The Climate For Investing, Or Vice Versa

the wall street journal ^ | September 22, 2007 | jane spencer; carolyn.cui

[ken21]

Could global warming burn your portfolio?

As climate change emerges as a hot topic in corporate boardrooms and on the political stage, investors are scrambling to figure out how the reams of newly available data about companies'"carbon footprints" and other environmental risks should influence their investment decisions.

[notpoliticallycorewrecked]

There might be a small effect on regular stocks, but it will be a small blip that will be short lived. But in the long run, the libs will invest in the scams, such as Algore's carbon offsets. Meanwhile, the conservatives will be investing in real companies that make real products.

Too many libs are going to loose their stock portfolios, retirements, and any money invested with the scammers. Boy are they going to be mad when they find out. We might even get some of them to cross over to our side.

[Las Vegas Dave]

Too many libs are going to loose their stock portfolios, retirements, and any money invested with the scammers.

"Stupid is as stupid does.." Forest Gump

[steelyourfaith]

bttt

[ken21]

there seemed to be a prophylactic concern in this article,

not an agreement in principle.

[SunkenCiv]

Investments which should remain good (IMVHO):

• Natural gas trusts
• health care
• depressed stocks from some "mature" manufacturing companies
• mutual funds invested in Europe (because of the dollar's continued slide)
• defense sector
• exchange indices

;') Ultimate disclaimer: Over the years, I've lost a small fortune.

[ken21]

good points!

boomer health care should be a biggie.

some boomers are biggies!

[SunkenCiv]

And growth in natural gas use is boomin’, and it will only get moreso. Also, vehicle manufacturers with domestic operations (and that includes Toyota, Honda) are probably depressed; the interest rate pucker a few weeks back could impact sales, but I don’t think so, since US rates are falling if memory serves. Nursing home growth will be something to watch as the baby boom starts to hit that age (another ten years; kids born in 1946 hit 65 in 2011) and their 2.2 child families can’t figure out where the bedpan is.