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

To: Tapcon who wrote (31086)	5/30/2008 3:10:28 PM
From: wherry	Respond to of 78764

<Minas Basin in New Brunswick>. It's in Nova Scotia actually. The Irvings are researching run-of-tide sites (four areas) in N.B. in partnership with the Huntsman Centre. Tony.

To: Tapcon who wrote (31086)	5/30/2008 9:07:26 PM
From: Madharry	Read Replies (2) \| Respond to of 78764

I cant help but feel that the alternative energy/solar space is a little bit like the dot com era. Im not sure its so easy to pick the winners in that space. When will the winners emerge and will they be sufficiently unhyped that there will be money to be made by value players like us? .

To: Tapcon who wrote (31086)	5/31/2008 9:42:00 AM
From: Grommit	Read Replies (1) \| Respond to of 78764

> 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