Sitting on that concentrated stock position? Here at Sustainvest, we occasionally come across clients who are sitting on a large holding of a stock. Simply stated, a concentrated stock position is if you hold more than 10% of your investment portfolio in one stock. And this means stock, like Apple or Google or Zynga (remember […]
When one thinks of shareholder activism, the image of Carl Icahn and his ability to take over companies with his billions of dollars comes to mind. But on the other end of the spectrum is the concept of shareholder advocacy, where small shareholders of publicly traded companies ask firms to make some changes when it
Panel Discussion and Reception: Sustainable and Responsible Investing When: Thursday, April 21st 5:30-7:00 Where: 822 5th Street, Santa Rosa Many of us have made the decision to live a more sustainable and climate positive life. We drive electric vehicles and have installed solar panels on our rooftops. But what about our investment dollars? Are they
What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands (DNKN) plans to double the number of U.S. stores to about 15,000 from a base of 7,000 now. Most of these stores will be on
The last time the Fed raised interest rates in June 2006, Facebook had one-tenth the users of Myspace and James Blunt’s You’re Beautiful was at the top of the song charts. Seems like a long time ago. If we go beyond 2006, recently Bank of England chief economist Andy Haldane found when he went digging
The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow. That being said, Sustainvest will be keeping an eye on a plethora of issues that could move this market. First–last
In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process of searching for quality companies is called ESG Screening. The ESG stands for Environmental, Social and Governance. FYI! We often get the question, “Well, does
Happy 2015! Well, what a year it’s been. The bull market of 2014 really never took a chance to relax with corporations continuing to reign in revenues. The scary thing is pundits are calling for this beast to continue doing so into 2015. For the 4th quarter we saw gains over 4% in all 3
As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off
The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and ‘foundation’ in the same sentence these days. And rightfully so: As technology and innovation in renewables start to take hold, the good old boys at the coal mining and fossil fuel companies are starting to
