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

To: Jacob Snyder who wrote (11491)	8/12/2011 2:23:31 PM
From: Eric	Read Replies (1) \| Respond to of 16955

Q-Cells: Q2 Solar Blues, Part 2 Losses of $439M, major restructuring, and auctioning off equipment. Can the once-dominant German solar manufacturer recover? greentechmedia.com

To: Jacob Snyder who wrote (11491)	8/15/2011 1:22:18 PM
From: Doren	Respond to of 16955

Gutsy move Jacob. Hope you make some money. I may follow you with a bit. Mostly into Apple for the past few years, but all good things come to an end.

To: Jacob Snyder who wrote (11491)	8/15/2011 3:25:40 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 16955

Started buying WM = Waste Management today at $31. Will add more every 3$ on down. WM is the biggest trash-hauler in N. America: 271 landfills 98 recycling facilities 17 electrical plants burning gas from landfills stock range: 21-40$ (2009 lo to 2011 hi); beta 0.6 market cap 15B PE = 14 = 31/2.16, using 2011 EPS guidance; (LT range is 13-19) P/S = 1.1 (LT range is 1.0-1.6) gross margin stable in 36%-39% range since 2007 Div. Yield = 4.4% = (0.34 X 4)/31 In 2010: 604M$ paid in dividends, 501M$ in share repurchases Share count fell 24%, from end-2001 to end-2010, or 2.7%/y 4.4% + 2.7% = 7.1%/y to shareholders 8.9B$ LT debt, 0.54B$ cash WM fails my criteria for a dividend stocks Message 27568042 on debt, and emerging market exposure. Stock is at the midpoint of 3Y range, but valuation is at the lo end of its range. I think it has growth prospects in recycling, and energy from waste, which I expect to be growth industries. Landfills will become recycling factories, due to high commodity prices, rising demand, and falling supply. Every new mine, for every metal, has lower concentrations of product in the raw ore, and tend to be in politically unstable countries, or difficult locations. All the good mining sites have already been found and exploited. Rising energy costs also increase costs for all mining. WM has also begun converting its fleet of trucks to run on natgas, and producing gas from their landfills. They produced more energy from their landfills in 2010, than all the solar energy produced in the U.S.