I am retired and take educated guesses on all things financial.

May 15, 2007

May 16, 2007: Alternative energy stocks/Green stock sector observations and picks

A few e-mails to me requested timely data on Alternative Energy and Green stocks and stock sectors. My view is well known - Global warming is highly problematic. That said, let's make some money on the Gorebasm.

Recent opinions by well-respected analysts:

The poly market will go into oversupply sometime in 2008. That means semiconductors are not a good bet, or their suppliers.

There will be an ethanol surplus this year (while Central and South American peasants riot due to high corn prices). I recommend selling ethanol producers and take profits over the next two months. Other bio fuels are receiving more legislative support and subsidies. They are a better bet, especially young proprietary companies (they can render any carcass into clean fuel for diesels) such as Nova Biofuels, a recent entry on the AMEX (NBF) at about $3.00/share. A Brazilian company, Sao Martinho (SMTO3), is a sugarcane bio fuel extractor that is on the right track here.Technology may well make sugarcane and palm oils a better fuel than ethanol, due to the corn price crisis in Latin America.

Air travel carbon emissions legislation coming to the airline industry. Look for airlines to speed up delivery of new planes meeting the standards. Great news for Boeing (BA), Goodrich (GR) and others.

Verasun (VSE) recognizes that the feedstock market (corn oil) is more lucrative than being an integrated bio diesel producer as others have what appears to be more profitable extraction processes.

Emissions restrictions in the US are proving to be a grand opportunity for companies such as NGK (5333) which manufactures and sells electrical insulators, industrial ceramic products, environmental systems and electronic parts. This stock trades in Japan.

Now here are some stocks worldwide to watch, based upon a compilation of research, primarily the excellent research team at Credit Suisse First Boston, which is covering Alternative Energy better than anyone, IMO. JUST NAMES TODAY DUE TO MANY BEING AVAILABLE ONLY OVERSEAS. Look 'em up!

Renewable Energy Corp AS
Centrica Plc
EDF Energies Nouvelles SA
Bateman Litwin
Continental AG
Morgan Crucible Company Plc
Rolls Royce
Schneider Electric SA
Siemens AG
Wair Group,The Plc
CRH, Inc
Lonmin Plc
Compagnie de Saint-Gobain
Statoil ASA
Applied Materials, Inc.
Sunpower Corp - Class A
Borgwarner, Inc.
Cooper Industries
Emerson Electric
General Electric
United Technologies Corp.
Air Products and Chemicals
Deere and Company
Hexcel, Inc
Kinder Morgan
Manhattan Scientifics
Nova Biofuels
Anandarko Petroleum
XTO Energy, Inc
Cameco Corp.
E-Ton Solar Tech Coc Ltd.
Sino-American Silicon Production
Suntech Power Holdings
Tokuyama Corp
Golden Hope Plantations Bhd
IOI Corporation Bhd
Kuala Lumpar Kapong Bhd
Wilmar International Ltd
Contact Energy Ltd.
Aisin Seiko Co Ltd.
Shanghai Electric Group
Sharp Corp.
Toyato Motor Company
Woodside Petroleum Ltd.

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