MOTLEY FOOL ON NEW ENERGY MARKET

The good, the bad, and the ugly in green and alternative energy
Trackgreenenergy, February 12, 2009 (Motley Fool CAPs blog)

“…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 :)"

click to enlarge

“Right now the biggest disappointment has been with Evergreen Solar (ESLR)… 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??"

click to enlarge

“In addition, I would LOVE to see pollution control services increase in the near future…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… we will have conflicts over clean water like we have had over oil. Water conservation is imperative…I have several stock picks in this market: MWA PHO LNN AWK NWPX.”