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Quantitative Methods in InvestmentsCFA-Level1-Book1-podcast

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Since Chick Fil A started spicing things up with their latest sandwich, I figured I'd spice things up with my latest EP as well 😊🎵🎧🌶️🔥

Limeade Splash

Cayenne Colby Cheese

Cilantron

Spice Garden

Paprika

Best Low-Carbon ETFs and Stocks includes reviews of two articles by financial analysts at the highly respected Carbon Credits organization.  By Ron Robins, MBA Transcript &amp; Links, Episode 146, January 24, 2025 Hello, Ron Robins here, welcome to my podcast episode 146 published January 24, 2025, titled “Best Low-Carbon ETFs and Stocks.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now I’m having to record this podcast two days earlier than usual. But it is still filled with great, up-to-the-minute, informative articles! Also, remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.  ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (1) Today, I’m starting with two articles on low-carbon ETFs and stocks from analysts at carboncredits.com. The first article is titled . It’s by . Here are the picks and brief quotes from the article. “1. iShares Global Clean Energy ETF () is a part of BlackRock and a top-performing ETF… Essentially, this fund tracks an index of stocks in the global clean energy sector. One important attribute of this ETF is its strict sustainability rules. It excludes companies involved in weapons, tobacco, coal, oil sands, and Arctic drilling. (It) currently manages assets worth $5-6 billion. 2. Invesco Solar ETF () known as TAN, manages assets valued between $3–4 billion… This fund focuses on&nbsp;&nbsp;companies, such as manufacturers, installers, and technology providers… TAN is based on the MAC Global Solar Energy Index. It invests 90% of its assets in securities, American depositary receipts (ADRs), and global depositary receipts (GDRs) listed in the index… 3. First Trust Global Wind Energy ETF () known as FAN, currently manages assets worth $2–3 billion… It’s prospective for those managing wind farms, producing wind power, or making wind energy equipment. However, companies must have a market cap of at least $100 million, a daily trading volume of $500,000, and a free float of 25% to join the index. 4. SPDR S&amp;P Kensho Clean Power ETF () currently has assets worth $1–2 billion… It is managed by State Street’s Investment Solutions Group and is built for long-term growth. With its focus on innovation and the clean energy sector, this ETF is a great option for those wanting to invest in the future of&nbsp;. 5. Global X Lithium &amp; Battery Tech ETF () gives investors access to the booming electrification, lithium, and battery technology sector. Their assets have a $4–5 billion valuation… The ongoing global demand for lithium and supply constraints make this ETF a promising investment in this sector.” End quotes.  ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (2) Now this is the second article on Low-Carbon investments titled . It’s by  and also found on carboncredits.com. “1. Brookfield Renewable Partners () is one of the world’s largest publicly traded renewable energy companies. With a clear focus on clean, renewable energy, Brookfield Renewable Partners distinguishes itself from many of its competitors by operating as a&nbsp;pure-play&nbsp;renewable energy company. This means that its portfolio consists exclusively of renewable sources of power generation, unlike other companies...

Best Low-Carbon ETFs and Stocks

Global Sustainable Stock Picks includes articles by financial analysts at Morningstar and Insider Monkey. Plus, links to five more articles!  By Ron Robins, MBA Transcript &amp; Links, Episode 147, February 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 147, published February 7, 2025, titled “Global Sustainable Stock Picks.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.  ------------------------------------------------------------- Global Sustainable Stock Picks (1) I’m beginning this podcast with this intriguing article titled . It’s by in&nbsp;,&nbsp; and seen on insidermonkey.com. Here are some quotes from the article. “We sifted through relevant threads to compile a list of the 25 ethical companies. We then used Insider Monkey’s Hedge Fund database to rank 10 stocks according to the largest number of hedge fund holders, as of Q3 2024. The list is sorted in ascending order of hedge fund sentiment. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds… 10. Enphase Energy, Inc. (NASDAQ:) Number of Hedge Fund Investors: 38 Enphase Energy is a leading provider of advanced home energy solutions, including micro inverters, batteries, EV chargers, and energy management software. The company enables homes and businesses to harness clean energy efficiently and helps reduce carbon emissions. 9. United Parcel Service, Inc. (NYSE:) Hedge Fund Investors: 43 United Parcel Service is one of the largest package delivery companies in the world. The company provides logistics, freight, and supply chain solutions to customers across various industries, and is known for its ethical practices including a strong focus on sustainability through its carbon-neutral shipping options, investments in alternative fuel vehicles, and initiatives to reduce emissions across its operations. 8. Ecolab Inc. (NYSE:) Hedge Fund Investors: 47 Ecolab is a leader in water, hygiene, and energy technologies and services. The company has a presence in over 170 countries and serves a diverse range of industries, including food service, healthcare, hospitality, industrial, and energy. Ecolab’s innovative solutions not only enhance operational performance but also significantly reduce water and energy usage, making them essential for customers in unpredictable and challenging environments. 7. Waste Management, Inc. (NYSE:) Hedge Fund Investors: 54 Waste Management, Inc. is one of the largest providers of waste and recycling services in North America. The company handles everything from residential trash to industrial waste solutions. Waste Management, Inc.’s focus on environmental responsibility is evident in its investments in recycling technologies and renewable energy projects, including landfill gas-to-energy initiatives… Waste Management, Inc. is making substantial investments in sustainability and renewable energy, which are expected to drive significant long-term growth. 6. MSCI Inc. (NYSE:) Hedge Fund Investors: 55 MSCI is an American finance company that provides investment decision support tools, including indexes, portfolio analysis tools, and ESG (Environmental, Social, and Governance) research. The company’s clients include...

Global Sustainable Stock Picks

More Top Global Sustainable Stocks includes articles by financial analysts at S&amp;P and Morningstar. Plus, links to two more articles!  By Ron Robins, MBA Transcript &amp; Links, Episode 148, February 21, 2025 Hello, Ron Robins here. Welcome to my podcast episode 148, published February 21, 2025, titled “More Top Global Sustainable Stocks.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.  ------------------------------------------------------------- More Top Global Sustainable Stocks (1) I’m beginning with this insightful article titled . The referenced overview is by Martin Vezer on morningstar.com. Here are some quotes by Mr. Vezer from his article. “Morningstar Sustainalytics’ analysts recently highlighted 10 environmental, social and governance themes that they believe will affect corporate value chains in 2025. For each theme, we profiled one publicly listed company that is leading its industry on addressing the ESG issues we identified. 10 Stocks From Sustainalytics  1. Power-Hungry Data Centers: A Dilemma for Big Tech We compare the carbon intensity of some of the largest software &amp; services players, helping investors identify AI players in the subindustry that are leading in terms of mitigating carbon risks. Among the seven companies that we sample, IBM&nbsp;(stands out for having reduced its carbon intensity by 30% from 2020 to 2023. 2. Green Energy Demand: A Boon for Utilities The adoption of generative AI across various sectors introduces a new set of concerns regarding its energy footprint and the rapid growth of power demand for data centers… As a renewable power producer, EDP Renováveis&nbsp;(has maintained its very low carbon intensity from generation activities over the years. Its overall carbon intensity is also in line with that of its subindustry peers. 3. AI Innovation Boosts Gains for Healthcare AI adoption across the healthcare and biopharmaceutical industries has been proliferating in recent years, targeting both cost cuts and innovation gains that are meant to expand and accelerate patient access to quality care, as well as to new therapies and treatment options. Pfizer&nbsp;() stands out for utilizing AI not only for drug discovery and development but also to monitor medicine and vaccine safety and to improve its supply chain. 4. AI in Oil &amp; Gas Bolsters Efficiency and Innovation AI has been an important tool for the oil and gas industry for years, but recent advancements are transforming decision-making and have the potential to meaningfully reduce environmental impacts and improve safety… Baker Hughes&nbsp;( is among the oil and gas firms applying AI-driven software to streamline production and reduce emissions. 5. Banks Play a Critical Role in Transition Finance The growth of transition finance represents an opportunity for banks to diversify the risks of their loan books and safeguard the sustainability of their business models. Barclays&nbsp;() is the only bank out of the 10 large banks we analyzed that has set a credible sustainable and transition financing target of USD 1 trillion by 2030. 6. Resilient Infrastructure Is Climate-Smart Investing Recent weather and climate-related catastrophes, such as the Los Angeles fires, Hurricane Ian...

More Top Global Sustainable Stocks

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The Low-Carbon Stocks for Sustainable Investors includes Corporate Knights company rankings (by sustainable revenues), top natural food stocks, and more!  By Ron Robins, MBA Transcript &amp; Links, Episode 149, March 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 149, published March 7, 2025, titled “The Low-Carbon Stocks for Sustainable Investors.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.  ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (1) I’m beginning this podcast with my just-released annual favorite sustainable company ranking: Corporate Knights 2025 . Here are some quotes from an article by CK staff introducing the 2025 ranking. “California-based shareholder advocates As You Sow and Corporate Knights (Canada)&nbsp;, a global list of 200 publicly traded companies leading the sustainable clean energy economy… It shows sustainable companies on path to dominate global economy. Key findings include:  The top 10 companies&nbsp;on the list by revenue include Apple (), Contemporary Amperex Technology (), Microsoft (), Tesla (), Taiwan Semiconductor Manufacturing Co. () and Volkswagen (). Thirty-five countries are represented in the Clean200,&nbsp;including the United States (41), China (21), Japan (18), Germany (14), and France and Canada (11 each). Clean200 companies earned more than $2.5 trillion in sustainable revenue&nbsp;in 2023 (the most recent year for which full-year results are available). Clean200 companies generated a total return of 190.9% on a sustainable-revenue-weighted basis, outperforming the MSCI ACWI index (162.0%) and the MSCI ACWI/Energy Index of fossil fuel companies (76.7%) on Total Return Gross – USD Basis from the Clean200 inception of July 1, 2016, to January 29, 2025. $10,000 invested in the Clean200 on July 1, 2016, would have grown to $29,090 by January 29, 2025, versus $17,670 for the MSCI ACWI/Energy benchmark for fossil fuel. The industrial sector accounts for 52 companies on the list, followed by information technology (32), and consumer discretionary and materials (29 each). IT companies had the highest total sustainable revenue, a cumulative total of more than US$687 billion.  Background ‘It is telling that clean energy stocks generated more than double the returns of fossil fuel stocks since 2016, despite political headwinds, underlining that stock markets care more about economic materiality of the parabolic growth in clean energy than the political leanings of the day,’ says Toby Heaps, CEO of Corporate Knights and co-author of the report. The Clean200 utilizes the&nbsp;, which tracks the percentage of revenue companies earn from sustainable economy themes ranging from green power to electric vehicles to plant protein and smart buildings. The list excludes companies that are flagged on Corporate Knights’ list of ‘red flag’ companies and As You Sow’s&nbsp;suite of mutual-fund transparency tools that identify companies involved in fossil fuels, deforestation, the prison industrial complex, weapons and tobacco, as well as the exclusionary screens that form part of the Corporate Knights.” End quotes. ...

The Low-Carbon Stocks for Sustainable Investors

World’s Most Ethical Companies. And… see six companies that have been honored for 19 years! Plus, terrific alternative energy picks.  By Ron Robins, MBA Transcript &amp; Links, Episode 150, March 21, 2025 Hello,  here. Welcome to my podcast episode 150, published March 21, 2025, titled “World’s Most Ethical Companies. And...” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information.  ------------------------------------------------------------- World’s Most Ethical Companies. And... Now,  listing by Ethisphere is where I’m beginning this podcast. It’s always a great listing to review for ethical and sustainable investors. The following information is gleaned from Ethisphere’s website and has been re-ordered for presentation here. Also, note that companies are not ranked. So, some quotes. “The World's Most Ethical Companies is an annual recognition… Earning this recognition involves a comprehensive application and evaluation of your Ethics and Compliance program through Ethisphere's proprietary Ethics Quotient® (EQ), which assesses a company's ethics and compliance program, culture, and governance practices. The listed 2025 World's Most Ethical Companies Honorees outperformed a comparable index of global companies by 7.8 percent from January 2020 to 2025. In 2025, 136 organizations are recognized for their unwavering commitment to business integrity. The honorees span 19 countries and 44 industries, and include 11 first-time honorees and 6 organizations that have been named to the honoree list 19 times, marking every year since its inception. The six organizations that have been recognized by Ethisphere as honorees for 19 consecutive years, since the inception of the World's Most Ethical Companies® list in 2007, are: Aflac (), Ecolab (), International Paper (), Kao Corporation (), Milliken &amp; Company (private), and PepsiCo ().” End quotes.  ------------------------------------------------------------- Alternative Energy Stocks (1) This next article takes us to our ethical and sustainable investors’ favorite sector. It’s titled . It’s by Aparajita Dutta and seen on finance.yahoo.com, though originally published on zacks.com. Here are some quotes from her article on her picks. “1.  Based in Boston, MA, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market… The company currently sports a Zacks Rank #1 (Strong Buy). 2.  Based in Oklahoma City, OK, the company is an independent natural gas producer, principally in the United States… Expand Energy Corporation currently holds a Zacks Rank #2 (Buy).&nbsp; 3.  Based in San Jose, CA, the company generates and distributes renewable energy… The company currently carries a Zacks Rank #2.&nbsp; 4.  Based in Baltimore, MD, the company provides electric power, natural gas and energy management services to 2 million customers across the continental United States… The company currently carries a Zacks Rank #2.” End quotes.  ------------------------------------------------------------- Alternative Energy Stocks (2) Now another article on our top sector. It’s titled . It’s by Avisekh Bhattacharjee and seen on...

World’s Most Ethical Companies. And…

AI Stocks to Buy Now - includes analysts' top 15 small and 3 large-cap stocks that may interest ethical investors.  By Ron Robins, MBA Transcript &amp; Links, Episode 151, April 4, 2025 Hello, Ron Robins here. Welcome to my podcast episode 151, published April 4, 2025, titled “AI Stocks to Buy Now.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please visit the podcast's webpage for links to the articles and additional company and stock information.  ------------------------------------------------------------- AI Stocks to Buy Now (1) Now many ethical and sustainable investors are buying AI stocks. So, I’ve decided to include two recent articles by great analysts who write about these stocks. This first article is titled . It’s by&nbsp; and seen on insidermonkey.com. Here is some of what he has to say about how he came to select them as well as a brief quote on each of his picks. “For this article, we used Finviz to screen for technology stocks under a $5 billion market cap… We then manually selected companies that have significant revenue exposure or potential growth opportunities related to AI products &amp; solutions. Finally, we compared the list with our proprietary Q4 2024 database of hedge funds’ ownership and included in the article the top 15 stocks with the largest number of hedge funds that own the stock… Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (). 15. DXC Technology Company (NYSE:) Hedge Fund Holders: 24 ​DXC Technology Company is a global provider of IT services and solutions, specializing in digital transformation, IT modernization, cloud computing, cybersecurity, analytics, and business process outsourcing. The company serves clients across multiple industries, including financial services, healthcare, insurance, manufacturing, public sector, and transportation. Its core offerings include consulting, systems integration, software development, application management, infrastructure services, and data-driven analytics. 14. C3.ai, Inc. (NYSE:) Hedge Fund Holders: 25 ​C3.ai, Inc. is an enterprise software company specializing in AI solutions designed to support digital transformation and operational optimization across various industries. Its flagship product, the C3 AI Platform, provides a comprehensive, scalable environment for developing, deploying, and managing enterprise-grade AI applications. The company primarily serves sectors such as energy, manufacturing, finance, defense, healthcare, and telecommunications. Its solutions leverage machine learning, advanced analytics, predictive maintenance, and AI-driven insights to enhance efficiency, reduce costs, and improve decision-making. 13. Insight Enterprises, Inc. (NASDAQ:) Hedge Fund Holders: 26 ​Insight Enterprises, Inc. is a global technology solutions provider focused on helping businesses manage and transform their IT environments. The company offers a broad range of services including IT procurement, cloud and data center transformation, digital innovation, cybersecurity, and managed services. Insight serves clients in sectors such as healthcare, education, government, and commercial enterprises, primarily across North America, EMEA, and APAC regions. 12. Clear Secure, Inc. (NYSE:) Hedge Fund Holders: 27 ​Clear Secure, Inc. is...

AI Stocks to Buy Now

More Top Sustainable Stocks To Consider includes several articles featuring terrific renewable energy, healthcare, branded consumer and natural food stocks.  By Ron Robins, MBA Transcript &amp; Links, Episode 152, April 18, 2025 Hello, Ron Robins here. Welcome to my podcast episode 152, published April 18, 2025, titled “More Top Sustainable Stocks To Consider.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please visit the podcast's webpage for links to the articles and additional company and stock information.  ------------------------------------------------------------- More Top Sustainable Stocks To Consider (1) Now, the following articles offer some interesting investment ideas. The first article is titled  It’s by&nbsp; and seen on barrons.com. Here are a few quotes from her article. “Portfolio manager Bill Davis is shutting out all the noise and sticking to his guns. The term ESG has been a lightning rod for a long time, but it is—and always has been—simply ‘a proxy for finding a well managed company…’ Davis puts his money where his mouth when it comes to the actively managed , which doesn’t invest in tobacco, fossil fuel, weapons, and similar areas. He does make exceptions based on company principles. The fund uses an algorithm to rank S&amp;P 500 companies by various risk factors and metrics, and identifies those most likely to generate positive alpha and minimize harm. It also helps avoid being reactionary to the zigzags of U.S. policy these days. That strategy, which also avoids large positions, hasn’t distinguished itself in these past few years when the Magnificent Seven tech stocks and a handful of other megacaps drove index performance—the fund, though, does have positions in ,&nbsp;, and&nbsp;. Still, Davis stands firm. The strategy can show its worth when investors are more concerned with downside risk protection. There are plenty of companies, though, that Davis feels differently about. He likes drug distributor&nbsp;   —peer to&nbsp;&nbsp;McKesson—because healthcare remains a safe haven and Cardinal has done particularly well—doubling the S&amp;P 500 in recent years. Its earnings growth profile is good and ‘it’s a solid company with large enough scale to have pricing power.’ Also making the cut is &nbsp; Davis cites the natural-gas utility’s relative momentum—the shares are up nearly 30% in the past year—and its defensive qualities. Although the fund shies away from fossil fuels, distributors like Atmos that are transparent, focused on reducing greenhouse gas emissions, do fit the bill. Davis owns staple &nbsp; as well, again for its defensive qualities, including a 4% yield, and its size—big enough to exert pricing power. He does see only modest upside, but also ‘low downside, so it’s a good fit for our portfolio.’” End quotes.  ------------------------------------------------------------- More Top Sustainable Stocks To Consider (2) This second article brings us back to the most likely favourite sector for ethical and sustainable investors. Its title is  by Nalak Das at Zacks and seen on finance.yahoo.com. Here’s some of what Mr. Das says about his picks. “These five renewable stocks have strong long-term potential. These stocks have seen positive earnings estimate revisions in the last 60 days. Each of our picks...

More Top Sustainable Stocks To Consider

dont look at my likes its embarassing lol

Greetings everyone!!!! 🎵👋🏾😊🎧
Consider this account an upgrade to my previous one; still active...but kinda locked at the moment; system glitch due to the new authentication system.💻🚧  I'm still reorganizing here🚧🚧, but expect brand new content to come by in this channel.  More updates in time. 🚧⌚  Till then, stay tuned, & best wishes 🙏🏾.

New tracks tagged #cfa