Randy, it's not what I think that's important. Its what Wall Street thinks, is important.
I think Wall Street likes Scon,Isco,Ener,Cdts,Amsc. So, so do I.
That's actually a clear distinction between our investment styles. I own many companies that Wall Street already believes in (and I think they'll continue to do so -- e.g., NOK as you pointed out, although I do not anticipate owning one for several more years, I see their usefulness ;-).
But more importantly, I'm trying to keep an eye out for companies that Wall Street *will* believe in. OK, so it starts to be "Why doesn't Wall Street see what I see?!" sometimes; that kind of investing takes patience and a willingness to change your mind. That's what I'm working towards. That said, my portfolio is pretty boring, with the largest holdings being INTC, MSFT, RATL, NOK, YHOO, etc. Do you think Wall Street likes these? One I have that they don't like that much yet is APWR. As a bonus, it's a chance for me to invest in pure solar energy company (and one that makes money no less).
Randy |
