The Latest
Gettin’ Rolling with Shimano
Shimano Inc. is a Japan-based maker of cycling components, fishing tackle, and rowing-related equipment. Cycling components represent approximately 80% of sales, and fishing tackle 20%. “Other,” which includes rowing components, represents less than 1%. The company has two manufacturing facilities… Read More >
Company Profile: Organon (OGN)
Organon is a pharmaceutical company focused on women’s health that spun off from Merck in June 2021. Since the spinoff, Organon has acquired additional reproductive treatments, including a treatment for pre-term labor, another for postpartum hemorrhaging, potential treatments for endometriosis… Read More >
Clean Yield’s Reflections and Actions Regarding Reproductive Rights
No country can ever truly flourish if it stifles the potential of its women and deprives itself of the contributions of half of its citizens. –Michelle Obama
We’ve been reeling this week. The news that the Supreme Court of the… Read More >
Concealment Clauses Proposal Earns 64.7% Support from IBM Shareholders
64.7% of IBM shareholders supported a proposal submitted by Clean Yield Asset Management calling on the Company to report on its use of concealment clauses at IBM’s 2022 Annual Meeting of Stockholders. The support for this proposal comes at a… Read More >
Statement in Support of Concealment Clauses Proposal at the 2022 IBM Annual Meeting
On April 26, 2022 Clean Yield Asset Management delivered the following statement at the 2022 IBM Annual Meeting in support of its proposal requesting that IBM report on the potential risks related to its use of concealment clauses in the… Read More >
Q1 2022 Market Update: A Fragile Market Meets War and Inflation
War in Ukraine’s Impact on Investment Markets
Does the upending of the post-World War II geopolitical order alter our investment strategy? Yes, but not how you might think. We’re still extraordinarily negative toward global stock markets but much more enthusiastic… Read More >
Profile: Telia Company
Telia Company, headquartered in Sweden, is the market-leading digital communications provider to the Nordic and Baltic countries. Like other major telecom companies, in recent years it has expanded from providing voice telephone service to wireless voice and data, and fixed-line,… Read More >
Stock Market “Corrections” and “Bear Markets”
The stock market (as measured by the S&P 500 index) is down sharply since the start of the year. We thought we would use this moment to clarify some of the terminology and nuances of market downturns.
Amid a long… Read More >
Profile: SJW Corp
SJW Corp. (SJW) is water utility that is based in San Jose, California. Like other publicly owned utilities, the company has been diversifying to reduce its climate, economic, and regulatory risks.… Read More >
Q4 2021 Market Update: Herd Immunity?
We can sum up 2021 quite simply: Covid, Covid, Covid … and the S&P 500 stock market index hit a record high (more than 70 times). But let’s look “under the hood” and assess prospects for 2022.
This year might… Read More >
Company Profile: Vital Farms
In the current massively overvalued stock market environment, it has been far more difficult than usual to find stocks that meet our investment and social criteria. We recently, however, found a new consumer staples stock that seems to offer an… Read More >
Night School December 2021: Inflation
Inflation is in the news every day. We see it first-hand at the gas station, the grocery store, and elsewhere. It clearly has captured the attention of both the public and investors. The number of Google searches for “stagflation” (a… Read More >