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

To: Madharry who wrote (31088)	5/31/2008 9:58:31 AM
From: gcrispin	Read Replies (2) \| Respond to of 78764

I think you bring up a good point. I've stayed away from the solar space for that reason. But "alternative energy" is a term for a big tent and I think some of the best plays are international because countries that need resources and have yet to have an established infrastructure will be willing to try something new. I bought GU a couple of months after the IPO and don't think it is unreasonably priced based on its growth rate. Boone Pickens has made a strong case for the use of natural gas in transportation, but I'm not sure if anybody is listening in the US. boston.com NGV Global is a good site to get a feel for what is going on internationally. ngvglobal.com Overseas, that is a different matter. Chang has been mentioned here before and I own a large position. I also bought SNEN this week. These are speculative companies that currently profitable with reasonable PEs and are positioned for future growth. marketwatch.com