CNRG

Surveying the Clean Energy Landscape for Ideas

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Image Source: American Electric Power Company Inc (AEP) – January 2021 IR Presentation By Callum Turcan There’s a lot of interest in clean energy these days! Though our favorite ideas within a portfolio context are always the ideas within the Best Ideas Newsletter portfolio, the Dividend Growth Newsletter portfolio, the High Yield Dividend Newsletter portfolio, and the Exclusive publication, we also highlight interesting ideas via our articles that we publish on our website. [For instance, we recently published work that covered the electric vehicle (‘EV’) industry; members can check out that article here.] In this article, let’s dig deep into the clean energy space. We’ll talk more about: 1) Ameresco (AMRC), one of the green energy ideas we highlighted in … Read more

Biofuel Producer Renewable Energy Group Is Worth a Look

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Image Shown: A geographical overview of Renewable Energy Group’s operational “biorefineries” in the US and Germany. Image Source: Renewable Energy Group Inc – October 2020 IR Presentation Executive Summary: Renewable Energy Group is an intriguing biofuel maker with operational “biorefineries” located across the US and in Europe (specifically Germany). The company’s operations are supported by an extensive distribution network that is primarily built upon supply agreements with third parties, though Renewable Energy Group opened its own branded fuel location in 2019 for the first time. Shares of REGI have been on an upward tear of late, likely due to growing investor optimism towards green energy firms, in our view, as the new Biden administration in the US has made it … Read more