Stock Opinions by Peter Hofstra - Stockchase Experts
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Peter Hofstra @

On Stockchase since : Feb 2005

Vice President and Portfolio Manager at Greenrock Asset Management

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Peter Hofstra Latest Top Picks...

Stock Opinions by Peter Hofstra - Stockchase Experts

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TOP PICK
Canadian Solar Inc.(CSIQ-Q) 

January 27, 2010

Chinese-based solar panel manufacturer. Want to participate in the new Ontario feed-in tariff program and have a new Kitchener head office. With feed-in declines this industry is growing very effectively so solar is doing fine and this is a good company.
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Chinese-based solar panel manufacturer. Want to participate in the new Ontario feed-in tariff program and have a new Kitchener head office. With feed-in declines this industry is growing very effectively so solar is doing fine and this is a good company.
other mines
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$22.380
Owned Owned
Yes

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TOP PICK
Applied Materials(AMAT-Q) 

January 27, 2010

Involved in semiconductors and solar. Seeing a strong recovery in IT and solar was the first of the energy sector to recover well so this will trickle down to the equipment market in this company should really come along. Lots of liquidity and great balance sheet.
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Involved in semiconductors and solar. Seeing a strong recovery in IT and solar was the first of the energy sector to recover well so this will trickle down to the equipment market in this company should really come along. Lots of liquidity and great balance sheet.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$13.040
Owned Owned
Yes

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TOP PICK
Early-stage company. Have taken a Lockheed technology and adapted it for the wind turbine market. Forward-looking lasers that can measure wind direction and speed ahead of time. Also have handheld devices for use on yachts. High risk.
INDUSTRIAL PRODUCTS
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Early-stage company. Have taken a Lockheed technology and adapted it for the wind turbine market. Forward-looking lasers that can measure wind direction and speed ahead of time. Also have handheld devices for use on yachts. High risk.
INDUSTRIAL PRODUCTS
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$2.620
Owned Owned
Yes

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PAST TOP PICK
RuggedCom Inc.(RCM-T) 

January 27, 2010

(A Top Pick Mar 24/09. Down 19.67%.) Still a Buy.
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(A Top Pick Mar 24/09. Down 19.67%.) Still a Buy.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$19.170
Owned Owned
Yes

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PAST TOP PICK
SunPower Corp.(SPWRA-Q) 

January 27, 2010

(A Top Pick Mar 24/09. Down 12.69%.) Still a Buy.
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(A Top Pick Mar 24/09. Down 12.69%.) Still a Buy.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$20.830
Owned Owned
Yes

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PAST TOP PICK
5N Plus(VNP-T) 

January 27, 2010

(A Top Pick Mar 24/09. Down 9.31%.) Still a Buy.
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(A Top Pick Mar 24/09. Down 9.31%.) Still a Buy.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$5.170
Owned Owned
Yes

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BUY
AAER Inc.(AAE-X) 

January 27, 2010

Turbine manufacturer. Have the right partners and are winning their share of contracts. Wind industry is the next leg of clean technology that recovers. Solar has been first. This is a good way to participate with a Canadian company.
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Turbine manufacturer. Have the right partners and are winning their share of contracts. Wind industry is the next leg of clean technology that recovers. Solar has been first. This is a good way to participate with a Canadian company.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$0.090
Owned Owned
No

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DON'T BUY
Electrovaya Inc.(EFL-T) 

January 27, 2010

Movement of the stock will be news driven. Pretty fluid environment right now. He would stay away from the unproven businesses. You can get some strong businesses with a proven history at a good price.
misc industrial products
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Movement of the stock will be news driven. Pretty fluid environment right now. He would stay away from the unproven businesses. You can get some strong businesses with a proven history at a good price.
misc industrial products
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$0.800
Owned Owned
No

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BUY
First Solar Inc.(FSLR-Q) 

January 27, 2010

90%+ of solar world panel producers use silicon. This company uses cadmium cellulite instead, which has allowed them to be the lowest cost producer. Stock is under pressure because with Chinese coming in, there is concern that silicon costs will become so low that it could hurt them. Good buy at this price.
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90%+ of solar world panel producers use silicon. This company uses cadmium cellulite instead, which has allowed them to be the lowest cost producer. Stock is under pressure because with Chinese coming in, there is concern that silicon costs will become so low that it could hurt them. Good buy at this price.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$114.140
Owned Owned
Yes

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SELL
Timminco Ltd.(TIM-T) 

January 27, 2010

Forget this one. Have always been suspicious of the technology.
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Forget this one. Have always been suspicious of the technology.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$1.190
Owned Owned
No

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BUY
Day4 Energy Inc.(DFE-T) 

January 27, 2010

Early-stage solar panel solar technology provider. There are always risks with early-stage companies such as right management, right business and sufficient cash. This company is bringing new technology to market in how they interconnect panels. Outsourcing so are controlling costs extremely tightly and survived the market downturn very nicely. Starting to wind business again.
electrical/electronic
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Early-stage solar panel solar technology provider. There are always risks with early-stage companies such as right management, right business and sufficient cash. This company is bringing new technology to market in how they interconnect panels. Outsourcing so are controlling costs extremely tightly and survived the market downturn very nicely. Starting to wind business again.
electrical/electronic
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$0.800
Owned Owned
Yes

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BUY
EnSync Inc(ESNC-N) 

January 27, 2010

Storage is the Achilles' heel for the ultimate energy market and if you can buffer wind/solar energy and store it, this could be greater than 20%. Zinc bromide is there magic formula. Have been management changes and there could be small company risks.
machinery
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Storage is the Achilles' heel for the ultimate energy market and if you can buffer wind/solar energy and store it, this could be greater than 20%. Zinc bromide is there magic formula. Have been management changes and there could be small company risks.
machinery
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$1.200
Owned Owned
Yes

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BUY
BlackBerry(BB-T) 

January 27, 2010

Good value here. The risk is the smart phone market, which is getting more crowded. He believes this company is going to remain the cornerstone of this. Because they run their own network, they have many secondary advantages. Looking at this one now.
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Good value here. The risk is the smart phone market, which is getting more crowded. He believes this company is going to remain the cornerstone of this. Because they run their own network, they have many secondary advantages. Looking at this one now.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$68.180
Owned Owned
No

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DON'T BUY
Canada's first offshore wind project in the Queen Charlotte Islands on the West Coast. Economics on wind farms work out very well. Power Purchase Agreement is required giving the operators a guaranteed revenue stream. Still early days.
oil/gas
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Canada's first offshore wind project in the Queen Charlotte Islands on the West Coast. Economics on wind farms work out very well. Power Purchase Agreement is required giving the operators a guaranteed revenue stream. Still early days.
oil/gas
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$0.550
Owned Owned
No

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COMMENT
General Market Comment 

July 9, 2009

Clean Technology is anything that reduces the environmental impact of human behavior. Water, Biodegradable products, alternative energy, Solar, Wind, Environmental, waste management, nuclear. Need to watch regulatory changes. Solar offers most liquidity. Wind is very mature and all the consolidation has already happened.
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Clean Technology is anything that reduces the environmental impact of human behavior. Water, Biodegradable products, alternative energy, Solar, Wind, Environmental, waste management, nuclear. Need to watch regulatory changes. Solar offers most liquidity. Wind is very mature and all the consolidation has already happened.
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Peter Hofstra

Vice Presi, Greenrock Asset Mana...

Price Price
$0.020
Owned Owned
Unknown

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