New Energy

I am moving to Zecco.com check it.....

So Dems take the house......will energy change? stick to the fundamentals (ie the company makes money) and you will be money making......

PEIX or Pacific Ethanol may go up, but the company is so extremely overvalued, buying the stock is a pure play on momentum. The company is worth less than a dollar a share.

One thing for sure is that ethanol producers use corn and soybeans, which both parties heavily subsidize. I do not want any of the fuel in the future grown, but fuel from recycled products can be useful. Like methanol of waste treatment plants like WMI incorporates. Waste Management is a boring stock though in so far as the price may not change 5% in the next year.

Other opportunities with democrats in congress include Fuel Cell Energy (FCEL). I believe the future of hydrogen as a fuel is so far out that one has to be very realistic in earnings to correctly value the stock. So far FCEL can eek out earnings but looses quite a bit. It may continue to loose (as much as I want the stock to kill the market, I am not naïve)

ENER or energy conversion devices has one of the better chances to prosper. The make money and do not rely on one product. They have battery technology and fuel cell technology. They also have solar panel shingles which were feature on the H&G channel show “I Want That.” The best alternative energy play I see is with battery makers. No matter what for of energy takes the lead, small things will need batteries.

Solar makers and Wind generators will have an uphill battle if just one more nuclear plant is built. Distributed energy may become more important as the power requirements exceed the grids capacity. So small power makers and even powerline service companies may do well. We all need power.

Now Boarding VLCM to the Future

Volcom
What does it take to outfit the future? Styles come and go, so you have to pick a company that can move with the style. When in doubt Stay young.

Quick Facts:
VLCM is profitable with low debt and high growth
pm= 11.5% (yahoo finance)
debt= 200k
ROA = 25%
PE = 21
eps= .93
opinion = Good Balance sheet

Today Volcom was up after its main distributor PacSun was lower.
This company has grown up with the snowboard industry and gotten its diamond logo into most skate shops. It’s not just in Big Mall stores like PacSun, but in “mom’n’pop shops” by mountains and parks. Burton, still my personal fav and not public, is better and less “trendy.” Vans (and VFC corp) have gotten skate / surf brands into mall department stores like Nike, Columbia (COLM) and Quicksilver (ZQK) did before it.

What happens when Volcom catches this wave and ends up in Macy’s? Will it be like North Face which has continued to make some very high quality product , leveraging its name and shoving the arc logo all over Dick’s department stores? Or like Mongoose bikes, which used to make quality bikes and now seems to only make cheap bikes too heavy for even me to ride? Well since Volcom’s products really don’t need too much of a technical edge like bikes and boards, as long as the brand holds up, Volcom will slalom run the economic gates.