Another good initiate from you, Marc Quattrini (being translated, 'Marked Moneybags' – excuse my fun), and thanks for sharing and squaring.
The thought struck my mind that one function of a bona fide shareholder (to mention a few of us here) is that it's not a bad idea of post a few sector assessments from totally independent sources. I just came across the following pertinent post on the energy sector (correlated therefore with New Unified (on the cleantech,or 'green' side), and Green Mountain (on the oil, shale and nat. gas side).
Nick Hodge writes for Energy and Capital, contactable at <eac-eletter@angelnexus.com>. Here we go:
Clearance Sale: Energy Stocks
By Nick Hodge | Friday, October 21st, 2011
Nick Hodge
At first glance, the energy market of late can look like a danger zone.
Both the NYSE Energy Sector Index (^NYE) and the WilderHill New Energy Global Innovation Index (^NEX) have fallen further than the Dow over the last six months.
Energy Index 2011
The Dow has shed about 6% in that time as volatility has reigned.
The Energy Sector Index fell about 15% while the New Energy Index fell more than 35%.
That doesn't really foster confidence.
But the truth is energy shares — almost across the board — are currently trading at a discount.
And if you're in the mood for some easy longer-term gains (and even dividends), you'd be well advised to go bargain hunting over the next few weeks.
You Can Make Money in This Market...
And I want to prove it to you.
Take a minute to watch this live trade from my personal account.
After you do, you'll learn about the system I use to play the market for as much as 68% every week.
Good for the Goose
If you've seen some of these recent headlines, you know the energy sector hasn't been all ho-hum:
Sinopec (NYSE: SHI) Acquires Daylight (TSE: DAY) for $2.2B in Cash
Superior Energy (NYSE: SPN) Merges with Complete (NYSE: CPX) in $6.2B Deal
Statoil (NYSE: STO) Pays $4.4B for Brigham Exploration (NASDAQ: BEXP)
BHP Billiton (NYSE: BHP) Buys Petrohawk for $12.1B
Kinder Morgan (NYSE: KMP) Pays $21.1B for El Paso (NYSE: EP)
That last one is one of the biggest energy deals in history. And it happened this week.
It seems like someone thinks oil companies are on sale at these levels.
If cheap oil companies with access to North America's fossil fuel rebirth are a good buy for Sinopec and Superior and Statoil and BHP and Kinder Morgan... it stands to reason they're a good buy for you, too.
We're all trying to do the same thing here: Buy cheap assets and make money from them.
What's more, all those acquired companies were bought at premiums to their current share prices.
The logic here couldn't be any simpler or more straightforward. Many oil stocks are undervalued.
A Contrarian Gander
A similar thing is happening on the cleaner side of the energy space.
Stock performance in the sector, as I told you above, has been abysmal. But all the other data is pointing in a different direction...
For starters, the third quarter of 2011 (July – September) saw more money invested in utility-scale clean energy projects than any other quarter in history.
Over $41 billion was invested in that time — 9% higher than the previous quarter and 16% higher than the same quarter in 2010.
Another surprise is that the bulk of that money was NOT invested in Europe, which has led for a decade. It wasn't invested in China either, which has been grabbing most cleantech headlines lately.
Instead, 40% of that $41 billion (or $16.9 billion) was invested in the United States — a 156% increase over the third quarter in 2010...
All while cleantech stocks had one of their worst quarterly performances ever.
