Hope for Stimulus Spreads to Cleantech Investors

With the private sector shrinking instead of growing, any hope for the economy will likely come from public stimulus. That has fueled a discrete guessing game among investors as to which companies would benefit. After all, it would be nice to have at least a few stocks in a portfolio this December that are green, and not just red, red, red.With the stimulus package proposed for next year lurching toward $850 billion, or 6 percent of the U.S. economy (last year’s $14 trillion economy, that is, not this year’s slimmed-down version), the discussion is heating up. One thing that hasn’t changed: much of that cash will go toward a smarter grid (or at least bettering the current power-transmission system) as well as rebuilding schools and other buildings with an eye on energy efficiency.

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