Vestas Wind Systems ADR (NASDAQOTH:VWDRY)

CAPS Rating: 3 out of 5

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Member Avatar TMFVelvetHammer (63.49) Submitted: 2/5/2014 11:56:35 AM : Outperform Start Price: $10.88 VWDRY Score: +28.79

After losing something like $2 billion U.S. over the past few years, the board brought in new management to turn the company around. On $1.6 billion less revenue, the company almost turned a profit, shaving losses to less than 90 million EUR.

The key? Shutting down 1/3 of its factories while improving efficiency to still meet demand, saving about 480 million EUR annually. Also, sold off tooling business to a German company that will leverage the assets much better, allowing Vestas to still utilize them as a customer.

Yes: The company did a stock offering to raise cash, but it's only about 3% dilution and cheaper than debt so it's smart and minimally harmful to investors.

Foolish Bottom Line?

The company has a great reputation around the globe for their products, and I believe that they will grow their business faster than the wind market, as they take more market share from GE and Siemens over the next 5 years. And remember, the stock is still less than half its peak price. Lots of upside.

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Member Avatar 06subaru (< 20) Submitted: 7/8/2013 12:18:13 AM : Outperform Start Price: $5.07 VWDRY Score: +183.43

Outperform

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Member Avatar rofgile (99.30) Submitted: 1/29/2011 6:39:28 AM : Outperform Start Price: $24.97 VWDRY Score: -129.03

On sale right now - best wind company in the world.

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Member Avatar whomonkyoulus (28.39) Submitted: 11/4/2010 4:43:30 PM : Outperform Start Price: $11.25 VWDRY Score: -17.95

They just opened up their North American Headquarters here in Portland Oregon, the best city for that I think. Until biotech revolutionizes the fuel business, dinosaur energy will keep getting more expensive relative to wind generators: the low hanging fruit has already been picked, beep water drilling will become a "not near my yard" issue, and electric cars are finally viable. There could be short-term glitches like rare-earth imports drying up, but this kind of progress will march along, subsidies or no. I like thin film solar more, but Nano-Solar is private, and the electrical system is more complicated for me; this is simple.

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Member Avatar ttboydxb (29.10) Submitted: 9/11/2010 3:01:03 PM : Outperform Start Price: $12.38 VWDRY Score: -50.73

Didn't realize it had gotten this cheap. I went to their website awhile ago, and they emailed me a very comprehensive investors package. Seem like a very stable and well run company. A long term pick. Thanks Binve for reminding me of this one.

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Member Avatar MainStreetMayor (46.97) Submitted: 6/8/2010 2:52:54 PM : Outperform Start Price: $16.35 VWDRY Score: -90.83

Wind is already at grid parity for new construction. 50% of the capacity added the last two years in the US was wind. Considering the oil gushing into the gulf it seems like the right time to get into alternatives.

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Member Avatar mprestonoh (20.25) Submitted: 3/16/2010 11:42:20 AM : Outperform Start Price: $16.71 VWDRY Score: -77.60

a proven technical performer, but future depends on carbon cost and subsidies

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Member Avatar ladougg1969 (< 20) Submitted: 1/13/2010 7:40:16 PM : Outperform Start Price: $21.50 VWDRY Score: -100.58

Wind baby!

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Member Avatar ayaghsizian (96.49) Submitted: 12/20/2009 4:28:31 AM : Outperform Start Price: $19.46 VWDRY Score: -98.87

wind energy seems good

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Member Avatar mks6167 (43.20) Submitted: 11/9/2009 1:12:58 PM : Outperform Start Price: $26.00 VWDRY Score: -121.77

Wind is a key piece of the world's energy puzzle. As manufacturing becomes more efficient and battery technology improves the feasibility of large wind projects in optimum locations will increase.

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Member Avatar A6EIntruder (55.25) Submitted: 10/16/2009 9:46:04 PM : Underperform Start Price: $22.50 VWDRY Score: +112.32

I love Vestas and we established a position in February, late after a significant run up on the stock. Since then it's been trending flat- to paper- loss.

We will continue to invest in it, since they are the undisputed leader.

I downthumb because the infrastructure spending in NA has been significantly delayed. Green energy still has not attained the all-important grid-parity with other forms of dinosaur fuels. Additionally, too much attention is being paid to natural gas for alt energy to pick up the slack. (Natural gas is touted in the States as the 'home grown' green fuel, on account of its emissions profile when compared to coal and oil.)

Finally, Vestas and many green energies depend upon subsidies. We have already seen that these are drying up in progressive markets such as Europe's, and we haven't seen the anticipated spike here in the States.

Buy the stock by all means (we will) but be prepared for a long sit out on the benches.

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Member Avatar Ironpinata (< 20) Submitted: 7/22/2009 1:17:38 PM : Outperform Start Price: $23.75 VWDRY Score: -142.43

Wind is emerging. Vestas leads in making turbines.

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Member Avatar TRGoodvsEvil (49.13) Submitted: 7/3/2009 9:09:04 PM : Outperform Start Price: $22.50 VWDRY Score: -154.30

Clean energy juggernaut.

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Member Avatar tixlong (55.72) Submitted: 5/8/2009 3:40:08 PM : Outperform Start Price: $25.89 VWDRY Score: -155.28

don't usually pick the pinks or OTCs from this "player", but bean1999 makes a convincing argument for a longer-term hold

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Member Avatar KempInTheWoods (62.37) Submitted: 4/30/2009 1:50:22 PM : Outperform Start Price: $21.48 VWDRY Score: -155.51

Wind power player from Denmark. Lots of contracts in lots of countries. Increasing U.S. work force from 1,000 to 4,000 this year - building new production facilities in Colorado and opening R&D in Boston & Houston. I'm buying the "lead dog" on a good macro trend line.

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Member Avatar ChairmanMAObama (63.36) Submitted: 4/24/2009 1:22:33 AM : Underperform Start Price: $18.95 VWDRY Score: +150.31

The europeans have started cycling back building more farms. The envirnmental terroriset ( thank you Janet) have to many birds and bugs and rodentia to litigate for. who knows windmills maybe more dangerious than nuks. our planet may sink up and fly out of our own atmosphere. woe is we.

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Member Avatar gtmbuilder (82.07) Submitted: 4/23/2009 3:46:32 PM : Outperform Start Price: $19.14 VWDRY Score: -153.66

Market leader. When financing opens up and capital starts flowing for big wind farms vestas will do well along with everyone else doing wind.

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Member Avatar rabrom (< 20) Submitted: 4/19/2009 5:24:40 PM : Outperform Start Price: $17.80 VWDRY Score: -146.37

Solid with technology that has yet to reach its full potential

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Member Avatar Trimalerus (89.93) Submitted: 4/3/2009 2:19:25 AM : Outperform Start Price: $17.75 VWDRY Score: -151.85

Wind Power is set to grow rapidly worldwide in the next few years, so I'm snapping up stocks that are still close to their 52 week lows before the market realizes the long term value in this sector. I've already picked a few discount Wind ETFs, now it's time to add a few worthy specific stocks in this market for long term growth. The high outperform ratio is also a plus. It would have been better to pick this last month, but it should still perform well over the next 3-5 years.

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Member Avatar makemusic (< 20) Submitted: 3/10/2009 1:03:03 PM : Outperform Start Price: $13.51 VWDRY Score: -166.19

The future of energy is renewables!

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