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Next podcast January 10, 2025. Also in this podcast see Newsweek's ‘America's Most Responsible Companies' and review these often-overlooked great sustainable real estate investment trusts. By Ron Robins, MBA Transcript & Links, Episode 144, December 13, 2024 Hello, Ron Robins here. Before I begin, I want to mention that my next podcast after this one will be on January 10th and I want to sincerely wish everyone who has holidays in this period a most joyous and healthy time. Hello, Ron Robins here. Welcome to this podcast episode 144 published December 13, 2024, titled “Top Sustainable REITS, EV Companies, and More.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Top Sustainable REITS, EV Companies, and More (1) I'm beginning this podcast with an article on an investment class I've rarely covered: real estate investment trusts, or REITS. The article is titled 7 Green REITs for Sustainable Investing. It's by Glenn Fydenkevez, edited by Jordan Schultz, and found on money.usnews.com. Here are some quotes from Mr. Schultz on each of his picks. “If you're a REIT investor who is concerned about the environmental impact of the stocks you own, here's a list of seven real estate companies that have demonstrated real leadership in adopting sustainable business practices that align with ESG goals: 1. Alexandria Real Estate Equities Inc. (ARE) is a REIT with a market cap of about $18 billion. The company specializes in life science properties… This environmentally responsible REIT is constantly striving to lower its carbon footprint. [The company] is known for using renewable energy sources such as solar panels and geothermal heating and cooling systems in all of the properties it develops. It also created a unique wastewater heat recovery process. Forward dividend yield: 4.9% 2. BXP Inc. (BXP) In 2021, BXP demonstrated its commitment to sustainability by developing one of Massachusetts' first net-zero, carbon-neutral building repositioning projects… BXP – formally known as Boston Properties – has a market-cap of about $14 billion. It is the largest publicly traded office REIT in the U.S. The firm focuses its investment activities on large cities on the east and west coasts, mostly in Boston, New York, Los Angeles and San Francisco. Forward dividend yield: 4.9% 3. Digital Realty Trust Inc. (DLR) is a $64 billion REIT in the fast-growing digital infrastructure industry. The company owns and operates more than 300 data centers around the world, and its portfolio of properties is growing… Apollo AI makes running a data center as efficient as possible. That's what makes Digital Realty Trust a leader in sustainability. Forward dividend yield: 2.5% 4. HA Sustainable Infrastructure Capital Inc. (HASI) is a $3.7 billion REIT that invests only in securities related to renewable energy, sustainability infrastructure and energy efficiency… This Annapolis, Maryland-based company focuses on solar projects, wind farms, clean-burning natural gas facilities, fuel cell development, smart grid technology and other green real estate initiatives. Forward dividend yield: 5.3% 5. Prologis Inc. (PLD) has a massive presence in the transportation and logistics real estate industry. The company boasts a market cap of about $103 billion… This company's warehouses and transportation terminals are modern, high-tech facilities. It uses high-speed computers, digital communications, AI and cloud computing technology to help its customers efficiently fulfill orders and deliver products across the U.S. and in Canada, Mexico, the U.K., Germany, Japan and China. Forward dividend yield: 3.3% 6. Host Hotels & Resorts Inc. (HST) has committed to implementing sustainable practices in every one of its 77 hospitality properties in the U.S., Canada and Brazil. The company controls about 42,000 hotel rooms… With a market capitalization of over $13 billion, [it] is the largest lodging REIT in the U.S… Wells Fargo Securities has an ‘overweight' rating on the stock. Stifel gives the company a ‘buy' rating. Forward dividend yield: 4.2% 7. JBG Smith Properties (JBGS) This $1.4 billion REIT controls over 14 million rentable square feet of mixed-use space in the expensive and highly competitive capital district around Washington, D.C… Amazon.com Inc. (AMZN) expects that its new campus in Northern Virginia will add 25,000 workers by 2038… Host Hotels & Resorts plans to benefit… and appeal to Amazon's environmentally conscious employees by promoting sustainability and green development practices in every building it buys or builds. Forward dividend yield: 4.3%” End quotes. ------------------------------------------------------------- America's Most Responsible Companies This next article refers to one of America's foremost corporate sustainability rankings, America's Most Responsible Companies. The editorial is by Nancy Cooper, and the full company rankings can be seen at newsweek.com. Here are a few quotes from Ms. Cooper's introduction to the rankings. “Selected from the 2,000 largest publicly traded companies headquartered in the U.S., each winner received scores based on the three pillars of ESG… The analysis is based on data from 30 key performance indicators, such as energy usage and charitable donations, as well as a reputation survey of more than 26,000 U.S. consumers. For the second year in a row, the top spot was awarded to Merck (MRK) with an impressive overall score of 97.83, up from 91.98 last year. Other notable names on this year's list include Adobe (ADBE), PayPal (PYPL) and HP (HPE) .” End quotes. ------------------------------------------------------------- Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now Now since this article was featured on Yahoo! Finance, I thought to include it. It's titled Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now. The article is by Mashaid Ahmed. Here are some quotes from it. “While the outcome of the US election and the anticipated policies of the new administration pose short-term challenges to renewable energy, the long-term outlook remains cautiously optimistic. Sunrun Inc. (NASDAQ:RUN) Number of Hedge Fund Holders: 43 Sunrun is a leading provider of residential solar energy solutions, offering solar installations, battery storage, and energy services. The company specializes in customized solar systems for homeowners and has over 1 million customers. Sunrun also offers products on leasing and financing options… The company has signed a multi-year exclusive agreement with Toll Brothers in California and expects its new home business to grow at least 50% over the next year… The company has 16 grid service programs active across the country, with over 20,000 storage systems participating, and is working with utilities and other partners to develop new programs and services… Overall, Sunrun ranks 5th on our list of best wind power and stocks to invest in now.” End quotes. ------------------------------------------------------------- Top Sustainable REITS, EV Companies, and More (2) And now to this article titled 7 Best EV Stocks to Buy for 2025. It's by Jeff Reeves, reviewed by John Divine, and found at money.usnews.com. Now some quotes from the article. “An analysis by Gartner estimates that the number of EV Companies in use will grow 33% in 2025 to bring the total number of electric cars and trucks to 85 million in total. That figure will be primarily thanks to brisk adoption rates in China (58% growth) and Europe (24% growth), which together are projected to represent 82% of the total EV market next year, according to Gartner. For investors who want to cash in on EV stocks and the rise of electric vehicles, it's critical to look beyond the usual suspects in the U.S. and take a truly global approach to the industry. With that in mind, some of the hottest EV stocks to buy for 2025 include: 1. Tesla Inc. (TSLA) Market value: $1.2 trillion Tesla has a huge chunk of the marketplace, with predictions of nearly 1.8 million vehicle deliveries across all of 2024. What's more, strong momentum after Election Day, thanks to Musk's close associations with President-elect Donald Trump, has pushed Tesla stock up about 50% on the year even as other electric vehicle stocks have struggled… Tesla remains the go-to EV stock for many investors as we enter 2025. 2. BYD Co. Ltd. (BYDDY) Market value: $106 billion Chinese firm BYD is… the top electric vehicle manufacturer in the world… currently selling more than 500,000 ‘new energy vehicles' per month – a potential pace of 6 million annually going forward… the local appeal of this Chinese company amid the uncertainty around tariffs and trade policies all but ensures this home-grown EV stock will thrive in China across 2025 as regional demand remains strong. 3. Volkswagen AG (VWAGY) Market value: $43 billion Volkswagen remains the largest vehicle manufacturer on the planet and has the same local appeal in Europe that BYD might have in China amid the current talk of trade wars. EV Companies are a modest share of total output… In October, the firm reported battery electric vehicles (not hybrids) topped 500,000 units across the first three quarters of 2024. That puts it on pace for nearly 700,000 vehicles on the full year – and with goals of fully electrifying its fleet by 2030, Volkswagen is definitely an EV stock to watch. 4. Li Auto Inc. (LI) Market value: $24 billion Much smaller than these other firms and currently bleeding cash as it invests aggressively in growth, Li Auto is nevertheless a top EV stock to watch because of its tremendous growth path. It delivered 48,740 vehicles in November 2024, up 18.8% year over year, and is currently on pace to top 500,000 units on the year… A big reason for that is because of its premium appeal, with its Li AD Max accounting for more than 80% of orders for models in China priced above roughly $55,000. Admittedly, shares of LI stock have struggled in 2024 but these sales figures are incredibly encouraging for investors who aren't afraid of taking on a bit more risk to invest in an upstart EV stock versus an established leader. 5. Nio Inc. (NIO) Market value: $10 billion Another junior EV stock operating deep in the red, Nio is putting up impressive growth metrics even if its share performance hasn't been grand in 2024… Nio delivered a record 61,855 units in the third quarter and estimates it will have as many as 75,000 EV deliveries in the fourth quarter. That pace of 300,000 units annually doesn't seem like much compared with other firms, but considering the firm delivered about half that total in 2023 there is a lot to like about where the firm is headed. What's more, like BYD and Li, this is a Chinese firm with local appeal in the fastest-growing market for EV Companies on the planet. That gives it an added tailwind that some Western EV stocks may lack in 2025. 6. Albemarle Corp. (ALB) Market value: $12 billion The company is one of the leading lithium miners globally, with production capacity of 225,000 metric tons and plans to roughly triple capacity by 2030. Supply chain challenges for lithium are tricky, and trade policies could make the situation even more complex in 2025. But as a commodity stock that profits in part based on broader market-wide pricing trends, any shortages or supply bottlenecks will naturally boost lithium prices if things don't go well – and that will naturally benefit Albemarle's bottom line as a result. 7. ChargePoint Holdings Inc. (CHPT) Market value: $600 million ChargePoint is the largest electric vehicle charging company in the United States, with more charging ports and locations than any other network. Specifically, ChargePoint boasts 70,000 plugs at nearly 39,000 stations. In fact, more than 4 in 10 charging ports nationwide are operated by ChargePoint. The company is small and currently unprofitable, so it definitely carries a level of risk, but investors who aren't keen on putting money behind firms headquartered in Beijing or Shanghai may find this closer-to-home play a bit more palatable.” End quotes. ------------------------------------------------------------- Additional Article of Interest 1. Title: Bristol Myers A Top Socially Responsible Dividend Stock With 4% Yield on forbes.com. By the Dividend Channel. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Top Sustainable REITS, EV Companies, and More”. Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now, again, a reminder my next podcast will be January 10th. I'm taking a break so there will be no podcast on December 27th. I'll talk to you then! Bye for now. © 2024 Ron Robins, Investing for the Soul
The next podcast – after this one – is August 23rd. This episode covers great high-yielding ESG stocks and funds related to renewable energy, plus… By Ron Robins, MBA Hello, Ron Robins here. Just a quick note before I start. I'm taking some time off so my next podcast – after this one – will be on August 23rd. So, welcome to this podcast episode 135 titled “Great High-Yielding ESG Stocks, Plus…” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 2 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 5 High-Yielding Global Renewable Energy Stocks Besides capital gains, many of you also want income from your ethical investments. So, this article should interest you. It's titled 5 High-Yielding Global Renewable Energy Stocks and it's by Quinn Rennell and published on morningstar.com. Here are some points from the article. However, much more information is quoted on this episode's webpage. Quote. “For this article, we looked at the Morningstar Global Markets Renewable Energy Index… We screened for stocks covered by Morningstar analysts and then sorted them by forward dividend yield to find the five with the highest payouts. All these stocks are undervalued, carrying Morningstar Ratings of 4 or 5 stars. Top-Yielding Global Renewable Energy Stocks Data as of 7/12/2024. Here's a closer look at the five stocks: 1. Proximus PROX Fair Value Estimate: EUR 10.50 Price/Fair Value: 0.73 Morningstar Uncertainty Rating: Medium Economic Moat: Narrow With a forward dividend yield of 18.23%, this Belgian telecom operator tops our list. Proximus' stock is down 1.53% this year. Over the last 12 months, it is up 21.14%. 2. Vodafone Group VOD Fair Value Estimate: GBP 1.25 Price/Fair Value: 0.57 Morningstar Uncertainty Rating: Medium Economic Moat: None European telecom giant Vodafone has the second-highest forward dividend yield in the index, at 10.76%. Vodafone's stock is up 9.47% in the year to date and 11.16% in the last 12 months.” 3. Engie ENGI Fair Value Estimate: EUR 18.00 Price/Fair Value: 0.79 Morningstar Uncertainty Rating: Medium Economic Moat: None Engie is a global energy firm that operates Europe's largest gas pipeline network in France and a global fleet of conventional and renewable power plants. The stock yields 10.1%. The shares are down 2.06% in the year to date but up 4.50% over the last 12 months. 4. Volkswagen VOW3 Fair Value Estimate: EUR 352.00 Price/Fair Value: 0.3 Morningstar Uncertainty Rating: High Economic Moat: None German auto giant Volkswagen has a forward dividend yield of 8.46%. Its stock has risen 3.94% in the year to date. Over the last 12 months, its stock has fallen 5.32%.” 5. Mercedes-Benz Group MBG Fair Value Estimate: EUR 117.00 Price/Fair Value: 0.55 Morningstar Uncertainty Rating: High Economic Moat: Narrow Rounding out our list is another German auto giant, Mercedes-Benz, with a forward yield of 8.28%. Its stock is up 10.79% so far this year. Over the last 12 months, its stock is down 4.26%.” End quotes. ------------------------------------------------------------- 3 Sustainable Investing ETFs for Eco-Conscious Investors This next article will likely interest most investors. It's titled 3 Sustainable Investing ETFs for Eco-Conscious Investors and it's by Shweta Kumari. It was seen on stocknews.com. Here are some quotes. “1. American Century Sustainable Growth ETF (ESGY - Get Rating) This fund targets the U.S. public equity markets, focusing on companies across various sectors, including growth and value stocks of large-cap companies, specifically those within the market capitalization range of the Russell 1000 Growth Index. American Century Sustainable Growth ETF emphasizes investing in socially conscious businesses that actively promote environmental responsibility. The fund has $19.70 million in assets under management (AUM)… American Century Sustainable Growth ETF has an expense ratio of 0.39%, compared to the category average of 0.37%... The fund pays an annual dividend of $0.16, translating to a 0.28% yield at the prevailing price level… The ETF's overall A rating equates to a Strong Buy in our proprietary rating system… 2. Nuveen Winslow Large-Cap Growth ESG ETF (NWLG - Get Rating) The fund invests at least 80% of its net assets in equity securities of U.S. companies with market capitalizations exceeding $4 billion at the time of purchase. It focuses on companies that exhibit sustainable environmental, social, and governance (ESG) characteristics… The fund has an expense ratio of 0.65%... Nuveen Winslow Large-Cap Growth ESG ETF has gained 34.7% over the past year and 20.9% over the past six months… It has an overall rating of B, which equates to Buy in our proprietary rating system. 3. Ishares ESG Aware MSCI USA Growth ETF (EGUS - Get Rating) It invests in growth stocks of socially conscious companies promoting environmental responsibility and aims to track an index of U.S. large- and mid-cap equities with positive ESG characteristics… The ETF's expense ratio is 0.18%... The fund pays an annual dividend of $0.11, which translates to a 0.27% yield at the current price level… Ishares ESG Aware MSCI USA Growth ETF has gained 34.9% over the past nine months and 30.9% over the past year… The fund has an overall rating of A, which translates to a Strong Buy in our proprietary rating system.” End quotes ------------------------------------------------------------- 7 Best Green Mutual Funds to Fight Climate Change This next article features some green US mutual funds. It's titled 7 Best Green Mutual Funds to Fight Climate Change and is by Jeff Reeves and reviewed by John Divine. It's found on money.usnews.com. Here are some brief highlights on each of the picks from the article. “1. Parnassus Core Equity Fund (PRBLX) Assets under management: $30.1 billion Expense ratio: 0.82% Minimum investment: $2,000 The Parnassus Core Equity Fund is the leader among green mutual funds when it comes to assets under management. That said, it's not perfect or particularly flashy. It… is designed to be a core large-cap fund as much as a green mutual fund. That said, investment manager Parnassus has made a name for itself by linking traditional fundamental analysis with an overlay of environmental, social and governance (ESG) factors… Parnassus Core Equity Fund is well established with the largest asset tally of this group, making it a logical starting place for many investors. 2. Calvert Equity Fund (CSIEX) Assets under management: $6.8 billion Expense ratio: 0.91% Minimum investment: $1,000 Calvert is an investment adviser that prioritizes ESG in its approach, with a 40-year track record of ‘responsible' investing that takes into account sustainability and environmental factors, among other criteria… The fund is not designed to hold solar stocks or wind turbine manufacturers but rather large-cap domestic stocks that rank highly for their internal programs such as purchasing carbon offsets or building LEED-certified headquarters. Still, if you want to look beyond conventional index funds, then [this fund] is a good green mutual fund to consider. 3. Putnam Sustainable Leaders Fund (PNOPX) Assets under management: $6.6 billion Expense ratio: 0.92% Minimum investment: None This Putnam offering is another of the largest and most respected sustainable investing options out there. It's also a focused… as it ‘invests in companies that have demonstrated leadership in key sustainability issues that are financially material to their business context,' according to official documentation from its manager Franklin Templeton. One notable downside that investors should consider before buying in: There are some high front-end costs associated with [the fund], which has a maximum initial charge of 5.75%. 4. Amana Growth Fund (AMAGX) Assets under management: $2.8 billion Expense ratio: 0.91% Minimum investment: $100 Very accessible with just a $100 minimum investment, this Amana Growth fund from Saturna Capital is incredibly unique in that it bills itself as ‘halal' – or fitting the religious requirements of Islam… That means you won't find businesses that focus on alcohol, pornography or gambling. And interestingly enough, you won't find a penny in finance because strict Islamic law prohibits demanding interest on loans. 5. Fidelity U.S. Sustainability Index Fund (FITLX) Assets under management: $4.2 billion Expense ratio: 0.11% Minimum investment: None A cost-effective option, Fidelity U.S. Sustainability Index Fund… is a sustainability-focused mutual fund that charges just a fraction of what the other funds on this list charge. It is also the most wide-ranging of the green mutual funds so far, with 285 total stocks in its portfolio. That doesn't mean it's all that more diversified, however, as it is weighted by size – so mega-cap stocks like Microsoft (MSFT) and Nvidia Corp. (NVDA) dominate the portfolio. 6. Calvert Small-Cap Fund (CCVAX) Assets under management: $2.9 billion Expense ratio: 1.19% Minimum investment: $1,000 Calvert Small-Cap Fund is definitely the most expensive fund on this list from an annual fee perspective. That's in part because mutual funds generally have higher costs than their exchange-traded cousins, but it's also because this is a boutique offering with an active approach. 7. Parnassus Mid Cap Fund (PARMX) Assets under management: $3 billion Expense ratio: 0.96% Minimum investment: $2,000 With a focus on mid-sized corporations and an average market value of about $30 billion, this investment vehicle offers a way to invest sustainably in established firms but not necessarily duplicate positions you might own in a traditional large-cap fund. End quotes. ------------------------------------------------------------- 3 Renewable Energy Stocks to Buy at 52-Week Lows in July As we know renewable energy stocks are frequently having a rough time this year. However, buying low and selling high is generally the best approach when buying investments. So, for those of you who favor this approach and are interested in renewable energy stocks, this article is for you. It's titled 3 Renewable Energy Stocks to Buy at 52-Week Lows in July by InvestorPlace and seen on markets.businessinsider.com. Here are some quotes. “While buying stocks that are at their 52-week lows is risky, on the other hand, it could present a massive upside opportunity. Thus, it is important for investors to understand exactly why the stock is down before jumping into buying. For investors looking for cheap green energy, below are the three best renewable energy stocks to buy at an all-time low in July. 1. Plug Power (NASDAQ:PLUG) specializes in hydrogen fuel systems which are used to replace traditional batteries powered by electricity… Currently, its stock price is almost at an all time low – it dipped to $3.07 per share compared to $12.76 per share just a year ago… The company recently finished deploying 13 hydrogen refueling stations (HRS) in Europe, making Plug Power the largest owner of hydrogen refueling stations with over 250 stations globally. 2. Array Technologies (NASDAQ: ARRY) The stock is down -41.14% year to date… As the largest solar tracker company globally, Array Technologies offers various services including the DuraTrack system, which is a single-axis tracker technology that helps maximize PV panel energy production. Recently, Citigroup upgraded the average one-year price target for Array Technologies to $19.52 per share… 3. Shoals (NASDAQ:SHLS) is the largest provider of electrical balance of systems (EBOS) solutions for utility-scale solar… Even though Shoals stock is down more than 70% year over year as of writing, Shoals has reasons to make investors feel confident about buying [it].” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1) Title: 5 Alternative Energy Stocks to Buy Amid Solid Industry Rally on finance.yahoo.com. By Nalak Das. 2) Title: Top 20 Halal Stocks to Invest In on discoveroptions.com. By Gloria. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips for this podcast titled: “Great High-Yielding ESG Stocks, Plus…” Now please click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. Now I'm taking some time off so my next podcast will be August 23rd. I'll talk to you then! Bye for now. © 2024 Ron Robins, Investing for the Soul
Ron Robins, MBA Transcript & Links, Episode 123, February 9, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 123 titled “Great Sustainable Stocks and Funds for 2024.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 13 article links below that time didn't allow me to review them here. ------------------------------------------------------------- Top 10: ESG Stocks to Consider in 2024 I'm beginning this episode with an article titled Top 10: ESG Stocks to Consider in 2024. It's by Kate Birch and found on sustainabilitymag.com. Here are a few quotes by Ms. Birch on each of her picks. “1. Nvidia MSCI Rating: AAA The microchip megastar is one of the biggest beneficiaries of the artificial intelligence boom… The company has built what looks like an unassailable lead in the AI race, accounting for more than 70% of AI chip sales and widely recognised as the best, not just the biggest… MSCI finds that Nvidia – when the chips are down – could do better when it comes to corporate governance. 2. Microsoft MSCI Rating: AAA Microsoft is another tech giant… getting high on AI. Savvy investment in ChatGPT's creator OpenAI has put Microsoft in pole position… Microsoft is working toward 100% renewable energy by 2025, carbon negative by 2030, and has famously set out to offset all historical carbon emissions since it was formed in 1975 by 2050. 3. Best Buy MSCI Rating: AAA The tech retail giant which has more than 1,000 stores in the US and Canada… The company has pledged to be carbon neutral by 2040 and has already reduced carbon emissions by two thirds since 2009. Barron's has named Best Buy in the 100 Most Sustainable US Companies for six years running, this year taking 7th position. 4. Adobe MSCI Rating: AAA An industry standard software for the creative industries – from design to video editing… The company has set a goal of sourcing 100% renewable energy by 2035. 5. Intuit MSCI Rating: AAA Intuit… has been praised by MSCI for its corporate governance, human capital development, and carbon emissions. You've probably heard of Intuit thanks to its accounting software QuickBooks, and it's the company behind Mailchimp and Credit Karma too. 6. Idexx MSCI Rating: AAA Most well known as a company that helps pets live longer, healthier lives via diagnostics and tech innovations, Idexx products help ensure the safety of milk and water around the world – for humans too. Listed in the S&P 500, Idexx employs 11,000 people and has customers in more than 175 countries and territories. 7. Lam Research MSCI Rating: AAA Lam makes equipment that makes the semiconductors we all rely on, and business is booming. Lam is adopting sustainability across its organisation as it aims to reach net zero by 2050 and use 100% renewable energy by 2030. 8. Salesforce MSCI Rating: AA Everyone has surely heard of Salesforce – the cloud-based software that handles customer relationship management (CRM) and applications focused on sales and customer service… Pre-pandemic, Salesforce was ranked AAA but that dropped to AA in November 2020 and that is where it remains… MSCI says it… is seen as a laggard when it comes to corporate behaviour. 9. POOLCORP MSCI Rating: AA Pool manufactures equipment and machinery for swimming pools, and is the largest such company in the world… Pool was upgraded from an A to AA in 2019 in recognition of efforts made to be more sustainable, especially when it comes to labour management, where MSCI says it is a leader. 10. Cadence MSCI Rating: AA MSCI does not recognise it as an ESG Laggard in any of its criteria. However, Cadence misses out on the highest ranking as it is, well, bang average on too many criteria, including carbon emissions and human capital development.” End quotes. ------------------------------------------------------------- America's Most Responsible Companies 2024 The next article is another ranking. It's titled America's Most Responsible Companies 2024. The cover article is by Nancy Cooper and seen on newsweek.com. Here are a few quotes by Ms. Cooper. “This year, we award 600 of the largest corporations in the United States, up from 500 in 2022. While that increase is noteworthy, even more so is the fact that the company in this year's 600th spot has a higher score than last year's 500th. It is also worth mentioning that 243 companies on the list have placed for at least four consecutive years, with 156 earning a spot for all five years… This year's top overall position is held by Merck (MRK) having an impressive score of 92 out of 100, with Xylem (XYL) following closely at 91.3 and HP (HPQ), which held the No. 1 position for the previous four years, maintaining a solid presence in third with a score of 90.3. Three companies stand out for scoring 100 in one of the three ESG pillars: Dell (DELL), Entergy (ETR) and Merck.'” End quotes. ------------------------------------------------------------- 7 Best Solar Stocks to Buy Now Next, back to a familiar favorite sector with this article titled 7 Best Solar Stocks to Buy Now. It's by Jeff Reeves and appeared on money.usnews.com. Now some quotes from Mr. Reeves on his recommendations. “1. Array Technologies Inc. (ARRY) Array provides technology solutions that support solar array efficiency by moving panels to track the sun across the sky. This includes both the physical rigs as well as proprietary software that points them in the right direction at the right time… Average analyst estimates call for earnings per share to rise from $1.03 per share in 2023 to $1.27 per share in 2024. Revenue is growing nicely, too, with a projected 20% growth rate in 2024. Market capitalization: $2 billion 2. Canadian Solar Inc. (CSIQ) Though headquartered in Canada, Canadian Solar also has significant international operations, including in the fast-growing solar marketplace of China. And unlike some of the other stocks on this list that only produce solar panels or related hardware, Canadian Solar has a global energy segment that provides the actual power generation from solar farms… This diversification into a utility-style business model provides it a bit more stability… analyst projections of 26% revenue growth in 2024. Market capitalization: $1.5 billion 3. Daqo New Energy Corp. (DQ) Daqo is headquartered in China… Woods Mackenzie published a report in November that stated China will have more than 80% of the world's solar manufacturing capacity through 2026. Daqo's growth rate is impressive, with total revenue of $4.6 billion in 2022 compared with about $300 million back in 2018. Market capitalization: $1.3 billion 4. Enphase Energy Inc. (ENPH) Many solar investors are drawn to Enphase, both because it's larger than many dedicated solar rivals and because of its impressive 1,489% share price increase over the past five years through Jan. 25. Enphase has made a name for itself by specializing in semiconductor products known as ‘microinverters,' which convert energy captured in those cells into usable energy for homes and businesses… Truist just upgraded the stock in January, and Canaccord Genuity initiated coverage with a ‘buy' rating in the past few weeks, too. Market capitalization: $14.5 billion 5. First Solar Inc. (FSLR) Founded in 1999… manufactures solar modules, mainly serving large-scale developers and operators of utilities or independent power grids for commercial and industrial use. The gloomy outlook for the industry in 2023 didn't take as much of a toll on First Solar, thanks to its focus on bigger customers instead of residential end-users, and its powerful position in the industry ensures it can weather short-term volatility as it looks to the future of alternative energy. Market capitalization: $15.8 billion 6. SolarEdge Technologies Inc. (SEDG) SolarEdge sells current inverter systems for solar installations, allowing the panels to produce alternating current, or AC, power that is transmissible across the energy grid. Unfortunately, the headwinds for the solar industry have been compounded by the fact that this mid-cap solar company is headquartered in Israel. As a result, shares are down a gut-wrenching 76% in the past 12 months. Market capitalization: $3.9 billion 7. Sunnova Energy International Inc. (NOVA) Sunnova installs solar arrays and energy storage solutions for homeowners and small businesses. It's modest in size… however… analysts expect more than $1 billion in total revenue in 2024 – more than 36% higher than expected 2023 sales. There's more volatility with a small and unprofitable stock… But if you want to get in on the ground floor of the residential solar rollout, Sunnova is a good option to consider in 2024. Market capitalization: $1.3 billion.” End quotes. ------------------------------------------------------------- The Top 5 Sustainable Funds of 2023: AI, Anybody? Now a look at some funds with this article titled The Top 5 Sustainable Funds of 2023: AI, Anybody? It's by Muskaan Hemrajani and seen on morningstar.com. Here are some points by Mr. Hemrajani on each of the funds. “To identify the top sustainable funds of 2023, we screened U.S.-based funds within the Morningstar Large Cap category that identify as sustainable investments. 1. Invesco ESG NASDAQ 100 ETF (QQMG) Return: 55.34% Morningstar Medalist Rating: Bronze Maximum Allocation: The technology sector Top Holdings: Microsoft MSFT (13.00%), Apple AAPL (11.99%) Notable: 10% portfolio weight is in AI stocks like Nvidia NVDA and Broadcom AVGO 2. ClearBridge Large Cap Growth ESG ETF (LRGE) Return: 45.99% Morningstar Medalist Rating: Neutral Maximum Allocation: The technology sector Top Holdings: Microsoft (9%), Amazon.com AMZN (8%) 3. Parnassus Growth Equity Institutional (PFPGX) Return: 45.18% Morningstar Medalist Rating: Bronze Key Driver: Successful rally in the technology sector Notable: 11% of the fund's weight is in Microsoft 4. Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) Return: 43.50% Morningstar Medalist Rating: Neutral Maximum Allocation: Microsoft (13%) and the technology sector 5. BlackRock Sustainable US Growth (BESGX) (Note different versions of fund) Return: 43.42% Morningstar Medalist Rating: Neutral Maximum Allocation: Microsoft (12.77%) and the technology sector.” End quotes. ------------------------------------------------------------- 3 Stocks Poised for Success in the Sustainable Fashion Trend Now this article will particularly interest those of you who are fashion conscious! It's titled 3 Stocks Poised for Success in the Sustainable Fashion Trend by Shane Neagle and found on investorplace.com. Now some quotes. “Embrace these three sustainable fashion stocks for a greener future… 1. Lululemon Athletica (LULU) The company makes fashion products designed for health-conscious and active consumers. 2. Deckers Outdoor (DECK) In its commitment to sustainability, Deckers Brands has made significant strides in recent years. 3. Columbia Sportswear (COLM)” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1. Title: Maximizing Tax Deductions: 3 Charity-Friendly Stocks to Consider on investorplace.com. By Faizan Farooque. 2. Title: Eco-Friendly Tax Breaks: 3 Green Stocks to Buy Now on investorplace.com. By Gabriel Osorio-Mazzilli. 3. Title: There's Still Strong Interest in Sustainable Investing on etftrends.com. By Todd Shriber. 4. Title: 3 Once-in-a-Lifetime Renewable Energy Stocks With Unprecedented Surge Potential on investorplace.com. By Matthew Farley. 5. Title: Solar Surge: 3 Stocks to Light Up Your Portfolio in 2024 on investorplace.com. By Jeremy Flint. 6. Title: VEGN growth and expansion plans on etfexpress.com. By Fiona Nicolson. 7. Title: 7 Stocks Benefiting from the Massive Shift to Clean Energy on investorplace.com. By Ian Cooper. 8. Title: Top 5 Solar Energy Stocks to Buy in 2024 for Green Investing! On youtube.com. By Ai Motive Mingle. 9. Title: Just Capital's 2024 Overall Rankings on justcapital.com. By Just Capital. 10. Title: The 3 Most Undervalued Renewable Energy Stocks to Buy in February 2024 on investorplace.com. By Ian Cooper. Additional Articles from the UK and Australia 1. Title: 5 Renewable Energy Companies in the UK to Know on builtin.com. By Abel Rodriguez. 2. Title: 3 ethical ASX shares poised to outperform in 2024 on fool.com.au. By Bernd Struben. 3. Title: What were Pearler's 5 most popular ESG ETFs in 2023? On raskmedia.com.au. By Nick Nicolaides. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Great Sustainable Stocks and Funds for 2024.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! I'll talk to you next on February 23rd. Bye for now. © 2024 Ron Robins, Investing for the Soul
Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! covers an unusually diverse range of ESG stocks and funds. Transcript & Links, Episode 119, December 1, 2023 Hello, Ron Robins here. So, welcome to this podcast episode 119 titled “Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 6 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! In this podcast, I'm going to cover a few articles with some unusual ESG and sustainable stock recommendations. The first article is titled 3 Sustainable Fashion Stocks Set to Redefine the Industry. It's by Muslim Farooque and found on investorplace.com. Now some quotes from Mr. Farooque. “In the realm of the clothing sphere, notorious for its environmental footprint, a transformation is underway. Global brands that are typically part of the problem are now passionately championing the cause of sustainable fashion. 1) Tapestry (NYSE:TPR) is the parent company behind popular luxury brands in Coach, Kate Spade, and Stuart Weitzman. Tapestry's commitment to sustainability is evident in its ‘Fabric of Change' ESG strategy. According to its 2022 sustainability report, the company aims to reduce greenhouse gas emissions by 42.5% by 2030, targeting net zero by 2050. Tapestry's social responsibility efforts include aligning executive compensation with equity, inclusion, and diversity goals. These dual focuses on financial performance and sustainability make Tapestry a compelling choice for investors targeting long-term growth and corporate responsibility. 2) PVH (NYSE:PVH) housing popular brands like Calvin Klein and Tommy Hilfiger, is one of the most noteworthy players sustainably and ethically. PVH's ‘Forward Fashion' strategy represents an active transformation. Further, it focuses on climate action, human rights, and diversity, incorporating a comprehensive climate risk scenario analysis. The company has achieved 60% renewable energy usage in its facilities… PVH is deeply invested in social equity by launching a global mentorship program focusing on diversity… This balance of solid financials marked by impressive profitability metrics and a steadfast commitment to sustainability and diversity makes PVH a standout in the apparel sphere. 3) Lululemon (NASDAQ:LULU) is a renowned athletic apparel maker, making remarkable strides in both financial performance and sustainable business practices… Lululemon's shares are soaring in value lately, approaching an all-time peak as it joins the prestigious S&P 500 index… In tandem with its financial achievements, Lululemon is ardently pursuing its ‘Impact Agenda', committed to sustainability and equitable business operations. The company aims to achieve full diversity and pay equity within the next couple of years. This proves their commitment to the well-being of over 100,000 supply chain workers… Recently, it pledged a $75 million investment towards global social impact by 2025 while setting ambitious targets. The first is ensuring 100% sustainable materials in their products by 2030 and achieving 75% by 2025. Moreover, it is committing to… reducing carbon emissions in its supply chain by 60% by 2030. Therefore, its dual focus on solid financial growth and impactful sustainability initiatives positions Lululemon as a leader in both the business and environmental spheres.” End quotes. ------------------------------------------------------------- 2. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! Now many investors will consider infrastructure stocks in their portfolios. So, this article caught my attention. It's titled 3 Infrastructure Stocks to Buy as They Build the Future. The author is Noah Bolton and found on nasdaq.com. Here are some quotes from the article. “1) Fluor (NYSE:FLR) is a construction company based in Irving, Texas. They engage in energy markets, including decarbonization, renewable fuels and nuclear power. They also serve the oil and gas industries and provide management services for the industrial, information technology and healthcare industries… Year-to-date, their share price has risen 12%. They are a solid infrastructure company with strong fundamentals, and having multiple segments of its business offers diversification within one company. 2) Limbach Holdings (NASDAQ:LMB) is a building solutions business based in Warrendale, Pennsylvania. They design, fabricate, install and provide maintenance for electrical, plumbing, and HVAC systems. Limbach Holdings services hospitals, colleges, laboratories and other facilities. Over the past year, their share price has increased 300%... They have a robust balance sheet, which still offers investors projected growth. 3) CECO Environmental (NASDAQ:CECO) located in Dallas, Texas, is a pollution reduction company in industrial air quality and water treatment. CECO designs and manufactures flow control products, expansion joints, dust collectors, filtration systems and other water treatment technology… CECO Environmental has had a great year so far… and a 78% growth in their stock price within the last year. It's a great pick for investors looking for companies helping to reduce the effects of climate change and pollution.” End quotes. ------------------------------------------------------------- 3. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! Now it's been a while since I had an article on renewable energy funds, and this one comes from a highly regarded source. It's titled 10 Clean Energy Funds to Freshen Up Your Portfolio by Alyssa Stankiewicz on morningstar.com. Here's some of what Ms. Stankiewicz says. “These funds are well regarded by Morningstar's analysts and deliver high exposure to climate impact. Data as of October 2023 except for the Morningstar Medalist Rating, which is effective as of September 2023… *Climate Action Impact Exposure refers to the percentage of each portfolio that is covered by Sustainalytics and determined to be involved in Climate Action impact. End quotes. ------------------------------------------------------------- 4. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! And back to a sector that's top of mind for ethical and sustainable investors with this article titled Unlocking Incredible Solar Energy Potential: 3 Stocks to Invest in Now. It's by Chandler Capital and found on investorplace.com. “While large giants like Tesla (NASDAQ:TSLA) and NextEra Energy (NYSE:NEE) have begun paving the way in renewable energy, in this article, we wanted to highlight three more hidden gems with the potential to be the next dominant leader in the solar energy space. 1) Enphase Energy (NASDAQ:ENPH) is the world's leading supplier of game-changing micro-inverter technology. With 765 patents globally and a customer base across over 145 different countries, Enphase Energy finds itself ahead of the competition in solar innovation. In fact, Yahoo Finance analysts estimate it will trade around at a one-year price average of $116.09. 2) First Solar (NASDAQ:FSLR) is one of the leading providers of solar panels and utility-scale power scales as the company continues to pave the next generation of solar technology. Yahoo Finance analysts estimate it will trade within a one-year price range of $157.56 to $326, averaging at around $232.34. 3) Altus Power (NYSE:AMPS) is a prominent player in the energy sector, contributing to the shift to solar energy through managing commercial and community-wide solar facilities. Altus Power just recently revealed its new Atlus IQ, an AI-powered cloud-based tool that gives insights on energy usage and generates solar savings. From real-time monitoring and solutions to comprehensive reports and seamless portfolio integration, Atlus IQ will only accelerate Atlus Power's growth.” End quotes. ------------------------------------------------------------- 5. Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds! Continuing on the renewable energy theme is this post titled The 3 Most Undervalued Renewable Energy Stocks to Buy: November 2023. It was written by Faisal Humayun and seen on investorplace.com. Here are some brief comments on each of his picks. “These are the undervalued renewable energy stocks to buy for robust returns First Solar (FSLR) Positioned for accelerated growth as new facilities are operational and I expect margin expansion to sustain. Plug Power (PLUG) Even with financing challenges coupled with doubts on execution capabilities, PLUG stock is deeply oversold. SolarEdge (SEDG) Operating losses are a concern, but there is ample scope for growth in emerging markets in the coming years”. End quotes. ------------------------------------------------------------- 7 Dividend Stocks With Good ESG Scores In this next article titled 7 Dividend Stocks With Good ESG Scores – will appeal to many investors. It's by Jeff Reeves and discovered on money.usnews.com. Some quotes and a table follow. “According to the Dow Jones Sustainability World Index, which utilizes S&P Global's ESG Scores, the following seven stocks all are among the top 10% of corporations globally based on ESG scores. They also are all more than $40 billion in market value, showing they can achieve these social goals at scale. ESG STOCK S&P GLOBAL ESG SCORE TRAILING DIVIDEND YIELD at Nov. 15 close ASML Holding NV (ticker: ASML) 82 1.2% AstraZeneca PLC (AZN) 78 2.3% Hilton Worldwide Holdings Inc. (HLT) 64 0.4% Microsoft Corp. (MSFT) 55 0.9% Toyota Motor Corp. (TM) 43 2.3% UnitedHealth Group Inc. (UNH) 65 1.3% Visa Inc. (V) 61 0.8% 1) ASML Holding NV (ASML) Dutch semiconductor company ASML… is head and shoulders above its peers when it comes to ESG metrics. By 2030, ASML aims to send zero waste from operations to landfills or incinerators… It also has invested heavily in a diverse global workforce. 2) AstraZeneca PLC (AZN) U.K.-based Big Pharma giant AstraZeneca stands out as a worldwide leader in environmental, social justice and corporate governance programs… It also has roughly 50% female representation on its board, and has already achieved a roughly 60% reduction in greenhouse gas emissions between 2015 and 2022. 3) Hilton Worldwide Holdings Inc. (HLT) Hilton stands out as a leader in the corporate world thanks to its broad-based approach to ESG… The organization is also focused on world-class standards for sustainable sourcing and human rights in every area where it operates around the globe. 4) Microsoft Corp. (MSFT) is regularly among the most-respected corporations in the world as measured by ESG criteria. Just a few features of its policies include plans to be carbon negative by 2030 and to be a zero-waste organization by that same year. 5) Toyota Motor Corp. (TM) What makes Toyota an ESG leader is its actions outside of the showroom, guided by principles of environmentalism and social justice. For instance, in North America the automaker recycled 93% of waste materials in fiscal year 2022. And this year, its key Long Beach port is exclusively using 100% of electricity from renewable sources. 6) UnitedHealth Group Inc. (UNH) Insurance giant UnitedHealth is among one of the most progressive organizations on Wall Street when it comes to ESG measures. On the social justice side, the firm has committed to investing $100 million to create a new philanthropic program and partnerships that will measurably advance a diverse health workforce by 2033. UnitedHealth also plans to invest and source 100% of its global electricity demand with renewable sources by 2030. 7) Visa Inc. (V) Payments processing giant Visa is committed to achieving net-zero emissions by 2040… What is noteworthy is its other ESG efforts, including a push to increase the number of individuals from historically underrepresented groups at the vice president level and above to 50% by the end of 2023.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1) Title: 3 ESG Stocks to Profit While Making a Positive Impact on investorplace.com. By Marie Brodbeck. 2) Title: The Future Is Green: 3 Must-Have Renewable Energy Stocks for 2024 on investorplace.com. By Rick Orford. 3) Title: What is Impact Investing and 7 Companies That are Transforming the Future on finextra.com. By Shoshana Weizenblut. 4) Title: 3 Alternative Energy Stocks to Power Up Your Profits on investorplace.com. By Larry Ramer. 5) Title: The Ethical Investor: Buy this kind of mining stock if you love both profit and the environment on stockhead.com.au. By Eddy Sunarto. 6) Title: 11 Best Halal Dividend Stocks To Buy on yahoo.com. By Vardah Gill. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Great ESG Fashion, Infrastructure, and Clean Energy Stocks and Funds!” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! Talk to you next on December 15th! Bye for now. © 2023 Ron Robins, Investing for the Soul
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Scripture Reference: Ephesians 3:16-21 || Rev. Jeff Reeves
Top Lithium and Hydrogen Stocks. Prepare for a carbon-free future with these lithium and hydrogen stocks. Investors like these socially responsible ESG ETFs and funds. Transcript & Links, Episode 114, September 22, 2023 Hello, Ron Robins here. So, welcome to this podcast episode 114 titled “Top Lithium and Hydrogen Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there is also 1 article link below that time didn't allow me to review here. ------------------------------------------------------------- 1) Top Lithium and Hydrogen Stocks Now many ethical and sustainable investors are excited about investing in battery metals, so I thought to begin this podcast with this article. It's titled What are the top five largest lithium companies in the world? It's by Joseph Morton and found on mugglehead.com. Here's some of what he has to say. “1. Ganfeng Lithium (SZSE: 002460) (SEHK: 1772) Largest lithium salt producer in China, and third in the world Ganfeng Lithium is a global company specializing in the production of lithium, lithium-based products, various metals and batteries. Established by Li Liangbin in the year 2000, the company is headquartered in Xinyu, Jiangxi, China and operates both domestically and internationally… With a market capitalization of approximately $35 billion, it holds a significant presence in the lithium industry. The company doesn't just have one property, but instead actively engages in overseas investments in lithium companies and projects as part of its strategy to secure long-term competitive resources. The company holds ownership of three lithium brine projects located in Argentina and serves as the largest shareholder of Lithium Americas (TSX: LAC) (NYSE: LAC). 2. Albemarle (NYSE: ALB) World's largest supplier of lithium for EV Albemarle Corporation is a U.S.-based specialty chemicals manufacturing company headquartered in Charlotte, North Carolina. The company operates in three main divisions: lithium, bromine specialties, and catalysts… When it comes to global lithium and lithium storage product production, Albemarle, along with lithium companies SQM Sociedad Quimica y Minr de Chile SA (NYSE: SQM) and Livent Corporation (NYSE: LTHM), collectively account for slightly over half of the total production. Meanwhile, just under half of the world's lithium supply is produced by various entities within China. Greenbushes in Western Australia is one of Albemarle's largest projects. It's a joint venture mine shared with Talison Lithium, a subsidiary of the Tianqi Lithium Corporation (SZSE: 002466) (SEHK: 9696)… Albemarle's market capitalization is roughly $30 billion. 3. SQM (Sociedad Quimica y Minera de Chile SA) Largest lithium producer in the world (SQM) is a Chilean chemical company renowned for its role as a prominent supplier of plant nutrients, iodine, lithium and various industrial chemicals… For the fiscal year 2019, SQM reported lithium-related revenues amounting to USD$505 million. Notably, in 2021, the company witnessed a substantial increase in its lithium revenues, reaching a total of USD$936.1 million. 4. Tianqi Lithium Controls over 46 per cent of global lithium production The Tianqi Lithium Corporation hails from Sichuan, China, and operates primarily in mining and manufacturing… The company has a market cap of approximately $16.5 billion. 5. Mineral Resources (ASX: MIN) Operates two significant properties in Western Australia In recognition of its significant market presence and capitalization, Mineral Resources earned a coveted spot in the S&P/ASX 50 in June 2022, designating it as one of the 50 largest companies trading on the ASX. Its market capitalization is in the range of $11 billion. Mineral Resources operates primarily in the iron ore sector, but is also actively engaged in the mining of hard rock lithium, with operations in two significant locations within Western Australia: Mount Marion in the Goldfields and Wodgina in the Pilbara.” End quotes. ------------------------------------------------------------- 2) Top Lithium and Hydrogen Stocks A second article with a related theme is this one titled EV Stocks vs. Battery Metal: Which Green Investment Should You Choose? It's written by Adam Othman and seen on fool.ca. Here's some of what Mr. Othman says. “1. Lion Electric (TSX:LEV) … is a $559.76 million market capitalization vehicle manufacturer, primarily focusing on the production of electric school buses, trucks, and other commercial vehicles. With little competition in the EV space in Canada, its focus on commercial EVs gives it a niche it can enjoy without competing against industry giants… That said, it is not a profitable company right now… Despite its small presence, this EV stock can deliver stellar long-term returns as the broader industry grows. 2. American Lithium (TSXV:LI) … is a metals and mining company primarily engaged in the exploration stage. The Canada-based company focuses on acquiring, exploring, and developing lithium deposits. A small name in the mining industry, it has a $450.78 million market capitalization. American Lithium stock is not the biggest Canadian lithium stock, but it's worth watching closely.” End quotes. ------------------------------------------------------------- 2 Canadian ESG Stocks for Ethical Investors Diversifying internationally is often considered a good idea, hence I bring these articles from Canada, for investors both inside and outside Canada. This article is titled 2 Canadian ESG Stocks for Ethical Investors. It's by Christopher Liew and also found on fool.ca. These are some comments by Mr. Liew. “1. Capital Power Corporation's (TSX:CPX) mission is to provide responsible energy to the world. The $4.7 billion growth-oriented company is well-positioned to support the low-carbon energy system. Its thermal and renewable assets have a combined generating capacity of around 7,500 MW. On March 13, 2023, Ethisphere named the Edmonton-based power producer one of the World's Most Ethical Companies for the fifth straight year… In the first half of 2023, revenue and net income rose 76.9% and 88.7% year over year respectively to $2.1 billion and $370 million. Capital Power has raised dividends for 10 consecutive years and provided dividend growth guidance of 6% annually through 2025. Capital Power pays a hefty 6.12% dividend. 2. Magna International Inc. (TSX:MG) is at the front and centre in the automotive industry's drive to deliver more electric vehicles (EVs). The Canadian auto parts maker raised its sales forecast for fiscal 2025 because of the sustained, if not increasing, demand for parts, sensors, and electrified powertrain systems. The $22.8 billion company's primary goal is to create a better world of mobility and achieve net-zero by 2050. According to its CEO, Swamy Kotagiri, Magna can achieve the target by addressing the emissions in their manufacturing facilities and the entire supply chain… Magna will use 100% renewable electricity in Europe and globally by 2025 and 2030, respectively… In the first half of 2023, Magna's sales rose 14% year over year to US$21.7 billion, while income jumped 128% to US$548 million… Magna also pays a decent 3.06% dividend.” End quotes. ------------------------------------------------------------- 3) Top Lithium and Hydrogen Stocks Now this next article talks about the opportunities in the hydrogen industry. It's titled These 2 Dividend Stocks Are Investing in This Niche Industry. Should You Do the Same? It's by James Brumley and found on fool.com. Now here are some quotes from Mr. Brumley. “Market veterans will likely recall that hydrogen fuel cell stocks like Plug Power (PLUG) and Ballard Power Systems (BLDP) were all the rage at one time. This alternative energy was going to change the world, after all. And then, nothing happened. As it turns out, the world wasn't quite ready for fuel cells. This industry's stocks have mostly struggled for the past couple of decades. You might want to put these tickers back on your radar, though. A couple of major oil companies recently made investments in hydrogen-based power solutions, thinking the movement will eventually displace the oil and gas business… Chevron (CVX) recently acquired a majority stake in a young company called ACES (Advanced Clean Energy Storage) Delta, while BP (BP) just led a wave of funding for Advanced Ionics, which develops energy-efficient electrolyzers that ultimately generate hydrogen, which can then be converted into electricity… Carmakers are on board, too, and have been for a while. They're ramping up development, and Toyota (TM) is leading the way. With its hydrogen engine technology now well refined, the company hopes to sell 200,000 such vehicles by 2030. If the concept proves successful, look for other automakers to augment their current EVs with yet another alternative to carbon-fuel cars. Pragma Market Research estimates the world's hydrogen-powered vehicle market will swell from last year's $1 billion to more than $43 billion by 2030… One hydrogen fuel cell stock to buy now So if hydrogen fuel cells and hydrogen power in general are finally moving into the mainstream, which of the related stocks are worth owning? The aforementioned Ballard Power Systems and Plug Power are two tickers at least worth adding to your long-term watch list. Anyone interested in jumping into the hydrogen power movement at its current stage, however, might do best with… Bloom Energy (BE) It's not one of the more familiar names in the business, although it arguably should be. It's a $3.5 billion organization, and while not currently profitable, it's nearing that point. In fact, the analyst community is calling for a swing to a per-share profit of $0.39 on revenue growth of 30%. Then things are projected to really start to take off… Bloom's systems are also readily scalable, meaning their users can fine-tune the amount of power they're producing, and then add or subtract capacity as needed. Its customers include Honda Motor (HMC), Alphabet's Google (GOOG), Walmart (WMT), and IBM (IBM). The advent of artificial intelligence and the giant data centers it requires is proving a particular boon for Bloom. Although most of its customers only need these fuel cells for backup power now, as hydrogen production initiatives like BP's Advanced Ionics and Chevron's ACES Delta gain traction, don't be surprised to see hydrogen fuel cells evolve into a primary power source… The only catch with Bloom or its rivals? Buckle up for plenty of continued volatility, and be prepared to hang on to any of these stocks for a while. Hydrogen power is here to stay, but it's hardly on a reliably firm footing yet.” End quotes. ------------------------------------------------------------- 7 Best Socially Responsible Funds Now our last article brings us back to familiar territory. It's titled 7 Best Socially Responsible Funds. It's by Jeff Reeves and found on money.usnews.com. Here is a quote from Mr. Reeves and his picks. “There are no easy answers when it comes to how to invest in a world like this. But thankfully, there are a group of socially responsible funds out there that try to focus your cash behind some of the better companies and leave out some of the bad actors. It's not perfect, of course, and the goal of most investors remains to make money and not just feel good about their portfolio. That said, the following investments are well-established and diversified ways to invest with environmental, social and governance priorities in mind – or ESG for short. FUND ASSETS EXPENSE RATIO iShares ESG Aware MSCI USA ETF (ticker: ESGU) $12.8 billion 0.15% Vanguard ESG U.S. Stock ETF (ESGV) $6.8 billion 0.09% Nuveen ESG Large-Cap Growth ETF (NULG) $1.3 billion 0.26% Nuveen ESG Large-Cap Value ETF (NULV) $1.6 billion 0.26% iShares ESG Aware MSCI EAFE ETF (ESGD) $7.3 billion 0.20% iShares Global Clean Energy ETF (ICLN) $3.5 billion 0.41% Parnassus Core Equity Fund (PRBLX) $27.4 billion 0.82%” End quotes ------------------------------------------------------------- One Other Honorable Mention Title: Solar Power Stocks: The Winners and Losers of 2023 So Far on barrons.com. By Avi Salzman. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Top Lithium and Hydrogen Stocks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! Talk to you next on October 6th! Bye for now. © 2023 Ron Robins, Investing for the Soul
On today's episode, Darren and Christina are joined by the money man Jeff Reeves. Jeff works with Control and Compound's clients and teaches them how to manage their money properly, a little financial literacy for business owners if you will! This is a fantastic episode for business owners and investors that want to fully understand what their money can do for them and especially planning for what could happen in the future. Tune in now! Show notes: 00:00 - Introduction to Jeff Reeves 3:25 - How Jeff fits in at Control and Compound 5:55 - Teaching financial literacy with Jeff 14:50 - Estate planning with Jeff 15:55 - Example of how Jeff works with clients TAKE CONTROL OF YOUR MONEY NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound
Pastor Carolyn Hetrick of Grace Lutheran Church, State College, PA preaching. Worship theme adapted from Easter Vigil Texts by Pastor Karen Rask Behling for Our Saviour's Lutheran Church, Chippewa Falls, WI 2019. Used with permission. Adam Smith, Piano; Laurel Sanders, flute; Natalie Ondrey, cantor for prayers; Barbara Vogler, soloist for "Who Built the Ark?" Copyrights for the audio service from WEDNESDAY, MARCH 8, 2023 at 6:15 PMProcession, Evening Hymn, Evening Thanksgiving, Psalm 141, Litany and Prayers, and Final Blessing from Holden Evening Prayer (Marty Haugen). Copyright © 1990, 2016 by GIA Publications, Inc. All rights reserved. Streamed with permission under One License #A-700989. Who Built the Ark? from Can't Wait to Sing! (trad. / arr. Jeff Reeves). Arrangement copyright © 2007, Choristers Guild. All rights reserved. Streamed with permission under One License #A-700989.
Scripture Reference: Acts 2: 42-47 || Rev. Jeff Reeves
Scripture: Galatians 3:26-28 || Rev. Jeff Reeves
Scripture: Galatians 3:26-28 || Rev. Jeff Reeves
Scripture: Acts 2:41-47 || Rev. Jeff Reeves
Today's Flashback Friday is from episode 411, published last September 10, 2014. Jeff Reeves is the Editor at InvestorPlace.com. He's the author of, "The Frugal Investor's Guide to Finding Great Stocks." Reeves discusses why investors should love Google again. He also explains why blue chip brands like Amazon, Coke and Whole Foods make for bad investments. Reeves then shares which emerging markets and healthcare stocks are poised to take off. Jeff Reeves is a financial journalist and editor of the investing website, InvestorPlace.com. As a former editor with the New York Times Co. his passion is looking beyond the headlines to find out what the news really means for individual investors and consumers. Jeff's byline has appeared in numerous finance publications and websites, including The Wall Street Journal, Forbes, MarketWatch, Smart Money and 24/7 Wall Street. Read Jeff Reeves' work at InvestorPlace.com. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Learn More: JasonHartman.com Get wholesale real estate deals for investment or build a great business – Free course: JasonHartman.com/Deals Free White Paper on The Hartman Comparison Index™: HartmanIndex.com/white-paper Free Report on Pandemic Investing: PandemicInvesting.com Jason's TV Clips in Vimeo Free Class: CYA Protect Your Assets, Save Taxes & Estate Planning: JasonHartman.com/Protect Special Offer from Ron LeGrand: JasonHartman.com/Ron What do Jason's clients say? JasonHartmanTestimonials.com Contact our Investment Counselors at: www.JasonHartman.com Watch, subscribe and comment on Jason's videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos Guided Visualization for Investors: JasonHartman.com/visualization Jason's videos in his other sites: JasonHartman.com/Rumble JasonHartman.com/Bitchute JasonHartman.com/Odysee Jason Hartman's Extra YouTube Channel Jason Hartman's Real Estate News and Technology (RENT) YouTube Channel
The World's Most Ethical Companies. Articles covered: “The 10 most innovative companies in corporate social responsibility of 2022”; “5 Must-See Picks Just Added to RBC's ESG Darlings List”; “3 Top Artificial Intelligence Stocks to Buy in March”; and more! Stocks covered include Sweetgreen, Lululemon, SolarEdge Technologies Inc., Johnson Controls PLC, Enphase Energy Inc., and more PODCAST: The Most Ethical Companies and Best Renewables Transcript & Links, Episode 79, March 25, 2022 Hello, Ron Robins here. Welcome to podcast episode 79 published on March 25, 2022, titled “The Most Ethical Companies and Best Renewables” — 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 often 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. The opinions given are purely those of the article's author or authors or sponsoring entity. Also, if any terms are unfamiliar to you, simply Google them. ------------------------------------------------------------- 1. The Most Ethical Companies and Best Renewables Hey, I'm always happy to report on this list, The World's Most Ethical Companies by Ethisphere. Here's some of their commentary about the list. Quote. “The World's Most Ethical Companies historically outperform their peers and competitors financially, demonstrating a tangible ROI for doing the right thing. The connection between good ethical practices and financial performance, called the Ethics Premium, has been tracked for 16 years… In 2022, 136 organizations are recognized for their unwavering commitment to business integrity. The honorees span 22 countries and 45 industries.” End quote. Among the top companies are Apple, IBERDROLA, Accenture, ADM, and Aptiv. ------------------------------------------------------------- 2. The Most Ethical Companies and Best Renewables Next. Following on the theme of great ethical companies is an article titled The 10 most innovative companies in corporate social responsibility of 2022. It's by Morgan Clendaniel. It appeared on fastcompany.com. However, only 3 of the 10 companies are public. Here are the public companies with brief quotes from Mr. Clendaniel on each one. “1) SWEETGREEN (SG) The fast-casual salad chain Sweetgreen set an aggressive goal to be carbon-neutral by 2027, assessing its entire supply chain to look for places to cut emissions. That information has allowed it to label some of its menu offerings as having the lowest emissions to produce, letting customers make climate-friendly choices when they order—all of which have seen increased popularity. 2) LULULEMON (LULU) On top of initiatives to help recycle and reuse its clothing, Lululemon, the athletic apparel company, has taken big steps to re-create the process of making them entirely. Last May, it debuted its Earth Dye collection, relying on plant waste from beets and oranges rather than synthetic dyes. It's partnered with companies to experiment with using lab-grown polyester made out of carbon emissions and to incorporate lab-grown leather—Lululemon is a founding member of the Mylo Consortium devoted to using mycelium, a mushroom's root structure, as a viable material alternative—into its fashions. In July 2021, the company made yoga accessories such as a mat and bags incorporating Mylo. Lululemon also invested in the bioengineering company Genomatica to find new ways to create plant-based fabrics such as a plant-based nylon. 3) ZOETIS (ZTS) COVID-19 hasn't just infected millions of humans; it's also been found in household pets, livestock, and wild animals. While scientists raced to find a vaccine to protect humans from the virus, animal health company Zoetis was working on a similar process, resulting in an animal vaccine, first used on the great apes at the San Diego Zoo in January 2021. Last summer, the company donated more than 11,000 doses of its animal vaccine to help protect 100 mammalian species living in over 80 zoos, conservatories, and sanctuaries. The company delivered its strongest year in its history in 2021, growing annual revenue 15%.” End quotes. ------------------------------------------------------------- 3. The Most Ethical Companies and Best Renewables This next article is by RBC analyst Paul Ausick and is titled 5 Must-See Picks Just Added to RBC's ESG Darlings List. The article is found on 247wallstreet.com. Here are Mr. Ausick's picks followed by some quotes of his. “1) SolarEdge Technologies Inc. (NASDAQ: SEDG) … is one of two solar electronic components makers that RBC added to its ESG Darlings list. The company makes and sells direct current inverter systems and other solar-related products, including electricity storage systems. Its current market cap is around $16.6 billion, and its share price has increased by a third since February 23. The stock is owned by 21% of ESG funds, the most of any of the newly added Darlings. SolarEdge's relative return compared to the S&P 500 index for the year to date as of March 15 is 25%. Since the beginning of Russia's invasion of Ukraine on February 24, the relative return is 35%. 2) Johnson Controls PLC (NYSE: JCI) Building products and systems maker Johnson Controls International has a market cap of $45.46 billion. The company is headquartered in Ireland but was founded in Milwaukee in 1885 by the inventor of the electric room thermostat. Johnson Control stock is owned by 16% of ESG funds, according to RBC's report. The stock's relative return for the year to date was negative 11.9%. Since the start of Putin's war, the relative return has been sliced to negative 2.4%. 3) Estée Lauder Companies Inc. (NYSE: EL) Cosmetics icon Estée Lauder has a market cap of $97.7 billion and is included in the portfolios of 15% of dedicated ESG funds. As with the other funds on this list, the stock trades down for the year to date, although the share price has improved since the Russian invasion of Ukraine. For the year to date, Estée Lauder's relative return is negative 17.6%. Since the invasion, the relative return is negative 9.8%. 4) Enphase Energy Inc. (NASDAQ: ENPH) The other solar-related stock added to the ESG Darlings is Enphase. The company's principal product is a microinverter that converts solar energy from direct to alternating current at the individual module level, and couples that with technology to monitor and control solar-generated power. Enphase's market cap is $24.22 billion. The stock is included in the assets of 15% of sustainable equity funds but not traditional actively managed funds. Its year-to-date relative return is 2.4%, and its return since the invasion of Ukraine is 31.3%. 5) Ansys Inc. (NASDAQ: ANSS) Engineering simulation software provider Ansys has a market cap of $27.01 billion, and the stock posted an all-time high in early November of last year. The company's simulation tools in a variety of fields include aerospace, automotive, construction and consumer products. The stock is also included in 15% of RBC's ESG Darlings. Its relative rate of return for the year to date is negative 13.2%, but since the invasion of Ukraine, the relative rate of return is 1.7%.” End quotes. ------------------------------------------------------------- 4. The Most Ethical Companies and Best Renewables My next article is titled 3 Top Artificial Intelligence Stocks to Buy in March by Keithen Drury on fool.com. AI stocks are often bought by ethical and sustainable investors. Here are some quotes from Mr. Drury on each one. “1) Nvidia Corporation (NVDA) As one of the leading technology companies, Nvidia's 2022 fiscal year (ending Jan. 30, 2022) results were strong. Revenue grew 61% to $26.9 billion over last year, but quarterly revenue growth slowed to 53% year over year. Its AI sales are wrapped into its data center division, which grew faster than overall revenue at a 71% year-over-year pace. In its fourth-quarter presentation, Nvidia highlighted its data center growth was led by strong demand for AI products. Nvidia's AI technology is being used by many firms, including Meta Platforms, which recently announced it was building its AI research SuperCluster with Nvidia's products. A broad approach to AI investing can be taken by purchasing Nvidia's stock. 2) CrowdStrike Holdings, Inc. (CRWD) Changing to a more application-based investment, CrowdStrike provides cybersecurity solutions with its cloud-based offering. Through its Falcon platform, customers are protected by software that sees more than 1 trillion events per day. CrowdStrike then uses AI to learn from these attacks and continuously evolves the program, so when a customer in France sees an attack, a different company is protected from a similar threat in the U.S… Some of the most important companies in the world utilize CrowdStrike, with 15 of the top 20 banks and 65 of the Fortune 100 companies deploying CrowdStrike's software… With customers growing 65% year over year to 16,325 and annual recurring revenue up 65% to $1.7 billion, CrowdStrike's business is executing on all levels. The company represents a great way to invest in the application of AI, and the cybersecurity industry has never been more relevant. 3) C3.ai, Inc. (AI) C3.ai's tools allow data scientists to deploy prebuilt and configurable AI applications to support a business in many ways, such as supply chain management, energy efficiency, and customer engagement. The company's tools are recognized as some of the best available. Omdia ranked C3.ai top on its list of machine-learning development platforms. It was also found to increase developer productivity by 26 times, by cutting the amount of code required by nearly 99% on Amazon Web Services (AWS) when deploying AI solutions. C3.ai is a young company founded in 2009 and only has 218 customers as a result. Still, this is up 82% year over year and drove Q3 (ending Jan. 31, 2022) total revenue to $69.8 million, increasing by 42% over the prior year. It also landed a five-year, $500 million contract with the U.S. Department of Defense. The company has a long way to go before turning a profit, as its operating margin was negative 22%, although this was an improvement from last year's Q3 number of negative 24%. It will take C3.ai some time, but if its best-in-class solutions are adopted across the industry, it could be a fantastic investment.” End quotes. ------------------------------------------------------------- 5. The Most Ethical Companies and Best Renewables Now here are a group of articles related to Renewable Energy Stocks and Funds. Many of which have caught fire recently with the advent of higher oil prices. (For article links to these and in other categories that follow, please go to investingforthesoul.com/podcasts and scroll down to this episode and section.) 1) Title 2 Best Renewable Energy Stocks for 2022 (NASDAQ:ON) | Seeking Alpha by Stephen Cress. 2) Title Alternative Energy ETFs Shine as Oil Prices Rally Amid War - Zacks.com by Sweta Jaiswal. Sweta recommends five solar ETFs. 3) Title 4 Renewable Energy Stocks To Watch In March 2022 | National | fwbusiness.com by Josh Dylan. 4) Title 3 Wind Stocks to Grab Global Growth | Kiplinger by Shrilekha Pethe. 5) Title 10 Best Performing Energy ETFs: 2022 | ThinkAdvisor by Michael S. Fischer. 6) Title Fossil Fuels Rise, Profit With Alternative Energy Investments | Seeking Alpha by Enterprising Investors. Other Honorable Mentions 1) Title Rosy Prospects for This ESG ETF | ETF Trends by Tom Lydon. 2) Title 7 Best Socially Responsible Funds | Investing | US News by Jeff Reeves. Recommendations Related to UK and Australian Stocks and Funds 1) Title Telegraph's top 10 ethical funds to grow your money – Plainsmen Post (UK) by George Holan. 2) Title What are ethical ETFs? Check out these ASX-listed funds (kalkinemedia.com) (Australia) by Ashish and Shaghil Bilali. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “The Most Ethical Companies and Best Renewables.” 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 ethical and sustainable investing as a ‘forceful hope' in these troubled times! Contact me if you have any questions. Thank you for listening. Talk to you next on April 8. Bye for now. © 2022 Ron Robins, Investing for the Soul
Derivatives markets have long been warned about the cessation of certain LIBOR panels after December 31, 2021. And thankfully, that date has come and gone without incident. Steve Hamilton, ICE's global head of financial derivatives, talks with FIA about the hard work of preparing for this moment and prospects for future liquidity in risk-free rates including SONIA. Hosted by Jeff Reeves.
Scripture: Ephesians 5:6-17 || Rev. Jeff Reeves
This week Matt and Charlie are joined by one of Charlie's friends, Jeff Reeves. Jeff races bracket drag races at the Cottonwood Drag Strip in Alabama as well as helps Charlie race at the South Alabama Speedway.Jeff talks about what bracket racing is as well as what it takes to be successful in that form of auto sports.Also, Matt tells the world about some big news that he has coming in February.Join the conversation with “In the Marbles” using the hashtag #whatyathinkITMif you have something that you want discussed on future shows. If you want to be on the show with us reach out on social media or the website and we will get you the details on how to be on and talk racing with us.Like watching “In the Marbles” vice listening. Make sure to check out YouTube channel.Thank you for listening to “In the Marbles,” where we bring the best post-race coverage and analysis throughout the NASCAR, Formula 1, and Indy Car Series.Host Matt Beamer (the NASCAR Guy), Charlie Hercus, and Preston Lood (the Formula 1 Guy) started this podcast in 2019 and look forward to sharing our passion for the sport they love.It would help the show a lot if you were to give us a rating on your podcast platform. Preston and Matt strive to bring you the best show every week and a rating will go a long way to show us how good we are doing.Make sure to follow “In the Marbles” on all social media platforms:Facebook: In the MarblesTwitter: @marblesinMatt Beamer: @mbeamer22Preston Lood: @P_LudaCharlie Hercus: @Chuck8384YouTube: In the Marbles Weekly Racing PodcastYou can find links to all social media as well as links to our merchandise and podcast on our website:www.inthemarbles.net--- Support this podcast: https://anchor.fm/inthemarbles/support Learn more about your ad choices. Visit megaphone.fm/adchoices
This week Matt and Charlie are joined by one of Charlie's friends, Jeff Reeves. Jeff races bracket drag races at the Cottonwood Drag Strip in Alabama as well as helps Charlie race at the South Alabama Speedway. Jeff talks about what bracket racing is as well as what it takes to be successful in that form of auto sports. Also, Matt tells the world about some big news that he has coming in February. Join the conversation with “In the Marbles” using the hashtag #whatyathinkITMif you have something that you want discussed on future shows. If you want to be on the show with us reach out on social media or the website and we will get you the details on how to be on and talk racing with us. Like watching “In the Marbles” vice listening. Make sure to check out YouTube channel. Thank you for listening to “In the Marbles,” where we bring the best post-race coverage and analysis throughout the NASCAR, Formula 1, and Indy Car Series. Host Matt Beamer (the NASCAR Guy), Charlie Hercus, and Preston Lood (the Formula 1 Guy) started this podcast in 2019 and look forward to sharing our passion for the sport they love. It would help the show a lot if you were to give us a rating on your podcast platform. Preston and Matt strive to bring you the best show every week and a rating will go a long way to show us how good we are doing. Make sure to follow “In the Marbles” on all social media platforms: Facebook: In the Marbles Twitter: @marblesin Matt Beamer: @mbeamer22 Preston Lood: @P_Luda Charlie Hercus: @Chuck8384 YouTube: In the Marbles Weekly Racing Podcast You can find links to all social media as well as links to our merchandise and podcast on our website: www.inthemarbles.net --- Support this podcast: https://anchor.fm/inthemarbles/support
Scripture: Joshua 4:1-4 || Rev. Jeff Reeves
On the sixth Sunday of Easter, Peter W. Marty preaches on the Scripture of John regarding love and friendship. A very special goodbye to our wonderful Destiny Ellingsworth. The children and youth choirs sing.Good Christian Friends, Rejoice and Sing! Paul Manz© 1974, 1990, and 2011 Birnamwood Publications. Used by permission under OneLicense #A-710534. All rights reservedEverybody Praise Him! Jeff Reeves© 2019 Hal Leonard LLC. Used by permission under OneLicense #A-710534. All rights reservedTake, Oh Take Me As I AmText & Music by John Bell. © 1995 WGRG the Iona Community (Scotland), admin. GIA Publications, Inc. All rights reserved. Used by permission under OneLicense #A-710534.You Are Mine David Haas© 1991 GIA Publications, Inc. All rights reserved. Used by permission under OneLicense #A-710534.Good Christian Friends, Rejoice and Sing!Text: Cyril A. Alington, 1872–1955, alt., Music: Melchior Vulpius, 1570–1615Text © 1952, ren. 1980 Hymns Ancient & Modern (admin. Hope Publishing Company, Carol Stream, IL 60188). All rights reserved. Used by permission under OneLicense #A-710534.The Lord Bless You and Keep You John Rutterwords and music © 1981 Hinshaw Music, Inc. Used by permission under OneLicense #A-710534. All rights reserved.All Creatures Worship God Most High Words: St. Francis of Assisi, 1225; tr. composite; Music: Geistliche Kirchengesänge, 1623; arr. Bill Campbell
ESG funds outperform in market downturn according to research by Bloomberg and Morningstar! One big reason is they are big on tech: the FANG’s – Facebook, Amazon, Apple, Netflix; and Alphabet (Google). Consumers spending more time at home due to COVID-19 are buying and using the products and services of these companies. Other news covered too PODCAST: ESG Funds Outperform in Market Downturn. And More… Transcript & Links, Episode 28, March 27, 2020 Hello, Ron Robins here. Welcome to podcast episode 28 for March 27, 2020, titled “ESG Funds Outperform in Downturn. And More…”—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. Despite the market turmoil, there are still a few analysts willing to stick their necks out in favour of ESG and sustainable investments! Now to this episode. ------------------------------------------------------------- A) ESG Funds Outperform in Market Downturn This first article is highly encouraging as it reports on how ESG funds outperform in market downturn. Titled As coronavirus infects markets, sustainable funds prove their mettle. It’s written by Naveena Sadasivam and appeared on the Grist site. Here are some quotes. “Could portfolios that avoided oil and gas companies, tobacco, and other profitable but controversial industries have high enough returns to satisfy investors? Would they survive during times of market upheaval?... According to a Bloomberg analysis, the average ESG fund fell by about 12 percent this year. That’s a big tumble, but it’s just half the decrease seen by the S&P 500 Index over the same period. A separate analysis of about 200 U.S. funds by Morningstar, a financial services firm, also found that, although ESG funds have taken a hit, they’re faring better than their conventional counterparts and are overrepresented in the top quartiles of their peer groups, in terms of their performance.” End quote. So that’s something to help you feel better knowing that ESG funds outperform in market downturn. ------------------------------------------------------------- 10 Companies To Invest In If You Want To Fight Climate Change Another article that could help cheer you up and refocus your attention on what is still likely the most important issue facing our planet – which is, of course, climate change! Victoria Simpson writing on the World Atlas site has penned a post titled 10 Companies To Invest In If You Want To Fight Climate Change. However, I’m only going to cover 9 of the companies. Ms. Simpson starts with her last pick. “ 9) General Electric (GE) GE is now dominant in the wind business. The company’s shares have gone down considerably in recent years, but some restructuring has them now more streamlined and focusing on aviation, healthcare and power exclusively, including wind turbines. 8) Vestas Wind Systems (VWS.CO) It… has $8 billion in annual revenue, making this an impressive venture. From Denmark, Vestas is said to have a more than [a] 30% increase in its backlog of wind turbine orders. 7) First Trust Global Wind Energy (FAN) First Trust Global Wind Energy is an exchange-traded fund. It holds shares in many wind-energy companies including Vestas (VWS.CO) and GE (GE). 6) Sunrun (RUN) According to Nasdaq.com, Sunrun is a company making solar panels that is doing well. It has experienced a 200% increase since 2017 and is presently the number one residential solar installer in the US. Sales are thought to increase considerably in Florida and Texas in the near future as policy changes are opening the markets in these areas. 5) BASF (BAS.DE) A key component to consuming less energy is having the right insulation in your walls… BASF is a world leader in thermal insulation materials with an estimated 6% annual growth rate projected to take place from 2019 to 2025. 4) Beyond Meat (BYND) The market in plant-based meat substitutes has been around for a long while, but it has taken a new leap with Beyond Meat products. They have now been introduced to Tim Horton’s, Subway, Denny’s, TGIF Friday’s, and other major restaurant chains… For those seeking a more established stock with a similar outlook, there is also Kellogg (K). The cereal company acquired MorningStar Farms back in 1999, and it is now selling 90 million pounds of meat-free proteins through names like Morningstoar, Kashi, and Gardenburger. 3) First Solar (FSLR) In addition to Sunrun, which is mentioned above, First Solar is a company to look at when considering an investment in solar power. The company is an American manufacturer of solar panels. It is also a provider of utility-scale PV power plants and supporting services, including construction, finance, maintenance, and end-of-life panel recycling, according to Wikipedia… This is a company to watch, according to Investopedia.com. 2) Tesla (TSLA) Tesla is not sticking to cars alone. It acquired SolarCity, a solar panel and solar roof tile manufacturer, and is it also specializing in battery energy storage from home to grid-scale. 1) United Natural Foods (UNFI) United Natural Foods is also a prime supplier of organic foods to the public… It could be a good bet for environmentally conscious investors.” End quotes. ------------------------------------------------------------- B) ESG Funds Outperform in Market Downturn Another recent article that focused on climate change investing is titled 7 Great ETFs to Invest in Climate Change. It’s written by Jeff Reeves and appeared on the US News & World Report and Yahoo! Finance sites. Some of these funds are probably among the ESG funds outperforming in market downturn. Check them out. Here are Mr. Reeves's suggestions and quotes by him on the seven ETFs. 1) Invesco WilderHill Clean Energy ETF (PBW) Tied to the WilderHill Clean Energy Index… this ETF gives you a look at the major domestic names in the space. That includes conventional stocks you may think of like residential solar provider Sunnova Energy International (NOVA) as well as hydrogen fuel cell company Bloom Energy Corp. (BE). Collectively, the roughly 40 stocks in the fund add up to a pretty diversified look at alternative energy companies in America. 2) iShares Global Clean Energy ETF (ICLN) iShares Global Clean Energy ETF covers publicly traded companies that are engaged in solar, wind and other renewable power sources around the world… The drawback here is that with only about 30 companies and a number of large-scale utility stocks like this, you get fewer of the component manufacturers and service stocks that appear in Invesco WilderHill Clean Energy ETF. So, while more geographically diverse, investors should be aware of the focus on power generation players. 3) Invesco Solar ETF (TAN) Invesco Solar ETF tracks about two dozen solar energy players including First Solar (FSLR) and SolarEdge Technologies (SEDG)… Solar stocks are the go-to alternative energy investment for many on Wall Street, and Invesco Solar ETF allows you to play this subsector in one simple instrument. Just remember that it's more volatile than other broader energy funds. 4) First Trust ISE Global Wind Energy Index Fund (FAN) Wind turbines alone account for more than 8% of total energy generation in the U.S. That's on par with both nuclear capacity and hydroelectric power capacity, and significantly ahead of the 3% share of solar. First Trust ISE Global Wind Energy Index Fund does wrap up some of the biggest dedicated plays like Denmark-based Vestas (VWS.CO)as well as firms like General Electric Co. (GE) that are major producers of wind turbines and related technologies. 5) Invesco Cleantech ETF (PZD) If you want smaller players with growth potential or a focus on secondary technology instead of large-scale power production, Invesco offers a ‘clean-tech’ ETF designed to target companies that derive the majority of their revenue from products or services that are environmentally conscious. Among its 50 or so holdings are Luxembourg-based Eurofins Scientific (ERFSF) that designs environmental and ‘agriscience’ testing products to help measure health and environmental impact, or biologics player Novozymes (NVZMY) that is trying to replace plastics and harsh chemicals with microorganisms and natural enzymes in everyday products. 6) SPDR MSCI ACWI Low Carbon Target ETF (LOWC) On the other side of these firms focused on green energy or natural products are the end users. And while consumer behavior matters, the fate of the planet is perhaps more reliant on the actions and business models of major corporations than individual household habits. The SPDR MSCI ACWI Low Carbon Target ETF is designed to focus on the corporations that are the most environmentally conscious. 7) Invesco Water Resources ETF (PHO) One of the harsh realities of global warming is the increase in water demand caused by rising temperatures. This is particularly true in the American west, where states like California and Arizona have seen persistent droughts and related wildfires. The Invesco Water Resources ETF is a way to profit from this trend, however, through roughly 35 water-related holdings that include publicly traded water utilities like American Water Works Co. (AWK) as well as pump, flow control and service providers such as industrial giant Danaher Corp. (DHR). ------------------------------------------------------------- Ending Comments Well, these are my top news stories and tips for this podcast:ESG Funds Outperform in Market Downturn. And 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. So, let’s help create a better world with our investments! Contact me if you have any questions. Stay well and healthy and wise with your investments! Thank you for listening. Talk to you again on April 7. Bye for now. © 2020 Ron Robins, Investing for the Soul.
Some of the best food funds and water stocks. Tim Nash analyzes whether Apple is superior to Samsung in manufacturing sustainability and investment returns. Another two reviews of the top ESG and climate ETFs and solar stocks. Concerned about gun stocks in your funds? Zacks analyst Nitish Marwah has found three funds without them. More PODCAST: Best Food Funds, Water Stocks, and Much More! Transcript & Links October 25, 2019 Hello, Ron Robins here. Welcome to my podcast Ethical & Sustainable Investing News to Profit By! for October 25, 2019—presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. And, Google any terms that are unfamiliar to you. Also, you can find a full transcript, live links to content, and often bonus material to these podcasts at their episodes’ podcast page located at investingforthesoul.com/podcasts. Now to this podcast! ------------------------------------------------------------- Best Food Funds Now we’re all concerned about our own health and that of the environment, and so many of us wonder what are the best food funds and water-related investments. Well, regarding sustainable food, Maria Lettini, writes about three of the best food funds in an article titled, Three funds tapping into sustainable food trends that appear on the Portfolio Advisor site. By the way, Maria Lettini is executive director of the Fairr Initiative, a well regarded global investor network raising awareness of ESG risks and opportunities around intensive livestock production. So, she what the best food funds are! The first fund she writes about is RobecoSAM’s Sustainable Food Equities fund (ROBAGED: LX). She says, that, “This fund invests in potential solutions to the major environmental and social challenges facing the food sector.” End quote. The second fund is Pictet’s Nutrition fund (PFAGRIR: LX). In describing the fund, Ms. Lettini remarks that “This fund invests in companies that are developing solutions to help secure the world’s food supply.” End quote. The third fund, BNP Paribas’ Smart Food fund (PASMFPR: LX). Commenting on this fund, she says, that, “This fund invests in food companies that conduct a significant proportion of their business in the food supply chain and meet sustainability criteria related to issues such as carbon emissions and nutritional content.” End quote. Incidentally, investment in these funds may not be available for purchase in some countries. Also, for a good overview of plant-based protein food manufacturers, David Yaffe-Bellany has written an excellent article in The New York Times, titled, The New Makers of Plant-Based Meat? Big Meat Companies. Companies reviewed include Tyson Foods, Inc. (NYSE: TSN), Smithfield Foods, Perdue Farms, Hormel (NYSE: HRL) and Nestlé (OTC: NSRGY). ------------------------------------------------------------- Regarding companies engaged in sustainable water resources, Olivia Raimonde, writing for CNBC in a post titled, Money from socially responsible investors flows into US water stocks, discusses her three top related stocks. The first stock she covers is Aqua America (WTR: NYSE) which she says is “up about 33% in 2019”. Though she doesn’t say much more than that about the company. Her second stock is American States Water Co. (AWR: NYSE), She writes about it saying that “If an environmentally-minded fund genuinely wanted to invest based on water scarcity… [then this] is the most sensible investment as the company is based in California, which has been stricken by drought for years.” She adds that its stock price is, “up about 38% percent in 2019.” Ms. Raimonde's last stock pick is American Water Works (AWK: NYSE) which she says, “has always operated with sustainability principles in mind (and) performs slightly better than its peers in ESG ratings… The New Jersey-based company implemented a more comprehensive ESG strategy about two and a half years ago… Its stock is up about 35% in 2019.” End quote. ------------------------------------------------------------- Hey, when you look down on your smartphone do you ever wonder if it was manufactured sustainably and whether the company making them is a good ethical investment? Well, Tim Nash in his frequent stock showdown column on Corporate Knights compares Apple (NASDAQ: APPL) and Samsung’s (OTC: SSNLF) phone manufacturing – and how these companies’ rate overall on their sustainability and stock price performance. Comparing the companies, Mr. Nash states that, “Sustainability-wise, while Samsung may have been ahead of the curve ten years ago, it’s starting to fall behind on a few fronts. Meanwhile, Apple still has more to do, but it’s been more aggressive about some of its environmental goals. I would consider the companies tied for now but it won’t be long before Apple takes the lead if it continues on the current trajectory. From a financial perspective, it’s a bit of a toss-up. Both companies have performed well over the past five years with more potential growth as new innovations emerge that keep consumers lining up for product launches.” End quote. ------------------------------------------------------------- ESG ETFs are hot and I’m going to reference two new articles that each recommend seven ESG ETFs. Now, I don’t have time to quote these articles on each of their recommended funds, so for the links to these articles and fund ticker symbols, go to this podcast page at investingforthesoul.com/podcasts and scroll down to this edition. The first article is titled, 7 ESG ETFs to Buy for Responsible Profits by Will Ashworth on the Kiplinger investment site. Mr. Ashworth suggests, Xtrackers MSCI USA ESG Leaders Equity ETF (NYSEARCA: USSG), Vanguard ESG International Stock ETF (VSGX: US), iShares ESG MSCI EM ETF (NASDAQ: ESGE), Nuveen ESG Small-Cap ETF (BATS: NUSC), Impact Shares YWCA Women's Empowerment ETF (NYSEARCA: WOMN), Columbia Sustainable International Equity Income ETF (NYSEARCA: ESGN), and iShares ESG U.S. Aggregate Bond ETF (NYSEARCA: EAGG). The second article, titled, 7 Great ETFs to Invest in Climate Change, is by Jeff Reeves at USA Today. His recommendations are: Invesco WilderHill Clean Energy ETF (NYSEARCA: PBW), iShares Global Clean Energy ETF (NASDAQGS: ICLN), Invesco Solar ETF (NYSEARCA: TAN), First Trust ISE Global Wind Energy Index Fund (NYSEARCA: FAN), Invesco Cleantech ETF (NYSEARCA: PZD), SPDR MSCI ACWI Low Carbon Target ETF (NYSEARCA: LOWC), and finally the Invesco Water Resources ETF (NASDAQGS: PHO). ------------------------------------------------------------- I’ve covered many analysts in past podcast episodes who’ve recommended solar stocks. So, I was hesitant to include more solar stocks this time. However, when I saw the stocks referred to by Larry Ramer in an article titled, 3 Solar Stocks to Buy for a New Day in Solar Energy on the Investorplace site, I see he added two new companies not previously covered in these podcasts. They are JinkoSolar (NYSE: JKS) and Daqo New Energy (NYSE: DQ). On JinkoSolar, Mr. Ramer writes that “As of the end of the second quarter, the holders of JKS stock include… Bank of America (NYSE: BAC), Citigroup (NYSE: C), Morgan Stanley (NYSE: MS) and UBS (NYSE: UBS).” End quote. Thus, inferring that with such large institutions believing in the company – that you might want to too. And on Daqo New Energy, he comments that “Like JinkoSolar, Daqo New Energy is likely to benefit from the relative cheapness of solar energy in China… [and]… As of June, many Wall Street heavyweights held meaningful amounts of DQ stock.” End quote. His third pick is Sunpower (NASDAQ: SPWR) – which has been recommended by analysts in many of my past episodes. Mr. Ramer says, “SunPower stock should benefit from four strong trends that are boosting solar energy in the U.S.” End quote. Mr. Ramer’s final comment is that “all three names are very cheap.” End quote. ------------------------------------------------------------- With all the concerns around gun violence in many countries, some ethical and sustainable investors would like to invest in funds that don’t have gun-related stocks in them. However, to find such funds is an arduous endeavor. Making it simple for you is Nitish Marwah in a Zack’s article titled, 3 Weapon-Free Funds Socially Responsible Investors Can Buy. The first fund Mr. Marwah writes about is the Parnassus Core Equity Fund Investor Shares (PRBLX). Commenting on this fund he says, that “PRBLX invests in large-cap companies which have long-term competitive advantage and positive performance on ESG criteria… PRBLX carries a Zacks Mutual Fund Rank #1 and has an annual expense ratio of 0.87%. The fund has three and five-year returns of 13.5% and 10.8%, respectively.” End quote. His next fund is the Green Century Balanced Fund (GCBLX). Quoting him, he says that, it “seeks appreciation of both capital and income by investing in a diverse portfolio of stocks and bonds which meet standards for corporate environmental responsibility set by Green Century… GCBLX carries a Zacks Mutual Fund Rank #2 and has an annual expense ratio of 1.48%. The fund has three and five-year returns of 8.9% and 6.8%, respectively.” End Quote. His third and final fund is the Parnassus Fund (PARNX) which Mr. Marwah says, “seeks appreciation of capital by investing in undervalued stocks… The fund invests in companies of any size across different market capitalizations. [and] carries a Zacks Mutual Fund Rank of [1] and has an annual expense ratio of 0.85%. The fund has three and five-year returns of 10.6% and 9.5%, respectively.” ------------------------------------------------------------- So, these are my top news stories and tips for ethical and sustainable investors over the past two weeks. Again, to get all the links or to read the transcript of this podcast and sometimes get additional information too, please go to investingforthesoul.com/podcasts and scroll down to this episode. And 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 and help create a better world for us all. Please don’t hesitate to contact me if you have any questions about the content of this podcast or anything else related. Now, a big thank you for listening. Come again! And my next podcast is scheduled for November 8. See you then. Bye for now. © 2019 Ron Robins, Investing for the Soul.
On BIV Today… The significance of the U.S.-Japan mini trade deal. On a new Asia 360 segment, Jeff Reeves, vice-president of research with the Asia Pacific Foundation of Canada, discusses how the deal is politically driven, and what it means for Canada’s trade relations with Japan. Does Canada have enough venture capital funding? Charles Plant, senior fellow at the University of Toronto-based Impact Centre, shares the findings of a new report. Hayley Woodin hosts, see more at https://biv.com/.
On BIV Today… This week’s Asia 360 segment examines political tensions and trade challenges between two of Canada’s Asian trading partners. Jeff Reeves, vice-president of research at the Asia Pacific Foundation of Canada, lend insight into escalating – and potentially costly – disputes between South Korea and Japan. Hayley Woodin hosts, see more at https://biv.com/.
On BIV Today… Which countries are casualties in the U.S.-China trade dispute? Where are the winners? In the latest instalment of Asia 360, Jeff Reeves – vice-president of research with the Asia Pacific Foundation of Canada – lends insight into what challenges with America have meant for Beijing. He also assesses trade-related fallout throughout the Asia Pacific region. Hayley Woodin hosts, see more at https://biv.com/.
On BIV Today… Has China’s Belt and Road Initiative proven to be a debt trap? In this Asia 360 segment, Jeff Reeves (2:14) – vice-president of research at the Asia Pacific Foundation of Canada – examines the outcomes of China’s second Belt and Road forum. He also explores what has changed since the idea was first announced years ago. This includes more membership, more money and a consideration for green development. Plus: the role Canada can play in the trillion-dollar project. Jason Turcotte (23:37), vice-president of development at Cressey Development Group, discusses the balance of preserving Vancouver’s heritage homes and developing additional housing supply. Hayley Woodin hosts, see more at https://biv.com/.
On BIV Today… Kater Technologies plans to launch ride-hailing services in B.C. by the end of March. CEO Scott Larson (2:02) joins the show to talk about the news. On Asia 360: Jeff Reeves (10:20), vice-president of research at the Asia Pacific Foundation of Canada, discusses what China’s growth slowdown means for the region economically and politically. Ian Russell (23:05), president and CEO of the Investment Industry Association of Canada, weighs in on the federal government’s latest budget. Hayley Woodin and Tyler Orton host, see more at https://biv.com/.
On BIV Today… Asia 360: the Asia Pacific Foundation of Canada’s vice-president of research shares insights from the Asia Business Leaders Advisory Council summit in Hong Kong. Jeff Reeves (1:17) discusses what high-level business leaders in the world’s fastest growing region think of Canadian opportunities. Plus: Subscription-based seafood system Skipper Otto helps tackle the industry’s economic and transparency issues. Co-founder Sonia Strobel (15:40) talks about her business, which won her a $25,000 prize through the Forum for Women Entrepreneurs’ Pitch for the Purse competition. Hayley Woodin hosts, see more at https://biv.com/.
On BIV Today… In advance of the Vancouver International Wine Festival, executive director Harry Hertscheg (1:27) joins the program to discuss how both the event and B.C.’s wine industry has evolved. The latest Asia 360 discussion with Jeff Reeves (16:31)– vice-president of research at the Asia Pacific Foundation of Canada – hones in on an important bilateral relationship within the CPTPP: Canada’s new connection to Japan. Hayley Woodin hosts, see more at https://biv.com/.
On BIV Today… New Zealand's High Commissioner to Canada Daniel Mellsop (1:18) discusses the CPTPP, why New Zealand and Canada are aligned to tackle some of the agreement’s opportunities together, and opportunities for indigenous business partnerships. This is the third segment in a three-part mini series of Commonwealth High Commissioners to Canada discussing international trade.Every two weeks, our new Asia 360 segment will take a deeper look at the economics, policies, issues and politics of the world’s fastest growing region. Jeff Reeves (12:07), vice-president of research at the Asia Pacific Foundation of Canada, joins for the show to discuss regional perceptions of the U.S. and China. Hayley Woodin hosts, see more at https://biv.com/.
FAR 027 Announcements: Tuesdays at 2. Free online coaching from the Flipping America guy Contractor Fails Two Renewal Quotes Topics: Is Home Ownership a good investment? The top Ten Real Estate Deals in American History The best time in History to invest in real estate? Jeff Reeves, a columnist for MarketWatch says yes. It’s a Healthy Market, not a bubble. Realtor.com has create a “bubble index” Prevalence of house flipping Price to income ratios % of buyers using mortgage financing Foreclosures are at the lowest level since 2000. Innovation is lowering barriers to entry for investors. Online research Online funding Innovations in lending for investors Comparatively, stocks and bonds aren’t looking that promising at the moment 10 year treasurys are at 1.6P% annually and investment grade corporates aren’t much better. Emails: Susan and Jonathan write in from Pittsburgh. “We are newly married, both college graduates with decent incomes and a plan for a family. We are considering buying our first home and want to know what you think about it as an investment.” Your home is not, and should not be considered an investment. The appreciation in your home will barely cover inflation historically. If you are considering a 30 year mortgage, you have to look at historical trends not what has happened recently. It doesn’t provide income It doesn’t grow in value in a significant way. Your down-payment applied to an indexed fund is likely to do better over the next 30 years. You are not going to dispassionately analyze your home like you should with any real investment. It should be on your balance sheet as a consideration in your net worth, but note that it does not count toward the requirement as an accredited investor. It should be viewed more as a consumption item rather than an investment. But what about paying down the mortgage and building up equity? It is true that for many, homeownership is a means of creating a type of “savings account” and for many, the lack of liquidity is probably a good thing. You won’t be selling off a piece of your house so you can buy the hot new consumer electronics next year that you really can’t afford. Are you really building equity? Consider the other costs of home ownership Maintenance and repairs Insurance Taxes (deductible but must be reckoned) Example: I bought a home in 2002 with $200k in equity the day I bought it. Saw my girls through their high school years, raised my son there. Over the years I have paid the following: Maintenance and repairs: $46,500 Insurance: $22,500 Taxes: $72,000Total: $141,000 If I were to sell the house today I would net from the sale around that same $200,000 I had the day I bought it. What I should have done: Flipped that house for cash after I finished repairs Calculate the cost of homeownership and over the years invest that $141,000 into other things (along with the original $200k) I would have well over $1m additional in my nest egg right now. If you want to pay down a mortgage and build up equity, why not also structure it so you can depreciate the property on your taxes and write off all of the maintenance and repair expenses? Yes I’m talking about owning rental property. But when I’m old and gray I want to have a paid off house so I won’t have the burden of the house payment on my retirement income. There are OTHER many good benefits of buying and owning a home: The forced savings is a reality and for better or worse is the primary savings of most Americans. You can deduct the interest paid on a mortgage. This is a benefit, but I do not think it rises to the level of a “reason” to buy a home. Typically you can enjoy more space than you can in a rental. The direct cost per sf is less. Call me old school, but I think kids need to grow up with a yard to play in. - And parents to make them go outside and play. You can find a home and space in an area where you want to be and rent. When your needs grow, rather than the challenges of selling and buying, just upgrade the rental. Home ownership is undeniably satisfying to the ego and our idea of the American dream, but is not usually the best financial decision. You should never buy as much house as the lender tells you you can afford, and you shouldn’t do it without a 20% down-payment and a genuine strategy for savings and investments that will not be affected by your house payment.
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
Jeff Reeves, editor of InvestorPlace.com, joins Mike Robertson on his syndicated financial show Straight Talk Money on Tuesday, July 7, 2015.
Jeff Reeves joins This Morning with Gordon Deal on June 24, 2015, to discuss recent real estate trends and why housing sales data shows a very robust and durable market right now.
Jeff Reeves joins Barry Armstrong on the Financial Exchange via WRKO 680 Boston on June 4, 2015. He talks about three REITs he's watching now for income and share appreciation.
Health care stocks are a sure thing for any portfolio thanks to demographics in the West and big emerging market growth. So says Jeff Reeves on Market Wrap with Moe Ansari on June 1, 2015.
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
Jeff Reeves joins Barry Armstrong on WRKO 680 in Boston on March 27, 2015, to discuss a bullish outlook on Facebook stock.
Jeff Reeves talks on Barry Armstrong's Financial Exchange show on WRKO AM 680 in Boston on March 20, 2015, to talk about the prospect of a new tech bubble.
Jeff Reeves joins Gordon Deal on March 20, 2015, to discuss the prospect of tech valuations going into a tailspin after a period of enthusiasm -- particularly at start-ups.
Jeff Reeves talks with Market Wrap with Moe Ansari about the only five investments you need in your portfolio -- 5 ETFs that cover all the areas investors should own.
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
Jeff Reeves joins Marketwatch radio on February 10, 2015, to talk about the opportunity in cybersecurity stocks right now.
Jeff Reeves joins nationally syndicated radio broadcast Market Wrap with Moe on January 8, 2015, to discuss big-picture trends for the market in the New Year.
Jeff Reeves talks with The Financial Exchange on WRKO 680 in Boston on Jan. 15, 2015, about why Google is a better investment right now than some traders may think it is.
Jeff Reeves talks to the Wall Street Journal radio network on Dec. 16, 2014. According to Reeves, Netflix is a great company with good products... but a poor investment at these prices.
- Jeff Reeves, Editor of InvestorPlace.com discusses his recent article - Please call 1-800-388-9700 for a free review of your financial portfolio
Jeff Reeves, the editor of InvestorPlace.com, joins MarketWatch radio to talk the Fed, housing, jobs and where stocks go from here.
Jeff Reeves is the Editor at InvestorPlace.com. He's the author of, "The Frugal Investor's Guide to Finding Great Stocks." Reeves discusses why investors should love Google again. He also explains why blue chip brands like Amazon, Coke and Whole Foods make for bad investments. Reeves then shares which emerging markets and healthcare stocks are poised to take off. Jeff Reeves is a financial journalist and editor of the investing website, InvestorPlace.com. As a former editor with the New York Times Co. his passion is looking beyond the headlines to find out what the news really means for individual investors and consumers. Jeff's byline has appeared in numerous finance publications and websites, including The Wall Street Journal, Forbes, MarketWatch, Smart Money and 24/7 Wall Street. Read Jeff Reeves' work at www.InvestorPlace.com.
InvestorPlace.com editor Jeff Reeves and Macro Trend Investor editor Charles Sizemore join Peggy Tuck on the syndicated radio show Straight Talk Money. Reeves and Sizemore talk about the recent jobs numbers, trouble in Russia, sectors they like and more!
InvestorPlace.com editor Jeff Reeves offers up a few thoughts on why a 10% correction may be coming... but why that wouldn't be the end of the world for investors.
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves from InvestorPlace - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves, Editor of InvestorPlace.com - Please call 1-800-388-9700 for a free review of your financial portfolio
- Jeff Reeves, Editor of InvestPlace.com discusses why consumers could make 2013 a breakout year for stocks - Please call 1-800-388-9700 for a free review of your financial portfolio