I've made some adjustments to my Green Skeptic Stock Portfolio for this year.
All of these stocks are in the cleantech, energy, or environmental sector. (Note: I may hold other positions outside this sector and have an IRA that may have other positions as well, but this portfolio is strategically focused for specific investments in this sector.)
A couple of other things you should know about this list, in addition to the disclaimer below:
I rarely short any stocks. Although I am tempted sometimes, I'm neither smart enough of a trader nor can I pay close enough attention to the market to do it well. So, the bulk of my portfolio is Long, but I'm also watching or tracking other stocks for either an entry, re-entry, or just because I'm curious about what's happening in a particular sector -- or they are a direct competitor of another stock I hold.
My interest in the companies whose stock I buy and hold is based upon a belief in the company, their product, their potential in the market, and whether I think they are or will be a market leader. (Don't let me fool you, I don't think I'm smart enough to predict whether they will be best in class either! But "ya gotta have one vice," as my Grandmother used to say.)
Anyway, here is my list of long positions and my watch list for 2010:
Long positions: $FSLR $CREE $TTEK $ORA $ENOC $JCI $EXC $AONE $XTO $AEP $AWK
Watch list: $BTU $CHK $KOL $CCC $GE $BWA $OTTR $TLM $NLC $TNB $APWR $COMV $WTR $AMAT
You will note that I am using the StockTwits convention for identifying ticker symbols, which includes a dollar sign. If you don't know about StockTwits, read my post here: StockTwits: Break Away from the Usual Market Noise or head on over to StockTwits.com and sign up for some of the best dialog and community on the web.
(Disclosure: I hold long positions in some of the stocks listed above. This post is for informational purposes only and is neither intended to be investment advice nor an offer, or the solicitation of any offer, to buy or sell any securities.)