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Subscribe to the Valuentum ESG Newsletter!

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*BONUS* Included in the ESG Newsletter is an ESG-focused simulated newsletter portfolio! Subscribe today. ESG Newsletter $1,000.00 Pay now “The investing landscape has changed dramatically over the past decade and part of that transformation has involved US households placing a much greater emphasis on “ethical” and “sustainable” investing strategies. A decade ago, funds managed with Environmental, Social, and Governance (‘ESG’) standards in mind were a small part of the investing universe at-large, but that is no longer the case. Data from Morningstar notes that US funds considered “sustainable” reported $21.5 billion in net inflows during the first quarter of 2021, up from $20.5 billion in net inflows in the fourth quarter of 2020 and roughly five times greater than the … Read more

Honeywell’s ESG Efforts May Benefit from More Board Diversity and Moving Beyond Its Asbestos-Saddled Past

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Image: Honeywell continues to put together a long resume of ESG highlights. Image Source: Honeywell’s Environmental, Social and Governance Report By Valuentum Analysts Honeywell International Inc. (HON) has been one of our favorite dividend growth ideas for some time, but the company has also been doing a good job with respect to environmental, social, and governance, commonly referred to as ESG, too. Let’s evaluate Honeywell’s public ESG documents, including CEO Darius Adamczyk’s letter, as we dig into how Honeywell focuses on each one of these dynamics in this note. As it relates to Environmental considerations, the executive team at Honeywell remains committed to becoming carbon neutral by 2035 and is investing quite a bit of capital each year to help … Read more

Follow Up on Our Call on Ameresco

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Image Shown: Since we highlighted Ameresco Inc back in August, shares of AMRC have continued to surge higher. We caution that recent trading activity has been quite volatile, due primarily to the ongoing election count process in the US. By Callum Turcan Back in August 2020, we published a note on Ameresco Inc (AMRC), which provides a comprehensive slate of energy services for its clients (link here). Given that the various services Ameresco provides is quite broad, here is an overview of some of those offerings from our previous article (lightly edited): Ameresco offers a slate of comprehensive energy services that primarily involve designing, engineering, and installing projects at its client’s operations. That includes upgrading the heating, cooling, ventilation, and … Read more

Ameresco Targets Green Growth by Offering Customers Cost Savings

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Image Source: Ameresco Inc – May 2020 IR Presentation By Callum Turcan We are going to cover Ameresco Inc (AMRC) in this article. Given the company’s more novel business strategy, we will start off by going over its operations before digging into its financials. Ameresco’s financials have held up well so far during the first half of 2020 in the face of the ongoing coronavirus (‘COVID-19’) pandemic, though we caution its financial statements can be a messy read. Operations Overview Ameresco offers a slate of comprehensive energy services that primarily involve designing, engineering, and installing projects at its client’s operations. That includes upgrading the heating, cooling, ventilation, and lighting systems of its client’s major facilities to improve efficiency (with an … Read more

Valuentum’s ETF Reports

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Image Source: GotCredit Welcome to Valuentum’s ETF coverage. If you’re new to the site, please be sure to access the stock reports and dividend reports as part of your membership. If you are looking for the archives to the Best Ideas Newsletter, they can be found here. The Dividend Growth Newsletter archives can be found here. The Exclusive and High Yield Dividend Newsletter have their own website with archives, the latter coming soon. To learn more about Valuentum’s ETF reports, please see  here . To request a report of an ETF we do not currently cover, please contact us. To access the relevant Valuentum reports for each major ETF category, please click on the respective link, “Click Here to Access Valuentum Report.” The links … Read more