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Strategies & Market Trends : Value Investing

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To: Tapcon who wrote (31086)	5/31/2008 9:42:00 AM
From: Grommit	Read Replies (1) of 78774

> but was not able to access the article on Solazyme also featured on the news hour this week: pbs.org I think the news hour shows was way too optimistic. >In wind energy, I really don't know the biggest players, If you find any decent investments here. pls post something for us. directindustry.com I looked at vestas and others 3 years ago and they were unprofitable or private, and not a value play at all. Of course, the stock of vestas has gone up 10x since then. finance.yahoo.com vestas.com finance.yahoo.com >At times I feel a bit overwhelmed trying to evaluate the energy alternatives Yep. I went thru all this 3 years ago, and bought mainly oil sands, railroads, and a few others (BNI before WB). Message 21362913 (PS - I ended up with energy 45% of my total stock portfolio, or 75% of portfolio if dividend stocks excluded. A very overweight but lucky move.) Sector picking is more important than stock picking. >Solar power has had a good run, but I'm kind of late to the party I recently started positions with 2 solar companies STP and TSL. I think that a few from this list have reasonable forward PEs. There are many others that I have not listed, I am sure. finance.yahoo.com

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