THE NEW ENERGY TIPPING POINT

Fidelity Analyst Bullish on Alternative Energy Firms
Dave Lindorff, July 6, 2011 (On Wall Street)

"The wind is at the back of alternative energy and it has a sunny future that investors should prepare to capitalize on…Anna Davydova, portfolio manager of Fidelity Select Environment and Alternative Energy…says she is bullish long-term about the alternative energy sector, which she says is reaching an ‘economic tipping point’ where solar, wind and biofuels become truly competitive…"

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"She bases her optimism on three factors…[1] a string of recent disasters, such as the BP well blowout in the Gulf of Mexico, and the earthquake and tsunami-induced meltdowns of the nuclear plants at Fukushima…[2] the huge and growing demand for energy in emerging markets, with their massive populations…[and,3] rapidly developing technologies…"