A Green Energy Investing Guideline

by Louise Harris, Investment U Research

Typically, when investors think about making money from climate change, they think about buying shares of companies that specialize in biofuels or alternative or green energy.

But those aren’t the only ways to profit from the green movement.

Deutsche Bank Group (NYSE: DB) recently conducted in-depth research, analyzing climate change and the cost of combating it. And a few very interesting conclusions came from it…

More capital is required to mobilize climate change industries and more action by government is required to attract capital. When governments offer tax incentives and create integrated plans to combat climate change, investors are attracted. Carbon markets could offer long-term solutions to investors trying to find a niche in the climate change debate.

And there are countries out there doing just that.

The Greenest Countries

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Since the start of our newsletter we have been using a relative strength table that looked at Fidelity Select Sector Funds to show what industry groups are leading and which groups are lagging.  The relative strength calculation is similar to the style used by Bill Oneil and IBD but is slightly shorter term in nature. We used the Fido Funds due the their price history and breadth of different groups.  Now that there are not only enough different industry group ETF’s, but also the needed price history we have revamped the model to use ETF’s instead.

We publish one list for United States industry groups and one that is focused on global ETF’s with several country and a few sector specific ETF’s.  These tables are valuable in a few ways.  One is that we have developed a trading model based upon them that uses the rankings along

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Gold producing company Newmont Mining Corporation (NEM) recorded a net income of 79 cents per share in the third quarter, beating the Zacks Consensus Estimate of 60 cents. Year on year, earnings grew by a robust 88% on strong gold and copper prices as well as lower costs. Revenues for the quarter climbed 50% to over $2 billion, driven by a 29% rise in gold sales to $1.6 billion and about a fivefold increase in copper revenues to $396 million. Newmont sold 1.7 billion ounces of gold in the quarter, up 15% year over year. The company sold 141 million pound of copper compared with 44 million pound in the same period of the previous year. On a regional basis, gold sales were slightly above expectations as higher-than-expected sales at Yanacocha in Peru, Batu Hijau in Indonesia ...

TROY, MI — (Marketwire) — 10/21/09 — Viper Networks, Inc. (PINKSHEETS: VPER) and Joint Venture partner Cirilium India Pvt. LTD (merger pending), announces that they have recently begun deployment for a redundant telecommunications network between Malaysia and India, after previously concluding comprehensive agreements with Globalcom Information Services Pte. Ltd.

The Company’s dedicated and protected circuits will be installed between Viper Networks’ equipment in Malaysia and India, to provide a full spectrum of national and international telecommunication services from Malaysia.

As previously announced, the Company entered into an Agreement with Globalcom for sales, distribution and other value-added services throughout their extensive network in Malaysia, Thailand, Indonesia and the India Subcontinent.

Viper Networks is also pleased to announce that this initial deployment in Malaysia is ahead of schedule and that the Company’s operations for this country will officially launch immediately upon completion, which is expected by November 30, 2009.

Globalcom Information Services (GIS) is

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Micro Imaging Technology, Inc. announced today that Biotek Sdn Bhd has purchased its first MIT 1000 System. Biotek Sdn Bhd was recently signed as the company’s distributor for Malaysia and other Association of Southeast Asian Nations (ASEAN) which includes Indonesia, Singapore, The Philippines, Thailand and Cambodia, in addition to others.

Recognized as a premier distributor in the food protection market, Biotek distributes products that are complementary to the MIT 1000 Rapid Microbial Identification System. “Our sales strategy is to demonstrate the features and benefits of this System in typical applications, enabling prospective clients to immediately understand its value. We have found this approach produces much faster sales than other traditional methods,” commented Biotek’s Director, W.C. Fong. “We are pleased to add the MIT 1000 System to our product portfolio. Its rapid test time coupled with its low operating cost will be attractive to many of our customers.”

Biotek has been scheduled

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Toyota Motor (TM) has teamed up with its subsidiary Daihatsu to develop a compact car for emerging markets. The car, which would be priced under ¥1 million ($11,000) will be offered for sale in India, Brazil, China and other markets in the first half of the next decade. The compact would be marketed under the Toyota brand. However, Daihatsu in Indonesia would manufacture it. The development of the compact is in line with the business model incorporated by Toyota President Akio Toyoda to build products for individual geographical segments instead of offering the same lineup across the world. The Japanese auto major also plans to manufacture a compact entry-level family car at its own facilities. The compact, powered by a roughly 1-liter engine, is scheduled to be manufactured in India during 2011. Toyota has been battered financially by the economic crisis. The company posted its ...

Following ExxonMobil’s (XOM) agreement last week to buy Kosmos Energy’s stake in oil blocks of the Jubilee oil field -- offshore of the West African country of Ghana -- for approximately $4 billion, China National Offshore Oil Corporation, or CNOOC (CEO), now makes a rival bid. CNOOC is in advanced talks with the Ghana National Petroleum Corporation, or GNPC. Earlier, many oil majors had shown interest in this deal, including Royal Dutch Shell (RDS.A) and BP plc (BP). While the Chinese government is keen to secure access to more of the world's oil, the Ghanaian government wants to be a larger participant in Jubilee. The Jubilee region is emerging as a major new oil region, and Ghana is expected to be an oil exporter by the end of next year. The Jubilee field, discovered in 2007 off the coast of Ghana, could potentially ...

Peabody Energy Corp. (BTU) has recently opened an office in Jakarta, Indonesia, to expand business development and coal sourcing opportunities in India, China and other fast-growing Asian markets.  Indonesia is the world's largest source of export thermal coal and the Pacific markets are driving global demand for coal. The company expects these markets to achieve 5% to 10% compound annual growth over the next five or more years. For instance, India is world’s fastest-growing coal importer and is expected to be short by about 200 million tons of coal in the next five years. Also, China - the world’s largest coal consumer - has been importing coal at a record pace in 2009.  Peabody’s Jakarta office will be run by Reynard Hanoppo, a former sales manager for coal producer PT Kideco Jaya Agung. Hanoppo will report to Phillip Smith, the managing director of Asian trading. ...

Yesterday, Schering-Plough Corp. (SGP) and Johnson & Johnson (JNJ) announced the approval of their drug Simponi (golimumab) in the European Union for the treatment of rheumatoid arthritis and other immune system disorders. The drug was approved by the U.S. Food and Drug Administration (FDA) in April 2009.   As a reminder, Schering acquired co-development rights to Simponi in the third quarter of 2005 from Johnson & Johnson’s biotech arm, Centocor Inc., which had developed and discovered the drug. Johnson & Johnson enjoys exclusive marketing rights of Simponi in the U.S., while Schering-Plough holds marketing rights outside the U.S.  excluding Japan, Indonesia and Taiwan where the drug will be co-marketed with other vendors subsequent to regulatory approvals.   Simponi, a next-generation, fully human, anti-tumor necrosis factor (TNF), received European approval as a once-a-month treatment for rheumatoid arthritis (RA), psoriatic arthritis (PA) and ankylosing spondylitis (AS), which is a ...

AngloGold Ashanti Ltd. (AU), the world’s third largest gold producer, plans to expand output through exploration. The company aims to produce up to 6 million ounces annually, up from 4.98 million ounces in 2008, largely by improving its mines and expanding through exploration. AngloGold expects the dollar price of gold to rise. The company has forecasted gold prices of $950 to $1,100 per ounce in 2010. It expects gold prices to rise beyond $1,100 if the downtrend in the US economy continues and investment demand for gold increases further. Although electricity costs and new wage settlements have put pressure on the company's bottom line, it has no plans to lay off workers to save costs. AngloGold is also planning to develop its La Colosa project in Colombia. In July this year, AngloGold had teamed up with African miner Randgold Resources to buy Moto Goldmines, which owns ...