Louie

Sydney, New South Wales, AUSTRALIA


Joined May 11th 2007

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investing in the future

October 10th 2008 00:11
Here are my 30 or so , Green, clean and efficiency global stock picks. The codes are www.yahoo.com/finance codes if you want to look into these stocks yourself. The last name on the list is the way to play the NEX index which is a proxy for clean Investing, i will write more about the NEX another time.

This list gives exposure to Wind, Solar, Biomass, hydro and other renewable energy generation world wide as well as exposure to best in class energy efficiency names. It is worth noting BYD is one of the few stocks Warren Buffet has been buying in this current sell-off.

Again these are my picks, no advice intended. This is how I look at investing in the future and investing in the Climate.


1211.HK BYD COMPANY Byd Company Ltd. The Group's principal activities are researching, developing, manufacturing and selling of rechargeable batteries (Li-ion, NiCd and NiMH batteries), automobiles and related products, handset components, LCD and other electronic products.
ALO.PA ALSTOM Alstom SA(ALSTOM SA). The Group's principal activity is to act as a holding company providing services in the following sectors: Power Generation & Power Services and Transport. Power generation sector provides power, equipment and services.

AMSC AMER SUPERCONDUCTO American Superconductor Corporation. The Group's principal activities are to design, develop, manufacture and market high temperature superconductor (HTS) wires and power electronic converters. The Group operates through two segments.

BLX.TO BORALEX INC Boralex Incorporated. The Group's principal activity is to produce energy. The Group operates 21 renewable enregy power stations with an installed capacity of 351 MW.

CHLD.L CHLORIDE GRP Chloride Group PLC. The Group's principal activity is manufacturing and selling uninterruptible power supply systems and power conditioners. The Group also provides after-sale technical support. Solutions include product specification and supply.

CMH.TO CARMANAH TECHS COR COM NPV Carmanah Technologies Corporation. The Group's principal activity is to develop renewable and energy-efficient technology solutions focusing on three technology divisions: solar-powered LED lighting, solar power systems and LED illuminated signage.

EAGA.L EAGA Eaga Plc. The Group's principal activities are heating construction contracting, installing heating systems, and providing specialist support services. It's Government Contracts segment acts as a contractor and principal on Government and Devolved Admin.

EDPR.LS EDP RENOVAVEIS Edp Renovaveis. The Group's principal activities are to design, develop, manage and operate power plants that generate electricity. It includes hydroelectric, Mini hydroelectric, wind, Solar, Thermal Solar, Photovoltaic, Biomass and waste plants.

EEN.PA EDF ENERGIES NOUV. Edf Energies Nouvelles Sa. The Group's principal activity is to produce electricity. The Group operates under three major segments, Development, Production and Exploitation. Under Development, the Group identifies and develops new projects.

ENER ENERGY CONV DEVICE Energy Conversion Devices, Inc.. The Group's principal activities are to invent, engineer, develop and commercialize new materials, products and production technology in the fields of alternative energy technology. It operates through three segments:

FSLR FIRST SOLAR, INC. First Solar, Inc.. The Group's principal activity is to design, manufacture and sell solar electric power modules using a proprietary thin film semiconductor technology. Its solar modules employ a thin layer of cadmium telluride semiconductor material.

FTEK FUEL TECH INC Fuel-Tech N.V.. The Group's principal activity is the development and engineering of technology and systems for pollution control and process optimization. The Group focuses on trademark nitrogen oxide reduction processes and chemical application systems.

GAM.MC GAMESA Gamesa Corporacion Tecnologica SA. The Group's principal activities are manufacture and distribution of products, installations and services of advanced technology in the aeronautics and reusable energy sectors. The Group comprises of five business areas.

GES.CO GREENTECH ENERGY Greentech Energy Systems AS. The Group's principal activity is producing electricity by utilizing wind power. The Group is into commercial production of alternative energy on a commercial basis through renewable resources.

HSN.L H.T.I. Hansen Transmissions International. The Group's principal activity is designing, manufacturing and distributing wind turbine and industrial gearbox in wind energy generation sector. In addition to wind turbine gearboxes, the Group supplies drive solution

IBR.MC IBERDROLA RENOVABLE Iberdrola Renovables S.A. The Group's principal activities are production and sale of electricity in Spain and abroad. The Group generates electricity using renewable sources of energy like hydroelectric, wind, solar, photovoltaic, biomass etc.

ITRI ITRON INC Itron, Inc.. The Group's principal activity is to provide a comprehensive portfolio of products and services to utilities for the energy and water markets throughout the world. The Group operates two segments, Itron North America and Actaris.

JMAT.L JOHNSON MATTHEY PLC Johnson Matthey Public Limited Company. The Group's principal activities are carried out through its Precious Metal, Environmental Technologies, and Fine Chemicals and Catalysts. Precious Metals comprises platinum marketing and fabrication activities.

KHD.TO CANADIAN HYDRO DEV COM NPV Canadian Hydro Developers, Inc.. The Group's principal activity is to develop, own and operate renewable energy generation facilities. The renewable generation portfolio is diversified across three technologies (water, wind and biomass) in the provinces .

PRY.MI PRYSMIAN Prysmian Spa. The Group's principal activities are to produce, distribute and sell cables and systems for the energy and telecommunication sectors. It also manufactures relevant accessories worldwide. The group has 54 plants in 21 countries.

R8R.DE ROTH & RAU Roth & Rau AG. The Group's principal activities are the provision of components and plasma process equipment. The Group's services include consulting, equipment design and construction, assembly, software development, development.

SAFT.PA SAFT Saft Groupe S.A.. The Group's principal activity is to design, develop and manufacture advanced technology batteries for industrial applications. The Group operates through three divisions: Specialty Battery Group, Industrial Battery Group and Rechargeable Batteries.

SPWRA SUNPOWER CORPORATION

SU.PA SCHNEIDER ELECTRIC Schneider Electric SA. The Group's principal activities are electricity and automation management. The Group operates under three major segments, Electrical distribution, Automation and Control and Secured energy. Under Electricity distribution.

VIR.AX VIRIDIS STAPLED Viridis Clean Energy Group. The Groups principal activity is investing in and operating clean energy assets. It's investments focuses on assets that generate electricity or other consumable energy from renewable, waste or inherently low emission energy.

VNP.TO 5N PLUS INC 5N Plus Incorporation. The Group's principal activity is to operate in the electronic materials and metal purification. It provides metals, compounds & alloys to chemical & solar module industry.

VWS.CO VESTAS WIND SYSTEMS

BRNE.L BLACKROCK NEW ENERG

JGL.AX Jackgreen Limited. The Group's principal activities are carried out through Property and Electricity. Property development division owns land in the western suburbs and inner suburbs of Melbourne, Australia, for the subsequent redevelopment into industri

TEO.PA THEOLIA Theolia. The Group's principal activity is to produce electricity from renewable energy. The Group operates under three major segments, Sale of wind power plants, Wind Energy and Non-Wind activities. Under the segment Sale of wind power plants.

WFR MEMC ELECTRONIC MTRL MEMC Electronic Materials, Inc.. The Group's principal activities are to design, manufacture and sell electronic grade wafers for the semiconductor industry. The products include three general categories of wafers: Prime Polished Wafers, Epitaxial and Te
SIT.L SOLAR INTEG REG-S Solar Integrated Technologies, Inc.. The Goup's principal activity is to design, manufacture and install building-integrated photovoltaic or BIPV, roofing systems for customers with non-residential buildings that have flat or low-slope rooftops.

PBD PS GBL CLN EGY PTFL NEX Index Proxy.



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it is time for rationality

October 8th 2008 23:00
OK so i've left this space to market newbie for a while now but it is time to draw a line in the sand. Today we saw some very decisive co-ordinated global Government intervention in these markets, these measures will help free up capital, it is time to look through market moves and see the opportunities.

Mkt Newbie often talks about fear and greed, these are arguably the two major driving forces of markets to extremes. The Credit Crisis was without a doubt caused by greed and now recent market moves are being exaggerated and perpetuated by fear. The same greedy people who couldn't buy enough at the top and leveraged themselves to the hilt are now panic selling.

This much I know, fear and greed CREATE OPPORTUNITY. Warren Buffet so quickly becomes a cliche these days and I heard a pearler of his this week, ill have to paraphrase as I am writing this on the go. When people get greedy its time to be fearful, when people are afraid it is time to get greedy. Because I despise fear and greed i don't like this comment BUT because I love markets and I love opportunities I am quoting it today.

Warren Buffet is a RATIONAL investor who invests (note i do not use the word trade) on fundamentals, he sees opportunity in these markets and so should every rational thinker out there.

SO why am I writing this post on a Climate Change blog? Well the reason is simple, there is a huge opportunity associated with investing in a transition to a low carbon economy. You get a double whammy effect of watching your money work for the planet, whilst at the same time receiving a return on your money. I can't think of a better way to invest my retirement money, and if we all do it, it will make a HUGE difference. Huge amounts of capital are needed to bring Renewable Energy to grid price parity and to make energy efficiency measures affordable for the average household. I am not even talking about investing in new technologies here, I am talking about rolling out existing technologies to critical mass, this brings down the price of being clean and cleans up our planet.

So you might think this is a small investment universe and highly risky, but you will be pleased to know there are many stocks globally that have Utility income streams and risk profiles that produce Renewable Energy. There are also lots of outstanding companies that will change the face of energy efficiency. These stocks have their fundamentals underpinned by government policy and consumer demand trends, doesn't get much better than that. Did you know that embedded in the bail out bill was tax credits for renewable energy? and did you know yesterday europe drafted new, very powerful climate change regulation? and did you know the US yesterday released draft legislation for a cap and trade system? did you know 69 countries in the world have mandated renewable energy targets? Did you know China, the largest polluter, is also the fastest adopter of Green Power? These things all underpin the pricing of the stocks I will tell you about later today, they are all hapening with or without bans refusing to lend money to each other.

HERE IS A LINK TO MY POST ON MY TOP 30 or so picks, its time to dust off the rational investor boots and give the planet some capital!!!!! and no this won't link to one of those spam emails where you have to pay money to see the names, these are stocks I have personally sought out world wide that have relatively low debt or a strong ability to raise capital, have superior growth potential and most importantly are contributing in some way to transitioning the world to a low carbon economy. (a dsiclaimer may be necessary here, to say I am not giving advice merely sharing my opinion, adsense earnings may not cover the expense of being sued)

Cheers

Louie
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new google tool

October 8th 2008 00:11
This is cool, this new Google tool designed with conservationists and National Geographic lets people view endangered marine areas at the click of a mouse.
CLINK HERE FOR LINK TO STORY



CLICK HERE TO GO TO GOOGLE EARTH

CLICK HERE TO SEE SOME BELIZE FOOTAGE

I have actually dived Belize a few times, it has amazing swim throughs and we followed a loggerhead turtle through some amazing underwater scenery and beautiful reefs, to think of it as endangered is upsetting. Hopefully the old adage out of sight out of mind works in reverse when this tool takes off

In these times of economic crisis it is important we don't become even more selfish and ignore our duty to be good environmental citizens.

Check this tool out, it is truly amazing, the article states it could be addictive and I agree.





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Final Garnaut Review is out

September 30th 2008 05:06
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Hypocrites Unite!!!!

September 29th 2008 04:06
This is the title of a story by George Monbiot CLICK HERE TO GO TO THE STORY defending the Green movement of being Hypocrites. He rightly points out that most human beings are in fact hypocrites and in the Green movement because of its diversity this can also be said.

I think it is ok to talk the talk even if you don't perfectly walk the walk, as long as we all have a genuine go at being good environmental citizens, hell, even the US President doesn't have to be perfect anymore


[ Click here to read more ]
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a trillion dollar wake-up call

September 23rd 2008 02:11
The WSJ has reported tackling Climate Change will have an impact on companies accross 6 sectors with a total potential impact of $6 trillion. That is what I call a big number.

The research conducted by Mc Kinsey highlights there will be both cost and opportunities, with big gains to be made by corporates who get in front of this and potentially huge losses to corporates who don't address Climate Change as a business issue


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is this good or bad?

September 19th 2008 02:11
Unions want to strike over climate-change issues. Is this support for our cause or do we think they just want to strike over everything? I am curious to know what other Orblers think because I AM WAY TOO CYNICAL to tackle this one!!!!!!


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Has she reacted to our hard hitting journalistic piece (sic) on why the Greenies don't like her?

It could appear to be the case, perhaps McCain has had a word in her ear and stated his Climate Policy is non-negotiable , read below from the miami herald, the internet is abuzz with talk she is back pedaling. This could be one for the good guys. here. here


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why the Greenies hate Palin

September 12th 2008 00:11
drum roll people......

1) she does not believe CLimate Change is man made


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help protect the coral sea

September 10th 2008 07:18
The Australian Conservation Foundation is forming a unique alliance and launching a bid to turn the Coral Sea into the world's largest, no take marine parks.

This would help to protect numerous species of fish and marine life already facing many threats. Here are some details and a special link to show you how to campaign Peter Garrett to make this happen. Take a few minutes to do it, we know Peter Garrett is one of the few politicians who actually cares so we might get a good outcome on this one if we show him there are enough of us who want to fight for it


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Recent Comments

Comment by Louie
on investing in the future

October 13th 2008 21:29
yes timing is everything, I don't thin its possible to dead set pick a bottom but its time for the rational hats to come back on. hopefully all the forced sellers are out of the market and the mess the greedy banks made is on the way to being cleaned up so that these renewables companies can do what they do

MNG I have heard of the REEF trust is is very good. checkout www.arkx.com if you are into that sort of thing. It is a Wholesale Fund and far more noble alrighti might know one or two people working their butts off to get it off the ground for no reward.

Comment by Louie
on The Burning Season

October 13th 2008 16:43
Thanks Cheryl J, Ill be tuned in for sure.

Heads up is MUCH appreciated.

Comment by Louie
on Shares - Buy or Sell?

October 10th 2008 01:44
here here...... i invest green, but same applies...

someone should test it and see if it edible by edible i mean not full of deathly bacteria....... and someone should take a bite to see if it tastes the same, mind you that could be suicide.....

Comment by Louie
on Tchaikovsky Piano Concerto 1 - best version I ever heard

October 10th 2008 00:41
pretty dam good..... nice friday music, thank you

I understand how you can hate that aspect of it, but I guess posting it will be better than not actually having to talk to the money people.

I don't really understand how the business works, i thought the producers were the money people to start with.

How the hell will you come up with a number of how much you need to raise etc?

No worries, let me know I am very curious.....

Comment by Louie
on The Sheer Horror Of Being A Brunette

October 9th 2008 04:47
hahaha ahaha ahahahaha hahahaha roll off the chair funny..... being an idiot should be a crime!!!!!!

thanks for making me laugh in these days of awful markets, nothing funny there

I guess I am not surprised, I wonder how many people watching the ARIA's sucked Chuppa Chups and ran out for KFC without knowing why? I bet ZERO!!!!!!