Gary Holdsworth

Alt. Energy Picks For a Windy Day

Charles,
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

Assessing The Clean Energy ETF

Brett, another item about your correlation stats. One would want a low correlation (a negative correlation would be even better) vs. oil prices if alternative energy would be considered a good alternative investment to oil. A correlation coefficient of 0.15 vs. oil is very low.

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