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

To: Sergio H who wrote (48269)	6/18/2012 1:58:59 PM
From: NikhilJog	Read Replies (1) \| Respond to of 78742

Sergio - thanks. I already gave my thoughts on SLM. I will take a look at Grid sector. But i was looking at US grid companies that have exposure to or are planning on going big in China. When i was writing a short on AMSC when it was trading at $30+, one of the things i found was that in china, almos 50%+ electricity is getting wasted in grids and the govt. is looking to spend big time in good grid technology. They are manufacturing ample energy and therefore the next play will be grids there, where not only pvt. companies will earn a huge amt of money but the govt. will also be investing quite a bit. US might see more investment dollars, but we are looking for firms that give us great capital appreciation and therefore i am looking for that kind of exposure. Always appreciate your feedback. am working on few names now..