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    • Maintaining Balance Between Virtual and Physical WorldsBuild strong community connections in real life and be aware of the limitations of relying solely on technology for essentials, especially during the ongoing COVID-19 pandemic

      While technology has made our lives more convenient in many ways, it's important to maintain a balance between the virtual and physical worlds. Neighbor to Neighbor emphasizes the importance of building strong community connections in real life, while Trevor Noah shares his experience of the limitations of relying solely on the cloud for our essentials. The discussion also highlights the ongoing COVID-19 pandemic and the importance of not becoming complacent despite improving trends. Even as we continue to make progress, it's crucial to remember that the virus still poses a significant threat to many lives.

    • Protecting Public Health and Promoting EqualityCDC and AAP recommend COVID-19 vaccinations for children to protect vulnerable individuals and prevent the spread of the virus and new variants. US Senate passes bill making lynching a federal hate crime, marking progress on racial justice.

      While some experts recommend against COVID-19 vaccinations for healthy children, the consensus among most health organizations, including the CDC and the American Academy of Pediatrics, is that vaccinations are crucial for protecting vulnerable individuals and preventing the spread of the virus and the emergence of new variants. Meanwhile, the US Senate has passed a bill making lynching a federal hate crime, marking a significant step forward in addressing racial injustice. This demonstrates the potential for bipartisan cooperation on important issues. Despite some controversial opinions, it's essential to prioritize measures that protect public health and promote equality.

    • The Long Road to Progress: From Lynching to Desegregation on MarsEmphasizing the importance of patience and persistence in achieving progress, Trevor Noah discussed the passing of a bill against lynching and ongoing conflicts like the war in Ukraine, encouraging continued advocacy for necessary legislation.

      Progress, whether it be in the form of legislation or societal change, often takes time and patience. During a recent discussion, Trevor Noah highlighted the long-awaited passing of a bill making lynching a federal hate crime in the US, which he jokingly suggested could have been expedited if certain historical events had unfolded differently. However, he also emphasized the importance of focusing on future progress, such as desegregation on Mars and addressing ongoing conflicts like the war in Ukraine. The war in Ukraine, now in its thirteenth day, has resulted in over two million refugees and ongoing peace talks with no resolution. Russia's tactics, including attempting to recruit Syrian fighters, suggest a potential shift towards making it a Middle Eastern conflict. Western corporations, including McDonald's and Starbucks, have cut ties with Russia in response to its actions. Despite these challenges, it's crucial to continue advocating for progress and passing necessary legislation to ensure a better future for all.

    • Ukraine Conflict Driving Up Global Gas PricesThe Ukraine conflict is causing global gas prices to rise, with Russia being a major supplier and corporations profiting, highlighting the need for energy independence and alternative energy sources.

      The ongoing conflict in Ukraine is causing a significant increase in gas prices worldwide. This is due in part to Russia being a major supplier of oil to the global market. The sudden price hikes can be devastating for individuals and businesses, as the cost of gas affects the price of everything. The inconsistency of prices at the pump can also be frustrating, with the price of gas seemingly changing overnight. Corporations, particularly oil companies, are profiting immensely from these price increases, leaving many to question why they can't absorb some of the financial burden. Ultimately, the situation highlights the need for energy independence and the potential for alternative energy sources to mitigate the impact of geopolitical instability on global energy markets.

    • Russia's Significant Source of Revenue from Energy ExportsEurope and US's heavy reliance on Russian energy gives Russia leverage, allowing it to threaten supply cuts in political tensions, while US oil production and ban on imports may not significantly impact global prices.

      Despite the economic sanctions imposed on Russia for its invasion of Ukraine, major consumers like Europe and the US continue to purchase large amounts of oil and gas from Russia, making it a significant source of revenue for the country. This reliance on Russian energy has given Russia significant leverage, allowing it to threaten to cut off supplies to Europe if political tensions escalate further. The US, which produces some of its own oil, has banned Russian oil imports in response to the invasion, but this action may not have a significant impact on global oil prices due to Europe's heavy reliance on Russian energy. The situation highlights the complex geopolitical dynamics at play and the challenges of balancing economic interests with political and moral considerations.

    • Europe and Russia's Interdependent Relationship and the Impact of Ukraine ConflictEurope's economic dependence on Russia's fossil fuels creates complex relations but also trade-offs. Conflicts like Ukraine's invasion highlight the importance of transitioning to renewable energy sources and building strong communities.

      Europe and Russia's relationship is complex and interdependent, with both sides needing each other for economic reasons. However, the ongoing conflict in Ukraine and Russia's invasion have highlighted the downsides of this dependency, particularly the trade-offs created by the reliance on fossil fuels. The situation has also shown the resilience and bravery of Ukrainian women, who have actively joined the fight against the Russian invasion despite the challenges. The women's participation in the resistance underscores the importance of building strong communities and standing up for one's country. Additionally, the ongoing conflict emphasizes the need for countries to transition to renewable energy sources and safe nuclear power to reduce their dependency on fossil fuels and avoid being in similar precarious situations.

    • Women Rising Up in the Conflict in UkraineDespite the ongoing conflict, women from both sides are actively participating and showing resilience by making protective gear, building homemade weapons, and even acting as couriers. Older women are learning new skills and Russian women are protesting against the war.

      The ongoing conflict in Ukraine has seen women from both sides rising up to resist and defend their respective nations. Ukrainian women are actively participating in the war effort by making protective gear, building homemade weapons, and even acting as couriers. Older women are learning new skills like making Molotov cocktails to aid their cause. Russian women are also standing up against the war, with some even burning their Russian passports in protest. These women's courage and determination serve as a reminder of the resilience and strength that can be found in communities during challenging times. It's a powerful reminder that even in the face of adversity, people will come together to fight for what they believe in.

    • Addressing the Global Soil CrisisIndustrial farming practices have led to the loss of organic content in soil, potentially rendering it unable to grow crops in 50-60 years. We must prioritize policies that promote organic soil enrichment to prevent desertification and ensure food security for future generations.

      We need to take action now to address the global soil crisis. Sadhguru, a mystic and best-selling author, is leading a global awareness campaign to save soil. Industrialized farming practices have led to the loss of organic content in the soil, and without replenishment, we may not be able to grow crops in 50-60 years. This issue is crucial because by 2035-2040, we're expected to grow 40% less food than we do now, and our population will exceed 9 billion. The loss of 27,000 species of microbes per year is a consequence of this issue. We must prioritize policies that promote the addition of organic content to soil to prevent desertification and ensure food security for future generations.

    • Soil health and food productionSoil health is crucial for food production and human survival. A decline in soil nutrients since the early 20th century threatens food security and could lead to crises. Increasing organic content in soil can reduce water requirements and make farming more sustainable, unifying people across differences.

      The health of our soil and its microbial activity is crucial for food production and human survival. Without it, we face a significant decline in food production and potential food crises. The drop in nutritional value in food from the early 20th century to now is approximately 90%, making it impractical to maintain current food production levels. This issue is not limited to developing countries but could lead to civil unrest anywhere in the world. However, there is hope. By increasing organic content in soil, we can reduce irrigation requirements and make farming more sustainable. This is a unifying factor that transcends national, racial, religious, and political differences. It's time for governments and individuals to prioritize soil health and make necessary policy changes. The pandemic has shown us that the world can stop, and it's essential to act now to ensure food security for future generations.

    • Advocating for Soil Health: Sadhguru's 100-Day ChallengeSadhguru's Save Soil movement emphasizes the urgency of addressing soil health and sustainability through individual actions and daily conversations, ensuring the well-being of future generations.

      Sadhguru, an influential spiritual leader, is advocating for the importance of soil health and sustainability, encouraging individuals to talk about it for 100 days. He emphasizes the urgency of addressing this issue now, as he believes that if we don't take action soon, we may regret it in the future. This isn't just another cause for people to add to their list; it's a matter of ensuring the well-being of future generations. Sadhguru's Save Soil movement aims to provide resources and information for those who want to contribute, and he encourages people to spread the message by incorporating it into their daily conversations. This isn't just about government action or large-scale initiatives; it's about individuals making a difference in their own way. So, let's all do our part and remember: safe soil.

    • Considering Shortcuts? Think Again.Focus on positive actions, prioritize safety, and get vaccinated. Avoid illegal activities and watch The Daily Show for insightful commentary.

      It's important to prioritize safety and getting vaccinated, even if it comes with a cost. Engaging in illegal activities, like siphoning gas from neighbors, may seem like a shortcut to save money, but it comes with serious consequences. Instead, focus on the positive actions that contribute to the well-being of yourself and those around you. Additionally, don't miss out on The Daily Show for a weekly dose of humor and insightful commentary. Tune in weeknights at 11:10 Central on Comedy Central, or stream full episodes anytime on Paramount Plus.

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    PODCAST: Best ESG Companies, Funds. And More…

    PODCAST: Best ESG Companies, Funds. And More…

    The 50 Best ESG Companies list from the US Investor’s Business Daily. Its top picks are Nvidia with a 12-month gain of 206%. Pool with a 72% advance and Salesforce.com which is up nearly 80%. Another article picks the renewable energy stocks Hannon Armstrong Sustainable Infrastructure Capital, NextEra Energy, and Atlantica Sustainable Infrastructure. And more

    PODCAST: Best ESG Companies, Funds. And More…

    Transcript & Links, Episode 44, November 6, 2020

    Hello, Ron Robins here. Welcome to podcast episode 44 published on November 6, 2020, titled “Best ESG Companies, Funds. And More…”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources.

    Remember that you can find a full transcript, links to content – including stock symbols and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts.

    And Google any terms that are unfamiliar to you.

    -------------------------------------------------------------

    1. Best ESG Companies, Funds.

    To start things off we have a great new article naming the best ESG companies by Investor's Business Daily. The article is titled As ESG Investing Gives 2020 A Sustainable Spin, 50 Best ESG Companies Revealed. It’s written by Alan R Elliott. Here are some quotes from Mr. Elliott.

    “The list highlights 50 stocks that boast both high ESG ratings and superior Investor’s Business Daily (IBD) stock ratings of fundamental and technical strength…

    These ESG stocks have been especially strong, with the top three stocks on IBD's Best ESG Companies list each having a Composite Rating of 99. In terms of stock performance, at the top of the IBD ESG list, Nvidia (NVDA) has a 12-month gain of 206%. Pool (POOL) has a 72% advance. Salesforce.com (CRM) is up nearly 80%. The next five stocks on IBD's ESG list averaged a 12-month gain of almost 70%. Nvidia and Pool are currently on the IBD 50 list of the best growth stocks…

    Profiles

    [Also], see the profiles of Nvidia, Salesforce.com, West Pharmaceutical Services (WST), Adobe (ADBE) and Best Buy (BBY)…

    MSCI ESG Research has ranked companies according to available information pertaining to environmental, social and governance criteria… Those ratings provide the basis for MSCI's more than 1,500 equity and fixed-income ESG indexes. The earliest of those, the MSCI KLD 400 Social Index, first launched as the Domini Social 400 Index in 1990.

    IBD cross-references MSCI's rankings with its database of all stocks to determine the 50 most ESG advanced companies in the growth stock realm… the MSCI ESG ratings compare companies only to other companies in their industry. An AAA rating means your ESG efforts put your company ahead of industry peers.

    Also keep in mind, some companies rank high due to social issues such as health care, company leave and diversity policies for their workforce, while they may be less environmentally savvy then a lower-ranked peer.

    To date, no standardized set of reporting requirements relates specifically to the countless aspects of corporate governance encompassed under the ESG rubric. That makes ranking difficult, and more of an art in certain situations than a science.” End quotes.

    -------------------------------------------------------------

    2. Best ESG Companies, Funds

    Though the title of this article is 3 Renewable Energy Stocks to Buy Ahead of the Election, the authors say it still makes sense to consider these three stocks after the election too. It’s published in The Motley Fool.

    As usual, I’ll mention the stock followed by quotes from the analyst concerning that stock.

    1) Travis Hoium likes Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI)

    Like any company that invests in renewable energy projects, Hannon Armstrong is in the business of generating a yield from its investments…

    The company can take equity or debt positions in projects, finance efficiency improvements, or even pay for ecological restoration. This means management can shift dollars to where it can get the best return for the risk, rather than being locked into one type of asset class in renewable energy. The result for investors has been impressive since the company went public…

    Few companies have the ability to adapt and succeed in the current environment like Hannon Armstrong, and investors will be rewarded with not only a great stock but a 3.1% dividend yield as well.

    2) Howard Smith recommends NextEra Energy (NYSE: NEE)

    NextEra announced its [adjusted] third-quarter earnings per share (EPS) grew 11% compared to the previous-year period. The parent of electric utilities Florida Power & Light and Gulf Power continues to grow its renewable energy generation capacity for those businesses. But its NextEra Energy Resources business is experiencing the strongest growth, with EPS up 23%...

    [NextEra’s] Energy Resources business is the world's largest generator of solar and wind power, and has a growing battery storage segment…

    NextEra… extended its earnings growth expectations of 6% to 8% off that higher base through 2023. The company also said it continues to expect a 10% annual dividend per share increase through 2022…

    3) Jason Hall suggests Atlantica Sustainable Infrastructure (NASDAQ: AY)

    The future of the world's power supply is heavily tied to solar and wind, no matter who's sitting in the Oval Office or roaming the halls of Congress. And few companies are as well-positioned to profit from this reality as Atlantica. The company owns, develops, and operates utility-scale wind and solar energy power plants, selling the power on long-term contracts. The result is steady, utility-like cash flows that it can use to fund new projects, and return to shareholders in a steadily growing dividend.

    Atlantica is an international business, meaning that no matter what legislative action is taken in the U.S., its prospects remain very good…

    At recent prices, Atlantica's dividend yield is over 5.4%, and the prospects for regular dividend growth from here are very strong… Atlantica is a stock worth buying right now, no matter the outcome of U.S. election.”

    -------------------------------------------------------------

    3. Best ESG Companies, Funds

    Most ethical and sustainable investors are enamored with passive ETF index funds. However, some see a possible resurgence in actively managed funds too. One company that has brought to market an actively managed ESG fund is US fund manager Vanguard.

    An article titled This ESG Fund From Vanguard Is Off to a Good Start describes this product. It’s written by David Kathman and appeared on the Morningstar.com site.

    Here are some of Mr. Kathman’s thoughts concerning the fund.

    Quote Vanguard Global ESG Select Stock (VEIGX) has shown promise so far, but it still has plenty to prove given its short track record. It earns a Morningstar Analyst Rating of Bronze for both its Investor and Admiral shares.

    Vanguard launched this fund in June 2019 as the first actively managed environmental, social, and governance fund in its lineup… The fund has looked pretty good so far in its first 16 months of existence; its returns have beaten the world large-stock Morningstar Category average and the FTSE All-World Index benchmark, and it has earned a Morningstar Sustainability Rating of High (5 globes). Expenses are low, as one would expect of Vanguard, which remains a topnotch parent. All this is encouraging, but the fund will need to deliver over a longer time period to earn an Analyst Rating higher than Bronze…

    The fund held up pretty well in the bear market from Feb. 19 to March 23, 2020, when its 30% loss was 2 percentage points less than the category norm and the benchmark.” End quotes.

    -------------------------------------------------------------

    4. Best ESG Companies, Funds

    In the UK, the FT Advisor just published an article titled Top 10 ESG funds named amid record year for inflows. Some of these funds might be of interest to non-UK residents as well. The article is by Imogen Tew.

    Here are the funds with some brief quotes from the article.

    Domestic UK

    Royal London’s Sustainable Leaders fund was the top performing UK ethical fund over the past decade, almost tripling investors’ cash, according to AJ Bell.

    Of ethical funds with a ten-year record, Premier Ethical and Liontrust Sustainable Future UK Growth also performed well, returning 174 and 152 per cent respectively. [Incidentally, go to this podcasts’ page for more of the top funds.]

    Top 5 UK ethical funds 10 year total return (%)
    Royal London Sustainable Leaders (GB00B7V23Z99.L) 195.9
    Premier Ethical (0P00015BBW.L) 174.4
    Liontrust Sustainable Future UK Growth (0P00000XCL.L) 152.6
    Liontrust UK Ethical (0P0000XMUY.L) 150.8
    BMO Responsible UK Equity (0P00000DLP.L) 111.2

    Over the same time period, the FTSE All Share returned 64 per cent while the FTSE 4Good UK saw an average performance of 71 per cent.

    Global

    There have been some funds which have managed to outpace the racy MSCI World Index, however. The Liontrust Sustainable Future Global Growth fund tops the performance chart with a return of 267 per cent in 10 years. [Again, for more top-performing funds in this category go to this podcasts’ page.]

    Top 5 Global ethical funds 10 year total return (%)
    Liontrust Sustainable Future Global Growth (0P000023KC.L) 267.1
    Janus Henderson Global Sustainable Equity (JEDTX) 262
    BMO Responsible Global Equity (0P00000DLN.L) 240
    Pictet Water (P3II.F) 212.4
    BMO Sustainable Opportunities Global Equity (0P00017TVR.TO) 179.7

    Mr. Laith Khalaf, a financial analyst at AJ Bell, said: ‘Given the extremely strong absolute performance of ethical funds in the global sector, it’s difficult to say investors should be disappointed but technically as a group they have underperformed.’” End quotes.

    -------------------------------------------------------------

    End Comment

    Well, these are my top news stories and their stock and fund tips -- for this podcast: “Best ESG Companies, Funds. And More… ”

    To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode.

    Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast.

    And please click the share buttons to share this podcast with your friends and family. Let’s promote a better world through ethical and sustainable investing!

    Contact me if you have any questions.

    Stay well and healthy—and aware of the sustainable values of your investments!

    Thank you for listening.

    Talk to you again on November 20. Bye for now.

    © 2020 Ron Robins, Investing for the Soul