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trackgreenenergy (40.05)

The good, the bad, and the ugly in green and alternative energy.

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February 12, 2009 – Comments (7) | RELATED TICKERS: FTEK , NWPX , ENER

This has been interesting.  The moment word got out that the stimulus package was probably going to pass sooner than expected, stocks in alternative energy (among others) took a dive.  Why?

In any event, I had considered ending those stock picks that proved to be duds after a test run of ohh . . . about 3 or 4 months?  In addition, after the stimulus package is actually passed, I thought it would be fun to watch emerging companies grow (or not) and add them to the list as they become public.

I think I will start predicting underperformers as well, but that will be in the future.  Right now I want to see who makes it and who doesnt.  I believe the alternative/clean energy market is ripe for the taking and I'm looking forward to see who can handle it and who cant :)

Right now the biggest disappointment has been with Evergreen Solar (ESLR).  Go HERE to read their Feb. 5th press release.  SOLR and JASO follow a close second.  In fact, solar doesnt seem to be doing well at the moment overall.  The best one in my list (as of 02/13/09) is STP (Suntech) followed closely by FSLR (First Solar); neither have a stock gain at the moment from when I added them. 

The overall winners seem to be in wind power with VESTAS in the lead in my list (VWSYF.PK  VWDRY.PK).  Personally, I like the idea of wind power.  Although I would like to see wind and solar marry for a double punch (I envision wind turbines that also collect solar energy).  Hey, we can send men to the moon cant we??

In addition, I would LOVE to see pollution control services increase in the near future.  Anyone who has lived in SMOG infested areas (like I have) should be able to understand the need.  Therefore, I am a big fan of FTEK, and was so BEFORE it became a 5 star rated stock.  In fact, I think I bought into it when it was only a 2 or 3 rated stock.  I was green before it was even a buzz word. 

Lastly, I would LOVE to see water management companies increase and improve.  We all need clean water folks.  I've heard that water will be the next oil.  In other words, we will have conflicts over clean water like we have had over oil.  Water conservation is imperative and we need to manage the clean, fresh water we currently have.  I have several stock picks in this market:  MWA  PHO  LNN  AWK  NWPX.

 

7 Comments – Post Your Own

#1) On February 12, 2009 at 12:50 PM, socialconscious wrote:

HI Trackgreenenergy! Good stuff as always and your picks amke an excellent start for due dilligence in the green sector.  Could you tell my why Vesta has two symbols?

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#2) On February 12, 2009 at 12:59 PM, devoish (99.64) wrote:

For water you could add Pall corp (PLL) a filter manufacturer.

 I think there is a glut of photovoltaic solar on the market and there will be some consolidation. I read a rumor that STP is going to go looking for new capital, I do not know if it will be in the form of  a share offering or borrowing or if the rumor is even true. I think CSP (concentrated solar power) is the better choice for now and I especially like UTX with their liquid salt heat storage to make solar energy available at night. And wind is the best bang for buck energy source readily available right now. My first choice in wind is Gamesa. With Bush gone we should be able to do a better job with ethanol without having a corn cob shoved up our **s, but it is not an investment yet imho.

And with wind you could check Moog (MOG/A or B) They don't make the windmills, they make the pitch control systems for the windmills.

Good luck.

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#3) On February 12, 2009 at 1:07 PM, trackgreenenergy (40.05) wrote:

Hi Social and devoish,

Vestas is a Danish company.  I believe they have a Danish stock and an American stock. 

And to Devoish, thank you for the heads up on the stocks for alternative energy.  I thought about adding PLL this last week but at the time I didnt have enough info on their contributions to green.  i will make sure to do research on them.

Thank you!!

Joy

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#4) On February 12, 2009 at 1:23 PM, Seeley2620 (69.83) wrote:

What do you all think of Tonbridge Power. TBZ a small canadian company getting started in the infastructure. Building a powerline for wind farms to connect to in Montana. www.tonbridgepower.com

 It's a penny stock at the moment and probably too early to invest in but I think it has potential.

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#5) On February 12, 2009 at 1:50 PM, devoish (99.64) wrote:

A quick glance at TBZ tells me they are heading toward share dilution with only enough cash to make one more months interest payment. They have never made a dollar transmitting power. If they are a real company actually building transmission lines, and I am not taking the time to find out, I still wouldn't touch them as there are plenty of companys that actually have income. Your "too early to invest" idea is probaly spot on. Watch them if you want, don't blame me if they quadruple and you didn't buy them.

JMHIO (Just My Humble Ignorant Opinion). In ten minutes I really don't know for sure.

Good luck

 

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#6) On February 14, 2009 at 4:25 PM, StockSpreadsheet (65.49) wrote:

TrackGreen,

I think it would be problematic to have the wind turbines collect solar energy.  Most solar collectors are heavy, (other than the thin-film stuff, which is improving its watt-per-square-foot ratio), and the turbine blades need to be as light as possible, (both to be easier for wind to move and so it doesn't put too much strain on the generator/mounts).

As an alternative, I think you could have wind turbines in the middle of a field of solar collectors.  The wind turbines need to be spread out over a fairly large area, (to cut down on wind vorticies being created if they were too close), and due to the span of the blades.  I don't know why you couldn't fill in most of the area between the turbines with solar collectors, (leaving room for access roads for the turbines and the solar collectors).  The turbine blades would not cast much of a shadow since they are moving and are fairly thin overall.  Sure there would be some degredation in the performance in the solar collectors as the shadows of the blades pass over the collector, but I would imagine in would be like 5% or less, so should not be too serious.

Just a thought.  Good luck with your green energy profile.

Craig 

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#7) On March 10, 2009 at 3:07 PM, Waynoooo (45.28) wrote:

You have obviously done your research on green energy!  Thanks for the posts.  My question...does anyone know of green homebuilders?  Most building companies are still using stick and frame insterad of some of the more energy efficient (and cost competative) materials available.  Anyone have any thoughts?

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