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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (25549)	12/17/2006 12:18:16 PM
From: E_K_S	Respond to of 78744

Hi Paul - If you can identify some new disruptive economic change or new technology, then find a basket of possible companies that will capitalize on these changing events (w/o going bankrupt) and you are lucky enough to invest a few dollars, you may have the potential to see a 20 bagger. The other key you mentioned is if you are lucky enough to accomplish the above, you must hold your winning position and book the profits over time. ============================================================== Winning the Oil Endgame: Principles and Progress a presentation that Amory Lovins gave at the Commonwealth Club December 4, 2006 described a scenario where significant efficiencies could be achieved in the use of current oil resource benefiting the world economy. I am sure there are future companies and industries that will benefit from these efficiencies (perhaps 20 baggers) but even the best investors will be hard pressed to identify them. ---------------------------------------------- Amory Lovins,RMI: WINNING THE OIL ENDGAME: PRINCIPLES AND PROGRESS When Monday, December 4, 2006 5:30 PM Where Commonwealth Club of California 595 Market St, 2nd floor San Francisco, California 94105 Description Physicist; Co-founder and CEO, Rocky Mountain Institute Oil is increasingly becoming a challenge through volatile pricing, supply and transport vulnerabilities, emissions, and global competition and security issues. Lovins, who has advised energy industries for over 30 years, will discuss the steps necessary to break our oil dependency and create wealth, enhancing choice and strengthening common security. (Here is a Real Audio link of his talk - commonwealthclub.org Rocky Mountain Institute has some great new reading. Winning the Oil End Game, sponsored in part by the Pentagon, is a 300 page roadmap for weening the US "completely, attractively, and profitably off oil". The stragegy starts with efficiency, then moves to biofuels and hydrogen, all while promoting jobs and business. Too good to be true? The whole book is available as a free PDF (http://www.rmi.org/images/other/WtOE/WtOEg_72dpi.pdf). ------------------------------------------------------------ The one company he mentioned was Ford (F) which I own but may now buy more. He likes the new CEO they brought over from Boeing. Also, eventually he believes natural gas (at lower prices) will be used to produce hydrogen for fuel cells. My plays are in the pipe lines and their distribution networks. Finally, in the next twenty years, one may want to cut back on the integrated oils and invest in companies that can produce (from wind, nuclear or natural gas) and distribute hydrogen. Many of the integrated oils (especially CVX) have research money going into fuel cell development and hydrogen production and the distribution infrastructure. You just have to connect the dots . . . EKS