Jeffrey Lin_

Investing in Infrastructure

AMSC has very very shady financial history. Wouldn't touch it with a ten foot pole with a skunk tied to the end. Careful, just because a technology "sounds" innovative doesn't mean it, or the company, will make you money.

Investing in Infrastructure

Thanks TinyTim! I've worked a little with modernizing power transformers but nothing compares to your years of industry experience! Thanks for the insights! do you have any transmisson & distribution websites or magazines that you use to keep on top of the industry? I'd love to gget my hands on those

Investing in Infrastructure

buyitcheap: CTCP too speculative for my portfolio. But i'll look into the technology and give you feedback whether I think it'll work.

Investing in Infrastructure

Actually...this might be a crazy idea but... how about GE? More and more of their portfolio is geared towards global industrial and infrastructure needs. They have so many businesses that they're almost like a ETF. GE's finance arm took down the rest of the company, the good infrastructure parts of the company. But for those who are looking for the recovery and best long-term gain in the financials, why not GE- with a finance division AND great infrastructure?

Weird idea not being mentioned...but love to hear pros and cons....

ABB / Kuhlman: Sweetspot for the Power Grid

yes. U.S. powergrid upgrade cycle and BRIC countries powergrid buildout the biggest investing opportunity no one is talking about = opportunity.

"ABB posted record orders of $11 billion in the quarter. Electricity providers in North America and Europe are modernizing plants, and China aims to spend almost $150 billion over five years to bolster its network after six years of blackouts." ~ABB Profit Climbs 34%, Driven by Power Grid Spending (Update2)

www.bloomberg.com/apps...