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ISHARES TRUST GLOBAL CLEAN ENERGY ETFISHARES TRUST GLOBAL CLEAN ENERGY ETFISHARES TRUST GLOBAL CLEAN ENERGY ETF

ISHARES TRUST GLOBAL CLEAN ENERGY ETF

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ICLN trade ideas

Green Deal Green Profits?No special chart here just an idea. My simple brain is thinking that owning these three (ICLN, QCLN and PBW) would be like having your own ETF within an ETF with major funding behind them. Here's my introspection: I've been researching how government policies affect the markets. It gets pretty deep but recently I've noticed the copious amount of "green deal" spending that is automatically inserted into EVERY major bill from DC regardless of having anything to do with green energy or not. I would like to think, maybe even assume, all that funding is going to grow the clean energy sector no matter what. Right, maybe? If so, could this be a general way to profit from that? ​ I'm more of a patient long-term investor so rather than making a ton of risky bets on single stocks like PLUG, BLNK, SPWR, FCEL, etc, what about holding these three for the long haul? Of course having some "safe fun" with short trades along the way isn't out of the question, in fact I plan on doing so but the lion-share of my investment will be long. Any thoughts?
NASDAQ:ICLNLong
by GiveMeSkinny4Sho
1
Buying the ICLN Dip Pt. 2Last time on a Biden clean energy play... I drew with my crayons. Hit my trendline target after having IV contract and volume die down. The only problem from here would be if ICLN continued to sell off. I kinda wanna save my money for other leaps, but clean energy at this discount is hard to pass up. Most of the high options volume I saw have been offloaded, but there still is over 10k on the 35c 1/21/2022. I'll be looking to set up a PMCC with ICLN by selling weeklies. Realistically, QCLN would be the actual ETF affected by BUYden because they hold American businesses, but the fundamentals matter less in the short term. As the world goes towards clean energy, ICLN will go up cuz it's the global version. RSI hasn't been this oversold in months. Volume is consistently getting lower.
NASDAQ:ICLNLong
by amfunk
Buying the ICLN DipOnce in a while, you may also be able to use unusual options activity along with volume. I saw that ICLN had 10k OI on strikes above $30c. It's possible to say that some big money is pumping ICLN with the delta hedge (along with other clean energy stocks with their stupid price targets). At the same time, ICLN started making its rounds at other finance subs like r/stocks and r/stockmarket, getting even more pumped. You could see what happened to clean energy stocks last Friday 1/15. F in the chat for all those weeklies. I'm still bullish on ICLN though, you almost can't go wrong with leaps, and buying in before the electoral college vote was the move. IV had a great pop but it settled down.
NASDAQ:ICLNLong
by amfunk
2
The Green decade has begun [ETF trades setup ICLN/SPY]A detailed analysis on the subject of the expected green revolution in this decade. I won't dwell into the chart technicals' instead I will focus my attention on the fundamentals, in three key bullet points: A) Firstly, I chose ICLN since it's by far the largest by volume and assets, green ETF. Interestingly it has had quite an abysmal performance relative to SPY for the past decade, as well as an appallingly negative Sharpe. Since 2018, it's performance has picked up and relatively stabilized wrt the SPX. Despite of the negative dividend yield carry of about -1%, ICLN (0.62%) vs SPY(1.59%), it's negligible compared to the price appreciation component of these ETFs. Moreover, it seems that the pandemic has been a positive catalyst overall, since it increased the odds of Biden winning the U.S. elections, and we all know the Democrats stance on environmental policy as compared to Trumps non-existent one. The Biden-Harris odds realized last week, which was followed by a bull-run. Considering the current pace of the momentum channel, ICLN is undoubtedly in a parabolic formation. B) Another indication, is the price appreciation of precious metals used in production of sustainable energy products, such as lithium, palladium, nickel to name a few. Relative to gold, these metals generally have a positive market beta since their demand is largely influenced by economic growth, especially from some of the developing countries in the past decade(India, Indonesia, China etc). Palladium: Lithium ETF : Nickel: Essentially, the price appreciation of these metals certainly is an indication of the growing demand, and therein the growth potential of the whole renewables sector, also an indication of the ecologically friendly premium corporates and governments are willing to pay. Naturally, if the cost of inputs becomes too high, implying a demand gap, but also lack of supply as it becomes more difficult to extract these metals, which in fact might produce more pollutants than the gain from utilizing these metals in developing sustainable products. However, it seems that this discussion so far is not in the news headlines, so therefore the current trend isn't threatened for now. C) It is important to distinguish between the types of market participants wrt to their portfolio preferences, biases and why they are willing to pay for an ecological and/or CSR premiums. The general consensus is that CSR investments lately have outperformed sin stocks on a relative basis. One of the explanation is CSR branding, and the idea that consumers will pay a premium to be associated with such a brand, therefore the stocks that score highly on the ESG scale, are simply better investments despite their high multiples. ESG/SPY: I think in general, it boils down to three types of market participants in ESG assets: 1. Investors that genuinely care for the environment, and are extremely elastic in terms of the ESG premiums they pay. 2. Investors that are seeking "warm glow", i.e own these assets for the sake of feeling better about their choices. In this group I'd add investors that hold these assets for their reputational benefits. 3. Traders looking to profit off the current momentum channel, without any views on the environmental issues that we're facing. In summary, it's clear that the sector principally benefits from governmental subsidies/investments, which is perhaps the only way to deal with this issue. With the Biden/Harris catalyst, as well as increase awareness of the emerging economics, specifically the example of the Chinese governments' willingness to transition their infrastructure investments more and more into renewables, the renewables sector is expected to boom for at least the entire decade. One could say that we're looking at the start of the next bubble- "The Green Bubble". Parallels can be drawn to the Japanese bubble of the early 90's, and the tech bubble of the 2000's. However, since this is governmentally induced sector growth, it is also a permanent price shock that will be sustained by governments green infrastructure investments. This is it for the upcoming green revolution. -Step_ahead_ofthemarket ________________________________________________________________________________________ >>I do not share my ideas for the likes or the views. This channel is only dedicated to well-informed research and other noteworthy and interesting market stories.>> However, if you'd like to support me and get informed in the greatest of details , every thumbs up and follow is greatly appreciated! Disclosure : This is just an opinion, you decide what to do with your own money. For any further references or use of my content- contact me through any of my social media channels.
NASDAQ:ICLNLong
by step_ahead_ofthemarket
5