Originally posted by stenzrob on 5/1
On 5/3, this appeared in a forbes article, http://www.forbes.com/2006/05/03/hok...apbox_inl.html
"While obvious, pure-play alternative energy companies have already been bid up dramatically, there are a few smaller-cap peripheral plays that are worthy of consideration.
Given the abundance of coal within America's borders, coal-fired power-generation businesses should offer above-average growth opportunities. Growth in China and emerging market economies favors coal-fired electricity generation, and many of those plants will require emissions control. Companies that help to combat the pollution consequences of coal generation will have the wind at their back.
Our favorite is Fuel Tech N.V. Fuel Tech helps utility and industrial customers reduce nitrogen oxide emissions, which in turn helps reduce air pollution. Sales jumped 110% in the fourth quarter of 2005, and pre-tax profits nearly doubled as well. We have added Fuel Tech to the model portfolio this month and expect earnings to be released May 9."
regards ... stenz

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