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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Cy B who wrote (7893)	4/20/2010 2:56:26 PM
From: deeno	Read Replies (1) \| Respond to of 16955

"It is generally passive and spread across the entire industry." third largest holding is a 2x reverse energy ETF. Hardly a passive call.

To: Cy B who wrote (7893)	4/21/2010 11:06:48 AM
From: Jacob Snyder	Read Replies (1) \| Respond to of 16955

re TAN and FAN: I think both are actively managed, and charge a 0.60%/y fee for their (so far) inferior results. I don't follow TAN, since I don't own it and don't intend to. FAN (which I own at prices 12-13$) has been shifting out of turbine-makers, and incrementally moving into utilities (wind park owners). I'm guessing this is a defensive measure, to lessen losses, but it means that when the sector takes off, FAN will probably underperform. I use FAN, because many of the companies in this sector are small and European (although increasingly Asian). Either their stocks aren't available, or they don't report using US GAAP, or very little news is available about them. I am not aware of any wind or solar index ETFs that just track the sector without trying to pick stocks. If there are any, I'd prefer them.