investingfromtheright

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

October 23, 2007

October 24, 2007: Alternative Energy: The comprehensive list of desirable stocks

About four months ago, I posted a comprehensive list of Alternative Energy stocks worldwide (since we have quite a few readers outside the US). Here is the updated list of stocks you may want to pick and choose from in this sector, which will see more failures than successes. The stocks below stand a good chance of being winners. ADRs are available for several Asian and European securities.

Pollution Control:
ADA-ES (ADES)
International Fuel Technology (IFUE)
Fuel Tech (FTEK)
Sulphco (SUF)
URS Corp. (URS)

Alternative Coal:
Evergreen Energy (EEE)
Headwaters Inc. (HW)

Nuclear:
Cameco (CCO)
USEC (USU)

Natural Gas:
Anandarko Petroleum (APC)
Chesapeake Energy (CHK)
XTO Energy (XTO)

GeoThermal:
ORMAT (ORA)

Wind:
Babcock and Wilcox (BBW)
Japan Wind Development (2766 -Japan)
NEPC Limited (NEPM - India)
Viridis Clean Energy Group (VIR -Austrailia)

Asian:

Biofuels:
Boustead Holdings (BOUS -Malaysia)
Golden Hope Plantations (GHP -Malaysia)
Hyflux Ltd. (HYF -Singapore)
Kuala Lumpur Kepong (KLK-Malaysia)
Astra Agro Lestari (AALI - Indonesia)
PP London Sumatra (LSIP- Indoneia)
Sime Darby (SDY- Malaysia)

Solar:
Motech Industries (6244-Taiwan)
Tokuyama Solar (4043-Japan)
Trina Solar Ltd. (TSL)

Capital Goods:
Aisin Seiki (7259-Japan)
Bharat Heavy Electricals (BHEL - India)
JTEKT (6473-Japan)
Komatsu (6301 -Japan)
Shanghai Electric Group (2727- Hong Kong)
Shinko Elerctric Industries (6967 - Japan)
Toshiba (6502 - Japan)
Motor Industries (MICO - India)
Toyota Motor (7203 - Japan)

European:

Solar:
Manz Automation (M5Z-Germany)
Q-Cells (QCE - Germany)
Roth and Rau (R8R-Germany)
Renewable Energy (REC -Norway)

Utilities:
Centrica (CNA -London)
EDF Energy Nouvelles (EEN -France)
E.ON. AG (EOA - Germany)
International Power (IPR - London)
Scottish and Southern Energy (SSE - London)

Capital Goods:
Alstom (ALO - France)
Continental AG (CON-Germany)
GKN (GKN - London)
Rolls Royce (RR - London)
Schneider Electric (SU - France)
Siemens (SIE - Germany)
Enodis (ENO -London)
IMI (IMI-London)
Lonmin (LMI-London)

Natural Gas:
Gax de France (GAZ - France)

North American Companies:

Geothermal:
Rentech (RTK)

Capital Goods:
Borgwarner (BWA)
Cooper Industries (CBE)
Emerson Electric (EMR)
General Electric (GE)
Johnson Controls (JCI)
United Technologies (UTX)
Air Products and Chemicals (APO)
Boeing (BA)
Bunge (BG)
Deere and Company (DE)
Fluor (FLR)
Hexcel (HXL)
Intel (INTC)
Quanta Serices (PWR)

Solar:
Applied Materials (AMAT)
First Solar (FSLR)
Sumpower Corp (SPWR)

Biofuels:
Pacific Ethanol (PEIX)
Nova Biofuels (NBF)

Utilities:
American Electric Power (AEP)
Constellation Energy (CEG)
Entergy (ETR)
FPL Group (FPL)


A very helpful source was the first rate team of analysts at CSFB. This research arm is the very best with Alternative Energy.

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