Friday, July 10, 2015 12:52:09 PM
I can't speak for others but I have long played a whole suit of alternative energy stocks in addition to a diverse portfolio of potential energy infrastructure positions- superconductors, drillers et al.
To my mind they are all energy sector stocks.
One thing I keep in mind re your point is that transition sourcing will develops over decade scales while increasing pressure will be be brought to bear on staight extraction/utilization which could provide the market depth for tech such as offered by ENCR and others.
The production glut sure has rocked the boat in oil though.
SRDL- time to play for bounce ....?
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