RE: Top Stocks - Empfehlungen von Portalen & Co
| 12.11.2020, 21:12 (Dieser Beitrag wurde zuletzt bearbeitet: 13.11.2020, 01:58 von boersenkater.)
BARRON´S
[*]ESG Investing
These Stocks Could Rise Further as Biden Takes on Climate Change
By
Leslie P. Norton
Nov. 11, 2020 7:30 am ET
As the Biden administration prepares to embark on an ambitious climate agenda, stocks that form the backbone of the greening of America are looking promising, despite substantial previous gains, investors and analysts said.
Even if Republicans control the Senate, there’s plenty that the Biden administration can do to advance its $2 trillion climate agenda. The former vice president aims to rejoin the Paris climate agreement, push the U.S. to achieve net-zero emissions by 2050, and promote development of battery storage, renewables, and electric vehicles, support for which might be wrapped up in an economic growth bill. Biden also plans to rescind a number of President Donald Trump’s executive orders on energy and rollbacks of environmental regulations.....
https://www.barrons.com/articles/these-s...eid=yhoof2
Barron’s talked to Hull and other well-known sustainable investors and analysts about stocks they believed are still worth a look. Here’s what they said.
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Kristin Hull, founder and CEO of NIA Impact Capital
[*]TPI Composites (ticker: TPIC)
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[*]First Solar (FSLR)
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[*]Tesla (TSLA)
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Matt Patsky, CEO of Trillium Asset Management
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Cree (CREE)
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[*]Trane (TT)
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[*]Hannon Armstrong Sustainable Infrastructure Capital (HASI)
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Francois Boutin-Dufresne, founder of Sustainable Market Strategies
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General Electric (GE)
[*]Brookfield Renewable Energy Partners (BEPC)
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Steve Nguyen, a portfolio manager at Causeway International Value Fund (CIVVX)
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RWE (RWNFF)
[*]NextEra Energy (NEE)
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[*]Enel (ENLAY)
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Lucas White of the GMO Climate Change Fund (GCCLX)
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Neste (NTOIY)
[*]Renewable Energy Group (REGI)
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[*]Darling Ingredients (DAR)
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Karina Funk, comanager of the top-performing Brown Advisory Sustainable Growth Fund (BIAWX)
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Autodesk (ADSK)
[*]Ecolab (ECL)
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[*]Monolithic Power Systems (MPWR)
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Bud Sturmak, co-chief investment officer at Perigon Wealth Management
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iShares Global Clean Energy ETF (ICLN)
[*]ESG Investing
These Stocks Could Rise Further as Biden Takes on Climate Change
By
Leslie P. Norton
Nov. 11, 2020 7:30 am ET
As the Biden administration prepares to embark on an ambitious climate agenda, stocks that form the backbone of the greening of America are looking promising, despite substantial previous gains, investors and analysts said.
Even if Republicans control the Senate, there’s plenty that the Biden administration can do to advance its $2 trillion climate agenda. The former vice president aims to rejoin the Paris climate agreement, push the U.S. to achieve net-zero emissions by 2050, and promote development of battery storage, renewables, and electric vehicles, support for which might be wrapped up in an economic growth bill. Biden also plans to rescind a number of President Donald Trump’s executive orders on energy and rollbacks of environmental regulations.....
https://www.barrons.com/articles/these-s...eid=yhoof2
Barron’s talked to Hull and other well-known sustainable investors and analysts about stocks they believed are still worth a look. Here’s what they said.
[*]
Kristin Hull, founder and CEO of NIA Impact Capital
[*]TPI Composites (ticker: TPIC)
[*]
[*]
[*]First Solar (FSLR)
[*]
[*]Tesla (TSLA)
[*]
[*]
Matt Patsky, CEO of Trillium Asset Management
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Cree (CREE)
[*]
[*]Trane (TT)
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[*]Hannon Armstrong Sustainable Infrastructure Capital (HASI)
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Francois Boutin-Dufresne, founder of Sustainable Market Strategies
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General Electric (GE)
[*]Brookfield Renewable Energy Partners (BEPC)
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[*]
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Steve Nguyen, a portfolio manager at Causeway International Value Fund (CIVVX)
[*]
RWE (RWNFF)
[*]NextEra Energy (NEE)
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[*]Enel (ENLAY)
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Lucas White of the GMO Climate Change Fund (GCCLX)
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Neste (NTOIY)
[*]Renewable Energy Group (REGI)
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[*]Darling Ingredients (DAR)
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Karina Funk, comanager of the top-performing Brown Advisory Sustainable Growth Fund (BIAWX)
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Autodesk (ADSK)
[*]Ecolab (ECL)
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[*]Monolithic Power Systems (MPWR)
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Bud Sturmak, co-chief investment officer at Perigon Wealth Management
[*]
iShares Global Clean Energy ETF (ICLN)
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