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Owners meetings taking place in Palm Beach Tyreek Hill back to his tweeting Trolling ways Mike McDaniel forced to answer for the Cheetah's questionable tweets McDaniel reassures us that the Fins are moving forward with Tyreek Cheetah also seems to indicate he'd prefer to stay put The guys aren't dismissing a potential move Tobin renounces his Jaguars Fandom Leroy drags us into a confusing debate concerning Young QB's Kirk Cousin rumors continuing to swirl Mike McDaniel answering quesitons at the Owner's meetings Tua caught partying it up YET AGAIN Leroy defends his fellow athletes right to enjoy the offseason DolFans continued to be annoyed the QB's party filled offseason Ashton Jeanty shows off an impressive phyisique Leroy Hoard explains that converting 1 yard in the NFL is a mindset more than SkillSet Leroy alleges his failed 1 yard conversion attempts can be counted on 1 hand Leroy hands out his Game Balls and Game Bums!!!!! Our favorite Asian Australian Golfer gets praise from Leroy FPL ruins Leroy's perfect Sunday Tobin provides a different perspective on Florida Power & Light
In this episode: With lobbyists for big corporations like Publix and Florida Power & Light cheering them on, Republican leaders in the Florida Legislature began advancing new plans this week that are meant to make it much harder — maybe even impossible — for everyday citizens in Florida to pass ballot measures through petition drives. Plus: An oversight fight that could have major implications for efforts to restore the Florida Everglades and an anti-abortion poison pill slipped inside a boat-safety bill. Show notes:Links to all the bills referenced in today's show: House Bill 1205 — Initiative Petitions for Constitutional AmendmentsSenate Bill 7016 — Initiative Petitions Proposing an Amendment to the State ConstitutionSenate Bill 7002 — Water Management DistrictsHouse Bill 289 — Boating Safety Senate Bill 628 — Boating SafetySenate Bill 676 — Minimum Wage Requirements Senate Bill 700 — Department of Agriculture & Consumer Services Senate Bill 498 — Interest Rates Applicable to the Interest on Trust Accounts ProgramSenate Bill 832 — Former Phosphate Mining Lands Banks lobbyists want to slash funding for legal support programsFlorida lawmakers may help a mining giant fend off lawsuitsQuestions or comments? Send ‘em to Garcia.JasonR@gmail.comListen to the show: Apple | SpotifyWatch the show: YouTube Get full access to Seeking Rents at jasongarcia.substack.com/subscribe
Lorraine is grieving her father when she receives a letter claiming to be from Florida Power & Light notifying her to contact them. A kind "operator" named Anna walks her through the process of switching the account from her father to setting up a new one in her name and paying a deposit. A few weeks later, a notice from the real Florida Power & Light arrives in Lorraine's mailbox and she realizes Anna wasn't who she said she was. The criminals have gotten away with the $300 deposit, and the information they have stolen is much more valuable.
In this episode: With his eye on the American presidency, Florida Gov. Ron DeSantis has spent the past four years courting the billionaires and big-dollar donors he hopes will bankroll a national campaign. DeSantis has hosted private receptions at the Governor's Mansion and planned $100,000 rounds of golf. But he's also granted policy favors that have helped some of the world's richest people — often at the expense of workers and consumers. Today, we look at three examples from Florida's just-concluded legislative session involving space moguls, baseball owners and car dealers.Further reading:* Reuters: Texts tie DeSantis closely to Trump insider Lev Parnas in 2018 race* Tampa Bay Times: Ron DeSantis' political team planned $25K golf games, $250K ‘intimate gatherings,' memos say* NBC News: Ron DeSantis administration officials solicit campaign cash from lobbyists* New York Times: DeSantis Campaign Says It Raised $8.2 Million in First 24 Hours* Seeking Rents: Ron DeSantis risked selling out his Republican base to help Disney* Seeking Rents: The Ron DeSantis administration gave $16.5 million. The Ron DeSantis campaign got $200,000.* Seeking Rents: Ten special-interest tax breaks from Ron DeSantis' first term as Florida governor* Seeking Rents: How Ron DeSantis helped Florida Power & Light raise electricity rates by $5 billion* Seeking Rents: Ron DeSantis tried to help a developer pass a bill making it easier to turn affordable housing into high-priced apartments* Seeking Rents: A big lottery contractor is cashing in. So is the Ron DeSantis reelection campaign.* Seeking Rents: Ron DeSantis worked with gas-station lobbyists who wanted to weaken a gas-tax break for consumers* Seeking Rents: After taking money from Walmart heirs, Ron DeSantis and the Florida Legislature helped billionaires hide their family fortunes* Seeking Rents: Ron DeSantis' crackdown on “woke” banks could help a big Ron DeSantis donor* Seeking Rents: A chemical company that donated to Ron DeSantis now wants the state to help sell its product* Seeking Rents: After a personal meeting, and a $10,000 donation, DeSantis approved a $10 million earmark* Orlando Sentinel: DeSantis attacks $15 minimum wage initiative; Morgan fires backContact: Garcia.JasonR@gmail.comFollow: Twitter | YouTubeFollow the show: Apple | Spotify Get full access to Seeking Rents at jasongarcia.substack.com/subscribe
In this week's episode: There's a narrative taking hold in political media that Florida Gov. Ron DeSantis is waging a “war on Corporate America.” There's just one problem: It's a myth. Today, we take a close look at just how friendly Florida's governor has been to Big Business — from cutting taxes on corporate profits to doing favors for companies like Disney and Florida Power & Light. But there is something Ron DeSantis could do if he really wanted to stand up to Corporate America. (Transcript)Further Reading:* Washington Post: How DeSantis used Disney's missteps to wage war on corporate America* Seeking Rents: The DeSantis administration has started sending more than $600 million to Florida's biggest corporations* Seeking Rents: Ten special-interest tax breaks from Ron DeSantis' first term as Florida governor* Seeking Rents: In his first term as governor, Ron DeSantis raised taxes on Floridians by more than $1 billion* American Conservative: DeSantis Readies for the National Stage* Seeking Rents: How Ron DeSantis helped Florida Power & Light raise electricity rates by $5 billion* ProPublica: “They're Trying to Make It So We Walk Away”: It's About to Get Harder to File Lawsuits Saying Sugar Harvesters Poisoned the Air* Orlando Sentinel: Fake E-Verify: Florida immigration law is just bogus pandering | Commentary* Miami Herald: Pier operator fighting Key West cruise referendum gives DeSantis' committee $1 million * Yahoo! News: US appeals court rejects Florida social media law, finds tech giants have First Amendment rights* NBC News: Judge blocks Florida's 'Stop WOKE Act' pushed by Gov. DeSantis* Seeking Rents: Ron DeSantis risked selling out his Republican base to help Disney* Variety: After ‘Don't Say Gay,' a Weakened Disney Hopes to Limit the Damage* Orlando Sentinel: Rep. Matt Gaetz: Close tax loophole that benefits Disney, others | CommentaryContact: Garcia.JasonR@gmail.comFollow: Twitter | YouTubeFollow the show: Apple | Spotify Get full access to Seeking Rents at jasongarcia.substack.com/subscribe
In this week's episode: Late last year, a small group of people appointed by Florida Gov. Ron DeSantis allowed utility giant Florida Power & Light to raise electricity rates by roughly $5 billion over the next four years. But this record-setting rate hike is even more generous than you think. Today, we're talking about equity ratios, ROEs and RSAMs — and how you're paying more for power because of them. (Transcript)Further Reading:Miami Herald: Residential customers to bear brunt of $1.5 billion FPL rate hikeFloridians Against Increased Rates: Initial brief before the Florida Supreme CourtFlorida Power & Light: Answer brief before the Florida Supreme CourtSeeking Rents: Florida Power & Light pocketed $1 billion in tax cuts for itself. But now it can pass tax increases on to its customersContact: Garcia.JasonR@gmail.comFollow: Twitter | YouTubeFollow the show: Apple | Spotify Get full access to Seeking Rents at jasongarcia.substack.com/subscribe
NewsNight looks at how “dark money” influences elections and sways political power in Florida following recent reporting on utility giant Florida Power & Light. And as Governor DeSantis suspends a State Attorney for refusing to enforce Florida's new abortion law, the panel discusses the Governor's doubling down on culture war issues.
As Florida approaches what is typically the most active portion of the Atlantic storm season, Florida Power & Light is planning a flight of its new $1.2 million fixed-wing drone called FPLAir One. We'll learn more about the new drone and other technology innovations the company uses to help customers before, during and after a hurricane.
In this episode: Newspapers across Florida have been pulling back the curtain on schemes orchestrated by political consultants working on behalf of a small number of big corporate clients, including utility giant Florida Power & Light. Many of their plans focused on one target in particular: Jose Javier Rodriguez, a Cuban-American Democrat from Miami who was once seen as a future candidate for governor — but is now out of office thanks to a ghost. (Transcript) Further reading: Orlando Sentinel | Floodlight: Operatives working with FPL plotted primary challenge for Miami senatorMiami Herald: Powerbrokers: How FPL secretly took over a Florida news site and used it to bash critics Orlando Sentinel | Floodlight: Firm working for FPL took control of news site, let execs influence coverage, records showFlorida Times-Union: 'Unsettling,' 'un-American': FPL consultant obtained personal information, surveillance photo of journalist Nate MonroeOrlando Sentinel | Floodlight: Dark power: How FPL, other utilities neutralize opponents, grow profits Orlando Sentinel: Tampa congresswoman asks DOJ to probe FPL's use of ‘dark money' Miami Herald: Investment firm downgrades assessment of FPL parent company, citing Miami Herald report WFTS: Tampa City Council wants voters to decide on rent controlWESH: Orange County commission votes in favor of ordinance to protect tenantsTampa Bay Times: Incoming Florida leaders Passidomo, Renner point to housing, ‘woke' issues as prioritiesWashington Post: DeSantis spokeswoman Christina Pushaw makes sure reporters feel the burnContact: Garcia.JasonR@gmail.comFollow: Twitter | YouTubeFollow the show: Apple | Spotify Get full access to Seeking Rents at jasongarcia.substack.com/subscribe
New documents show how one of the largest companies in Florida secretly worked against political opponents. Power giant Florida Power & Light said it is confident it did nothing illegal in trying to shape public policy and press coverage.
Articles covered include: “Top Alternative Energy Stocks for Q3 2022”; “Ameresco: Alternative Energy's Best Near-Term Capital Gain Prospect”; “Alternative Energy Stock Quietly Having a Great Year”; “3 Most Undervalued Renewable Energy Stocks to Buy”; “2 Unstoppable Renewable Energy Stocks to Buy for the Next Decade”; and “3 High-Yield Infrastructure Stocks to Buy Now.” And more Podcast: ESG Energy Stocks for 3Q 2022 Transcript & Links, Episode 88, July 29, 2022 Next podcast either September 2 or 9 Hello, Ron Robins here. Welcome to my podcast episode 88 published on July 29, 2022, titled “ESG Energy Stocks for 3Q 2022” — 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, quotes, and bonus material – at 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. Please note that my next podcast will be either September 2 or 9. I'm taking August off to work on some projects. ------------------------------------------------------------- 1. ESG Energy Stocks for 3Q 2022 Now it seems that most analysts' ESG recommendations in the media continue to focus on ESG energy stocks and funds. So, I have several articles with that view. The first one is titled Top Alternative Energy Stocks for Q3 2022. It's by Nathan Reiff. Found at investorpedia.com. Now some quotes. “Here are the top three alternative energy stocks with the best value, the fastest growth, and the most momentum… 1) Daqo New Energy Corp. (DQ) Is a China-based solar energy company that manufactures polysilicon for sale to manufacturers of solar cells and modules. The company also manufactures photovoltaic wafers. Daqo reported earnings for Q1 2022 on April 21. Net income attributable to shareholders surged by over sixfold while revenues quintupled year-over-year (YOY). This performance was driven in part by a jump in polysilicon sales volume. 2) Excelerate Energy Inc. (EE) Is a liquified natural gas (LNG) company. It offers regasified natural gas delivery, storage, and other related services. It has operations around the globe. On May 20, the company reported that it had signed a 10-year contract with a subsidiary of Gasgrid Finland Oy to charter a floating storage and regasification vessel. The vessel will serve Finland and the Baltic region with liquefied natural gas and related services. 3) Iberdrola SA (IBDRY) Is a Spain-based multinational electric utility company. The company engages in the generation, distribution, and trading of electricity. It specializes in clean energy, including onshore and offshore wind, and solar energy.” End quotes. My comment about Daqo. It's still being accused of using forced labor. ------------------------------------------------------------- 2. ESG Energy Stocks for 3Q 2022 Now, here's the second article in this ESG energy stocks theme titled Ameresco: Alternative Energy's Best Near-Term Capital Gain Prospect. By Peter F. Way on seekingalpha.com. Here are some quotes from Mr. Way's blog. “A 3-5 month prospect from here of Ameresco share prices could reasonably range from a $46.00 low to $58.80 high from its present price of $47.30, a +24.3% gain. From Yahoo Finance. Quote. ‘Ameresco, Inc., (NYSE:AMRC) (is) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, and internationally. It offers energy efficiency, infrastructure upgrades, energy security and resilience, asset sustainability, and renewable energy solutions for businesses and organizations… In addition, the company sells photovoltaic (PV) solar energy products and systems, as well as provides consulting and enterprise energy management services; and owns and operates a wind power project located in Ireland… As of December 31, 2021, the company owned and operated 147 small-scale renewable energy plants and solar PV installations.” End quotes. ------------------------------------------------------------- 3. ESG Energy Stocks for 3Q 2022 And a third article in the ESG energy stock space titled Alternative Energy Stock Quietly Having a Great Year. By Schaeffer's Digital Content Team on schaeffersresearch.com. This is some of what the team has to say. “Enphase Energy, Inc. (NASDAQ:ENPH) Is a global energy technology company and a supplier of microinverter-based solar and battery systems. The company's semiconductor-based microinverter system converts energy at the individual solar module level and brings a system-based high-technology approach to solar energy generation, storage, control, and management. The company has shipped more than 45 million microinverters, and over 2.0 million Enphase-based systems have been deployed in more than 135 countries… On the charts, ENPH is up roughly 17% in 2022… Enphase Energy stock offers a rich valuation at a price-earnings ratio of 55.87 and a price-sales ratio of 18.24. Nonetheless, the company has maintained high and consistent growth rate over multiple years, which has helped the market justify the company's inflated valuation… Enphase Energy is also expected to grow its revenues and earnings 31.7% and 22.9%, respectively, for fiscal 2023.” End quotes ------------------------------------------------------------- 4. ESG Energy Stocks for 3Q 2022 And a fourth article in this ESG energy stocks vein is titled 3 Most Undervalued Renewable Energy Stocks to Buy. By Will Ashworth on InvestorPlace.com. Among Mr. Ashworth's comments are the following. “1) Brookfield Renewable Corporation (NYSE:BEPC) Was created so that investors could invest in its renewable power assets through a corporation rather than a limited partnership… The company's June 2022 annual shareholder's meeting highlighted that Brookfield Renewable Corporation generated $934 million in funds from operations (FFO) in 2021, 10% higher than a year earlier… In the five years between 2021 and 2026, it expects to grow funds from operations by 10% or more annually… For those who want a more diversified portfolio, you can own Brookfield Renewable Corporation indirectly through Brookfield Asset Management (NYSE:BAM), which owns 26% of the company. Brookfield Asset Management stock is down 25% year-to-date. You won't go wrong owning Brookfield Asset Management over the long haul. 2) NextEra Energy Partners LP (NYSE:NEP) Is a growth-oriented limited partnership created by its parent company, NextEra Energy (NYSE:NEE), in June 2014. It owns wind and solar projects, natural gas, and infrastructure assets in the U.S… It (seeks) to grow LP distributions by 12% to 15% per year between 2019 and 2024. So far, it's increased them by approximately 15% per year… Its annualized distributions since its IPO have increased by 290%, from 75 cents to $2.93 at the end of 2021. Down 9.4% YTD, I wouldn't say that NextEra Energy Partners LP is a screaming buy, but it's not overpriced either. 3) Ameresco (NYSE:AMRC) (Yes again!) Is (in) the business of owning renewable assets and helping others implement clean energy solutions for their businesses… In 22 short years, Ameresco's completed more than $11 billion in energy solution projects for more than 8,000 customers worldwide. In addition, it owns 353 million watts of energy (MWe) assets for solar, landfill gas, renewable natural gas (RNG), and battery storage… Ameresco has been able to increase its revenues since 2017 by more than 21% annually, from $717 million in 2017 to an estimated $1.87 billion in 2022. Over the same period, the company has grown its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) by 27.1% annually. With Ameresco stock down more than 46% YTD, it's trading at the same levels it did in December 2020, 18 months ago. Under $40 would be a perfect entry point. ” End quotes. ------------------------------------------------------------- 5. ESG Energy Stocks for 3Q 2022 In this next article Brookfield Renewable Corporation and NextEra Energy Partners LP are again recommended. It's titled 2 Unstoppable Renewable Energy Stocks to Buy for the Next Decade. By Matthew DiLallo. On fool.com. “1) Brookfield Renewable (BEPC) Brookfield Renewable operates a globally diversified portfolio of renewable energy and energy transition assets. It currently generates 21 gigawatts (GW) of renewable energy… Its assets produce steady cash flows backed by long-term power purchase agreements… Brookfield anticipates that mergers and acquisitions will add up to 9% per share to its bottom line each year. The company recently raised a record $15 billion for an energy transition fund to help companies decarbonize their operations. That's giving it additional capital to complete deals, positioning it to further capitalize on the decarbonization megatrend. 2) NextEra Energy, Inc. (NEE) NextEra Energy operates Florida Power & Light (FPL), a leading electric utility in the state, and NextEra Energy Resources, a large-scale clean energy infrastructure business… The energy resources unit operates natural gas pipelines, renewable energy generating facilities, battery storage operations, and electricity transmission lines that generate steady cash flow backed by long-term fee-based contracts. The company… recently unveiled its Real Zero strategy to eliminate its carbon emissions by 2045. Florida Power & Light is undertaking the largest solar energy expansion in the nation, which it's supplementing with large-scale battery storage deployment. It also aims to replace natural gas in its power plants with green hydrogen and renewable natural gas… Management expects profits to grow by more than 10% this year. It then foresees them expanding at the high end of its 6% to 8% target range through at least 2025. That should give the utility the funds to grow its 2.1%-yielding dividend by at least 10% annually through 2024.” End quotes. Incidentally, Florida Power & Light is just accused of unethical competitive behavior. ------------------------------------------------------------- Top Solar Panel Companies 2022 Finally, this article is not a stock recommendation but rather an interesting assessment of solar panel makers available in the US. It's titled Top Solar Panel Companies 2022 and by Lisa Iscrupe on saveonenergy.com. Here is some of what Ms. Iscrupe and fellow researchers say. Quote. “The solar industry is a combination of many business sectors. From solar installers to dealers to solar panel manufacturers, navigating your solar energy journey can take time. When you are researching solar panels for your home, one place that's good to start is with the solar panel company or manufacturer that you want. Based on our research, here's our top 10 solar panel companies: Canadian Solar Inc. Jinko Solar SunPower CertainTeed LG Tesla First Solar Inc. Lumos Hanwha REC Solar End quotes. There's much more information on their site. ------------------------------------------------------------- 3 High-Yield Infrastructure Stocks to Buy Now Now we turn from ESG energy stocks to infrastructure with an article titled 3 High-Yield Infrastructure Stocks to Buy Now. It's by Daniel Foelber, Scott Levine, and Lee Samaha. Again on fool.com. Now one of the recommendations is Kinder Morgan, an oil-gas pipeline company. Hence, I'm leaving it out. “1) Scott Levine picks Brookfield Infrastructure (BIPC) (BIP) … Currently offers an enticing forward dividend yield of 3.8%. With global operations in North and South America, Europe, and the Asia Pacific region, Brookfield Infrastructure has a worldwide presence in a variety of infrastructure projects including (but not limited to) natural gas pipelines and storage, data centers, toll roads, and electricity transmission… investors should be relieved to learn that 90% of the company's debt is a fixed rate… Should the company return $2.16 to unitholders in 2022 as it plans, it will represent an approximate 10% compound annual growth rate for its distribution since 2009. Looking ahead, management has targeted continued annual distribution growth of 5% to 9%. 2) Lee Samaha recommends Hubbell (HUBB) There aren't many industrial companies whose earnings are trending ahead of initial expectations going into 2022, but Hubbell is one of them. Management began 2022 forecasting organic sales growth of 8%-10% and adjusted diluted earnings per share (EPS) of $8.75–$9.25 only to raise it to 11%-13% and $9-$9.40 on the first-quarter earnings call in late April… The company makes electrical equipment, meters, connection products, and lighting fixtures. About 56% of its sales go to the utility market (mainly transmission and distribution), with 44% to electrical solutions (electrical products, connection, and bonding). There's a need to replace the infrastructure of an aging U.S. electrical grid… No company will be truly safe from a recession, but Hubbell stands to do relatively well. Throw in a 2.3% dividend yield, and the stock is attractive for investors.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order, links on this podcast's webpage 1) Title This Renewable-Energy Juggernaut Continues to Produce Powerful Results on fool.com. By Matthew DiLallo. 2) Title 3 Sustainable ETFs for ESG-Focused Investors on the Canadian yahoo.com site. By Adam Othman. 3) Title My Top Renewable Energy Stock for the Second Half of 2022 on fool.com. By Daniel Foelber. Plus an article for UK investors — again link on this podcast's webpage Title Best ESG Funds 2022 – Forbes Advisor UK. By Andrew Michael. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “ESG Energy Stocks for 3Q 2022.” To get all the links, and stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote 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. Now I'm taking August off to work on some projects, so I'll talk to you next Friday, either September 2nd or 9th. Have a great August! Bye for now. © 2022 Ron Robins, Investing for the Soul
Beat Inflation With These ESG Stocks, Analyst. Article titles covered include these: “Beat inflation with 3 stocks that bet against oil in favor of EVs and the renewable-power grid”; “Top 3 Energy Stocks for 2022 and Beyond”; “3 Best Corporate Governance Stocks to Buy Right Now”; and “1 Fund to Invest in a Sustainable Future” PODCAST: Beat Inflation With These ESG Stocks, Analyst Transcript & Links, Episode 76, February 11, 2022 Hello, Ron Robins here. Welcome to podcast episode 76 published on February 11, 2022, titled “Beat Inflation With These ESG Stocks, Analyst” — and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts. Now, just a reminder. I do not evaluate any of the stocks or funds mentioned in this podcast. Furthermore, if you're concerned about the ESG and sustainability ratings of any stock or fund included in this podcast, check your broker's online site for such information. If your broker doesn't have this information, signup for free with Morningstar and you can gain access to company and fund ESG-sustainability ratings. Please note, I receive no compensation from Morningstar or anyone else covered in these podcasts. Also, if any terms are unfamiliar to you, simply Google them. ------------------------------------------------------------- 1. Beat Inflation With These ESG Stocks, Analyst Now we're hearing a lot about inflation. Take note of this article titled Beat inflation with 3 stocks that bet against oil in favor of EVs and the renewable-power grid. It's by Rachel Koning Beals and found on MarketWatch.com. Here are some quotes. “Ivana Delevska, founder and chief investment officer at SPEAR, which runs the actively managed SPEAR Alpha ETF (SPRX), already guides the fund toward disruptive industrial-technology stocks… Now, she has her sights on what looks to be an inflation-tolerant trio of companies that can counter energy-price volatility. 1) Livent Corp. (LTHM) It is ‘very advantageously positioned as a lithium manufacturer, which is expected to remain a key bottleneck component in the production of EVs…' (It's) shares are down nearly 8% so far in 2022, after a 13% gain in the past year. 2) ChargePoint Holdings (CHPT) Delevska called it a diversified play on the theme because the company offers hardware and software to fleet, residential and commercial customers. Among other factors, charging support got a boost in the bipartisan infrastructure legislation passed last year, but the most robust government request for funding to back EVs and their charging network has been hung up in a stalled Build Back Better bill. 3) Eaton Corp. (ETN) The power-management company, which helps wind-turbine operators, for instance, convert power into electricity and transport it to the grid… Shares are down 12% in the year to date, cutting into a nearly 25% one-year gain.” End quotes. ------------------------------------------------------------- 2. Beat Inflation With These ESG Stocks? Returning to familiar territory is an article by a regularly featured analyst Matthew DiLallo of The Motley Fool. Found on Nasdaq.com it's titled Top 3 Energy Stocks for 2022 and Beyond. Here are some quotes from Mr. DiLallo. “1) Brookfield Renewable (NYSE: BEPC) (NYSE: BEP) It owns hydroelectric, wind, solar, and energy storage facilities across North and South America, Europe, and Asia… Brookfield sells to utilities and large corporate customers under long-term, fixed-rate power purchase agreements (PPA)… Brookfield distributes most of its cash flow to investors through a dividend that currently yields 3.7%... In addition, Brookfield sees up to 9% of additional cash flow per share growth as it continues making value-enhancing acquisitions. 2) Enbridge (NYSE: ENB) Enbridge is one of the largest energy infrastructure companies in North America… Currently, fossil fuels supply the bulk of Enbridge's income. However, the company has been slowly pivoting toward cleaner energy sources like natural gas and renewables over the years… Its legacy assets are generating cash that Enbridge is using to pay an attractive dividend – it currently yields 6.3% -- and reinvest into cleaner energy infrastructure projects… Meanwhile, it's investing in emerging clean energy projects like hydrogen and carbon capture and storage. 3) NextEra Energy (NYSE: NEE) It operates one of the cleanest electric utilities in the country, Florida Power & Light, and a leading energy production and infrastructure business, NextEra Energy Resources. Overall, it's one of the world's largest energy producers from the wind and sun. It's also a leader in battery storage… That should drive continued growth in NextEra's 2%-yielding dividend. This year, it sees around 10% dividend growth, with future increases likely to track earnings growth.” End Quotes. ------------------------------------------------------------- 3. Beat Inflation With These ESG Stocks? Governance is the ‘G' in ESG. That's what this article is concerned with. It's titled 3 Best Corporate Governance Stocks to Buy Right Now. It's by Melissa Brock and seen on MarketBest.com. Here are some quotes from Ms. Brock on her picks. “1) Alcoa Corp. (NYSE: AA) Alcoa Corp… produces bauxite, alumina and aluminum products through bauxite mining operations which processes bauxite into alumina as well as smelting and casting operations to produce primary aluminum. Alcoa expects all directors, officers and other employees to conduct business in compliance with a strict code of conduct and the company surveys compliance on an annual basis. The company carefully outlines the role of its board of directors and director responsibilities, including the core responsibilities to exercise business judgment and act in the best interests of the company and its stockholders… In 2021 overall, the company posted the highest annual net income of $429 million and earnings per share of $2.26 and generated revenue of $12.2 billion, an increase of 31% from 2020. 2) Newmont Corporation (NYSE: NEM) Newmont Corp… is a gold producer in North America, South America, Nevada, Australia and Africa. Newmont Corp's code of conduct publicly lays out the high standards of conduct expected of employees, officers and directors, as well as partners, vendors and contractors. Newmont is a founding member of the Partnering Against Corruption Initiative and adheres to a strict business integrity policy and standards designed to prevent corruption… The company has an independently operated, 24-hour hotline, called the Integrity Helpline, in which any stakeholder can report unsafe and unethical behavior… Newmont ended Q3 with $4.6 billion of consolidated cash and $7.6 billion of liquidity… Over the last four quarters, Newmont has steadily reinvested in operations while returning more than $2 billion to shareholders through dividends and share buybacks. 3) CBRE Group Inc. (NYSE: CBRE) CBRE Group, Inc… provides commercial real estate and investment services through its advisory services, global workplace solutions and real estate investments segments, including property leasing, capital markets, property management, project management services and valuation services, contractually-based outsourcing services and global investment management services… (It's) Standards of Business Conduct was completely revised in 2021 so its workforce of more than 100,000 employees could read and understand it. The document emphasizes its RISE values: respect, integrity, service and excellence. Personnel and board members must both act ethically and adhere to standards of business conduct… Capital markets activity and global property sales revenue exceeded posted United States increases, with revenue up 116%. International markets also saw strong increases versus last year's third quarter, paced by Australia and the United Kingdom.” End quotes. ------------------------------------------------------------- 4. Beat Inflation With These ESG Funds? Now I'm excited by this fund featured in this article titled A New ESG Fund Launches Today. Why Its Top Holdings Are GM and Occidental. It's by Evie Liu and was on Barrons.com. Quote. “The path to cutting carbon emissions to zero has to go through the largest emitters, Engine No. 1, the investment firm behind the successful shareholder campaign to reshape oil giant Exxon Mobil, believes. That's why the firm launched an exchange-traded fund to invest in legacy companies that will drive and benefit from the energy transition. The Transform Climate ETF (ticker: NETZ)… focuses on firms in some of the largest carbon-emitting industries—such as transportation, energy, and agriculture—that have shown commitment to credible decarbonization plans. It will also look for firms whose products and services help enable the transition to a low-carbon economy… ‘We believe there is no way to decarbonize the planet without these companies transforming, and there is no time to lose,' says Engine No. 1 founder Chris James… The fund's top three holdings at launch are General Motors ( GM ), Deere ( DE ), and Occidental Petroleum ( OXY ), names you don't see often in green funds… The Transform Climate fund is Engine No. 1's second ETF and first actively managed thematic fund. It charges an annual expense ratio of 0.75%.” End quotes. ------------------------------------------------------------- 5. Beat Inflation With This ESG Fund? Want just one ESG fund to invest in? You might want to review this article titled 1 Fund to Invest in a Sustainable Future. It's by Frederic Slade and found on fool.com. Quote. “The iShares USA ESG Select ETF has a Morningstar score of 5 and an MSCI score of AAA, while a competitor, the Calvert Equity Fund-A (NASDAQMUTFUND: CSIEX) has scores of 5 and AA, respectively. The iShares fund scores higher with MSCI in part because its Top 5 holdings include only one stock with an MSCI rating below A: Alphabet Inc Class A (NASDAQ: GOOGL), which is rated BBB, average for its industry… Morningstar and MSCI's approaches to scoring sustainability differ, so you should use both to research different funds… The expense ratio for an actively managed fund such as Calvert Equity A can approach 1% – 0.94%, in Calvert's case – while passive funds like iShares USA ESG Select ETF have expense ratios in the 0.10% to 0.25% range… If you're looking for a diversified fund that scores well in sustainability and boosts your portfolio's return, iShares USA ESG Select ETF might make a great place to start your search.” End quotes. ------------------------------------------------------------- Analyst Recommendations Related to UK, Australian, and European ESG Stocks and Funds 1. Title 5 exciting investment funds to keep an eye on in 2022 | Fool UK by George Sweeney. Two of the funds might be considered by ethical and sustainable investors. They are the Trojan Ethical Income (F00000WQ4M.L) and Legal & General Future World ESG Developed Index (GB00BMFXWS95:GBP). 2. Title 2 ASX shares riding the wave of green energy and ethical investing (fool.com.au). They are Australian Ethical Investments Limited (ASX: AEF) and Fortescue Metals Group Limited (ASX: FMG). The latter has a significant and growing ‘green energy and green technology with a vision to make green hydrogen,' says the author. 3. Title Financial Friday: Which sustainable funds are investors buying? (fidelity.co.uk). By Toby Sims. Quote “Runaway leader, the L&G MSCI World Socially Responsible Investment SRI Index Fund, as well as the iShares Global Clean Energy UCITS ETF and the L&G Future World Climate Equity Factors Index on this list, are all passive funds.” End quote. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Beat Inflation With These ESG Stocks, Analyst.” To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Talk to you next on February 25. Bye for now. © 2022 Ron Robins, Investing for the Soul.
Great Renewable Energy and EV Stocks. Stocks covered include Sumitomo Metal Mining, Wuxi Lead Intelligent Equipment, Aptiv plc., Infineon, Brookfield Renewable Partners, Atlantica Sustainable Infrastructure, and NextEra Energy. Excerpts from: “The investment opportunity offered by electric vehicles,” “3 Alternative Energy Stocks to Buy Amid Investment Concerns”, “3 High-Yield Renewable Energy Stocks to Buy Right Now” PODCAST: Great Renewable Energy and EV Stocks Transcript & Links, Episode 65, August 27, 2021 Hello, Ron Robins here. Welcome to podcast episode 65 published on August 27, titled “Great Renewable Energy and EV Stocks.” Presented by Investing for the Soul, investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page. It's located at investingforthesoul.com/podcasts. Now, just a reminder. I do not evaluate any of the stocks or funds mentioned in this podcast. Also, I receive no compensation from anyone or entity covered in these podcasts. Incidentally, if any terms are unfamiliar to you, simply Google them. ------------------------------------------------------------- 1. Great Renewable Energy and EV Stocks I'm beginning with something a little different. The article is titled The investment opportunity offered by electric vehicles by Juliet Schooling-Latter. It's a UK perspective that appeared on whatinvestment.co.uk. Here are some quotes from the article and comments on the companies covered. Quote. “Very much a global trend, a recent report indicated the number of EVs will grow from 11m on the road now to 145m in 2030.1 This, in turn, will boost various segments of the market. Here are four stocks… from Elite-rated fund managers looking to tap into this drive. 1) Sumitomo Metal Mining. Stock pick at Baillie Gifford Japan Trust Sumitomo Metal Mining is a top-10 holding in the Baillie Gifford Japan Trust. Manager Andy Brown says the firm has exposure to nickel and copper extraction, both integral to the EV industry in terms of the cars themselves and the batteries used to power them. He says: ‘They have a materials business, and this is where they make a component called lithium nickel oxide. This feeds into the cathodes of electric batteries and major customers for this business are Tesla and Toyota. We believe it has fantastic growth prospects.' 2) Wuxi Lead Intelligent Equipment. Stock pick at Ninety One Global Environment Wuxi Lead Intelligent Equipment predominantly designs, manufactures and sells battery production equipment and services to leading EV battery manufacturers in China. The firm is a holding in the Ninety One Global Environmental Fund. Manager Deirdre Cooper says: ‘Sustainable decarbonisation will require a rapid transition towards a greener, lower-carbon transport system. Wuxi is directly exposed to one of the largest EV markets in the world and, as such, is at the forefront of decarbonisation. ‘It is also expanding sales internationally, with new customers such as Northvolt.' 3) Aptiv plc. Stock pick at Rathbone Global Sustainability fund Did you know there are more than 8,000 connection points inside a typical EV? If any go wrong it can range from a minor to major inconvenience. Aptiv provides fuse connectors that ensure the battery will disconnect if a spike in current reaches a potentially dangerous level, thus eliminating a potentially catastrophic event.2 The firm is a holding in the Rathbone Global Sustainability Fund. Manager David Harrison says: ‘We've held Aptiv in the fund since we launched. It is kind of the nerve centre of an electric vehicle. ‘We think it's well-placed for the long run and has a management team that is very forward-thinking.' 4) Infineon. Stock pick at Liontrust Sustainable Future Global Growth fund This German manufacturer is playing a key role in providing the chips for auto safety systems as semiconductor content in cars and other forms of transport continues to grow. Liontrust Sustainable Future Global Growth manager Peter Michaelis says: ‘Infineon is the market leader in the chips that power the semiconductors within electric vehicles. ‘The company completed its acquisition of Cypress Semiconductor Corporation in April 2020, which it said is a landmark step in its strategic development towards offering ‘the industry's most comprehensive portfolio for linking the real with the digital world and shaping digitalisation'.'' End quotes. 1Source: Clean Technica – report from International Energy Agency 2Source: aptiv.com ------------------------------------------------------------- 2. Great Renewable Energy and EV Stocks Now turning our attention back to alternative energy stocks is this article titled 3 Alternative Energy Stocks to Buy Amid Investment Concerns by Aparajita Dutta. Found on Yahoo! Finance. Quote. “Wind energy, the largest source of renewable electricity generation in the United States, continues to make noticeable progress. The amount of new wind capacity installed in 2020 was more than three times the amount installed in 2010. This makes us optimistic on alternative energy stocks' growth prospects. Also, increasing scope of the electric vehicle market is expected to boost the prospects of U.S. renewable stocks. However, the United States is lagging its Asian and European counterparts in terms of investments in hydrogen market, despite this market's ample growth opportunities. The forerunners in the U.S. alternative energy industry are TotalEnergies SE (TTE), Equinor ASA (EQNR) and Chesapeake Energy (CHK).” End quote. ------------------------------------------------------------- 3. Great Renewable Energy and EV Stocks In a similar vein is this article by three analysts who appear regularly in this podcast. The article is titled 3 High-Yield Renewable Energy Stocks to Buy Right Now and is by Travis Hoium, Howard Smith, and Daniel Foelber Here are some quotes from the article. Each analyst comments on the company they're recommending. “The theme with all of these companies is that they're big, diverse renewable energy asset owners with long-term contracts to sell electricity to utilities or other end customers and that fuels their dividends. As long as the renewable energy industry continues to grow and there are assets to buy at attractive yields, these are great dividend stocks to buy and hold… they're our best high-yield renewable energy stocks today… 1) Travis Hoium recommends Brookfield Renewable Partners (NYSE: BEP) The best long-term business in renewable energy has proven to be asset ownership. Renewable energy projects usually come with 10-25 year contracts to sell electricity to utilities, businesses, or homeowners. That allows owners to finance them with debt and equity, and in this case, in the form of dividend-paying stocks. Brookfield Renewable Partners is one of the industry's biggest renewable energy asset owners with 21,000 megawatts of projects around the world. The company aims to generate annualized returns of 12% to 15% through organic growth in distributions of 5% to 9% and some price appreciation in the stock… In the last year and a half, dividends paid are down partly because of a split of Brookfield Renewable Partners and Brookfield Renewable Corporation (NASDAQ: BEPC) stock and a 3-for-2 stock split. Without those events, dividends per share would be steadily higher, continuing a decade-long trend. As steady as dividend growth has been from a company like Brookfield Renewable Partners, there are also risks for renewable energy projects that shouldn't go overlooked. Right now, hydro assets are underperforming expectations because of drought conditions around the world, especially in Brazil… On the flip side, less rain and more sun could mean solar projects outperform expectations long term, so there's value in being a diverse and large asset owner. I think the stability and know-how of Brookfield Renewable Partners makes it a great long-term dividend stock. 2) Howard Smith picks Atlantica Sustainable Infrastructure (NASDAQ: AY) More and more companies in a wide range of industries are signing power purchase agreements with renewable energy generators to power their facilities and ensure products can be made and sold sustainably. Companies like Atlantica Sustainable Infrastructure that own or invest in that power generation are benefiting and growing from this movement. And those benefits are being shared with investors in the form of a high-yielding dividend. Atlantica… aims to pay shareholders 80% of generated cash. And it has been consistent growing those dividend payments in the past. Its quarterly dividend has increased by 65% in the past four years. That growth should continue as cash available for distribution increased by 12.9% in the first half of 2021. Atlantica's business is spread among North America, South America, and the Europe, Middle East, and Africa region… Almost 75% of Atlantica's revenue came from its renewables sector in 2020. And 2021 is starting out strong. The company's continued investments in renewable energy assets have driven its megawatts in operation to grow 30% in the first half of 2021 compared to 2020's first half. The stock looks inexpensive from a price-to-free cash flow perspective, compared to peers with similar strategies. With a dividend yielding over 4.3%, now looks to be a good time to buy Atlantica. 3) Daniel Foelber likes NextEra Energy (NYSE: NEE) NextEra Energy just had an impressive quarter. Its portfolio consists of natural gas, solar, wind, and other assets, giving it diverse revenue streams that allow it to weather the ebbs and flows of the energy market. Its established presence as Florida's leading utility -- through Florida Power & Light and Gulf Power -- provides the bulk of its revenue and net income. A strong foundation from this profitable business paired with access to inexpensive debt has allowed NextEra to grow its renewable energy investments, mainly through its NextEra Energy Resources division. Today, the company is the largest producer of wind and solar energy in the U.S. NextEra's head start in the energy transition gives it a leg up over other utilities since it has had time to build relationships, fill out its supply chain, refine its logistics, and tackle a variety of projects in different markets… NextEra's long-term game plan is to generate predictable revenue (mostly from renewables) via long-term contracts and distribute a portion of earnings to investors through a dividend… Earlier this year, the company raised its quarterly dividend to $0.385 per share, representing a 1.9% annual yield at the time of this writing.” End quotes. ------------------------------------------------------------- 4. Great Renewable Energy and EV Stocks Honorable Mentions Article 1. Bain to Start Long-Short Hedge Fund Focused on Green Investing by Nishant Kumar and Melissa Karsh, on Yahoo! Finance. Quote “Bain Capital is starting a hedge fund to bet on and against companies based on sustainable-investing criteria as part of the alternative asset manager's roughly $3 billion public-equities business.” End quote. Now, the ability to go short in a green fund is a new idea. Article 2. My Top Renewable-Energy Stock to Buy in August by Matthew DiLallo. Quote “Brookfield (Renewable) (NYSE: BEP) (NYSE: BEPC) is increasingly becoming the partner of choice for companies that want to reduce their carbon footprint.” End quote. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Great Renewable Energy and EV Stocks.“ To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Talk to you next on September 10. Bye for now. © 2021 Ron Robins, Investing for the Soul.
Anterix owns the licenses for 900 MHz spectrum used by electric utilities and others to deploy private LTE broadband networks used for smart grid and other purposes. The firm recently saw the culmination of a five-year FCC rulemaking that set the rules for the use of 900 Mhz spectrum for utilities and President Rob Schwartz told us about the history and the benefits this spectrum offers – and why utilities want to deploy private broadband networks using this cell-phone standards, and how several utilities already deployed pilots of it including Ameren, Florida Power & Light, New York Power Authority, and how Southern Company was the first to roll it out in earnest.
The 50 Best ESG Companies list from the US Investor’s Business Daily. Its top picks are Nvidia with a 12-month gain of 206%. Pool with a 72% advance and Salesforce.com which is up nearly 80%. Another article picks the renewable energy stocks Hannon Armstrong Sustainable Infrastructure Capital, NextEra Energy, and Atlantica Sustainable Infrastructure. And more PODCAST: Best ESG Companies, Funds. And More… Transcript & Links, Episode 44, November 6, 2020 Hello, Ron Robins here. Welcome to podcast episode 44 published on November 6, 2020, titled “Best ESG Companies, Funds. And More…”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1. Best ESG Companies, Funds. To start things off we have a great new article naming the best ESG companies by Investor's Business Daily. The article is titled As ESG Investing Gives 2020 A Sustainable Spin, 50 Best ESG Companies Revealed. It’s written by Alan R Elliott. Here are some quotes from Mr. Elliott. “The list highlights 50 stocks that boast both high ESG ratings and superior Investor’s Business Daily (IBD) stock ratings of fundamental and technical strength… These ESG stocks have been especially strong, with the top three stocks on IBD's Best ESG Companies list each having a Composite Rating of 99. In terms of stock performance, at the top of the IBD ESG list, Nvidia (NVDA) has a 12-month gain of 206%. Pool (POOL) has a 72% advance. Salesforce.com (CRM) is up nearly 80%. The next five stocks on IBD's ESG list averaged a 12-month gain of almost 70%. Nvidia and Pool are currently on the IBD 50 list of the best growth stocks… Profiles [Also], see the profiles of Nvidia, Salesforce.com, West Pharmaceutical Services (WST), Adobe (ADBE) and Best Buy (BBY)… MSCI ESG Research has ranked companies according to available information pertaining to environmental, social and governance criteria… Those ratings provide the basis for MSCI's more than 1,500 equity and fixed-income ESG indexes. The earliest of those, the MSCI KLD 400 Social Index, first launched as the Domini Social 400 Index in 1990. IBD cross-references MSCI's rankings with its database of all stocks to determine the 50 most ESG advanced companies in the growth stock realm… the MSCI ESG ratings compare companies only to other companies in their industry. An AAA rating means your ESG efforts put your company ahead of industry peers. Also keep in mind, some companies rank high due to social issues such as health care, company leave and diversity policies for their workforce, while they may be less environmentally savvy then a lower-ranked peer. To date, no standardized set of reporting requirements relates specifically to the countless aspects of corporate governance encompassed under the ESG rubric. That makes ranking difficult, and more of an art in certain situations than a science.” End quotes. ------------------------------------------------------------- 2. Best ESG Companies, Funds Though the title of this article is 3 Renewable Energy Stocks to Buy Ahead of the Election, the authors say it still makes sense to consider these three stocks after the election too. It’s published in The Motley Fool. As usual, I’ll mention the stock followed by quotes from the analyst concerning that stock. “1) Travis Hoium likes Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI) Like any company that invests in renewable energy projects, Hannon Armstrong is in the business of generating a yield from its investments… The company can take equity or debt positions in projects, finance efficiency improvements, or even pay for ecological restoration. This means management can shift dollars to where it can get the best return for the risk, rather than being locked into one type of asset class in renewable energy. The result for investors has been impressive since the company went public… Few companies have the ability to adapt and succeed in the current environment like Hannon Armstrong, and investors will be rewarded with not only a great stock but a 3.1% dividend yield as well. 2) Howard Smith recommends NextEra Energy (NYSE: NEE) NextEra announced its [adjusted] third-quarter earnings per share (EPS) grew 11% compared to the previous-year period. The parent of electric utilities Florida Power & Light and Gulf Power continues to grow its renewable energy generation capacity for those businesses. But its NextEra Energy Resources business is experiencing the strongest growth, with EPS up 23%... [NextEra’s] Energy Resources business is the world's largest generator of solar and wind power, and has a growing battery storage segment… NextEra… extended its earnings growth expectations of 6% to 8% off that higher base through 2023. The company also said it continues to expect a 10% annual dividend per share increase through 2022… 3) Jason Hall suggests Atlantica Sustainable Infrastructure (NASDAQ: AY) The future of the world's power supply is heavily tied to solar and wind, no matter who's sitting in the Oval Office or roaming the halls of Congress. And few companies are as well-positioned to profit from this reality as Atlantica. The company owns, develops, and operates utility-scale wind and solar energy power plants, selling the power on long-term contracts. The result is steady, utility-like cash flows that it can use to fund new projects, and return to shareholders in a steadily growing dividend. Atlantica is an international business, meaning that no matter what legislative action is taken in the U.S., its prospects remain very good… At recent prices, Atlantica's dividend yield is over 5.4%, and the prospects for regular dividend growth from here are very strong… Atlantica is a stock worth buying right now, no matter the outcome of U.S. election.” ------------------------------------------------------------- 3. Best ESG Companies, Funds Most ethical and sustainable investors are enamored with passive ETF index funds. However, some see a possible resurgence in actively managed funds too. One company that has brought to market an actively managed ESG fund is US fund manager Vanguard. An article titled This ESG Fund From Vanguard Is Off to a Good Start describes this product. It’s written by David Kathman and appeared on the Morningstar.com site. Here are some of Mr. Kathman’s thoughts concerning the fund. Quote “Vanguard Global ESG Select Stock (VEIGX) has shown promise so far, but it still has plenty to prove given its short track record. It earns a Morningstar Analyst Rating of Bronze for both its Investor and Admiral shares. Vanguard launched this fund in June 2019 as the first actively managed environmental, social, and governance fund in its lineup… The fund has looked pretty good so far in its first 16 months of existence; its returns have beaten the world large-stock Morningstar Category average and the FTSE All-World Index benchmark, and it has earned a Morningstar Sustainability Rating of High (5 globes). Expenses are low, as one would expect of Vanguard, which remains a topnotch parent. All this is encouraging, but the fund will need to deliver over a longer time period to earn an Analyst Rating higher than Bronze… The fund held up pretty well in the bear market from Feb. 19 to March 23, 2020, when its 30% loss was 2 percentage points less than the category norm and the benchmark.” End quotes. ------------------------------------------------------------- 4. Best ESG Companies, Funds In the UK, the FT Advisor just published an article titled Top 10 ESG funds named amid record year for inflows. Some of these funds might be of interest to non-UK residents as well. The article is by Imogen Tew. Here are the funds with some brief quotes from the article. Domestic UK “Royal London’s Sustainable Leaders fund was the top performing UK ethical fund over the past decade, almost tripling investors’ cash, according to AJ Bell. Of ethical funds with a ten-year record, Premier Ethical and Liontrust Sustainable Future UK Growth also performed well, returning 174 and 152 per cent respectively. [Incidentally, go to this podcasts’ page for more of the top funds.] Top 5 UK ethical funds 10 year total return (%) Royal London Sustainable Leaders (GB00B7V23Z99.L) 195.9 Premier Ethical (0P00015BBW.L) 174.4 Liontrust Sustainable Future UK Growth (0P00000XCL.L) 152.6 Liontrust UK Ethical (0P0000XMUY.L) 150.8 BMO Responsible UK Equity (0P00000DLP.L) 111.2 Over the same time period, the FTSE All Share returned 64 per cent while the FTSE 4Good UK saw an average performance of 71 per cent. Global There have been some funds which have managed to outpace the racy MSCI World Index, however. The Liontrust Sustainable Future Global Growth fund tops the performance chart with a return of 267 per cent in 10 years. [Again, for more top-performing funds in this category go to this podcasts’ page.] Top 5 Global ethical funds 10 year total return (%) Liontrust Sustainable Future Global Growth (0P000023KC.L) 267.1 Janus Henderson Global Sustainable Equity (JEDTX) 262 BMO Responsible Global Equity (0P00000DLN.L) 240 Pictet Water (P3II.F) 212.4 BMO Sustainable Opportunities Global Equity (0P00017TVR.TO) 179.7 Mr. Laith Khalaf, a financial analyst at AJ Bell, said: ‘Given the extremely strong absolute performance of ethical funds in the global sector, it’s difficult to say investors should be disappointed but technically as a group they have underperformed.’” End quotes. ------------------------------------------------------------- End Comment Well, these are my top news stories and their stock and fund tips -- for this podcast: “Best ESG Companies, Funds. And More… ” To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let’s promote a better world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and aware of the sustainable values of your investments! Thank you for listening. Talk to you again on November 20. Bye for now. © 2020 Ron Robins, Investing for the Soul
Climate change investing is hot! Swiss Saxo Bank had a 78% year-to-date gain on a group of 56 global stocks. All were highlighted in January as the best positioned to benefit from climate change policy. Renewable energy stocks from The Motley Fool. New PIMCO ESG Income Fund and Vanguard ESG US Corporate Bond ETF. More PODCAST: Climate Change Investing Outperforms! And More… Transcript & Links, Episode 42, October 9, 2020 Hello, Ron Robins here. Welcome to podcast episode 42 published on October 9 titled “Climate Change Investing Outperforms! And More…”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1. Climate Change Investing Outperforms! Now, would you like to get a 78% year-to-date return on a portfolio of green and ESG stocks? Well, James Phillipps wrote an article for Forbes titled Climate Change Investing May Not Be Your Thing, But A 78% YTD Return Is. Here are some quotes from Mr. Phillipps’ article. He says “There is an absolutely gigantic wall of money moving into environmental stocks and it is only going to get bigger. The European Commission, European Central Bank (ECB), and China have all announced major policy initiatives in the past fortnight underlining their commitment to reducing carbon emissions. The strategy has been a standout performer through the Covid-19 pandemic. A basket of 56 global stocks which Saxo Bank highlighted in January as the best positioned to benefit from climate change policy is up a whopping 78% year to date. That compares to the S&P 500’s 1.2% rise and 24.5% for the S&P Information Technology sector.” End quotes. You can get a full downloadable list of these companies with their respective stock returns by going to the article titled Green stocks are the next mega trend in equities. It appears on the Saxo Bank’s website. The list is titled ‘Inspirational list of stocks with exposure to the climate theme.’ You can also get the direct link from this podcasts’ page located at investingforthesoul.com/podcasts and scroll down to this episode. ------------------------------------------------------------- 2. Climate Change Investing Outperforms! Continuing on the climate change investing theme is an article titled 3 Top Renewable Energy Stocks to Buy in October. I found it on Nasdaq.com though it was written for The Motley Fool site. Each recommendation is by a different analyst. I’ll first mention the analyst’s name followed by the stock they recommend and a few quotes from them about the stock. Quote. 1) “Travis Hoium recommends SunPower (SPWR) Customers can go on its website and get a solar design in less than a minute, replacing costly door-to-door sales that have long driven the industry's sales. SunPower then provides those leads to local partners, who use SunPower-provided solar panels, monitoring, and racking for their solar installation. Long term, working with these smaller, more nimble installers and leveraging digital sales should lead to better pricing and a higher market share for SunPower in residential solar. Commercial solar is another big market, and SunPower is the No. 1 provider in the U.S. It designs solar systems for large industrial rooftops, and adds monitoring and in some cases energy storage. This isn't a high-margin business yet, but if SunPower can reduce costs, it could make commercial solar into a big and profitable business with a $3.5 billion pipeline and $400 million of contracted backlog… Given the growth potential for solar in the U.S., investors should be excited about this business disrupting the market long term. 2) Howard Smith likes NextEra Energy (NEE) Long-term investing is the right way to grow wealth. But if short-term concerns are keeping you up at night, an investment that might fit your needs is NextEra Energy… … it's easy to pick NextEra as a winner in the race to renewable energy production. Its subsidiary, NextEra Energy Resources, along with its affiliates, is the world's largest generator of wind and solar power. NextEra recently increased its near-term growth expectations, saying earnings for 2021 will be higher than its previous guidance, and extended its 6% to 8% annual growth expectations through 2023. It also announced a 4-for-1 stock split, as its shares have significantly outperformed the S&P 500 over the past several years. Along with that growth, however, comes a more stable electric utility business. NextEra owns Florida Power & Light, the largest regulated electric utility in the U.S. by retail megawatt-hour sales, as well as Gulf Power, which serves the northwestern part of Florida. Though NextEra's dividend yield is lower than typical utilities at about 2%, it balances that with its growth in renewables. So if you want to get into renewables ahead of the election, NextEra Energy might be the right stock for you. Regardless of politics, this business will continue its growth strategy, and is anchored with an electric utility to weather any ups and downs that may come from legislative policy direction. 3) Jason Hall recommends Algonquin Power & Utilities (AQN) There's a wonderful company based just north of the border in Canada, Algonquin Power & Utilities, that looks worth buying right now. What makes Algonquin appealing? Like NextEra, it operates both regulated utilities and a non-regulated business selling wholesale power (called Liberty Power), and has focused heavily on developing renewable power assets. These include wind and solar, as well as using wood pellets made from waste wood instead of coal and natural gas in some of its older facilities. But I think Algonquin is in a better position to turn the growth of its unregulated renewable power business into outsize returns for investors. Algonquin generated $1.6 billion in revenue over the past year, less than 10% of NextEra's $19 billion in revenue. Moreover, Algonquin just looks cheap right now, trading for about 15 times trailing earnings, while its dividend yield of 4% at recent prices is also very attractive. And since implementing a dividend in 2012, the payout has increased 126%; better yet, the payout ratio -- the percent of earnings it pays in dividends -- is below 50%, meaning it's both secure, and there's room to continue growing the dividend along with earnings in the years to come. Whether you already own NextEra or not, or are just looking for another clean utility to own, Algonquin should be high on your list. At recent prices, it's worth buying now.” End quotes. ------------------------------------------------------------- 3. Climate Change Investing Outperforms! When one of the world’s most prestigious fixed income firms launches an ESG income fund you know that green income funds have arrived! The announcement of the fund came in a press release titled PIMCO Launches PIMCO ESG Income Fund Class A (PEGAX). Here are some quotes from the press release concerning the fund. Quote, “PIMCO, one of the world’s premier fixed income investment managers, has launched the PIMCO ESG Income Fund, which targets investments with strong Environmental, Social and Governance (ESG) credentials, while aiming to maintain a high and consistent level of dividend income for investors… PIMCO’s ESG Fund offerings include the Total Return ESG Fund, the Enhanced Short Maturity Active ESG Exchange-Traded Fund, and the Climate Bond Fund… Like other products in the Income Suite, the PIMCO ESG Income Fund pursues a global, multi-sector and flexible approach, but is uniquely dedicated to ESG-related investments for those who want to pursue income from more sustainable sources. PIMCO has been investing in socially responsible investments since 1989 and launched its first ESG-dedicated funds in 2017. PIMCO’s sustainable assets under management have grown to $157 billion, as of August 31, 2020.” End quotes. ------------------------------------------------------------- 4) Climate Change Investing Outperforms! Continuing in the fixed income space is yet another new ESG bond fund. The Vanguard ESG US Corporate Bond ETF (VCEB). Based on a press release, here are some key quotes. “The fund provides investors access to the US corporate bond market and expands Vanguard’s current index-and-actively-managed ESG offerings. Vanguard ESG US Corporate Bond ETF seeks to track the performance of Bloomberg Barclays MSCI US Corporate SRI Select Index and is listed on the Chicago Board Options Exchange (Cboe) with a low expense ratio of 0.12 per cent… Vanguard has offered ESG funds to US investors for more than two decades, beginning with Vanguard FTSE Social Index Fund (VFTAX) in 2000. In recent years, Vanguard has broadened its equity ESG lineup with the addition of two ETFs, Vanguard ESG US Stock ETF (ESGV) and Vanguard ESG International Stock ETF (VSGX), and an actively-managed offering, Vanguard Global ESG Select Stock Fund (VESGX). Vanguard ESG US Corporate Bond ETF marks Vanguard’s initial entrance into the ESG fixed income market, an area that is growing in investor demand. US investor assets in ESG fixed income mutual funds and ETFs doubled in 2019 to USD850 million, and today, stands at USD1.8 billion. The new ETF will further complement Vanguard’s ESG suite, offering asset class diversification through US corporate bond market exposure.” End quotes. ------------------------------------------------------------- End Comment Well, these are my top news stories and their stock and fund tips -- for this podcast: “Climate Change Investing Outperforms! And more…” To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let’s promote a better world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the sustainable values of your investments! Thank you for listening. Talk to you again on October 23. Bye for now. © 2020 Ron Robins, Investing for the Soul
These stocks could thrive under Biden: Procter & Gamble, Trane Technologies, AvalonBay Communities, Rockwell Automation, Acuity Brands, Osram Licht, Hubbell, Schneider Electric, Ameresco, NXP Semiconductors, ON Semiconductor, Avangrid, Eaton, Ormat Technologies, NextEra Energy, TPI Composites, Orsted, Trimble, Koninklijke DSM, and Agilent Technologies. So writes Michael Brush who interviews leading ESG fund managers. There’s more too PODCAST: These Stocks Could Thrive Under Biden. More… Transcript & Links, Episode 38, August 14, 2020 Hello, Ron Robins here. Welcome to podcast episode 38 published on August 14 titled “These Stocks Could Thrive Under Biden. More…“— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1) These Stocks Could Thrive Under Biden. More… Now with the US political season heating up, MarketWatch published an article titled These ‘green’ stocks would thrive under a Biden administration, according to fund managers. It’s written by Michael Brush. Below, I’m quoting Mr. Brush at length. Quote. “It’s increasingly likely that the Democrats will win the White House and the Senate. For investors, that means it’s time to review the environmental, social and governance (ESG) sector, with an emphasis on ‘green’ stocks that might do well under a Joe Biden presidency. For key insights and stock ideas, I (that is Michael Brush) recently spoke with three ESG fund managers with outperforming records, according to Morningstar, and a policy analyst from one of the companies. Highlights of the Biden plan First, Biden’s plan is ambitious. He wants a carbon-neutral power-generation sector by 2035… ‘Everything he is doing aligns with the strategy that we as ESG investors have been arguing for, for years,’ says Cheryl Smith, who manages the John Hancock ESG Large Cap Core Fund JHJRX, +0.25%. The fund beats its Morningstar large-cap blend benchmark by three percentage points, annualized, over the past three years… ‘I think it’s great to have all these plans. The difficulty is executing them,’ says Hubert Aarts of the Pax Global Environmental Markets Fund PGINX, +0.11%... Aarts is worth listening to because his fund outperforms its world large-cap stock category by 6.6 percentage points over the past year, says Morningstar. Fuel for Investing Smarter ‘The energy transformation is a transition which will happen with or without politicians,’ says Jonathan Waghorn of the Guinness Atkinson Alternative Energy Fund GAAEX, -0.46%. His fund beats its small- and mid-cap value sector benchmark by 34 percentage points over the past year, and 13.6 percentage points annualized over the past three years, according to Morningstar. Stocks It can be tricky to wrangle with investing in environmentally friendly stocks, because there’s no clear sector labeled ‘alternative’ or ‘clean’ energy, says Waghorn. Smith, at the John Hancock ESG Large Cap Core Fund, includes companies with good internal eco-friendly policies, to broaden the playing field. This extends her reach into even consumer staples like Procter & Gamble PG, -0.25%, which she says is taking significant steps to become carbon neutral and reduce greenhouse gas emissions. 1. Green buildings Making buildings more energy efficient is the ‘low-hanging fruit’ of green initiatives because there is so much companies can do to reduce energy consumption in their buildings. Smith… likes Trane Technologies TT, 1.84%, which offers energy-efficient climate-control systems, and the real estate investment trust AvalonBay Communities AVB, -0.27%, which specializes in energy-efficient buildings. She cites Rockwell Automation ROK, 2.30%, which has a division that helps companies monitor energy usage and waste. Aarts… singles out Acuity Brands AYI, 3.00%, Osram Licht OSAGY, -3.14% and Hubbell HUBB, 0.81% in energy-efficient lighting, and Schneider Electric SBGSY, 1.45%, which sells products that help companies improve energy efficiency. Waghorn… points us to Ameresco AMRC, 0.16%, which helps companies improve energy and lighting efficiency. 2. Green autos But it makes sense to still consider some of the ‘arms dealers’ to the green car space. Here, Smith likes NXP Semiconductors NXPI, 1.75%, which sells semiconductors used in electric-powered vehicles. Waghorn likes Samsung SDI, a Korean pureplay on lithium-ion batteries that is building partnerships with European car manufacturers. Another play here that he likes: ON Semiconductor ON, 3.01%, which sells power-management chips used in the electric-vehicle space. 3. Renewable-energy companies In this area, Smith… singles out Avangrid AGR, 0.39%, a major supplier of power generated from offshore wind sources. She also highlights Eaton ETN, 3.47%, which sells gear that helps improve efficiency of the power grid so it can better handle power from alternative-energy sources. Waghorn owns Ormat Technologies ORA, 0.67%, a geothermal power generator, NextEra Energy NEE, -1.69%, the largest generator of renewable energy, and TPI Composites TPIC, -4.01%, a materials-science company that sells lightweight materials used in wind turbine blades. Aarts highlights Orsted DNNGY, +1.34%, a green-energy provider based in Denmark. Green agriculture In this space, Aarts… likes Trimble TRMB, 0.91%, because it offers satellite images used by farmers to reduce waste of pesticides and water… He also cites Koninklijke DSM RDSMY, +0.05%, a Dutch company that sells ‘clean cow’ food that reduces the emission of methane from bovines. He also says Agilent Technologies A, -0.18% will play a role in green farming because it sells gear used in testing levels of pollution in water, air and soil.” End quotes. ------------------------------------------------------------- 2) These Stocks Could Thrive Under Biden. More… Three writers at The Motley have each chosen their top pick in a post titled 3 Top Renewable Energy Stocks to Buy in August. Bloom Energy Travis Hoium likes Bloom Energy. He writes, that, “Bloom Energy recently announced a solid oxide electrolyzer that will convert electricity and water into hydrogen fuel, which is usable in electricity-generating fuel cells. This could make hydrogen a viable fuel for shipping, long-haul trucking, and even grid applications. It's even possible that hydrogen fuel could be pumped around the country using pipelines. Bloom Energy isn't yet profitable, but it has the chance to upend fossil fuel energy as we know it.” End quote. NextEra Energy Howard Smith suggests NextEra Energy. He says that “NextEra Energy is a Florida-based company that owns Florida Power & Light, the largest regulated electric utility in the U.S… as well as Gulf Power. Its other subsidiary is NextEra Energy Resources. This segment, along with its affiliates, is the world's largest generator of wind and solar power, and invests in battery storage. NextEra estimates it can provide investors an annual total return of 10% to 12% through 2022 with earnings growth and dividends, in large part due to growth in the renewables segment.” End quote. Clean Energy Fuels Corp. Jason Hall recommends Clean Energy Fuels Corp. Mr. Hall writes that, quote “Clean Energy Fuels hasn't been a good investment over the past seven or eight years. Management made a leveraged bet that trucking would shift quickly from diesel to natural gas. But the bet backfired during the last oil collapse when growth slowed to a crawl… Instead of focusing on those past mistakes, investors would do well to take a hard look at the company… Here's the major reason it's a buy-now stock: For all the press that electric and hydrogen trucks get, renewable natural gas is the leader in zero-emissions fuels for trucking and is likely to remain so for years to come. Clean Energy Fuels is the dominant supplier of renewable natural gas.” End quote. ------------------------------------------------------------- Worried About Investing Ethically? These 2 ETFs Can Put You On The Right Track. From investing.com, there’s this article titled Worried About Investing Ethically? These 2 ETFs Can Put You On The Right Track. I’ll first mention the ETF and follow it with relevant quotes from the article. 1. The Vanguard ESG US Stock Fund (NYSE: ESGV)… seeks to track the performance of the FTSE US All Cap Choice index. The fund is screened for certain ESG criteria and specifically excludes stocks of companies in: adult entertainment, alcohol, tobacco, weapons, fossil fuels, gambling and nuclear power. Additionally, stocks of individual companies that do not meet certain diversity criteria as well as the principles of the United Nations Global Compact are not included. Year-to-date, the fund is up over 7%. On Aug. 5, it hit an all-time high of $61.08. 2. iShares MSCI Global Impact ETF (NASDAQ: SDG)… follows the MSCI ACWI Sustainable Impact index. This benchmark index is composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social or environmental challenges as identified by the United Nations Sustainable Development Goals, such as education or climate change.” End quotes. ------------------------------------------------------------- Franklin Templeton Launches Muni Green Bond Fund. Now I also thought that this might interest many ethical and sustainable investors. The article is titled Franklin Templeton Launches Muni Green Bond Fund. The article’s author is Emily Holbrook. These are some of her remarks. Quote, “Franklin Templeton has launched the Franklin Municipal Green Bond Fund, one of the few strategies solely focusing on muni green bonds. The fund seeks to maximize income exempt from federal income taxes by investing in green bonds, including climate bonds, sustainability bonds, and environmental impact bonds… Franklin Templeton said the municipal green bond market is young and continues to evolve… The universe of US municipal green bond issuers includes states, cities, municipal water and sewer enterprises, transportation systems, universities, and hospitals, among others.” End quotes. ------------------------------------------------------------- Ending Comments Well, these are my top news stories and tips for this podcast: “These Stocks Could Thrive Under Biden. More…” And to get all the links, stock symbols, and more, or to read the transcript of this podcast and with additional information too, please go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. That way you can help promote not only this podcast but ethical and sustainable investing globally. We can all do our part in helping create a better world – especially in these deeply troubled times. Contact me if you have any questions. Stay well, healthy, and wise! Thank you for listening. Talk to you again on August 28. Bye for now. © 2020 Ron Robins, Investing for the Soul.
Titans Of Nuclear | Interviewing World Experts on Nuclear Energy
In this episode, we discuss... Finis’ path away from fusion and into nuclear fuel and waste management The history behind nuclear fuel recycling How construction of St. Lucie Plant Unit 2 succeed in a post Three Mile Island era Improving fuel efficiency of nuclear reactors by reducing load-following Finis’ transition from Florida Power & Light to Idaho National Laboratory The inception of the Plutonium Focus Area project and how it addressed nuclear waste and environmental questions Finis’ focus on improving research and development as former Chief Technology Officer at Areva We hope you enjoy the show!
In E49 Valerie Sokolosky and I talk about here book "Do it Right" The Stories That Make Us. We talked about being Grateful, Giving yourself permission, and being true to yourself, as well as dressing for success. Find Valerie Sokolosky at valerieandcompany.com.The BS of Bob Schmidt podcast featuring entrepreneurs, business and marketers this time around, talking without Fox News contributor leadership. Brander and author of eight books including doing it right. The, the stories that make us it's Valerie Sokolowski and I've had Valerie in my radio program many times and I can't believe he actually married into that last name when I met my wonderful Bobby many years, my name would grant and I'll never forget the first time I met him I thought and thought with all my goodness you know what Bobbitt goal setting to take you a while to figure out how to spell it or that such that's so true, so much talk a little bit about doing things right is the name of the name of your latest book is a doing it right and so how do we actually do it right. Is it possible to do things right there by one thing the name of the book is right. You can either do it only do more things to write about in terms now I'm doing a lot of professional workshops around the country so I'm talking to emerging leaders who are wanting to know just part of it. They want to know what kind are appropriate or not. We both know, times change networkers to read my legacy program, put them all in a book called why we book it just can't can't can't can't About the different areas so you long time to put together this book of tips information timeline with an audience. I will ask them to write down your top three question in each of those categories and from court came to book Bob matter what level of person their career path I can talk to college. I can talk to recent college grant I can talk to CEO Christian will now see what should I wear or should I approach someone that cocktail party when I wish I weren't there in the first place. Likely QUESTIONS including all learning all absolutely. If there's a day that goes by that I don't learn. I tend to myself. Well I better either read some more or get on the computer or watch some television or do something in order to figure out you know something so that we can always learn something for the day really relevant for you and what you did Bob you so many people you gotta be so knowledgeable about so many things you will ask a lot of questions. I talk to people that are much more knowledgeable than myself as why you're my guest. Well, so what's the one with the where where what should we be wearing when were out doing things that matter if it's like Christmas is coming up so wearing something to ask company Christmas party is probably different than wearing something to a networking situation. Share: very simple minded person simple answer to that cell. How do I want to be. How do I widely seen what I want to give in this situation. For example, I was at a luncheon today for an organization. Nine in the organization is full of people. So I wore business looking out that I certainly wasn't in business casual. I had a nice really nice jacket and shirt underneath it and my and I looked trendy but professional and so I dressed that way this week will go to party. I'm going to one weekend, much more casual, and go party. So I'm jacket a business jacket. I'm going to be in a letter for the work, great color that I know looks good so just stop and think what I want to give to the people I'm getting ready to be involved in things to do when you're not sure. Back to first of all what I said earlier. Who are you meeting with right know what is there hell of a big company would be different than a small business down the street and so forth and still think about the message you want to get to that person would expect respected right person would have in mind okay right that makes a lot of sense. Yes, what's expected and respected anything for me and always easy to wrong and a nice shirt and a pair of slacks and honestly Nalgene nice dark press genes are are great and younger you're right person you're with jacket. Maybe the car to throw on walking with and then take off right. I guess it's easier to be a man and when it comes to dressing up and it would be for you or my wife or other women that are listening but actually thank you for that. People need help right now you have a good point Bobby many options with women, and so I will still say no jacket. The game even for a woman Blau or sure whatever you throw in jacket on, you immediately raise the bar the same philosophy in the way does a sweater work in place of the jacket for woman letter works just fine. Bring down a little bit, but it still in between jacket and some great letters out there this year. What is notice to that more women are wearing those scarves, the endless scarf. If you don't mean that. It's like one piece. The circular thank you for sharing our car for a woman can be a great three you can. Where are all kind of different way. Yes, there is that continuous circular scar in all kinds of shapes and scarring for women are I would Google go on YouTube and search for ways to where scar is out there showing you different way to tie scar that you can take one out and throw different guards on. You know for different situations are really a whole new jewelry like and three. So the book is called do it right and I'm sorry for getting it wrong earlier. Do it right. Part of it is about about what to wear part of it. You mentioned is networking. What was the third part, people don't like the word I know person. So why should I write. I believe it does you think that are not. We are a much more casual than most except Wall Street if you're on Wall Street, you're on Wall Street to be much more engaging companies are doing everything I can to drive engagement in one of the things that they are finding that by walking around as a leader and being more engaging themselves in having a dress code. The old dress code being more business casual and some industry. I will say I'm just getting ready to go to sample Florida Power & Light which is called here and now they bring me every year to do it today program on exactly what I'm sharing with you because they want their from director level they want their people to address with a jacket yes taken off when you're in the office that they still want that professional that Florida Power & Light don't really have to know what the industry is and what that company. Let me assist them because we we we both know that the way people dress is different than it was like when my dad was working. It's different that it was when you know when when we are growing up. Does that mean that the quality of work is slept at all because of that, you know, because of the slacking of the dressing. That does make a difference when someone get a little slovenly with the business casual right people in the company back and say what a business class will look like all over the ballpark. In fact, I actually wrote that I mentioned for one of them is called business-class school clarify please read some that some people have like you have to specify close toed shoes because some people would show up to work in those flip-flops are second toes because it didn't say it's a comfortable shoes but not safe for you know not not those flip-flops, though I couldn't believe that I'm telling you the true story here. I always do. Being asked to come into a law firm downtown law firm and they said I want you to just walk around and you can observe before we bring you in what we are bringing you and I'm sure their lawyers. Some of the women did not flip flop, but those clogs have a business is on and clogs don't know what we don't know don't know what they don't know you got to tell them if they business casual that look like my bike now going to an inventor to a party or to the job interview. Business casual table that look like you say, we don't know we don't know because my dad would always say that we are arguing about the kid to be like you know what you don't know and I remember when I turned about 16 or 17 Valerie I looked minimum like your dad. You're right. I don't know what I don't know but you don't know what you don't know how to shut them up. I went to my book and opened up the table of contents what other things like wine okay travel I put in something on different abilities, working with people with this ability, international etiquette are common sense things are probably a lot of people don't have as a regular thing. One of my best friends is disability so I know how to deal with people disabilities but what comes like wine and things like that. I'm not really sure when it comes to international types of etiquette. I have no clue whatsoever because I haven't had that experience well. The book is called the right. You also mention it is about networking to so what's the proper way to go out network with somebody happen to other people and certainly have to me when you walk up to a group fully people will contact and smile, which means which body language is saying come on right right time when I would walk up to a group. I don't know anybody in this whole conference and I walked up to the group and they're all busy talking to each other. They probably been talking to each other for a while and no eye contact or welcoming body language happened. Smile at somebody and turn and leave. That's about all you can do that when you are able to walk up and someone welcomes you in a sort that being said, and not on my and people are gracious and most people are someone will welcome you mean more and give you that opportunity to say something but don't feel like you have to just walk in and start conversing because you don't you can learn a lot more frankly listening, then doing all the talking, sitting there listening sometimes you might get uncomfortabl
In E49 Valerie Sokolosky and I talk about here book "Do it Right" The Stories That Make Us. We talked about being Grateful, Giving yourself permission, and being true to yourself, as well as dressing for success. Find Valerie Sokolosky at valerieandcompany.com.The BS of Bob Schmidt podcast featuring entrepreneurs, business and marketers this time around, talking without Fox News contributor leadership. Brander and author of eight books including doing it right. The, the stories that make us it's Valerie Sokolowski and I've had Valerie in my radio program many times and I can't believe he actually married into that last name when I met my wonderful Bobby many years, my name would grant and I'll never forget the first time I met him I thought and thought with all my goodness you know what Bobbitt goal setting to take you a while to figure out how to spell it or that such that's so true, so much talk a little bit about doing things right is the name of the name of your latest book is a doing it right and so how do we actually do it right. Is it possible to do things right there by one thing the name of the book is right. You can either do it only do more things to write about in terms now I'm doing a lot of professional workshops around the country so I'm talking to emerging leaders who are wanting to know just part of it. They want to know what kind are appropriate or not. We both know, times change networkers to read my legacy program, put them all in a book called why we book it just can't can't can't can't About the different areas so you long time to put together this book of tips information timeline with an audience. I will ask them to write down your top three question in each of those categories and from court came to book Bob matter what level of person their career path I can talk to college. I can talk to recent college grant I can talk to CEO Christian will now see what should I wear or should I approach someone that cocktail party when I wish I weren't there in the first place. Likely QUESTIONS including all learning all absolutely. If there's a day that goes by that I don't learn. I tend to myself. Well I better either read some more or get on the computer or watch some television or do something in order to figure out you know something so that we can always learn something for the day really relevant for you and what you did Bob you so many people you gotta be so knowledgeable about so many things you will ask a lot of questions. I talk to people that are much more knowledgeable than myself as why you're my guest. Well, so what's the one with the where where what should we be wearing when were out doing things that matter if it's like Christmas is coming up so wearing something to ask company Christmas party is probably different than wearing something to a networking situation. Share: very simple minded person simple answer to that cell. How do I want to be. How do I widely seen what I want to give in this situation. For example, I was at a luncheon today for an organization. Nine in the organization is full of people. So I wore business looking out that I certainly wasn't in business casual. I had a nice really nice jacket and shirt underneath it and my and I looked trendy but professional and so I dressed that way this week will go to party. I'm going to one weekend, much more casual, and go party. So I'm jacket a business jacket. I'm going to be in a letter for the work, great color that I know looks good so just stop and think what I want to give to the people I'm getting ready to be involved in things to do when you're not sure. Back to first of all what I said earlier. Who are you meeting with right know what is there hell of a big company would be different than a small business down the street and so forth and still think about the message you want to get to that person would expect respected right person would have in mind okay right that makes a lot of sense. Yes, what's expected and respected anything for me and always easy to wrong and a nice shirt and a pair of slacks and honestly Nalgene nice dark press genes are are great and younger you're right person you're with jacket. Maybe the car to throw on walking with and then take off right. I guess it's easier to be a man and when it comes to dressing up and it would be for you or my wife or other women that are listening but actually thank you for that. People need help right now you have a good point Bobby many options with women, and so I will still say no jacket. The game even for a woman Blau or sure whatever you throw in jacket on, you immediately raise the bar the same philosophy in the way does a sweater work in place of the jacket for woman letter works just fine. Bring down a little bit, but it still in between jacket and some great letters out there this year. What is notice to that more women are wearing those scarves, the endless scarf. If you don't mean that. It's like one piece. The circular thank you for sharing our car for a woman can be a great three you can. Where are all kind of different way. Yes, there is that continuous circular scar in all kinds of shapes and scarring for women are I would Google go on YouTube and search for ways to where scar is out there showing you different way to tie scar that you can take one out and throw different guards on. You know for different situations are really a whole new jewelry like and three. So the book is called do it right and I'm sorry for getting it wrong earlier. Do it right. Part of it is about about what to wear part of it. You mentioned is networking. What was the third part, people don't like the word I know person. So why should I write. I believe it does you think that are not. We are a much more casual than most except Wall Street if you're on Wall Street, you're on Wall Street to be much more engaging companies are doing everything I can to drive engagement in one of the things that they are finding that by walking around as a leader and being more engaging themselves in having a dress code. The old dress code being more business casual and some industry. I will say I'm just getting ready to go to sample Florida Power & Light which is called here and now they bring me every year to do it today program on exactly what I'm sharing with you because they want their from director level they want their people to address with a jacket yes taken off when you're in the office that they still want that professional that Florida Power & Light don't really have to know what the industry is and what that company. Let me assist them because we we we both know that the way people dress is different than it was like when my dad was working. It's different that it was when you know when when we are growing up. Does that mean that the quality of work is slept at all because of that, you know, because of the slacking of the dressing. That does make a difference when someone get a little slovenly with the business casual right people in the company back and say what a business class will look like all over the ballpark. In fact, I actually wrote that I mentioned for one of them is called business-class school clarify please read some that some people have like you have to specify close toed shoes because some people would show up to work in those flip-flops are second toes because it didn't say it's a comfortable shoes but not safe for you know not not those flip-flops, though I couldn't believe that I'm telling you the true story here. I always do. Being asked to come into a law firm downtown law firm and they said I want you to just walk around and you can observe before we bring you in what we are bringing you and I'm sure their lawyers. Some of the women did not flip flop, but those clogs have a business is on and clogs don't know what we don't know don't know what they don't know you got to tell them if they business casual that look like my bike now going to an inventor to a party or to the job interview. Business casual table that look like you say, we don't know we don't know because my dad would always say that we are arguing about the kid to be like you know what you don't know and I remember when I turned about 16 or 17 Valerie I looked minimum like your dad. You're right. I don't know what I don't know but you don't know what you don't know how to shut them up. I went to my book and opened up the table of contents what other things like wine okay travel I put in something on different abilities, working with people with this ability, international etiquette are common sense things are probably a lot of people don't have as a regular thing. One of my best friends is disability so I know how to deal with people disabilities but what comes like wine and things like that. I'm not really sure when it comes to international types of etiquette. I have no clue whatsoever because I haven't had that experience well. The book is called the right. You also mention it is about networking to so what's the proper way to go out network with somebody happen to other people and certainly have to me when you walk up to a group fully people will contact and smile, which means which body language is saying come on right right time when I would walk up to a group. I don't know anybody in this whole conference and I walked up to the group and they're all busy talking to each other. They probably been talking to each other for a while and no eye contact or welcoming body language happened. Smile at somebody and turn and leave. That's about all you can do that when you are able to walk up and someone welcomes you in a sort that being said, and not on my and people are gracious and most people are someone will welcome you mean more and give you that opportunity to say something but don't feel like you have to just walk in and start conversing because you don't you can learn a lot more frankly listening, then doing all the talking, sitting there listening sometimes you might get uncomfortabl
Steve Ellis, from Eye Med, will share five key steps to designing an effective Voice of the Customer program that focuses on the customer experience and drives continuous improvement throughout the organization. Steve Ellis is Sr. Director of Customer Care for EyeMed Vision Care. He has over 2 decades of leadership with a proven track record to deliver outstanding results at Sprint, Florida Power & Light, Comcast Cable and EyeMed. Steve has experience in marketing, sales, customer service, call center, strategic planning and general management leadership. Steve is a graduate from OH University and lives with his family in Cincinnati, OH.
Interview w/Cecile Pineda, author of "Devil's Tango: How I Learned the Fukushima Step By Step," an eminently readable mosaic of information on the nuclear situation -- terrific for the person in your life who hasn't a clue but is willing to risk getting one! PLUS: • Sen. Ron Wyden (D-OR) publicly acknowledges the risks of Fukushima Unit 4 and pushes for international support in eliminating the risk; • TEPCO starts covering Unit 4; • Exelon's Limerick nuke plant leaks several thousand gallons of radioactive water into Philadelphia's drinking water source; • Florida Power & Light's Turkey Point nuke plant fined for "forgetting" to report a 7-month power outage in its emergency preparedness center; • Japan to be nuke-free on May 5, but nursery school children fed radioactive mushrooms; • European pro-nukers try to get subsidies from the EU budget paid for by anti-nuke countries; • California Nuclear Initiative on hold until 2012; Activist Alert! -- NRC Commissioner Kristine L. Svinicki's term ends June 30 unless she gets Senate approval for another 5 years. She voted against the implementation of safety concerns spotlighted in the NRC's Near Term Report on Fukushima Safety. Send letters to your US senators and let's get someone in there who cares about "protecting people and the environment," shall we? Learn how to contact your US Senator here:
Interview w/Cecile Pineda, author of "Devil's Tango: How I Learned the Fukushima Step By Step," an eminently readable mosaic of information on the nuclear situation -- terrific for the person in your life who hasn't a clue but is willing to risk getting one! PLUS: • Sen. Ron Wyden (D-OR) publicly acknowledges the risks of Fukushima Unit 4 and pushes for international support in eliminating the risk; • TEPCO starts covering Unit 4; • Exelon's Limerick nuke plant leaks several thousand gallons of radioactive water into Philadelphia's drinking water source; • Florida Power & Light's Turkey Point nuke plant fined for "forgetting" to report a 7-month power outage in its emergency preparedness center; • Japan to be nuke-free on May 5, but nursery school children fed radioactive mushrooms; • European pro-nukers try to get subsidies from the EU budget paid for by anti-nuke countries; • California Nuclear Initiative on hold until 2012; Activist Alert! -- NRC Commissioner Kristine L. Svinicki's term ends June 30 unless she gets Senate approval for another 5 years. She voted against the implementation of safety concerns spotlighted in the NRC's Near Term Report on Fukushima Safety. Send letters to your US senators and let's get someone in there who cares about "protecting people and the environment," shall we? Learn how to contact your US Senator here:
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