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

To: Jurgis Bekepuris who wrote (32763)	11/13/2008 9:55:58 PM
From: E_K_S	1 Recommendation Read Replies (2) \| Respond to of 78666

HI Jurgis - My interest in DD is their investment in emerging solar technology. Here is a previous post with some links. Message 24792715 I assume their other businesses will perform as in the past and that their solar division will eventually contribute significantly to the company's ROI. Who knows, maybe they will spin off this division to shareholders and vertically grow their solar business services to include home & business installations. When I researched many of the other pure solar plays it was just too risky as there were not really any "value" buys. I then looked out to more established companies that were investing in Solar development. Cypress semiconductor was the fist company to have quite a bit of success and did spin off their solar business. AMAT was another but when I stumbled upon DD and their huge solar investment in China, it seemed like a very conservative way to invest into this emerging business. Although DD it is not a pure play for Solar it is one of the best conservative investments I can find at the current moment. They also pay a pretty good dividend (>5%). Solar product revenues for DD may exceed $400 million next year and I suspect worldwide this could be well over $1 billion especially if these new solar arrays are deployed throughout China and the BRICK countries. Next to oil, natural resources and shipping companies, DD and their solar division will be a member in my top 10 holdings. GE is another one I like (excluding their finance arm). They have interest in many energy related areas; Wind, turbines, power plant management etc (even in oil Limited Partnerships recently). I continue to build my position up on this one too. EKS