| PARTIAL BUY | | General Electric | GE-N | 27.190 | Likes this over other industrial global stocks because they have taken a slant towards sustainability including wind power, water and energy efficiency in their lighting. Long-term hold. Start chipping away at this one. | 2008-07-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Sectors of Global vs Domestic Performance: Feels that wind power will continue to outperform. Likes the high barriers to entry. Currently there are 8 players in the global arena. | 2008-07-09 | |
| TOP PICK | | Vestas | VWS-DC | 0.000 | (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 | |
| TOP PICK | | LKQ Corperation | LKQX-Q | 18.110 | Largest auto parts recycler in the US with an opportunity to acquire smaller companies. 10% market share. The real upside is that in a downturn, recycled auto parts are a win/win situation. | 2008-07-09 | |
| BUY | | Flowserve Corp. | FLS-N | 131.210 | Largest industrial flow equipment maker for chemical, petroleum and water industries. Not a short-term cyclical play. Valuations are reasonable. Good entry point. | 2008-07-09 | |
| PAST TOP PICK | | Gamesa | GAM-SM | 0.000 | (Spanish exchange.) (A Top Pick Sept 13/07. Up 21%.) 3rd largest wind turbine manufacturer globally. A sector that has weathered the storm in the credit crisis. Utilities are the main buyers of wind power. | 2008-07-09 | |
| PAST TOP PICK | | Veolia | VIE-FR | 0.000 | (French exchange.) (A Top Pick Sept 13/07. Down 39%.) Over 50% of its operating profit is in the water sector. Other areas are transportation, energy services and waste management. | 2008-07-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Solar Technology: He prefers wind to solar because of cost competitiveness. Solar sector has come off quite a bit and there are interesting opportunities for you to start chipping away. He divides the solar sector into 2 key parts. Tier 1 such as First Solar (FSLR-Q), Suntech Power (STP-N) and Qcell (?). Tier 2, which they don't buy, would be Arise Technologies (APV-T). | 2008-07-09 | |
| Comment | | American Water Works Co. Inc. | AWK-N | 21.590 | There is a lot of opportunity in this sector, but not where this company is operating. They see the growth drivers in water in the emerging markets so prefers companies in this area. | 2008-07-09 | |
| BUY | | Canadian Hydro Developers | KHD-T | 5.160 | A core Canadian holding in the Canadian environmental space. Have over 360 MW of installed capacity. Nice growth opportunity. | 2008-07-09 | |
| DON'T BUY | | Ballard Power Systems | BLD-T | 3.790 | Views the hydrogen economy as a long-term trend that may play out 20 years from now. Speculative. | 2008-07-09 | |
| BUY | | Bioteq Environmental Technologies Inc. | BQE-T | 3.300 | Clean the water that comes from mines to 99% purity. The heavy metals that are removed from the water can be sold. 4 plants that are operational and will expand to 5 in one year. A lot of opportunity for this company. | 2008-07-09 | |
| Comment | | Sierra Geothermal Power | SRA-X | 0.390 | Prefers Ormat Technologies (ORA-N) which produces the equipment that the geothermal companies use. | 2008-07-09 | |
| BUY | | Alcoa | AA-N | 34.420 | Aluminium used in automobiles has doubled over the last two years. Reducing greenhouse gases by 25%, and landfill by 50%. Increasing “green energy” used (37% at the moment). | 2007-09-13 | |
| HOLD | | Stantec Inc | STN-T | 33.900 | Good company. 25% APS growth over last 25 years. Focused on sustainability. Thinking outside of the box. Will be Net beneficiary. Plan to hold 5 years. Will return 12-15% per year. | 2007-09-13 | |
| BUY | | LKQ Corperation | LKQX-Q | 30.030 | Recycle/refurbish auto-parts. Like it. Buy for sure. Has defensive quality, will bounce back. Grow at 20-25% yearly. | 2007-09-13 | |
| BUY | | Nevada Geothermal Power Inc. | NGP-X | 0.800 | Like the stock. Very small capital company. Nice resources. 35-megawatts of power coming online in 2009. Operational risk. Great value in regards to their assets. Buy on the dips. | 2007-09-13 | |
| HOLD | | Canadian Hydro Developers | KHD-T | 6.080 | Premiere Canadian “green energy” producers. Over 300 Megawatts of operating assets. 1400 Megawatts in pipeline, 400 built in next couple years. Don’t exit. | 2007-09-13 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Stocks not available on North American exchanges. | 2007-09-13 | |
