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dicki31785 » Comments » WMT

  • Apple, Walmart: Growth Stocks on the Move [View article]
    New energy stocks are the way to go huge returns are too be made...the stocks are quiet volatile though so you better be prepared for some huge gains and drops...My favorties are solar stocks and one wind stock...

    Biggest player(solar) in the US is SPWR and in China STP....While the biggest overall player in the world is Q Cells which is not traded in the US it is a german company with a JV with ESLR an american based firm(Mass.)..I personally do not like ESLR though they grow way to slowly and unprofitable if you want to look at a small solar...

    Take a look at CSIQ a Canadian based firm with Chinese background this company is quiet small and look at their growth rates they are trading at a forward P/E of 11...which is just absurd that stock will be in near future trading at 30(at least)..another intresting fact concerning CSIQ is that the forecast doesn't include the new panels which go into production in Q3...for more information concerning CSIQ you might want to do some more research yourself...the conference call last quarter was quiet interesting...

    For wind i like Nordex also a German firm...which did not have that good of a year so far due to some delays in projects but the books are full...so worth taking a look

    In summary, Renewables are the way to go...i jumped on the train a couple years ago due to the fact that the markets for renewables is only going to expand greatly it is in an infant stage so their is still a few risks but opportunities outweigh these risks vastly...So far most companies just make their money predominatly in Spain and Germany...With a bit to be made Greece, Italy, USA, Asia, Australia...But those are still such small markets...Once the tax credit extension comes in the US that market will grow faster as well and other markets will become bigger as well next year...Furthermore if a democrat wins you better have some green stocks in your portfolio or you are missing outon great returns...Their is still a lot of catching up to do in the US...the Green Wave will reach your continent as well:)

    With Kind Regards from Germany,

    Dicki

    Disclosure: Long STP, Long Nordex, about to go Long CSIQ
    Apr 09 04:36 am |Rating: 0 0 |Link to Comment
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