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Stock Opinions by Peter Hofstra

TOP PICK
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
TOP PICK
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.
electrical / electronic
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
PAST TOP PICK
(A Top Pick Mar 24/09. Down 19.67%.) Still a Buy.
electrical / electronic
PAST TOP PICK
(A Top Pick Mar 24/09. Down 12.69%.) Still a Buy.
other mines
PAST TOP PICK
(A Top Pick Mar 24/09. Down 9.31%.) Still a Buy.
other services
BUY
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.
electrical / electronic
DON'T BUY
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
BUY
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.
other mines
SELL
Forget this one. Have always been suspicious of the technology.
misc industrial products
BUY
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
BUY
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
BUY
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.
electrical / electronic
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
COMMENT
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.
Unknown
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