calvino

How Carbon Caps Will Affect Utilities Sector

I never knew that GE and Siemens were wind players. Thanks. On the other hand, GE has five percent of leverage in its wind business. Same with Siemens. So I would not call that a call on wind power. Additionally consider the political risk you are getting with the one to twenty wind power play with Siemens. Buy American is getting killed by the Senate, however ten percent unemployment will change the equation. So if anyone is interested in a portfolio more leveraged to wind, you will be served by the TSX and Venture boards. TSX is an exchange, so maybe it counts for the author. Most of the potential however lies on the bulletin boards, which the author avoids since they are not exchanges. More risk and more reward, depending on your taste. However for domestic grid improvement and wind exposure, that is the place to look.

AmTechThinks GE Should Buy Cree; GE Disagrees

Mine own source in Fairfield says that GE is not interested in Cree because they are going to contest their IP portfolio and file crosspatents. Then after they destroy CREE, they will have the market all to themselves and continue to reward their shareholders with their ecomagination, if not price appreciation or dividends. As a concession, GE will license its conversion electronics patents for six months, outside of the north american, european and asian markets, renewable at the end of the period on similar terms.