Gary Holdsworth's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/22174/comments http://seekingalpha.com/article/151425-seismic-services-and-the-price-of-oil?source=feed#comment-603620 603620 Mon, 27 Jul 2009 11:28:42 -0400 http://seekingalpha.com/article/147249-9-rules-of-investing-in-cleantech?source=feed#comment-577171 577171 Tue, 07 Jul 2009 11:43:22 -0400 http://seekingalpha.com/article/135160-rethinking-myriad-after-those-in-the-know-have-left?source=feed#comment-490318 490318 Tue, 05 May 2009 11:45:11 -0400 http://seekingalpha.com/article/123756-first-solar-buys-optisolar-s-power-projects-in-major-coup?source=feed#comment-411231 411231 Tue, 03 Mar 2009 11:55:41 -0500 http://seekingalpha.com/article/108913-first-solar-tough-act-to-follow?source=feed#comment-320107 320107 Wed, 03 Dec 2008 14:45:38 -0500 http://seekingalpha.com/article/96906-ascent-solar-medis-technologies-both-see-ceo-step-down?source=feed#comment-263709 263709 Wed, 24 Sep 2008 12:58:28 -0400 http://seekingalpha.com/article/92436-nine-ways-to-invest-in-idaho-s-growing-economy?source=feed#comment-238522 238522 Mon, 25 Aug 2008 11:55:31 -0400 http://seekingalpha.com/article/87058-breaking-down-powershares-new-pure-play-wind-etf?source=feed#comment-216485 216485 ]]> Mon, 28 Jul 2008 10:56:30 -0400 ]]> http://seekingalpha.com/article/82069-the-long-case-for-abb-ltd?source=feed#comment-189118 189118 PWR) as a premiere player in the installation of all of this T&D equipment.]]> Fri, 20 Jun 2008 10:56:08 -0400 PWR) as a premiere player in the installation of all of this T&D equipment.]]> http://seekingalpha.com/article/80656-broadwind-energy-fun-with-sec-filings?source=feed#comment-183385 183385 Wed, 11 Jun 2008 11:36:41 -0400 http://seekingalpha.com/article/80844-wind-energy-etfs-blowing-our-way?source=feed#comment-183344 183344 SI), and Mitsubishi.

US-only investors have few pure plays on wind. GE is largest US-based turbine manufacturer, but you don't own GE for just its wind exposure.

There are several derivative plays, including wind tower manufacturers like Ameron (AMN), Trinity (TRN), and the DMI division of Otter Tail Power (OTTR); carbon fiber composite providers for blades, like Zoltek (ZOLT) and Hexcel (HXL), and American Superconductor that makes power electronics for wind farms (AMSC).

Key domestic wind developers FPL Energy division of FPL, Edison Mission Energy division of EIX, and the Austrialia-based Babcock & Brown.

All of these are likely index candidates.]]> Wed, 11 Jun 2008 11:09:43 -0400 SI), and Mitsubishi.

US-only investors have few pure plays on wind. GE is largest US-based turbine manufacturer, but you don't own GE for just its wind exposure.

There are several derivative plays, including wind tower manufacturers like Ameron (AMN), Trinity (TRN), and the DMI division of Otter Tail Power (OTTR); carbon fiber composite providers for blades, like Zoltek (ZOLT) and Hexcel (HXL), and American Superconductor that makes power electronics for wind farms (AMSC).

Key domestic wind developers FPL Energy division of FPL, Edison Mission Energy division of EIX, and the Austrialia-based Babcock & Brown.

All of these are likely index candidates.]]> http://seekingalpha.com/article/77786-diving-into-the-water-etf?source=feed#comment-170232 170232 AMN). Ameron does not make wind turbines. It makes the steel towers that wind turbines sit upon. Big difference, but demand for both is growing fast due to increased demand for renewable energy. It manufactures wind towers in Southern California and ships them throughout the West to a number of different wind turbine manufacturers. Some wind turbine mfgs are vertically integrated (make turbine plus the tower) and some are not. This wind tower business has grown from zero to a fairly significant (non-disclosed) number in just a few years. Just setting the record straight.]]> Mon, 19 May 2008 19:14:45 -0400 AMN). Ameron does not make wind turbines. It makes the steel towers that wind turbines sit upon. Big difference, but demand for both is growing fast due to increased demand for renewable energy. It manufactures wind towers in Southern California and ships them throughout the West to a number of different wind turbine manufacturers. Some wind turbine mfgs are vertically integrated (make turbine plus the tower) and some are not. This wind tower business has grown from zero to a fairly significant (non-disclosed) number in just a few years. Just setting the record straight.]]> http://seekingalpha.com/article/58779-selling-itron-buying-intel-eye-on-macworld-and-apple?source=feed#comment-107816 107816 Wed, 02 Jan 2008 11:50:19 -0500 http://seekingalpha.com/article/57595-retail-sales-softer-ignore-the-surveys?source=feed#comment-105913 105913 The people we really should survey are the retail buyers and merchandise managers, whose job it is every year to decide who blinks first in the proverbial Holiday game of chicken.

By the way, is it just me, or is Proflowers desperate for business? I get at least two emails a day for either Proflowers or its sister brands. Sheesh.

GH

]]> Tue, 18 Dec 2007 12:01:44 -0500 The people we really should survey are the retail buyers and merchandise managers, whose job it is every year to decide who blinks first in the proverbial Holiday game of chicken.

By the way, is it just me, or is Proflowers desperate for business? I get at least two emails a day for either Proflowers or its sister brands. Sheesh.

GH

]]> http://seekingalpha.com/article/39561-who-needs-em-the-list-of-obscure-etfs-grows?source=feed#comment-89828 89828 Wed, 27 Jun 2007 16:19:28 -0400 http://seekingalpha.com/article/25484-alt-energy-picks-for-a-windy-day?source=feed#comment-80788 80788 Although I don't know a lot about this company (for instance, why is threatened with delisting by Nasdaq), you could add Zoltek (ZOLT) to your "turbines and parts" list, as it makes carbon fiber and you can't make turbine blades as long as a football field without carbon fiber.
Gary Holdsworth]]> Tue, 30 Jan 2007 11:39:29 -0500 Although I don't know a lot about this company (for instance, why is threatened with delisting by Nasdaq), you could add Zoltek (ZOLT) to your "turbines and parts" list, as it makes carbon fiber and you can't make turbine blades as long as a football field without carbon fiber.
Gary Holdsworth]]> http://seekingalpha.com/article/24588-portfolio-building-with-forward-looking-asset-allocation?source=feed#comment-80320 80320 Congrats! You have written one of the best blog articles I have ever read on the perils of performing asset allocation via looking through the rear view mirror. I used to do asset allocation based on historical mean-variance optimization, and the results were nearly always disappointing as you attested. I look forward to reading more of your stuff. Keep up the good work.
Gary Holdsworth]]> Fri, 19 Jan 2007 13:28:42 -0500 Congrats! You have written one of the best blog articles I have ever read on the perils of performing asset allocation via looking through the rear view mirror. I used to do asset allocation based on historical mean-variance optimization, and the results were nearly always disappointing as you attested. I look forward to reading more of your stuff. Keep up the good work.
Gary Holdsworth]]> http://seekingalpha.com/article/24526-assessing-the-clean-energy-etf?source=feed#comment-80265 80265
I know your point is more to investing in conventional energy companies (XLE) versus alterative energy companies, but that oil correlation would have me smiling if I were looking for a hedge.

Regards,
Gary Holdsworth]]> Thu, 18 Jan 2007 17:14:19 -0500
I know your point is more to investing in conventional energy companies (XLE) versus alterative energy companies, but that oil correlation would have me smiling if I were looking for a hedge.

Regards,
Gary Holdsworth]]> http://seekingalpha.com/article/24444-coal-to-liquids-the-future-of-alternative-fuels?source=feed#comment-80239 80239 HW). Not a pure play in CTL, but has been positioning itself in the space for several years, with initial forays into developing catalysts that lower the cost of CTL. Has worked in China with Shenua for a pilot plant, and also has a JV with Rentech to develop CTL in US. Nothing much by way of revenues yet, but should not be overlooked.

Gary Holdsworth]]> Thu, 18 Jan 2007 11:55:16 -0500 HW). Not a pure play in CTL, but has been positioning itself in the space for several years, with initial forays into developing catalysts that lower the cost of CTL. Has worked in China with Shenua for a pilot plant, and also has a JV with Rentech to develop CTL in US. Nothing much by way of revenues yet, but should not be overlooked.

Gary Holdsworth]]> http://seekingalpha.com/article/24192-forecast-on-energy-conversion-devices-jim-cramer-vs-jeffrey-w-bencik?source=feed#comment-80090 80090
As always, rational counterpoints are welcome.
Gary Holdsworth]]> Mon, 15 Jan 2007 11:40:31 -0500
As always, rational counterpoints are welcome.
Gary Holdsworth]]>