Battery Investing for Beginners, Part 3 [View article]
Why wouldn't your peer group include the following stocks?
Saft - among the best there is. Polypore Wilson Greatbatch BYD Chloride
Next: most of the companies that you selected are cheap because they are mediocre to lousy companies. That is not to say that there arent' frothy valuations for A123 and many of the Chinese small cap battery companies, but the valuations of the some of the companies that you think look cheap, may indeed by overly generous, to say the least. Certainly Enersys is a great company, but the rest of your picks get grades of 'C' through 'F' in terms of quality stocks.
Greentech IPOs: First A123, Who’s Next? [View article]
FYI the last 2 IPOs were A123 and the Indian Solar company Euro Multivision Limited (EML).
Greentech Media and Cleantech.com tend to have all the latest news in this field. I suspect most others copy from them.
Battery Investing for Beginners, Part 3 [View article]
Saft - among the best there is.
Polypore
Wilson Greatbatch
BYD
Chloride
Next: most of the companies that you selected are cheap because they are mediocre to lousy companies. That is not to say that there arent' frothy valuations for A123 and many of the Chinese small cap battery companies, but the valuations of the some of the companies that you think look cheap, may indeed by overly generous, to say the least. Certainly Enersys is a great company, but the rest of your picks get grades of 'C' through 'F' in terms of quality stocks.