FWIW:
There are two major areas that I will be looking at going forward: biotechnology/genomics, and the power sector.
I have thus far found only a handful of truly viable players in the biotech/genomic sector.
In the power sector, demographics and supply/demand imbalances and changing market conditions (i.e., deregulation) are highly favorable, but there are actually more important fundamental considerations. I will be looking very closely at the utility, energy, and alternative power sectors. And particularly, the players in the digital power arena, such as EMR, IRF, SYXI, AMSC, CPST, ACPW, FCEL, PRTN, BCON, and so forth. I think in the years to come there will be tremendous opportunities as the emerging power semiconductor transforms many, many industries. It represents a development that is truly disruptive, much like the microprocessor has transformed many initially unrelated industries.
JMVHO....
T