Investing Topics: Yieldcos

Yieldcos Reboot

By Roger S. Conrad on Feb. 17, 2018

The Lifelong Income Portfolio has migrated to sister-product Deep Dive Investing’s Idea Vault. For our Portfolio readers, we run through additional Idea Vault members that may be of interest.

Renewable energy uses to be seen as a threat to the existing utility sector. But now solar investments have filtered into utilities’ regulated service territories. But which part of the renewable market and how those markets are played can make a significant difference in a given company’s outcome.

First Solar and SunPower’s Yieldco: Building Value or Cashing Out?

By Roger S. Conrad on Feb. 28, 2015

First Solar and SunPower Corp announced a yieldco earlier this week. Should you believe the hype?

Utilities Enter the Spin Cycle

By Roger S. Conrad on Nov. 13, 2014

Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.

Yieldcos: Built to Last, But Priced for Speed

By Roger S. Conrad on Aug. 1, 2014

Long-term supply contracts ensure that utility yieldcos should maintain their dividends even if the boom in renewable-energy installations goes bust. However, lofty valuations suggest that the market has already priced in a great deal of upside. Tread carefully.

Investing Topics: Yieldcos

Yieldcos Reboot

The New Faith in Renewables

First Solar and SunPower’s Yieldco: Building Value or Cashing Out?

Utilities Enter the Spin Cycle

Yieldcos: Built to Last, But Priced for Speed

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous