,821

Total profits: $3,005

Norfolk Southern operates more than 19,000 miles (of railways) in 22 states in the Eastern side of the U.S. and Norfolk Southern Corporation is also responsible for the maintenance of 28,400 miles.

5. American Tower Corporation (NYSE:AMT)

Total market cap: $102,140

Total profits: $2,568

American Tower provides wireless and broadcast communications infrastructure in the United States and several other countries worldwide.

4. CSX Corporation (NASDAQ:CSX)

Total market cap: $67,382

Total profits: $3,781

CSX is one of the biggest railroad companies in the U.S.

3. Union Pacific Corporation (NYSE:UNP)

Total market cap: $132,016

Total profits: $6,523

Union Pacific is the biggest railroad company in the U.S. as well as among the top infrastructure companies in the U.S.

2. Comcast Corporation (NASDAQ:CMCSA)

Total market cap: $155,037

Total profits: $14,159

Comcast is one of the biggest conglomerates in the world and is the second largest broadcasting and cable television company in the world in terms of revenue.

1. AT&T Inc. (NYSE:T)

Total market cap: $135,556

Total profits: $20,081

AT&T (is) the largest telecom company in the world." End quotes.

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Caterpillar Leads 5 Stocks To See Infrastructure Spending Boost

Continuing on the theme of infrastructure is this article Caterpillar Leads 5 Stocks To See Infrastructure Spending Boost, by Harrison Miller, found on investors.com' Here are some quotes from Mr. Miller on each of his picks.

"All of the companies should see a boost from the recent infrastructure bill and the Inflation Reduction Act. The infrastructure spending plan… will dole out more than $500 billion for various projects. And the Inflation Reduction Act includes $369 billion to expedite mining projects and build out renewable energy infrastructure.

1. Caterpillar Stock (CAT)

The construction giant has rallied nearly 50% since bottoming in late September, and saw positive earnings and revenue growth the past two quarters.

2. United Rentals (URI)

Earnings growth for the world's largest equipment rental company fluctuated over the past seven quarters, averaging roughly 40% gains during that time.

3. Terex Stock (TEX)

Materials processor and machine maker Terex… earnings and revenue jumped 79% and 13%, respectively, for the most recent quarter after three periods of decelerating gains.

4. Deere Stock (DE)

Agriculture equipment manufacturer Deere's… shares are way up after a big run going back to late September.

5. Martin Marietta Stock (MLM)

The building materials and concrete supplier shed 19% from its stock price so far this year, but started to recover at the beginning of the summer." End quotes.

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3 Alternative Energy Stocks to Buy Amid U.S.-EU Trade Rift

Now back to our old familiar sector, alternative energy, with this article titled 3 Alternative Energy Stocks to Buy Amid U.S.-EU Trade Rift. It's by Zacks analyst Aparajita Dutta. And found on sports.yahoo.com. (Note, some of you might have concerns about the designation of 'alternative energy' being applied to two of the stocks.)

Now some quotes from Ms. Dutta.

"The forerunners in the U.S. alternative energy industry are Texas Pacific Land, HF Sinclair and Clearway Energy.

1. HF Sinclair (DINO)

Based in Dallas, TX, this company is an energy company, which produces and markets light products such as gasoline, diesel fuel, jet fuel, renewable diesel and other specialty products…

HF Sinclair currently sports a Zacks Rank #1 (Strong Buy).

2. Texas Pacific Land (TPL)

Based in Dallas, TX, Texas Pacific Land is one of the largest landowners in the State of Texas operating under two business segments: Land and Resource Management and Water Services and Operations…

Texas Pacific Land currently carries a Zacks Rank #1.

3. Clearway Energy (CWEN)

Based in San Francisco, CA, Clearway Energy owns, operates and acquires renewable and conventional generation and thermal infrastructure projects." End quotes.

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Now some Other Honorable Mentions – no particular order

1) From Canada, Title: 3 Best-in-Class Stocks to Build Long-Term Wealth on fool.ca. By Robin Brown.

2) Title: 14 Best Environmental Stocks to Buy Now on yahoo.com. By Omer Farooq.

3) Title: 10 Most Responsible Retailers of 2023 on risnews.com. By Liz Dominguez.

4) Title: 8 Best Solar Power Stocks Of 2022 on forbes.com. By Cory Mitchell.

5) Title: 7 Best Socially Responsible Funds | Investing on money.usnews.com. By Jeff Reeves.

UK article

Title: Best ESG ETFs to Buy UK in 2022 on investingreviews.co.uk. By Antonia Medlicott.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "The Most Ethical US Companies."

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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Now I'm taking some time off over the holidays, so my next episode of this podcast will be Friday, January 13, 2023!

I wish you and your family and friends a most joyous, healthy, and fulfilling holiday period!

Bye for now.

© 2022 Ron Robins, Investing for the Soul

Top Floating and Onshore Windfarm Stocks episode includes these articles: "Top 5 Floating Wind Farm Stocks: Which Companies Are Going Deep In Clean Tech?"; "11 Best Wind Power and Solar Stocks To Buy"; "3 Alternative Energy Stocks That Could Power Higher in 2023"; "Find Renewable Income With These Alternative Energy Dividend Stocks" and several more

Transcript & Links, Episode 95, December 2, 2022

Hello, Ron Robins here. Welcome to my podcast episode 95 published on December 2, 2022, titled "Top Floating and Onshore Windfarm Stocks." — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles where you'll find much more great company information. Also, note several companies are covered more than once and there are also four article links below that time didn't allow me to review them here.

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1. Top Floating and Onshore Windfarm Stocks

Now beginning with the lead article which is titled Top 5 Floating Wind Farm Stocks: Which Companies Are Going Deep In Clean Tech? It's by Q.ai on forbes.com. Here are some quotes.

"Floating offshore wind farms are on their way to becoming a viable green energy solution for mass consumption.

1) NextEra Energy (NEE)

On a global scale, the company is one of the top producers of both wind and solar energy…

Back in 2021, the company submitted multiple proposals to build offshore wind farms.

2) Vestas Wind Systems (VWDRY)

Vestas Wind Systems has over 25 years of experience in the offshore energy industry…

The company has stayed on the cutting edge of both floating offshore wind power and fixed-bottom turbines.

3) General Electric (GE)

GE is also diving into the world of green energy. Recently, it announced its own floating wind turbine project that is currently underway.

The company continues to invest in offshore wind farm technology, and the resources behind this classic blue chip give it an edge over the competition.

4) Brookfield Renewable Partners L.P. (BEP)

Brookfield Renewable is one of the largest publicly traded renewable energy companies…

In 2022, Brookfield partnered with SSE Renewables to participate in an offshore wind farm project off the coast of the Netherlands.

5) Siemens Gamesa Renewable Energy (SGRE.MC)

This company is focused on developing wind power. Beyond major installations, the company is committed to producing 100% recyclable turbines by 2040." End quotes.

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2. Top Floating and Onshore Windfarm Stocks

Continuing on the renewable energy theme is this article titled 11 Best Wind Power and Solar Stocks To Buy. It's by Ramish Cheema on yahoo.com. Here he explains his methodology and a few quotes on each of his picks.

"We studied both the solar and wind power energy industries to take a look at which firms are providing their services and products. The selected companies are ranked through hedge fund holdings gathered via Insider Monkey's Q3 2022 survey of 920 funds.

11. Vestas Wind Systems A/S (VWDRY) (And again.)

Hedge Fund Holders: N/A

Vestas Wind Systems is a Danish wind turbine company…

(It) has 138 gigawatts of active wind service contracts, and an average duration of 10 years per contract… Additionally, the firm also has $18.6 billion in equipment order backlogs and a stronger $30.8 billion in service contract backlogs…

10. Northland Power Inc. (NPIFF)

Hedge Fund Holders: N/A

Northland Power is a Canadian company that generates electricity from… wind, solar, natural gas, and hydro-power…

Northland Power is aiming to grow its operating income by a strong 7% to 10% CAGR between 2022 and 2027.

9. Siemens Energy AG (SMNEY)

Hedge Fund Holders: N/A

Siemens Energy is a German company that is one of the oldest of its kind as it was set up in 1866 and is headquartered in Munich. The firm sells equipment such as steam and gas turbines, electrical systems, offshore wind farm connectors, wind turbine designs, and maintenance services for wind farms.

8. Ørsted A/S (DNNGY)

Hedge Fund Holders: N/A

Ørsted A/S is a Danish company that builds, develops, and operates onshore and offshore wind farms and solar farms. It… has facilities in the U.K., Denmark, Germany, the Netherlands, and the United States.

Ørsted A/S is the largest company in the world when it comes to onshore wind farms.

7. Brookfield Renewable Partners L.P. (NYSE:BEP) (Yes again.)

Hedge Fund Holders: 19

Brookfield Renewable Partners L.P. is a Bermuda based company that generates power through several renewable sources such as wind, solar, and biomass…

The firm also has a massive development pipeline in the U.S., the total planned capacity of which is greater than 60 gigawatts across the different sources that it uses for power generation.

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

Hedge Fund Holders: 29

Array Technologies is an American company that provides solar tracking systems. These include hardware such as a single axis tracking system and software that uses machine learning to boost energy production…

Array Technologies, Inc. is uniquely suited to grow… as its products form the backbone of operating solar farms.

5. TPI Composites, Inc. (NASDAQ:TPIC)

Hedge Fund Holders: 29

TPI Composites is a backend wind power equipment provider. The firm makes and sells wind turbine blades and assembly solutions. It is a global firm with operations in the U.S., Europe, Mexico, the Middle East, and Africa.

TPI Composites has a whopping $2.7 billion of incoming revenue from contracts until 2024.

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

Hedge Fund Holders: 59

Enphase Energy, Inc. is a pureplay solar energy company. The firm makes and sells solar power products such as inverters and battery storage systems.

Enphase Energy's third quarter saw the firm report a stunning 80% annual revenue growth, with its European revenue posting a 70% growth…

Consequently, Enphase Energy's shares are up by 69% year to date.

3. NextEra Energy, Inc. (NYSE:NEE) (Yes, again.)

Hedge Fund Holders: 73

NextEra Energy generates electricity through wind, solar, nuclear, coal, and natural gas. The firm (is) responsible for providing 5% of the country's electricity… Additionally, roughly 95% of the firm's power generation is served through clean energy sources including natural gas, wind, and solar.

2. Tesla, Inc. (NASDAQ:TSLA)

Hedge Fund Holders: 88

Tesla, Inc. is the world's largest electric vehicle company… it also sells solar panels and storage systems.

Tesla's latest quarter saw the company grow its solar deployments to 94 megawatts for a 13% annual growth. The growth was fueled by residential power projects. During the same quarter, Tesla's energy storage platforms grew to a whopping 2.1 gigawatts, for a new record that saw the company continue to face higher demand than it can supply.

1. Berkshire Hathaway Inc. (NYSE:BRK-A)

Hedge Fund Holders: 104

Berkshire Hathaway Inc. is an American investment firm that has interests in a host of different businesses such as consumer technology, energy, automotive, insurance, banking, and finance…

Berkshire Hathaway Inc. operates in the renewable energy sector through its Berkshire Hathaway Energy division." End quotes.

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3 Alternative Energy Stocks That Could Power Higher in 2023

It seems financial analysts in the ESG space predominantly write about alternative and renewable energy. So, here's yet another article. It's titled 3 Alternative Energy Stocks That Could Power Higher in 2023 and by Joey Frenette on tipranks.com. Here are some of his comments.

"Alternative energy stocks have been under considerable pressure this year as fossil fuel plays bounced back. As rate hike fears blow over, the following three green energy plays may be ripe for picking up.

1) Brookfield Renewable Partners (NYSE:BEP) (And again.)

Brookfield Renewable Partners is a renewable power play down more than 40% from its all-time high hit in January 2021… (it's) stock stands out as one of the better values in the green energy industry.

The 4.3% dividend yield may not be the biggest of the batch, but it looks more sustainable than that of some of its peers…

Recently, the firm teamed up with Cameco (NYSE: CCJ) to acquire nuclear service firm Westinghouse Electric Company. Such a deal gives Brookfield some unique exposure beyond just wind and solar.

2) NextEra Energy (NYSE:NEE) (And yet again!)

NextEra Energy is a $167.6 billion energy behemoth that's done a better job of holding its own amid this market sell-off than some of its smaller peers… With a modest 2% dividend yield and a stretched 43.5x trailing earnings multiple, NextEra Energy stock may seem like a less exciting way to play the next era of energy… but its renewable business is proliferating.

3) Algonquin Power & Utilities (NYSE:AQN)

Algonquin Power stock made new multi-year lows following a quarterly flop (EPS of $0.11 versus the $0.17 estimate) and a guidance downgrade. The stock is now down around 58% from its peak, and the massive 9.4%-yielding dividend looks at risk…

After such a vicious post-earnings drop (around 35%), the stock trades at 2x sales and just 1x book value. That's one of the best deals in the alternative energy space today.

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Find Renewable Income With These Alternative Energy Dividend Stocks

And yes, another article in the renewables theme titled Find Renewable Income With These Alternative Energy Dividend Stocks. By Bob Ciura on realmoney.thestreet.com. Now some comments by Mr. Ciura on each stock.

"1) Brookfield Renewable Partners (BEP) (Yet, again!)

Brookfield Renewable Partners operates one of the world's largest portfolios of publicly traded renewable power assets. Its portfolio consists of about 23,000 megawatts of capacity in North America, South America, Europe and Asia.

It is also important to note that hydroelectric energy generates about 70% of the total funds from operations of the company…

Brookfield Renewable Partners is currently offering a 4.3% dividend yield, with a payout ratio of 78%.

2) Clearway Energy (CWEN)

Clearway is a large renewable energy player, with more than 5,500 net MW of installed wind and solar capacity. Approximately 2,500 net megawatts of the company's energy comes from natural gas generation facilities…

Clearway has ample room for future growth, as it has a development pipeline of more than 26 MW. Thanks to the expected approval of rate increases by regulatory authorities and acquisitions of existing renewable energy projects, the company is likely to continue growing its cash flow per share at a mid-single digit rate in the upcoming years.

Clearway is currently offering a 4.2% dividend yield, with a payout ratio of 49%.

3) Aris Water Solutions (ARIS)

Aris Water Solutions is an environmental infrastructure and services company, which provides water handling and recycling solutions. Its produced water handling business gathers, transports and handles produced water generated from oil and natural gas production…

The infrastructure of the company serves major oil and gas producers in the Permian Basin, helping them to achieve their sustainability goals.

Moreover, Aris Water Solutions has a much stronger balance sheet than Brookfield Renewable Partners and Clearway." End quotes.

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Now some Other Honorable Mentions – no particular order

1. Title: Beyond Meat Is Struggling, and the Plant-Based Meat Industry Worries in nytimes.com. By Julie Creswell.

2. Title: 12 Best ESG Stocks To Buy Now on yahoo.com. By Insider Monkey Team.

3. Title: Top Clean Energy ETFs in 2022 on nasdaq.com. By Prableen Bajpai.

UK article

Title: Are these 3 high-dividend renewable energy stocks no-brainer buys now? On fool.co.uk. By Alan Oscroft.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "Top Floating and Onshore Windfarm 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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Talk to you next on December 16th.

Bye for now.

© 2022 Ron Robins, Investing for the Soul

Best Alternative Energy Stocks. Plus… Articles include: "12 Best Alternative Energy Stocks To Buy Now"; "3 Stocks to Buy in CleanE energy"; "3 Renewable Energy Stocks That Are Too Cheap to Ignore"; "3 Renewable Energy Stocks You Should Be Buying Before 2022 Is Over"; "10 Cheap ESG Stocks to Buy Now"; and seven more!

Transcript & Links, Episode 94, November 18, 2022

Hello, Ron Robins here. Welcome to my podcast episode 94 published on November 18, 2022, titled "Best Alternative Energy Stocks. Plus…" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles where you'll find much more great company information. There are also seven article links below that time didn't allow me to review here.

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1) Best Alternative Energy Stocks. Plus…

Now I'm going, to begin with, four articles recommending specific alternative energy-related stocks. The first article is titled 12 Best Alternative Energy Stocks To Buy Now by Hamna Asim on Yahoo.com. Here are some quotes by Mr. Hassim.

"We selected the following clean energy stocks based on growth fundamentals, positive analyst coverage, and strong market visibility. We have arranged the list according to the number of hedge fund holders in each firm, tracked by Insider Monkey as of the second quarter of 2022…

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

Number of Hedge Fund Holders: 10

FuelCell Energy operates in the renewable energy, fuel cells, carbon capture, and energy storage industries.

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

Hedge Fund Holders: 16

JinkoSolar is a solar panel manufacturer headquartered in Shanghai, China. It is one of the most popular clean energy stocks on Wall Street.

10. Ormat Technologies, Inc. (NYSE:ORA)

Hedge Fund Holders: 17

Ormat Technologies is a Nevada-based company that specializes in​​ alternative and renewable geothermal energy technology.

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

Hedge Fund Holders: 19

Brookfield Renewable Partners owns and operates renewable power assets including hydroelectric plants, wind farms, solar facilities, and energy storage facilities.

8. SunPower Corporation (NASDAQ:SPWR)

Hedge Fund Holders: 21

SunPower Corporation is a California-based company focused on developing photovoltaic solar energy generation systems and battery energy storage products for residential customers.

7. Bloom Energy Corporation (NYSE:BE)

Fund Holders: 24

Bloom Energy Corporation is a California-based company that manufactures and markets solid oxide fuel cells that produce electricity on-site.

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

Hedge Fund Holders: 25

Sunnova Energy International is a Texas-based company that provides residential solar energy systems in the United States.

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

Hedge Fund Holders: 26

First Solar is an Arizona-based company that provides photovoltaic solar energy solutions in the United States, Japan, France, Canada, India, Australia, and internationally.

4. Sunrun Inc. (NASDAQ:RUN)

Hedge Fund Holders: 36

Sunrun is a California-based company that designs, develops, installs, and maintains residential solar energy systems in the United States.

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

Hedge Fund Holders: 40

SolarEdge Technologies is an Israel-based company that designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations worldwide.

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

Hedge Fund Holders: 53

Enphase Energy is a California-based company that designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

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

Hedge Fund Holders: 59

NextEra Energy is a Florida-based company that generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America." End quotes.

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2. Best Alternative Energy Stocks. Plus…

The second article is titled 3 Stocks to Buy in CleanE energy. By Amber Lancaster on banyanhill.com. Here's some of what Ms. Lancaster says about each of her picks.

"1. General Motors (NYSE: GM)

… is a worthy competitor with Tesla in the EV space. GM is investing in forward-thinking technologies that focus on zero-emission EV batteries. And it anticipates producing 1 million EVs by 2025.

2. Livent (NYSE: LTHM)

… produces the lithium compounds used in EVs, Polymers, Lithium alloys, High-performance lubricants, And much more.

3. ChargePoint Holdings (NYSE: CHPT)

… is the largest public charging network in North America. It offers a fully integrated charging solution with hardware, software and servicing." End quotes.

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3. Best Alternative Energy Stocks. Plus…

The third article is titled 3 Renewable Energy Stocks That Are Too Cheap to Ignore. By Adam Othman at The Motley Fool Canada on ca.finance.yahoo.com. Here are some brief quotes on Mr. Othman's recommendations.

"1. Brookfield Renewable Partners (TSX:BEP.UN)

… is a $10.88 billion market capitalization subsidiary of a massive alternative investment management company. The company owns and operates a growing portfolio of diversified and renewable power assets located worldwide… As of this writing, the stock trades for $39.53 per share, boasting a 4.24% dividend yield.

2. Northland Power (TSX:NPI)

… is a $9.49 billion market capitalization power producer headquartered in Toronto. The company develops, owns, and operates a portfolio of clean and green energy infrastructure assets worldwide.

The company primarily focuses on creating offshore wind farms.

3. TransAlta Renewables (TSX:RNW)

… is a $3.90 billion market capitalization renewable energy company headquartered in Calgary… its lower valuation has inflated its payouts to a juicy 6.42% dividend yield. Despite its declining share price performance on the stock market, the company is solid." End quotes.

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4. Best Alternative Energy Stocks. Plus…

And the fourth article is 3 Renewable Energy Stocks You Should Be Buying Before 2022 Is Over. It's by Christopher Liew also at The Motley Fool Canada and on ca.finance.yahoo.com. As per the previous article, Mr. Liew also recommends TransAlta Renewables (TSX:RNW) and Brookfield Renewable Partners (TSX:BEP.UN). His third recommendation is Boralex (TSX:BLX), which he says:

"Develops and acquires renewable energy production sites that deliver attractive, risk-adjusted returns on invested capital… The total return in 3.01 years is 85.68%, representing a compound annual growth rate (CAGR) of 22.82%... the stock pays a modest 1.71%. The $3.95 billion company operates in North America and Europe." End quotes.

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10 Cheap ESG Stocks to Buy Now

The last article I'm covering is titled 10 Cheap ESG Stocks to Buy Now. It's by the Insider Monkey Team and found on yahoo.com. Now some brief quotes from their article.

"For our list of 10 Cheap ESG Stocks to Buy Now, we took 10 stocks with a forward P/E of under 15 that were among Vanguard ESG U.S. Stock ETF (ESGV)'s top 33 holdings as of 11/8/2022 in terms of % of the fund.

Using the collective wisdom of hedge funds, we ranked the 10 based on the number of hedge funds in our database that owned shares of the same stock at the end of Q2 2022.

10. Verizon Communications Inc. (NYSE:VZ)

Number of Hedge Fund Holders: 58

In its ESG 2021 report, Verizon Communications said it is working to achieve net zero emissions in its operations by 2035…

In 2021, Verizon Communications also made a multi-year pledge of $3 billion 'to uplift vulnerable communities, help close the digital divide, and contribute to the achievement of the UN SDGs. As part of this we are providing 10 million youths with digital skills training, supporting 1 million small businesses with tech resources and tools and upskilling 500 thousand individuals with tech training, all by 2030.'

9. Cisco Systems, Inc. (NASDAQ:CSCO)

Hedge Fund Holders: 63

Cisco Systems has a goal to reach net zero across scope 1, 2, and 3 emissions by 2040… Cisco Systems also contributed $477 million in cash and in kind contributions to community programs in FY21.

8. Broadcom Inc. (NASDAQ:AVGO)

Hedge Fund Holders: 66

Broadcom's ESG initiatives include donating more than $1.2 million for COVID-19 relief in 2021 as well as launching the Diversity@Broadcom initiative to encourage a more diverse, equitable and inclusive community.

7. Bristol-Myers Squibb Company (NYSE:BMY)

Hedge Fund Holders: 69

Bristol-Myers Squibb is an ESG leader as the company has committed to reducing its total energy use by 15% and to reduce water usage in all its facilities. (It) also hopes to provide equal opportunities to its employees and is committed to supporting the U.N. principles on human rights.

6. Pfizer Inc. (NYSE:PFE)

Hedge Fund Holders: 70

Pfizer is a leading ESG company given it prioritizes the health and well-being of society and the environment in which the company operates. The company has also focused on climate change impact mitigation as well as the reduction of waste arising from its operations.

5. AbbVie Inc. (NYSE:ABBV)

Hedge Fund Holders: 71

AbbVie Inc. has an environmental goal of reducing its carbon emissions by 25% from its 2015 baseline and to reduce its waste created by its businesses. The company has also been very inclusive with 51% of its management positions held by women.

4. Merck & Co., Inc. (NYSE:MRK)

Hedge Fund Holders: 79

According to the company in August, Merck is on track to achieve carbon neutrality across its operations by 2025 and to source 100% of its purchased electricity from renewables in the same year. In 2021, Merck also increased representation of women globally to 36% up from 31% in 2020.

3. Bank of America Corporation (NYSE:BAC)

Hedge Fund Holders: 99

Bank of America has long had a commitment to environmental sustainability as the company has goal to achieve net zero greenhouse gas emissions in its financing activities, operations and supply chain before 2050.

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

Hedge Fund Holders: 104

JPMorgan Chase as the leading bank has a sustainable development target to finance and facilitate over $2.5 trillion over 10 years to help address climate change and promote sustainable development.

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

Hedge Fund Holders: 184

Meta Platforms ranks among the leading ESG companies given that its mission is to give people the power to build community and to bring the world closer together. Meta Platforms has also worked to build a diverse and inclusive workplace and is striving for net zero value chain emissions in 2030." End quotes.

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Now some Other Honorable Mentions – no particular order

1) Title: International Business Machines a Top Socially Responsible Dividend Stock With 4.8% Yield (IBM) on etfchannel.com. By ETF staff.

2) Title: FIS Named A Top Socially Responsible Dividend Stock on Nasdaq.com. By BNK Invest.

3) Title: 15 Largest Renewable Energy Companies by Market Cap on yahoo.com. By Muhammad Jamal Akbar, Insider Monkey.

4) Title: Zacks Market Edge Highlights: SQM, ALB, JKS, PXD, NEE on yahoo.com. By Zacks Equity Research.

5) Title: Renewable energy stocks: Three that could benefit from the green transition on capital.com. By Angela Barnes.

6) Title: Here are stocks with excellent vital signs in the health-care sector on cnbc.com. By Dave S. Gilreath.

UK article

Title: 10 Best Sustainable Investments UK for November 2022 on business2community.com. By Connor Brooke.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "Best Alternative 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 terribly troubled times!

Contact me if you have any questions.

Thank you for listening.

Talk to you next on December 2nd.

Bye for now.

© 2022 Ron Robins, Investing for the Soul

The Winning ESG Companies articles include: "11 Best ESG Dividend Stocks to Buy According to Al Gore"; "Top 12 ESG Companies in 2022"; "IBD's 100 Best ESG Companies For 2022"; "Investing in green energy here are the top 5 stock picks"; "Capital Keeps Flowing Into Green Bonds Despite Inflation Challenges"; and much more this episode…

Hello, Ron Robins here. Welcome to my podcast episode 93 published on November 4, 2022, titled "The Winning ESG Companies" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

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 so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles where you'll find much more great company information.

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1) The Winning ESG Companies

Now the content of this first article will likely interest most of you. It's titled 11 Best ESG Dividend Stocks to Buy According to Al Gore and found on yahoo.com. It's by Vardah Gill. Al Gore is a former U.S. Vice President, Nobel Peace Prize winner, and well-known for his environmental advocacy and investment management skills. He co-founded Generation Investment Management.

Here's some of what Mr. Gill has to say. Incidentally, quoted dividend yields are as of October 28.

"For this list, we selected stocks from Generation Investment Management's 13 F portfolio as of Q2 2022… Moreover, these companies pay dividends to shareholders. The stocks are ranked according to their stake values in the hedge fund's portfolio.

11. Microchip Technology Incorporated (NASDAQ:MCHP)

Generation Investment Management's (G-I-M's) Stake Value: $76,630,000

Microchip Technology Incorporated is an Arizona-based manufacturing company that specializes in microcontrollers, mixed-signal, and other related circuits…

It currently pays a quarterly dividend of $0.301 per share and has a dividend yield of 1.94%.

10. The Cooper Companies, Inc. (NYSE:COO)

GIM's Stake Value: $394,222,000

The Cooper Companies currently pays a quarterly dividend of $0.015 per share, with a dividend yield of 0.02%.

9. Carlisle Companies Incorporated (NYSE:CSL)

GIM's Stake Value: $408,039,000

Carlisle Companies Incorporated is an Arizona-based manufacturing company that specializes in a wide range of products including optical fibers and defense electronics… it pays a quarterly dividend of $0.75 per share and has a dividend yield of 1.24%.

8. Thermo Fisher Scientific Inc. (NYSE:TMO)

GIM's Stake Value: $486,718,000

Thermo Fisher Scientific is an American supplier of scientific instruments, reagents, and other software products…

It currently pays a quarterly dividend of $0.30 per share with a dividend yield of 0.24%.

7. Intel Corporation (NASDAQ:INTC)

GIM's Stake Value: $552,560,000

Intel Corporation is an American multinational semiconductor company that also specializes in cloud computing and data centers….

It currently pays a quarterly dividend of $0.365 per share and has a dividend yield of 5.19%.

6. Applied Materials, Inc. (NASDAQ:AMAT)

GIM's Stake Value: $555,224,000

Applied Materials is a California-based manufacturing company that supplies services and software for the manufacturing of semiconductor chips…

The stock has a dividend yield of 1.19%.

5. Analog Devices, Inc. (NASDAQ:ADI)

GIM's Stake Value: $649,049,000

Analog Devices is an American semiconductor manufacturing company that specializes in data conversion, signal processing, and power management technology…

(It has) a quarterly dividend of $0.76 per share and… a dividend yield of 2.13%.

4. Becton, Dickinson and Company (NYSE:BDX)

GIM's Stake Value: $789,414,000

Becton, Dickinson and Company is a New Jersey-based multinational medical device company…

It pays a quarterly dividend of $0.87 per share, with a dividend yield of 1.49%.

3. The Charles Schwab Corporation (NYSE:SCHW)

GIM's Stake Value: $800,177,000

The Charles Schwab Corporation is a Texas-based financial services company that offers investment and commercial banking services to its consumers…

The stock has a dividend yield of 1.11%.

2. Baxter International Inc. (NYSE:BAX)

GIM's Stake Value: $836,163,000

Baxter International is an American multinational healthcare company that specializes in kidney diseases and other chronic conditions…

It currently pays a quarterly dividend of $0.29 per share and has a dividend yield of 2.09%.

1. Equifax Inc. (NYSE:EFX)

GIM's Stake Value: $850,637,000

Equifax, a Georgia-based credit bureau company… Last year… announced that it will achieve net-zero greenhouse gas emissions by 2040…

It currently pays a quarterly dividend of $0.39 per share and has a dividend yield of 0.94%." End quotes.

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2) The Winning ESG Companies

This next article is also fascinating. You'll see in a moment. It's titled Top 12 ESG Companies in 2022 on yahoo.com. By Fahad Saleem. Here are some quotes from Mr. Saleem…

"For this article we used the latest datasets of Just Capital a not-for-profit founded in 2013 by popular individuals like billionaire Paul Tudor Jones, Deepak Chopra, Rinaldo Brutoco, Arianna Huffington, Paul Scialla, Alan Fleischmann, among others.

Just Capital ranks the largest US companies based on their performance related to issues concerning environment, workers, customers, communities and shareholders…

We focused more on the environmental aspect of the ESG matrix of these companies…

12. Exelon Corporation (NASDAQ:EXC)

Exelon Corporation is an Illinois-based utilities services company that owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities… claims to be the largest producer of zero-carbon electricity in the U.S.

11. PepsiCo, Inc. (NYSE:PEP)

… in January last year announced that it plans to achieve net-zero greenhouse gas emissions across its supply chain by 2040.

10. Cisco Systems Inc. (NASDAQ:CSCO)

In September last year, Cisco Systems Inc announced plans to reach net-zero emissions across all scopes by 2040.

9. Verizon Communications Inc. (NYSE:VZ)

In 2019, it became the first US telecom company to issue a green bond. The offering raised about $1 billion in net proceeds. Verizon Communications has announced plans to generate renewable energy equivalent to 50% of its annual electricity consumption by 2025.

8. NVIDIA Corporation (NASDAQ:NVDA)

The company says it's building a digital version of our planet on which it'll apply its AI and Omniverse technologies to predict weather changes and their effects over a span of several decades. NVIDIA Corporation GPUs will also be used to power the Department of Energy's supercomputer called 'Kestrel' which is dedicated to advanced energy solutions.

7. Apple Inc. (NASDAQ:AAPL)

… has an ambitious goal to become carbon neutral by 2030.

6. PayPal Holdings Inc. (NASDAQ:PYPL)

Payments giant PayPal Holdings Inc announced last year that it plans to reach net-zero emissions by 2040.

5. Bank of America Corporation (NYSE:BAC)

… has set a goal of achieving net zero greenhouse gas emissions by 2050.

4. Salesforce Inc. (NYSE:CRM)

… announced in September 2021 that it achieved net-zero residual emissions across its full value chain and met its 100% renewable energy goal for its operations.

3. Microsoft Corporation (NASDAQ:MSFT)

… plans to become carbon neutral by 2030… By 2050, Microsoft plans to remove the 'historical emissions' it created since its founding.

2. Intel Corporation (NASDAQ:INTC)

Earlier this year, Intel Corporation announced plans to achieve net-zero greenhouse gas emissions across its global operations by 2040.

1. Alphabet Inc. Class A (NASDAQ:GOOGL)

… is the top ESG company in 2022, thanks to the billions of dollars' worth of ESG-related investments and ambitious goals it has set for the betterment of the environment. In its 2022 ESG report, the parent of Google said that it issued a whopping $5.75 billion in sustainability bonds, easily surpassing all peers in the industry." End quotes.

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3) The Winning ESG Companies

Now to the first of our two company ranking lists. The reviewing article is titled IBD's 100 Best ESG Companies For 2022. It appears on investors.com and is by Kathleen Doler. Now some quotes from Ms. Doler.

"Topping the list this year is Worthington Industries (WOR). J.B. Hunt Transport Services (JBHT) took second place. And rounding out the top three is data analytics provider Verisk Analytics (VRSK).

All 100 companies on our 2022 list ranked in the top 15% of Dow Jones ESG scores and had an IBD Composite Rating of 81 or better (on a scale of 1 to 99), as of Aug. 31…

Technology behemoths Texas Instruments (TXN) and Apple (AAPL) finished fourth and fifth respectively." End quotes.

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4) The Winning ESG Companies

The second company ranking also has an intriguing background. It's called The Humankind 100 and this list is found on their site humankind.co. Here are some quotes from their site.

"The Humankind 100 list is compiled annually by the research team at Humankind Investments, an investment manager whose mission is to invest in the manner that is best for humanity. You can learn more about the Humankind Value methodology by visiting our research or articles pages…

Humankind 100 companies tend to contribute positively to humanity, for example by providing access to food, clean water, healthcare, or free digital services." End quotes.

Incidentally, though Humankind purports a unique methodology, they arrive at pretty much the same companies as most other 'best company ESG' lists. Nonetheless, they have an interesting concept that will appeal to many ethical and sustainable investors. Their top five companies are Alphabet, Inc. (GOOGL), Johnson & Johnson (JNJ), Pfizer Inc. (PFE), AbbVie Inc. (ABBV), and Verizon Communications Inc. (VZ).

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5) The Winning ESG Companies

Now back to a favorite sector with this article. It's titled Investing in green energy here are the top 5 stock picks on londonlovesbusiness.com. It's by LLB Finance Reporter. Here are some brief quotes with their picks.

"With the green energy industry continually expanding, Maxim Manturov, Head of Investment Advice at Freedom Finance Europe, explores which companies are promising investment choices within the sector… (He chooses)

Tesla (TSLA) Plug Power (PLUG) Enphase Energy (ENPH) Sunrun (RUN) First Solar (FSLR)."

End quotes.

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Capital Keeps Flowing Into Green Bonds Despite Inflation Challenges

Finally, we have this article titled Capital Keeps Flowing Into Green Bonds Despite Inflation Challenges by Ben Hernandez on etftrends.com. Here's some of what Mr. Hernandez says.

"One option for fixed income investors looking for ESG bond exposure who also want the yield that corporate bonds can offer is the Vanguard ESG U.S. Corporate Bond ETF (VCEB). Additionally, the fund doesn't command a high premium with its low expense ratio of 0.12% and a 30-day SEC yield of 5.51%, as of October 17.

(This bond fund) seeks to track the performance of the Bloomberg MSCI US Corporate SRI Select Index, which excludes bonds with maturities of one year or less and with less than $750 million outstanding, and it is screened for certain ESG criteria by the index provider, which is independent of Vanguard…

The fund has a discerning screener. This adds an air of purity for VCEB's holdings, avoiding any greenwashing with a keen focus on environmental, social, and governance (ESG) initiatives.

(It's) highlights:

• Provides debt issues screened for certain ESG criteria.
• Specifically excludes bonds of companies that the index sponsor determines are involved in and/or derive threshold amounts of revenue from certain activities or business segments related to adult entertainment, alcohol, gambling, tobacco, nuclear weapons, controversial weapons, conventional weapons, civilian firearms, nuclear power, genetically modified organisms, or thermal coal, oil, or gas.
• Excludes bonds of companies that, as determined by the index sponsor, do not meet certain standards defined by the index sponsor's ESG controversies assessment framework, as well as firms that fail to have at least one woman on their boards." End quotes.

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One Other Honorable Mention

Title: Top 5 Renewable Energy Stocks For Q4 2022 on forbes.com. By Q.ai.

Canadian article

Title: 10 Best ESG ETFs in Canada for Ethical Investing in (2022) - on savvynewcanadians.com. By Enoch Omololu.

India article

Title: Best ESG Funds in India: How Are They Different from Other Mutual Funds? On indmoney.com.

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Ending Comment

Well, these are my top news stories with their stock and fund tips -- for this podcast: "The Winning ESG Companies."

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 in these deeply troubled times!

Contact me if you have any questions.

Thank you for listening.

Talk to you next on November 18th.

Bye for now.

© 2022 Ron Robins, Investing for the Soul

Top Geothermal and Medical Stocks podcast includes these articles: "6 Best Geothermal Stocks To Buy"; "12 Best Ethical Stocks To Buy Now"; "The biggest carbon losers"; "Amid Fixed Income Calamity, Green Bonds Look Interesting"; "5 green companies to invest in and why they will multiply your investment by 20x"; plus, UK articles and more

Podcast: Top Geothermal and Medical Stocks

Transcript & Links, Episode 92, October 21, 2022

Hello, Ron Robins here. Welcome to my podcast episode 92 published on October 21, 2022, titled "Top Geothermal and Medical Stocks" — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.

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

Now if any terms are unfamiliar to you, simply Google them.

Also, just 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 so that I can get as many companies covered as possible in the time allowedFwor. Please go to this podcast's webpage for links to the actual articles where you'll find much more great company information.

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1) Top Geothermal and Medical Stocks

One type of terrific renewable energy getting increasing attention is geothermal. This is an interesting article on some of the top producers. It's titled 6 Best Geothermal Stocks To Buy by Hamna Asim on yahoo.com. Here are some quotes.

"Geothermal energy refers to heat from within the sub-surface of the earth… However, electricity generation is possible only near active geothermal regions…

We have arranged the list according to the hedge fund sentiment around the securities… assessed from Insider Monkey's database of 895 elite hedge funds tracked as of the end of the second quarter of 2022.

6. Ormat Technologies, Inc. (NYSE:ORA)

Hedge Fund Holders: 17

Ormat Technologies was founded in 1965 and is based in Reno, Nevada. The company engages in the geothermal and recovered energy power businesses in the United States, Indonesia, Kenya, Turkey, Chile, Guadeloupe, Guatemala, Ethiopia, New Zealand, and Honduras…

JPMorgan analyst Mark Strouse on August 8 raised the price target on Ormat Technologies, Inc. to $97 from $90 and maintained a Neutral rating on the shares…

5. Eversource Energy (NYSE:ES)

Hedge Fund Holders: 32

… is based in Springfield, Massachusetts, operating as a public utility holding company engaged in the energy delivery business… Eversource Energy's Geothermal Pilot Program will generate an affordable and low-carbon source of heating and cooling for residents and businesses…

Eversource Energy delivers a 3.38% dividend yield as of October 6.

Mizuho analyst Paul Fremont raised the price target on Eversource Energy to $94 from $91 and reiterated a Neutral rating on the shares.

4. Chevron Corporation (NYSE:CVX)

Hedge Fund Holders: 59

Chevron announced in February 2021 that it is making an investment in Baseload Capital AB, a Swedish private investment company engaged in developing and operating low-temperature geothermal and heat power assets.

On September 26, Chevron Corporation and Mitsui Oil Exploration Co., Ltd. announced a Joint Collaboration Agreement to survey the technical and commercial suitability of advanced geothermal power generation in Japan…

Piper Sandler analyst Ryan Todd on September 12 raised the price target on Chevron Corporation to $190 from $189 and kept an Overweight rating on the shares.

3. Berkshire Hathaway Inc. (NYSE:BRK-B)

Hedge Fund Holders: 109

Berkshire Hathaway is a diversified American conglomerate with interests in multiple businesses including insurance, utilities, freight rail transportation, energy, and more. Berkshire Hathaway Energy generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources.

Edward Jones analyst James Shanahan upgraded Berkshire Hathaway Inc. to Buy from Hold on September 12.

2. Polaris Renewable Energy Inc. (PIF.TO)

Hedge Fund Holders: N/A

Polaris Renewable Energy was incorporated in 1984 and is based in Toronto, Canada. The company engages in the acquisition and development of renewable energy projects in Latin America. Polaris Renewable Energy Inc. operates a 72 MW net geothermal facility in Nicaragua, as well as hydroelectric facilities and solar projects…

On September 28, National Bank analyst Rupert Merer initiated coverage of Polaris Renewable Energy with an Outperform rating and a C$21 price target.

1. Climeon AB (publ) (STO:CLIME-B.ST)

Hedge Fund Holders: N/A

Climeon was founded in 2011 and is headquartered in Kista, Sweden. The company provides heat power systems in Sweden and the rest of Europe, as well as Asia. Climeon AB serves the geothermal, industrial processes, oil and gas, and maritime industries. Its Heat Power System technology utilizes low temperature geothermal energy and wasted heat energy emitted from engines and industrial processes to produce electricity." End quotes.

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2) Top Geothermal and Medical Stocks

Here's another article by Insider Monkey. This is titled 12 Best Ethical Stocks To Buy Now and is seen on yahoo.com. Here is a quote on their methodology and brief comments on each of their picks. Incidentally, only two are non-medical.

"We… ranked them from #12 to #1 based on the number of hedge fund holders in our database that held each stock at the end of Q2 2022.

12. GlaxoSmithKline plc (NYSE:GSK)

Hedge Fund Holders: 34

GlaxoSmithKline develops, manufactures and markets pharmaceutical products, vaccines, over the counter medicines and health related consumer products globally.

11. Deere & Company (NYSE:DE)

Hedge Fund Holders: 54

Deere & Company manufactures agricultural machinery, heavy equipment, forestry machinery and more.

10. Biogen Inc. (NASDAQ:BIIB)

Hedge Fund Holders: 54

Biogen discovers, develops, manufactures, and delivers therapies for treating neurological and neurodegenerative diseases.

9. Amgen, Inc. (NASDAQ:AMGN)

Hedge Fund Holders: 55

Amgen discovers, develops manufactures and delivers human therapeutics worldwide.

8. Gilead Sciences, Inc. (NASDAQ:GILD)

Hedge Fund Holders: 58

Gilead Sciences is a pharmaceutical company that discovers, develops, and commercializes medicines in areas of unmet medical need.

7. Bristol-Myers Squibb Company (NYSE:BMY)

Hedge Fund Holders: 69

Bristol-Myers Squibb Company discovers, develops and markets biopharmaceutical products worldwide… the company offers products for hematology, oncology, cardiovascular, immunology and more.

6. Pfizer Inc. (NYSE:PFE)

Hedge Fund Holders: 70

Pfizer discovers, develops, manufactures and sells biopharmaceutical products worldwide. The company… is also a leader in COVID-19 vaccines.

5. Eli Lilly and Company (NYSE:LLY)

Hedge Fund Holders: 70

Eli Lilly and Company discovers, develops and markets human pharmaceuticals worldwide.

4. AbbVie Inc. (NYSE:ABBV)

Hedge Fund Holders: 71

AbbVie discovers, develops, manufactures and sells pharmaceuticals worldwide… including potential therapies in blood cancer treatment.

3. Tesla, Inc. (NASDAQ:TSLA)

Hedge Fund Holders: 72

Tesla is a leading electric vehicle manufacturer that also manufactures and sells battery energy storage and solar panels.

2. Merck & Co., Inc. (NYSE:MRK)

Hedge Fund Holders: 79

Merck & Co. is a healthcare company with two segments, Pharmaceutical and Animal Health. Merck & Co., Inc.'s pharmaceutical segment offers products in areas such as oncology, hospital acute care, immunology, neuroscience and more.

1. Johnson & Johnson (NYSE:JNJ)

Hedge Fund Holders: 83

Johnson & Johnson researches and develops and sells products in various healthcare fields worldwide. The company's pharmaceutical segment offers products and researches products for rheumatoid arthritis, inflammatory bowel disease, psoriasis and much more." End quotes.

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The biggest carbon losers – by Corporate Knights

Now many ethical and sustainable investors review the carbon intensities of companies before considering them for investment. In that light is this article. It's titled The biggest carbon losers. It's by Toby Heaps at Corporate Knights on corporateknights.com. Here are some quotes from the article.

"This year, Corporate Knights set out to identify global companies that have decarbonized faster than their peers while simultaneously increasing revenue.

Our researchers evaluated the greenhouse gas (GHG) emissions of more than 6,500 publicly traded companies. We eventually whittled the list down to 20 corporations from eight sectors that cut the most carbon over the last decade…

Many are far from sustainability leaders. They're among the world's largest oil majors, coal burners and mining corporations.

About two-thirds of the GHG reductions achieved by these companies were genuine from the planet's perspective…

Italian electricity and gas distributor Enel topped the Carbon Reduction 20 ranking…

According to calculations by Corporate Knights, these 20 companies funnelled just 35% of new investments in 2021 toward the sustainable, low-carbon economy, as defined by the Corporate Knights Sustainable Economy Taxonomy…

12 of the 20 funnelled more cash to shareholders and top executives than to growing their low-carbon sustainable business offerings…

Note… we didn't include Scope 3." End quotes. Incidentally, the list and details of the 20 companies are found at the bottom of the article.

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Amid Fixed Income Calamity, Green Bonds Look Interesting

Now let's talk green bonds with this article titled Amid Fixed Income Calamity, Green Bonds Look Interesting. It's by Tom Lydon on etftrends.com. Now some quotes from Mr. Lydon.

"Data suggest demand for green bonds is perking, indicating the VanEck Green Bond ETF (NYSEArca: GRNB) could be a fixed income exchange traded fund worthy of evaluation.

(The fund) tracks the S&P Green Bond U.S. Dollar Select Index, is down year-to-date, but that negative performance could belie opportunity with green bonds. Additionally, data confirm some investors remain enthusiastic about this still young corner of the global bond market…

'Companies and governments around the world raised more than $54 billion in green bonds last month, compared with more than $35 billion raised in August, data compiled by Bloomberg show. That's despite overall bond issuance in the U.S. and Europe dropping significantly…' reports David Caleb Mutua for Bloomberg." End quotes.

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5 green companies to invest in and why they will multiply your investment by 20x

And, lastly, we have this article titled 5 green companies to invest in and why they will multiply your investment by 20x. It's by Market Trends on analyticsinsight.net. Here are some quotes on each of their picks which include some eco-tokens.

"1) First Solar Inc. (ticker: FSLR)

With a large manufacturing presence in the U.S., this solar panel builder will be among the biggest winners from the Inflation Reduction Act… The company stands alone in the industry with its differentiated semiconductor and streamlined manufacturing process, which yield unparalleled quality and reliability.

2) Tamadoge

Tamadoge is the first meme coin with different features like metaverse, NFT store, and P2E crypto game setup with absolute utility… Since the Tamadoge ecosystem needs less energy to function, it ranks as the best eco-friendly crypto to buy during an energy crisis.

3) Powerledger (POWR)

… was an Ethereum token established in 2016/17 that powers the Powerledger platform. It debuted on Coinbase in November 2021, with the token's price rising rapidly even while most cryptocurrencies fell in a market-wide crash.

4) Tesla Inc. (TSLA)

Although competition has increased recently in the EV sector, there is still one undisputed king: Tesla… Plus, the company is a two-for-one green investment by making traditional solar panels as well as photovoltaic shingles.

5) IMPT.io

IMPT.io connects users with hundreds of impactful environmental projects around the world with the purpose to reduce carbon emissions and help our planet. IMPT.io also engages thousands of the largest retail brands that allocate a specific percentage of sale margin for environmental projects." End quotes.

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Other Honorable Mentions – not in any order

1) Title: GIS Named A Top Socially Responsible Dividend Stock on Nasdaq.com. By BNK Invest.

2) Title: 2 Renewable Energy Stocks To Watch This Week on Nasdaq.com. By Joe Samuel.

UK article

Title The magnificent seven: The top sustainable funds outperforming their sectors on Trustnet.com. By Matteo Anelli.

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Ending Comment

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

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Thank you for listening.

Talk to you next on November 4th.

Bye for now.

© 2022 Ron Robins, Investing for the Soul