Get Blown Away by New Wind Power ETF
Bob Carey; First Trust Portfolios
Wind power is widely recognized as one of the most efficient forms of sustainable energy, but it can be difficult to find a pure play in the US markets... until now. Bob Carey, Chief Investment Officer with First Trust, discusses the new First Trust ISE Global Wind Energy Index Fund [NYSE:FAN]. The fund gives a 70% weighting to companies which are pure plays on wind power, Vestas Wind Systems and Hansen Transmissions (both listed in Europe) and 30% weighting to companies with adequate exposure to the wind sector, BP plc [NYSE:BP] and General Electric [NYSE:GE].
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| Timely Market Insights from Leading Investors, Analysts and Stock Gurus. |
Volatility Can Mean Profits in Second Half
Dated July 21, 2008
Bill Greiner, UMB Asset Management
Expect a "fitful" second half of the year according to Bill Greiner, Chief Investment Officer of UMB Asset Management. To profit in these tough markets Bill is focused on what he calls the "Consumerization of Sub-Asia". The growing ???consumer-class??? in Asia will benefit companies like Johnson & Johnson [NYSE:JNJ], as people demand proper medical supplies, and General Electric [NYSE:GE], as demand for power generation equipment increases. As for US financials, Bill Greiner has identified a few hidden gems that have not yet been "tarred and feathered", like the rest of the sector; Northern Trust [NASDAQ:NTRS] and State Street Capital [NYSE:STT].
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Three Small Caps Leading HHBUX Higher
Dated July 18, 2008
David Lundgren, Jr., Horizon Hancock Investments
David Lundgren is the Director of Equities and Research Hancock Horizon Investments and Portfolio Manager of the very successful Hancock Horizon Burkenroad Fund [HHBUX]. The Burkenoad fund invests only in small cap companies in the deep-south and that means the fund is currently overweight in energy. David shared three of his favorite diversified winners; Gulf Island Fabrication [NASDAQ:GIFI], Hibbett Sports [NASDAQ:HIBB], IderiaBank Corp. [NASDAQ:IBKC].
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Two Coal Stocks to Buy on Weakness
Dated July 15, 2008
Two Coal Stocks to Buy on Weakness, Professional Timing Service
If you have not participated in the meteoric rise of energy commodities, Curtis Hesler of Professional Timing Service cautions starting any new positions. However, if you need to buy into the energy sector, Curt recommends buying these two coal stocks on any weakness; Fording Coal [NYSE:FDG] and Alliance Resource [NASDAQ:ARLP]. Citing a crude-gold ratio of 10, Curtis Hesler suggests that gold could easily move to $1400 and he favors Kinross Gold [NYSE:KGC] and Yamana Gold [NYSE:AUY].
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Cabot is Watching with Defensive Optimism
Dated July 11, 2008
Mike Cintolo, Cabot Heritage Corp
It should come as no surprise that Mike Cintolo, VP of Investments for CABOT, is defensive when it comes to current market conditions. However, Mike does suggest that, after a significant pullback, the time may be right to get into his favorite coal stocks, Walter Industries [NYSE:WLT] and Alpha Natural Resources [NYSE:ANR]. Global demand for commodities, like coal, remains strong and Joy Global [NASDAQ:JOYG], maker of mining equipment, should continue to profit from these trends. Two more favorites from Mike Cintolo are Intrepid Potash [NYSE:IPI], the #1 potash company in the US, and Salesforce.com [NYSE:CRM], a leading business software provider.
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Three of the Hottest Small-Cap Momentum Stocks
Dated July 02, 2008
Kevin Kennedy, The Coolcat Reports
When looking for momentum in today's market conditions, it is no surprise those stocks can be found in the commodity and alternative energy industries. Kevin Kennedy, editor of the Coolcat Reports, shares three of his favorite small-cap momentum stocks; Quantum Fuel Systems Technologies Worldwide Inc. [NASDAQ:QTWW], Gran Tierra Energy [AMEX:GTE], and Olympic Steel Inc. [NASDAQ:ZEUS]. All three have seen great moves recently, but Kevin believes the run should continue higher from here.
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Four Profitable Micro-Caps
Dated June 30, 2008
Max Bowser, The Bowser Report
Fishing for stocks under $3 can be a dangerous game, unless you follow a set of strict guidelines like Max Bowser, editor of the Bowser Report. When searching for viable investments amongst the thousands of penny stocks, Max requires the company be profitable, hold little debt, and preferably have a small float. These four stocks fit those requirements to a T; Hudson Tech [NASDAQ:HDSN], Flexible Solutions [AMEX:FSI], Pizza Inn [NASDAQ:PZZI], and Tengasco [AMEX:TGC].
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| CEO Video Interviews |
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ViewCast Continues Revenue Gains With Growth In Sales of Streaming Equipment
Interview with David Stoner President and COO, ViewCast.com
David Stoner, President and Chief Operation Officer of ViewCast Corporation (OTC:VCST) reports strong 1Q08 sales growth of over 18 percent to $4.1 million due to multi-unit sales of Niagara streaming encoding systems and higher sales of Osprey capture cards. The company expects gross margins to remain strong given the growth in direct sales, as well as through channel partners in North America, Pacific Rim, and South America. The company develops and sells hardware and software for performing and managing the encoding of live and on-demand audio and video content for delivery over the internet, corporate, or mobile networks. The company, founded in 1994, is based in Plano, Texas.
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Australis Continues Its Leadership Role in Sustainable Seafood
Interview with Josh Goldman CEO Australis Aquaculture, Ltd, Australis Aquaculture Ltd
Josh Goldman, CEO and Jonathan Daen, CFO, of Australis Aquaculture, Ltd (ASX:AAQ), discuss the company's leading role in the introduction of Australian Barramundi into the North American market. The company owns and operates a 1,000 annual ton capacity indoor aquaculture facility in Turners Falls, Massachusetts and plans to open a 10,000 annual ton facility in Vietnam. Australis expects revenues to almost double this year and next.
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Riptide Worldwide, Inc.
Interview with Frank Wilde CEO, Riptide Worldwide, Inc.
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Power Play in Chinese Energy Production
Interview with Julianna Lu CEO, China Holdings Inc
China Holding Inc. is consolidating its position in China's high-growth
energy market. The company is targeting 3200 MW of power capacity - enough
to power three million households - in biomass energy and hydropower
electricity projects by 2013. The company recently reached a pipeline
capacity of 150 MW and has identified projects that will significantly
expand this capacity in 2008 and beyond. The goal, according to founder and
CEO Julianna Lu, is for China Holdings to be "one of leading opportunity
energy companies listed in the United States."
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Lifeway Completes Expansion and Tackles Inflation
Interview with Julie Smolyansky President, CEO and Director, Lifeway Foods Inc.
Lifeway Foods, makers of Kefir and other probiotic dairy products, continues to achieve record sales year after year. Sales growth and a clean balance sheet, are some of the reasons Mario Gabelli selected Lifeway as a holding for his GAMCO Mighty Mites AAA fund. According to Julie Smolyansky, President and CEO of Lifeway Foods, there are many factors leading to their success including a recent capacity expansion, a larger sales force, and greater exposure for the health benefits of probiotic foods. While inflationary pressures have caused a small price increase for Lifeway products, the typically higher-end consumer has shrugged off the higher prices.
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Globecomm Has Found Niche in Many Areas of Telecom Growth
Interview with Kenneth Miller President, Globecomm Systems, Inc
Globecomm Systems continues to record revenues and profits year after year and Ken Miller, President of Globecomm, believes that growth will continue as telecom remains hot around the world. Globecomm is seeing plenty of growth in Asia where broadcasters are starving for more bandwidth, a problem Ken Miller is more than happy to solve. It is not often to see a growth company trading like a value stock, but Ken Miller says Globecomm will continue to focus on the expansion and the markets will be forced to recognize that.
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