Covestor - cagreiner Blog http://www.covestor.com/mbr/cagreiner/blog cagreiner - Blog entries Thu, 26 Jun 2008 12:06:50 http://www.covestor.com/mbr/cagreiner/blog/feed en http://www.covestor.com/img/logo.gif Money does grow on trees ? http://www.covestor.com/mbr/cagreiner/blog/8795 http://www.covestor.com/mbr/cagreiner/blog/8795 Thu, 26 Jun 2008 12:06:50 Energy and oil have been two great investments over the past few years, but realistically this is bound to take a down turn at some point. I do not believe this to be in the immediate future as foreign market demands for oil continue to grow, the US is having a hard time kicking the habit, and most items we use in our daily lives are derivatives of a petroleum product.

 

However, even with the eventual down turn, the energy market is still a hot sector. You just have to look at it in a different light - or maybe in a gentle breeze. Tacky pun - I know - but solar and wind energy are going to be the next boom.

 

With a new global psyche of concern, and a new political climate in the US, the green energy market seems ripe for growth. Take into account the European progress already, and promises for the near future, and alternative energy is very, very promising.

 

So, who is the "Google" or "apple" of alternative energy? Try looking at First Solar. They are one of, if not the largest solar power component providers world wide. Their stock has been on a steady rise and they have the power and insight to consume innovative products and market them globally in the future. They are more likely to buy a license for new technologies rather than go stale and let go of their hold on the market. Granted, stiff competition will come. But as this market is rapidly expanding, competition will not hurt the bottom line of First Solar and their stock will only continue to be a favorite of mine.

 

Other companies to watch include GE (a good old standby getting in on the new technology), Vestas (wind turbine technology) and Real Goods Solar (a fresh IPO – give it time, it has the backing of Giam)to name a few. Granted all this love for green technology may make me a tree hugger, but then the tree hugger movement is gaining some serious momentum. Does that mean that maybe, just maybe, money does grow on trees?


Related Stocks:  FSLR, GE, RSOL

]]> Water anyone ??? http://www.covestor.com/mbr/cagreiner/blog/8515 http://www.covestor.com/mbr/cagreiner/blog/8515 Thu, 19 Jun 2008 15:06:41 Many would agree that the previous years drought in the South East was extreme. However, a few thoughts that make this ETF, and water in general, a solid investment for the future:

 

Water shortages are not the only means of making water a higher commodity. Flooding and water reservoir contamination is also a major player. With an expected dry summer in the South East once again, and severe flooding in the midwest (also spiking agricultural prices as a result), water will become a premium in the US. This will follow globally with new well technologies for third world countries, expanding polpulations and cities worldwide and increased agricultural practices in both aggression and quantity to name a few. So, invest in not only water itself, but teh technologies that make clean water possible. Check out the PIO ETF.  


Related Stocks:  PIO

]]> Financial Sector Investment http://www.covestor.com/mbr/cagreiner/blog/8514 http://www.covestor.com/mbr/cagreiner/blog/8514 Thu, 19 Jun 2008 15:06:40 Once this ETF has bottomed out and traded steadily for one month, I would consider it a solid buy. As is, it is a marginal buy even though I believe it has yet to bottom out. I would estimate that this stock will rebound to its previous state. It will be a slow rebound, but a steady rebound and a solid investment at that point.


Related Stocks:  XLF

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