Seeking Alpha

Advanced Energy Industries Inc. (AEIS)

()

Comments on AEIS

  • Is the New Smart Grid ETF That Smart? [View article]
    Guys, This ETF is not that bad. In fact, it's my second favorite, after PTRP. It's misnamed, but a useful ETF is a useful ETF by... More »
    Comment by Tom Konrad
    Nov 29 04:36 am |
    Rating: +1 0
  • Is the New Smart Grid ETF That Smart? [View article]
    Gotta agree the Index creators, don't know squat and are out for a fast buck, while the ETF providers just does care when profits (and... More »
    Comment by danno
    Nov 24 19:53 pm |
    Rating: +1 0
  • Is the New Smart Grid ETF That Smart? [View article]
    See Tom, I knew you could better job creating an grid/storage/efficiency index than this one.
    Nov 23 23:53 pm |
    Rating: +2 0
  • The Smart Grid Gets Its Own ETF [View article]
    I've owned ITC for a while now, glad to see it's included! While it doesn't look perfect, I like the fact that at least it's not just... More »
    Comment by quick
    Nov 23 19:56 pm |
    Rating: 0 0
  • Is the New Smart Grid ETF That Smart? [View article]
    Thanks for this analysis. As soon as I saw this new ETF with a solar stock as the largest position, I understood that the index was not... More »
    Comment by Alan Young
    Nov 23 16:02 pm |
    Rating: +2 0
  • The Smart Grid Gets Its Own ETF [View article]
    Alan Y. - Good point. This ETF is less about the Smart Grid, a name it uses because of the huge hype around it, and more about... More »
    Comment by TinyTim
    Nov 20 15:03 pm |
    Rating: +2 0
  • The Smart Grid Gets Its Own ETF [View article]
    Maybe they should consider weighting the fund based on the amount of actual orders for the company's products. Of course you could also... More »
    Comment by GimliJan
    Nov 20 11:43 am |
    Rating: +1 0
  • The Smart Grid Gets Its Own ETF [View article]
    Eric Wesoff had a good article in SA recently on SMA's dominant, growing market share in inverters (& patents). Still, 11+% is a little... More »
    Comment by cam addis
    Nov 19 17:41 pm |
    Rating: +1 0
  • The Smart Grid Gets Its Own ETF [View article]
    I agree this is an important niche that deserves its own ETF. But why is the biggest position in a PV-solar play? That's hardly related,... More »
    Comment by Alan Young
    Nov 19 16:41 pm |
    Rating: +1 0
  • Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
    Thanks for the compliment isaac and tc1, but my active management style is the opposite of managin an index. But if you dig up someone... More »
    Comment by Tom Konrad
    Aug 10 23:52 pm |
    Rating: 0 0
  • Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
    I second the motion: please don't stop writing about these things, Tom, and thank you for all your "hot tips" given in all your prior... More »
    Comment by tc1
    Aug 9 11:20 am |
    Rating: 0 0
  • Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
    "For a guy who said at the start of the year that I wanted to reduce my individual positions to no more than 50 companies, I clearly... More »
    Aug 9 11:16 am |
    Rating: 0 0
  • Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
    Excellent recap! Do not stop writing.
    Comment by La Marque
    Aug 9 10:43 am |
    Rating: 0 0
  • Advanced Energy to Slash 330 Jobs, 22% of Workforce [View article]
    No way can you call AE a solar company; the majority of its business has historically been power supplies for the semiconductor... More »
    Comment by psyentific
    Mar 26 01:17 am |
    Rating: 0 0
  • Advanced Energy Industries: Expect Guidance Below Street [View article]
    Guides Q1 Well Below Our Street-Low View Negative semi equipment data point. Q4 revs in line. Q1 rev guidance $30-36M; midpoint $33M... More »
    Feb 23 16:15 pm |
    Rating: 0 0