John Lounsbury
John Lounsbury
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Update on 10 Alt Energy Speculations for 2008 [View article]
Please correct to read: "They may all be winners or failures, but, if failures, they will be replaced by competitors not in this list."
Update on 10 Alt Energy Speculations for 2008 [View article]
CREE - I think this company has a bright future.
MXWL, EEEI and CPST - All have great prospects in the development of a smart grid and distributed enegy generation management, but I agree that the time to pick any one or combination of these is not now. They may all be winners or failures, but, if so, they will be replaced by competitors not in this list. I think investors have many months (or even a few years) to sort this out.
FSLR - I, too, am ambivalent about First Solar at this time. I have made money shorting FSLR, but I'm not considering any position here at this time.
Korn - I appreciate your comment RZ - I will follow up.
wind4me - Thanks for the heads ip on APWR. I will start following that too.
Finally, Tom, I have a small position in Vestas (wind turbines) and wonder if that is on your tracking radar.