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| PAST TOP PICK | 0.010 | Mark Grammer | (A Top Pick Nov 3/11. Down 52.04%.) (Denmark exchange) Sold his holdings. Too much competition. | 2011-09-26 | |
| TOP PICK | 0.010 | Ian Ainsworth | Denmark Exchange. Wind turbines. Good balance sheet but has some debt. Currently losing money but has just renegotiated its credit line. Has a $2 billion credit line giving them 3-4 years of good credit coverage. Trades at 7X earnings. Quite risky so just nibble. | 2011-06-28 | |
| PAST TOP PICK | 0.010 | Don Reed | (Top Pick Nov 23/10, Up 13.85%) Alternative energy stocks getting a lift with Japan crisis. Cheap producers of power. Wind Power. | 2011-03-15 | |
| TOP PICK | 0.010 | Don Reed | (Denmark Exchange) Wind power is a growing market. They have a 15% market share | 2010-11-23 | |
| TOP PICK | 0.010 | Mark Grammer | (Denmark exchange) Biggest wind turbine manufacturer in the world. They were pummeled. They revised down their earnings significantly, recently. Biggest concern is subsidies. Coal is the cheapest. The world is not awash with money to finance this. Subsidies are being scaled back. GE is a competitor, but competition is getting less. GE’s product is considered less optimal compared to VWS’s. They have a year’s advantage over Siemans and GE. He is optimistic about the future. | 2010-11-03 | |
| TOP PICK | 0.010 | Ian Ainsworth | Sells wind towers, biggest market share. Order rates for their latest product have been tremendous. They are living on orders from the recession. Current orders are for delivery in a couple of years. Thinks we are at the low for the stock. | 2010-10-26 | |
| TOP PICK | 0.010 | Don Reed | (Denmark exchange) Manufacture wind turbines. They keep getting more and more contracts. They would have 35% of the market for wind turbines. | 2008-12-10 | |
| TOP PICK | 0.010 | Charles Edwardes-Ker | (Denmark exchange.) Largest wind turbine manufacturer globally. Growing top line north of 30% per year. Will be expanding capacity 40% by 2010. Have a market share of 23%. Margins are less than their peer groups so there is room for expansion. | 2008-07-09 |
