Market Vectors Glbl Alter. Engy ETF Trst (AMEX:GEX)

CAPS Rating: 4 out of 5

Exchange trade fund

Results 41 - 54 of 54 : « Previous 1 2 3

Recs

0
Member Avatar jeddy61 (< 20) Submitted: 3/24/2008 6:15:24 PM : Outperform Start Price: $43.22 GEX Score: -79.14

I think that alternative energy is a great sector to get into. Oil reserves might not run out in the near future, but eventually they will run out. There will have to be slack taken up by forms of energy because people won't stop using energy.

Recs

0
Member Avatar gunark (64.56) Submitted: 3/5/2008 10:22:02 AM : Outperform Start Price: $43.48 GEX Score: -80.22

The next great bubble.

Recs

0
Member Avatar AhWu (< 20) Submitted: 3/3/2008 4:12:13 PM : Outperform Start Price: $42.39 GEX Score: -81.23

This one's a no-brainer. If you don't buy into the future of alternative energy, then... well, I suppose then you'd be the no-brainer

Recs

0
Member Avatar mowl4962 (< 20) Submitted: 1/28/2008 12:13:05 AM : Outperform Start Price: $43.62 GEX Score: -81.07

With energy prices going up, alternatives will become more popular - and green too.

Recs

0
Member Avatar SolarWindFuture (< 20) Submitted: 1/25/2008 12:15:17 PM : Outperform Start Price: $44.40 GEX Score: -80.22

ETF with weighting toward wind and solar, international.

Recs

0
Member Avatar starrios69 (47.92) Submitted: 1/19/2008 2:13:03 PM : Outperform Start Price: $31.47 GEX Score: -77.40

Next President will have to listen to alternative resources or face the people whom elected him/her into office. If you want change, save us from ourselves.

Recs

1
Member Avatar rvh95rvh95 (57.07) Submitted: 1/18/2008 3:14:32 PM : Outperform Start Price: $42.60 GEX Score: -81.23

I've been very interested in adding a Solar ETF to my folio for some time. This is a wonderful growth sector but there are so many companies in the game it is difficult to determine where to invest. An ETF broadens the risk significantly. I was originally attracted to PBW however GEX has outperformed since launch. Love GEX's substantial holdings in Renewable Energy and Q-Cells, companies I want to own but can't purchase directly through my broker. This sector was overvalued in 2007, but ETF's like GEX are flexible and can rebalance holdings to take advantage of the huge growth solar will sustain through next decade.

Recs

2
Member Avatar thinkibm (< 20) Submitted: 1/2/2008 9:40:05 PM : Outperform Start Price: $57.57 GEX Score: -78.15

The reason why oil is trading so high is uncertainty coupled with

anticipated continued growth in demand. The price is more or less a

function of projected growth in future demand not present supply.

The automobile market in China and other parts of the developing world

is likely to exhibit continued growth.

OPEC issues many statements publically because they are a political

entity as much as anything. Many of the member states are enjoying

the benefits of high oil prices. There will likely be a lack of

consensus to significantly increase supply. Uncertainty overshadows

the whole market with Iraq, Iran, Russia, Venezuela and Nigeria all

exhibiting their own versions of instability coupled with a motivation

to promote and optimize their own agendas. High oil prices benefit

the producers whose leadership will not look to long term consequences

on world economic growth or long term demand.

GEX reflects the ability to de-couple future demand for oil in several

ways. Most major automobile manufacturers have established active

committments to deploy plug-in hybrids which will significantly

increase electricity demand (in the future). A weak dollar will shift

more manufacturing to the US and maintain Chinese domanence in most

markets. A way to incrementally increase electric generation in

pocket-sized capital expeditures is through the use alternative

energy. Nuclear will be the backbone but these projects take decades

and billions of dollars. A solar array or windfarm costs an order of

magtitude less but more importantly is deployable in less than 2 years

(in many instances). GEX also reflects a decoupling of the price of

energy generation from commodity markets partially insulating a local

economy from price shocks and uncertainty. It turns an economic

problem into an engineering challenge. One critical strength in solar

and wind is that it can deliver energy where water resources are

scarce. Nuclear, coal, natural gas etc. all depend on large

quantities of water as a cooling source. Scarcity of water resources

will continue to place pressures on local economies to seek

alternative energy sources. Additionally, the space requirements for

solar and wind are such that you can place a solar array on the roof

of your factory and a windfarm above the growing crops. You cannnot

place a coal burning plant on top of your factory and a nuclear power

plant requires significant land resources. The efficiencies and

advantages of alternative energy sources will play themselves out in

an accelerated fashion as more advanced manufacturers and local

economies realize these advantages.

There is no active support for strengthening the dollar coming from

any influential entity. The looming recession of 2008 will likely

curb growth and therefore tame inflation enabling the Fed to cut rates

further (which will put downward pressure on the dollar). Many

Chinese and Japanese banks are placed in an unusual position of both

holding a large amount of T-bills and are internally pressured to buy

more debt because of large dollar denominated reserves. The middle

east is likewise holding a lot of dollars. If OPEC begins trading

crude oil in Euros there will be marked downward pressure on the

dollar boosting exports from the US and slowing growth in many parts

of the world. Unfortunately, most of the world economy is based on

American consumption. A weak dollar will place pressure on local

markets to become less dependent on imports shipped to the US.

Wether or not any of this translates into continued upward price

growth in GEX is (in the short run) unknown. But in the long run I

believe the Buffets of the world will see alternative energy's

potential and then the next dot com era will begin - so-called

".energy".

I have not mentioned global warming and all the politics associated

with that. That is another discussion altogether.

Recs

0
Member Avatar Moneyman256 (< 20) Submitted: 12/29/2007 12:47:53 PM : Outperform Start Price: $57.91 GEX Score: -76.84

Fossil Fuels are in finite supply. Both public and private reserch Money is flowing into Alternative energy companys' and governement sponsored projects. This industry is set to take off and will flourish when Oil breaks the $100 a barrel barrier by June of 2008.

Recs

0
Member Avatar Ryanlanham (< 20) Submitted: 12/16/2007 5:13:10 PM : Outperform Start Price: $54.93 GEX Score: -76.74

No-brainer of the EFTs.

Recs

0
Member Avatar Heidche (< 20) Submitted: 12/14/2007 11:25:00 AM : Outperform Start Price: $54.93 GEX Score: -76.74

Alternative energy will outperform utilities in the future

Recs

1
Member Avatar johnoops (40.48) Submitted: 12/11/2007 9:16:26 PM : Outperform Start Price: $55.79 GEX Score: -74.23

With Global warming such a hot topic. Companies doing the green thing. Investors want to ride this wave. I’m big on ETF’s. They diversify for you. Softening any down swings and running on trends.

Recs

0
Member Avatar OllieDz (< 20) Submitted: 10/18/2007 9:12:27 PM : Outperform Start Price: $48.78 GEX Score: -70.52

Embrace the future.

Recs

5
Member Avatar AndyShea (96.91) Submitted: 10/5/2007 2:41:22 PM : Outperform Start Price: $47.39 GEX Score: -68.27

It used to be that the single most important development for investment in clean energy was the price of oil. When oil gets more expensive, interest in alternative energy (renewable energy) goes up. But the emerging push to de-carbonize the energy supply suggests this historic trend may be moderating. If true, it would be a paradigmatic change in the sector, brought on by consumer and business awareness and driven by a new political policy.

The U.S. spends about $600 billion a year on energy. Most of this (83%) is from fossil fuels. Hydropower produces 6%, nuclear 6%, and the rest is biomass, wind and solar power. But despite being the world's largest energy consumer, the U.S. has historically lagged Europe in clean energy investment. This appears to be changing, with some $4.9 billion in venture capital, $3.45 billion in public market capital and $8 billion in asset financing for U.S. sustainable energy in 2006 - slightly less than the European Union.

Moreover, as the clean energy industry develops, efficiencies emerge and costs go down: banks will lend when projects are familiar and increased competition in lending leads to innovative financing for new projects. Given the historic performance and future expectations for the U.S. dollar (oil is USD-denominated), I don't expect crude prices will come down much in the near future, either.

Good long term investment choice, especially for those who want to diversify their portfolios.

Results 41 - 54 of 54 : « Previous 1 2 3

Featured Broker Partners


Advertisement