Replies to post #145703 on Naz News, Gappers and FLE's

[mcmike]

AMAT BLDP CBAK COMV CREE ELON FCEL FSYS IDA POR TSL ULBI UQM VRNM ZOLT

PBW has increased the number of shares of all of these tickers by at least 30% Q/Q

ULBI share count tripled. You spoze the managers added before the December run, during, or late?

http://stockcharts.com/charts/candleglance.php?ULBI,ELON,CREE,VRNM,CBAK,COMV,BLDP,FCEL,ZOLT|C|P4,3,2

http://stockcharts.com/charts/candleglance.php?AMAT,FSYS,IDA,POR,TSL,UQM|C|P4,3,2

By the same token you can look at the tickers deleted or pared to see what the mgmt. team felt was fully or over?valued:
ACPW ESLR FSLR MXWL

I wish i had PX for a few years! One of the best longterm charts around...like a 13bagger from 90s

If you are interested in digging into the mgmt team:
http://www.powershares.com/pdf/P-060707-PRO-1.pdf

[mcmike]

another clean energy index.......

Cleantech Index (CTIUS)
The Cleantech Index (CTIUS) is a modified equal-dollar weighted index of the leading cleantech companies from a broad range of industry sectors. "Cleantech" is defined as knowledge-based products and services that improve operational performance, productivity or efficiency; while reducing costs, resource and energy consumption, waste or pollution. Component stocks are traded on the NYSE, AMEX, and NASDAQ. The Cleantech index was established with a base value of 500.00, at market close, December 31, 1999. The Index is rebalanced every March, June, September and December. The Index was created by and is a trademark of Cleantech Indices LLC.
http://www.amex.com/?href=http://www.amex.com/othProd/prodinf/OpPiIndMain.jsp?Product_Symbol=CTIUS

PZD a Powershares ETF tracks this index




components as of Monday:

Index Components as of: 12/31/07   
  
    
   
   
 Company Name Symbol % Weighting  
   
 Nalco Holding Co. NLC 3.08%  
 ABB Ltd. (ADS) ABB 3.00%  
 International Rectifier Corp IRF 2.99%  
 Donaldson Co DCI 2.99%  
 Roper Indus ROP 2.98%  
 Veolia Environnement VE 2.98%  
 Itron Inc ITRI 2.98%  
 Siemens Ag Ads SI 2.97%  
 Spx Corp SPW 2.96%  
 Ansys Inc ANSS 2.96%  
 Corning Inc GLW 2.94%  
 Pall Corp PLL 2.91%  
 Trimble Navigation Ltd TRMB 2.88%  
 MEMC Electronic Materials Inc WFR 2.86%  
 First Solar Inc. FSLR 2.85%  
 Woodward Governor WGOV 2.84%  
 Hexcel Corp HXL 2.84%  
 Suntech Power Holdings Co Ltd STP 2.79%  
 Sunpower Corp SPWR 2.76%  
 Cree Inc CREE 2.75%  
 Dionex Corp DNEX 2.53%  
 Baldor Electric Co BEZ 2.51%  
 Clarcor Inc CLC 2.46%  
 Zoltek Cos Inc ZOLT 2.30%  
 Esco Technologies ESE 2.22%  
 Tetra Tech TTEK 2.19%  
 Interface Inc. IFSIA 2.12%  
 Martek Biosciences Corp. MATK 2.09%  
 Ormat Technologies Inc ORA 2.03%  
 Clean Harbors Inc. CLHB 2.00%  
 EnerSys Inc ENS 1.75%  
 Lindsay Manufacturing Co. LNN 1.70%  
 Fuel Tech N.V. FTEK 1.62%  
 N.A. LDK 1.58%  
 Badger Meter BMI 1.52%  
 Insituform Technol'a' INSU 1.49%  
 Headwaters Inc. HW 1.48%  
 Kadant Inc KAI 1.46%  
 Energy Conversion Devices Inc ENER 1.15%  
 Landec Corp LNDC 0.96%  
 N.A. PPO 0.95%  
 Echelon Corp ELON 0.87%  
 N.A. POWR 0.62%  
 Power-One Inc PWER 0.56%  
 American Superconductor Corp AMSC 0.53%  
 N.A. COMV 0.52%  
 N.A. ENOC 0.48%  
   
  
 

have not looked into it, but the 'modified equal-dollar weighted index ' seems to mean a significant rebalancing every quarter. don't know if that caps performance of the best performers and/or magnifies the share size of the underperformers..

not as liquid on first glance as PBW, but might be interesting as a potential source for individual up&coming tickers

[mcmike]

VSE ADM PEIX AVR comments on the ethanol sector

http://www.thestreet.com/_htmlbtb/newsanalysis/energy/10398143_3.html

3 tickers on the recently chopped up clean energy etf PBW: VSE PEIX NBF












i think a rebound in solar is more potentially rewarding as it is a higher beta sector (i think), but am looking at beaten ups in general

[mcmike]

solar turnarounds from the PBW?

1mo performance:
SPWR -45%
YGE -38%
STP -37%
FSLR -34%
ENER -34%

[mcmike]

PBW quarterly rebalance

Additions
CPN Calpine Corp
GU Gushan Environmental Energy Ltd
RBCN Rubicon Technology Inc
RZ Raser Technologies Inc
SOL Renesola Ltd
SPIR Spire Corp

Deletion
UQM UQM Technologies Inc

Ticker	Component Name	      Old Share Weight	New Share Weights 
 ACPW	Active Power Inc	             1001435	 1203019 
 AMAT	Applied Materials Inc	         918578	 497066 
 AMSC	American Superconductor Cor         521502	 421583 
 APD	Air Products & Chemicals Inc	  111205      94947 
 ARGN	Amerigon Inc	                    533347	 426736 
 ASTI	Ascent Solar Technologies Inc	 133713	 168986 
 BLDP	Ballard Power Systems Inc	       2298242	1676465 
 CBAK	China BAK Battery Inc	        2814755	2286045 
 COMV	Comverge Inc	                      602993	   884882 
 CPN	Calpine Corp	                    Addition	   513987 
 CREE	Cree Inc	                      642404	    329379 
 CZZ	Cosan Ltd	                      981562	   720641 
 ELON	Echelon Corp	                      837121	   723879 
 EMKR	Emcore Corp	                        1208188	  1914537 
 ENER	Energy Conversion Devices Inc	 378474	 329482 
 ESLR	Evergreen Solar Inc	              960651	  1348106 
 FCEL	FuelCell Energy Inc	             1103424	  1090833 
 FSLR	First Solar Inc	                  64429	  51777 
 FSYS	Fuel Systems Solutions Inc	 833429	 168563 
 GU	Gushan Environmental Energy Ltd	    Addition 888383 
 IDA	Idacorp Inc	                    397773	 289049 
 IRF	International Rectifier Corp	 490718	 459126 
 ITRI	Itron Inc	                      173024	 106664 
 JASO	JA Solar Holdings Co Ltd	       723753	 644680 
 MDTL	Medis Technologies Ltd	         748441	 769118 
 MXWL	Maxwell Technologies Inc	       331477	 822638 
 NBF	Nova Biosource Fuels Inc             4358735 1338458 
 OMG	OM Group Inc	                      226319	 159253 
 OPTT	Ocean Power Technologies Inc	 206392	 160021 
 ORA	Ormat Technologies Inc	         319200	 276157 
 PANL	Universal Display Corp	         797563	 695961 
 PEIX	Pacific Ethanol Inc	             1307621	 446153 
 PLUG	Plug Power Inc	                2715107	2259583 
 POR	Portland General Electric Co	 529820	 407768 
 RBCN	Rubicon Technology Inc	      Addition	 316485 
 RZ	Raser Technologies Inc	      Addition	1356424 
 SOL	Renesola Ltd	                       Addition	 1017659 
 SPIR	Spire Corp	                       Addition	  156067 
 SPWR	Sunpower Corp	                 127797	 158899 
 STP	Suntech Power Holdings Co Ltd	 204852	 309383 
 TSL	Trina Solar Ltd	                 335036	 371179 
 ULBI	Ultralife Batteries Inc	         699363	 736152 
 UQM	UQM Technologies Inc	         908650	Deletion 
 VRNM	Verenium Corp	                2175201	2623219 
 VSE	VeraSun Energy Corp	              700080	1144493 
 WFR	MEMC Electronic Materials Inc	 195197	 140584 
 YGE	Yingli Green Energy Holding Ltd	 437166	 660376 
 ZOLT	Zoltek Cos Inc	                 422668	 433301 
 

http://www.amex.com/amextrader/?href=/amextrader/dailylist/dailyListMain.jsp