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danno » Comments » CRTP
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Battery Investing for Beginners, Part 3 [View article]
Saft - among the best there is.
Polypore
Wilson Greatbatch
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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.