wind4me's  Instablog

In the wind stock sector, there are only a few true wind stocks that vary in pricing but the whole idea of investing is to buy low and sell high.  Buy the ones that are undervalued and sell the ones that are overvalued.   If you are a true investor, you dont care about the day to day moves or trades.

Wind stocks with true wind stock potential is obviously Vestas (VWDRY).  The current global leader continues to invest and build plants and is on a growth track out of control north if everything works out as Vestas has planned with the China and USA markets being the target markets for future growth.   Will Vestas be able to secure future China contracts with the 70% China stimulus protection plan in place for China players to receive the majority of contracts???   Sinovel is #3 in the world and is supplied by (AMSC) which has had an amazing growth spurt.  However, in my book, AMSC is just overvalued and will settle into a trading pattern of $28 to $38 for next year on swings until the ridiculous P/E of 200 is caught up  to by future earnings.

ZOLT continues to dissapppoint and the growth curve is definetly not happenning as the CEO of Zoltek has predicted.  My opinion is stay away till  the story unfolds better unless you are a true bottom feeder hoping for a bounce.

KDN is a very interesting supplier of the bearings that power the heavy wind blades to spin and the reoccuring model of replacement ball bearings guarantees that Keydon will continue to grow and thrive into the future.   (KDN) is poised for future gains and future moves north imho.

(WGOV) is one of those nobody has ever heard of players who supplies Wind Farms with key component contracts for electrical grid interface issues to connect the grid to the wind farms.  However, WGOV has alot of exposure to other sectors including auto and military and aircraft, all variables in the world economy.  Like WGOV but at the current rich price, I am not touching!

Of course my favorite in the sector is (APWR) which I cover top to bottom and have made very nice money over the last year in swing trading and also now into ''investing'' for the future of China Green Energy.  APWR has a brand new wind factory that is just barely getting started and the upside growth is simply outstanding for a year over year growth comparison.  (GE) has also partnered with APWR for a gearbox plant inside China where GE gets the 70% Chinese angle solved for providing components from China for future China contracts.  Also, the PRC of China is a partner through a newly formed Shenyang Power Alliance.  Look for APWR to double between now and end of 2010 !

Disclosure :: Author is LONG APWR and looking to buy VWDRY.pk