Cleantech & Renewable Energy

[crudeoil24]

Snow, I found this from J. Peter Lynch:

With a new industry like solar the longer term leaders are generally the companies with some form of competitive advantage or product differentiation. Remember these companies may have innovative products, but they must also pass the first two hurdles (cash and relative strength) in order to warrant further consideration as an investment. Five examples of this (not necessarily “official” recommendations) are listed below with their respective “differentiator” to give you a better idea of what I am referring to:
 First Solar (FSLR) – low cost market leader in the thin film sector
 SunPower (SPWRA) - highest efficiency product, therefore potential leader in the space constrained residential market segment.
 Energy Conversion Devices (ENER) – unique product, with high margins in the flexible PV market segment.
 SunTech (STP) – low cost producer in the crystalline PV market segment.
 Emcore (EMKR) – one of only two producers of very high efficiency PV cells for the Concentrating PV (CPV) market segment.
Remember that even though this MAY BE a generational buying opportunity in the general market and the solar sector you should always consider this as higher risk money and money that you can afford to potential lose and also be money that you can be patient with and allow the situation to work itself out over time.

Mr. Lynch has worked, for 31 years as an independent analyst and investor in small emerging technology companies. He has been actively involved in following developments in the renewable energy sector since 1977 and is regarded as an expert in this field. He was the contributing editor for the past 17 years to the Photovoltaic Insider Report, the leading publication in Photovoltaics industry that was directed at industrial subscribers, such as major energy companies, utilities and governments around the world. He can be reached via e-mail at: [e-mail] e-mail address is being protected from spambots. You need JavaScript enabled to view it or at his new website: www.sunseries.net.