Saturday, April 23, 2011

SATURDAY

Clean E stocks with good to great potential at 12-month lows or near:

ALTI. Moved up almost 20% last week. Q1 report May 5. 10MW contract recently cancelled. But definitely at their second bottom of last 12 months.

AMSC. Maybe they regain Sinovel. Maybe not. This is a hard call on a turnaround. But watch. What if we had the money to really use their superconducting power lines.

AONE. Goldman gave a heads up. Up 10% last week. May 9 after close release of Q1. After close. Maybe not good. Maybe Goldman already got their money on their call. Though they do have a rep to maintain. But A123 has stagnant revs ($100M/y). With growth potential. A lot of volume on the stock this month. And they are at the bottom.

APWR. Chinese. All the Chinese comps on the Naz are cheap. Like their labor and regulatory costs. And our trust in their numbers, reports or intentions (vis a vis AMSC/Sinovel). APower's last reported numbers are from '08. This stock looks cheap and at bottom, but may keep going down.

ASTI. Jumped almost 10% end of day Friday on volume. Crashed 50% from early April on news. Definitely on their lows. But revs picking up. Their solar thin film product may be ready for the market.

BYDDF. Chinese EV maker. Lost over 50% on year. Buffett's investment. But still a pink sheet at $5B valuation?!

COMV. Reporting 1Q morning of May 5. Struggling with income, losing money. No volume yet at bottom. But down from $12 to $4 last 12 months. Ow. Promise of E efficiency.

CREE. LED leader. Or one. On their bottom. Motley saying wait. $80 to $40 in 12 months. I'd say 10% near term would be a pretty good bet.

CSIQ, CSUN Chinese solars seem way too cheap. DSTI. They can't seem to get started. EFOI. Should be bottom. ENOC. How much lower could they go? LEDS. Chinese LEDs. QTWW. Bottoming? PPRW, RSOL, WESTD solar installers maybe to pick up during summer season.

AEBF. New high. Above all their lines. New grant from CA. Advanced biofuels. That's the oil problem solved. Eye on them.

And I'm done for Saturday. Maybe I'le have something for Easter. Watch for the sunrise.

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