BizAnalyst Network: Stocks: Where Are the Young'uns?

Sunday, December 11, 2005

Stocks: Where Are the Young'uns?

Where Are the Young'uns?
Friday, December 09th, 2005
Baltimore, MD * Jackson, WY * Missoula, MT

In this Issue...

* Solar IPO...Take 2
* Where Are the Young'uns?
* The "T" Word
* "T" is for Technology, Too

Quote of the Day

"There's one thing I've learned that surprised me in my search for
answers: Most explanations are bad ones, even though good ones are
available to those who will search them out diligently."

-- Anonymous

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Dear Wealth Daily Reader,

Brian Hicks here.

I'm stuck at my house in rural Maryland. Last night we got our first big
blast of winter, dumping 6-inches of snow.

I know, I know. Six inches, big deal. You'll get more snow from a dry
scalp!

The snow really isn't the problem, mind you. The kids are. Or more
specifically, the lawyers.

You see, in today's litigious society (especially in Maryland), a single
flake of snow is enough for the school superintendent to close school in
fear of lawsuits from lawyers arguing that school kids are in danger of
slipping on ice on their way to the bus stop.

As if kids won't slip on ice running to their favorite hill to
sleigh-ride down.

Give me a break.

But I'm not here to complain about trial lawyers. I'm here to give kudos
to Jeff Siegel, editor of Green Chip Stocks.

A few weeks ago, while natural gas and oil were sliding in price, Jeff
was telling me that the market was about to get blindsided.

Because of the usually mild autumn we were experiencing, heating bills
were still fairly reasonable. But Jeff was telling me that one big cold
snap in the US would send the price of natural gas through the roof. And
this meant that his renewable energy stocks, especially solar, would
rally.

He was right.

Now before I go any further, I must show you a chart of natural gas.
Take a look:

There's no better evidence that natural gas supplies are tighter than
Joan Rivers' face. To the point, there's simply no room for a mistake. A
prolonged cold-spell will send natural gas prices through the roof.

I mean, imagine where the price of natural gas will be in January.
February?

With that said, Wall Street is turning more and more to alternative
energy stocks.

Now, Jeff has probably told you about the successful IPO of SunPower
(SPWR - NASDAQ) a few weeks ago. And now, another solar company is going
IPO.

What does this mean?

With Wall Street eyeing alternative and renewable energy stocks,
everything in this space is a prime candidate for coverage.

Luckily, Jeff knows which stocks stand to explode in value as investment
dollars search for ways to play this emerging sector. And he's had great
success, with portfolio returns of 41.02% in 2005.

I urge you to read Jeff's latest report here: [ Endless Enery
http://wealthdailymail.net/cntdir.asp?num=182 ]

And I've also asked Jeff to provide Wealth Daily readers with an update
regarding the upcoming IPO.

Take it away Jeff...

Say goodbye to oil and gas... say hello to...

Endless Energy

Tiny 45� California high-tech company just unlocked one of the largest
sources of energy anywhere on Earth.

Company's 'solar glass' recently won the 2005 World Technology Award for
energy... and Business 2.0 Magazine says "that puts the company on the
cutting edge of a trend in the $7 billion solar industry..." See for
yourself http://wealthdailymail.net/cntdir.asp?num=182 .

_____

Solar IPO...Take 2

China-based Suntech Power Holdings has announced that it will be
offering 26.38 million American Depositary Shares at $11 to $13 under
the proposed NYSE symbol, STP. This deal is expected to be priced next
week.

Now you may remember last month, when SunPower Corp. (SPWR:Nasdaq) rose
more than 40% when its IPO hit.and traditional 'non-believers' of solar
began to turn the corner.

Though even now, with Suntech money lining up outside the New York Stock
Exchange, the skeptics are back at it - quick to point out how subsidies
are really what's helping the solar industry grow at such a record pace.

Fair enough.

But they're still missing the point.

Renewable energy subsidies were not developed to pump up the market,
only to be deflated when the subsidies end. They were developed to kick
start the market into high gear - as even the greediest oil-slicked
politician knows that the petrol ride will come to an end.sooner than
later.

Over the last few years, as energy demands (and prices) have increased,
renewables have been strategically building momentum. And an influx of
tax credits and investor dollars have certainly allowed for this to
happen. Just look at the photovoltaic industry - which has averaged a
40% annual growth rate since 2001. And production levels.just since 2003
have doubled - representing roughly $11 billion in revenue.

I assure you, my friend - this trend will continue.

Over the next two years the solar industry will become stronger than
ever - positioning itself to be an efficient, cost-effective energy
option.

And while the skeptics line up their soapboxes - most of which are
shipped in pork barrels, the big institutions are now willing to back
these solar stocks. And so am I.

However - don't be fooled by the hype either.

Every savvy energy investor knows there's money to be made in solar. But
those who don't fully understand where the real profits are may be quick
to go after only those new public companies - which are often placed on
holographic pedestals.

Don't get me wrong - I'm not saying these companies aren't going to be
successful. In fact, I wouldn't be surprised to see investors make a few
bucks off these IPOs over the next couple of years.

But if you're going after that solar payoff - you can't solely focus on
the here and now. You must accurately predict the evolution of the
industry.

For example, last year I told Green Chip members that a silicon shortage
was coming - and it could have a devastating affect on photovoltaic
manufacturers. Knowing it was only a matter of time before every energy
investor found out about the silicon shortage, I geared Green Chip
investors towards a company that had not only secured enough silicon to
get it through the shortage.but actually used less silicon in its
manufacturing process.

That company is called Evergreen Solar (ESLR:Nasdaq). And a couple of
months ago, when the silicon shortage started making headlines.green
chip investors watched the company's stock shoot up another 40%.

And now.while all the 'johnny-come-latelys' latch on to anything with
the word 'solar' attached, I'm predicting the next solar payoff to come
from Building-Integrated-Photovolatics (BIPV).

Mark my words - BIPV is the solar sector that will offer the most bang
for your buck in 2006.

In fact, one of my BIPV picks has already shot up more than 47% since I
recommended it. And I expect it to be up at least another 35% by the end
of January.

You can read more about BIPV and this company here
<http://wealthdailymail.net/cntdir.asp?num=182> .

Remember - with any new technology.there will always be skeptics. But in
the case of solar - as these past two years have proven - there will
also be profits.

Which do you prefer?

Until Next Time,

Jeff Siegel

How to make +61,438% on $650

Jerry writes...

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In the coming weeks, Mike will be releasing his much anticipated Oil
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_____

Where Are the Young'uns?

As I sat down in one of the meeting rooms of Baltimore's World Trade
Center, I wondered why the evening's lecture had drawn the same
demographic as an episode of Matlock. The Baltimore Council on Foreign
Affairs, it turns out, is largely a silver-topped crowd with the
collective hearing aid amplification power to put on a Rolling Stones
concert.

The speaker, Dr. Michael Pillsbury, has served as special assistant for
Asian Affairs at the Net Assessment Office of the Secretary of Defense,
Assistant Secretary of Defense for policy planning in charge of
preparing scenarios for long-term defense planning, and edited the books
China Debates the Future Security Environment and Chinese Views of
Future Warfare.

The words of a man with such insights into China's military horizon
should not be important to retirees alone.

The "T" Word

The major streams of thought regarding China in American circles, be
they economic or military, tend to diverge on the question of China's
motivation for growth. The dichotomy isn't the normal glass half-full or
half-empty debate as one of, "Are we about to drink lemonade or sulfuric
acid?"

In a world where the major target of American military might is so
diffuse that we call its units "cells" and refer to their mitosis as if
terrorism were the bird flu, it may be comforting to revert to the days
of Evil Empire, submarine standoffs and enemy soldiers who actually don
uniforms in battle.

For Cold Warriors like Dr. Pillsbury, this is a deceptive appeal,
drawing on a historical analogy most wish to avoid.

Dr. Henry Kissinger, as Nixon's secretary of state, was responsible for
the easing of tensions between China and the U.S. in the early 1970s. In
a recent Washington Post column, Kissinger wrote, "The center of gravity
in world affairs is shifting from the Atlantic.to the Pacific," and that
"the rise of China - and Asia - will lead to a substantial reordering of
the international system."

Kissinger's words do not appear to be conjecture but advance notice,
giving the sense that he has seen China's rise in binoculars, not in a
crystal ball. Anyone witnessing China's increase in strength can confirm
the inevitability of their continued ascent. What we make of that rise
is up to us and our attitudes. This was the point of Dr. Pillsbury's
speech.

Pillsbury announced that he would not use the word "threat" to refer to
China. The opportunities for shared growth outweigh the trepidation we
should feel about this changing tide.

Though China's military budget has increased at a steady double-digit
pace since the late 90s, its economy has been burgeoning at a similarly
meteoric rate, so the allocation of increased funds to national defense
only makes sense.

And, even factoring in the undervaluation of the Chinese currency (which
most exchange rate aficionados say is about 25% too cheap), the People's
Liberation Army is spending less than a quarter of what the U.S.
military is allocated this year.

United Nations Declares - "Water Shortage is the Most Immediate &
Serious Threat to Humankind."

Right Now, more than 40% of the world, 2.4 Billion, has no access to
safe drinking water.

* Wells across the globe are drying up.
* Half the world's rivers and lakes are seriously polluted.
* Water is the One, You Can't Live Without It, Utility
* And as the world's population continues to Double, Demand for
water Triples!

Desalinization, a process of turning saltwater into safe drinking water,
is our only hope.

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_____

"T" is for Technology, Too

When I asked Dr. Pillsbury about the climate of attitudes toward China
within the defense department, he told me that most veterans of
Soviet-era containment, like him, are not eager to cast China in the
same light.

He urged mutual cultural understanding and coordination of economic
interests as the best safeguard against mutual belligerency.

The Chinese military-industrial complex employs some 10% of the
population in all aspects of production. At its peak, the Soviet
counterpart employed at least 1/5 of the USSR's workforce.

Across the board, Chinese research and development is surging. This of
course includes dual-use technologies that have civilian and military
applications, but keep in mind that the Cold War was essentially
responsible for the state of the world's satellite system, having been
pioneered by a fearful Uncle Sam.

The Chinese military isn't the only investor in domestic high-tech.
American firms like AMD, which licensed its x86 Geode technology to
China, encourage innovation and the development of Chinese industry that
will not be rooted in cheap, unskilled labor alone.

Technology should also be the linchpin of a new sort of containment,
where China's own interests govern the bounds of its military flexing.
China and Taiwan are both wooing American PC manufacturing operations,
evincing a relationship that is more suited to a standard capitalist
scuffle between competing enterprises than an exchange of missiles.

China requires microchips from Taiwan to build computers on the
mainland, which are then exported to retailers in the U.S. or used in
China's myriad internet cafes and office parks. The recent public
offering of shares in major Chinese ports located near Taiwan provides
further proof of China's drive to a maritime presence whose defensive
strength is protective of a larger commercial concern.

As the situation continues to unfold and the balance slides from west to
east, China will have greater reason to safeguard its wealth through
peaceful growth, not wishing to jeopardize it all over irredentism and
regional hegemony that its own constitution prohibits.

It falls to the generations who still have colored hair to grasp the
opportunity and the risk together, understanding that we have much at
stake in the dragon's continued sustenance.

- Sam Hopkins

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