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Ken Heebner, wind power and new books
By Rob | June 1, 2008
The US market still holding on around 1400. Materials and Energy still best performers. Financials and Health Care reaching oversold levels. ‘Individual stocks in hot industries’ is still the only way to invest smart. Before you take a look at the charts below, here are a few new book in 2008 to consider:
THE NEWEST INVESTMENT BOOKS TO BUY IN 2008
- Trader Vic on Commodities: What’s Unknown, Misunderstood, and Too Good to Be True (Wiley Trading) (Hardcover)
- Trader Vic - Hedge Fund Due Diligence: Professional Tools to Investigate Hedge Fund Managers (Wiley Finance) (Hardcover) - Randy Shain
- Sell and Sell Short (Wiley Trading) by Dr. Alexander Elder
- The ART of Trading: Combining the Science of Technical Analysis with the Art of Reality-Based Trading (Wiley Trading) – Bennett McDowell
, Lawrence G. McMillan - Beating the Market, 3 Months at a Time: A Proven Investing Plan Everyone Can Use (Hardcover)- Gerald Appel
- Invest Like a Dealmaker: Secrets from a Former Banking Insider - Chris Mayer
- My Life as a Quant: Reflections on Physics and Finance - Emanuel Derman
- Mastering Trading Stress: Strategies for Maximizing Performance (Wiley Trading) - Ari Kiev
- Profit from the Peak: The End of Oil and the Greatest Investment Event of the Century (Angel Series) – Brian Hicks
- The New Paradigm for Financial Markets: The Credit Crash of 2008 and What It Means – George Soros
Ken Heebner, one of my favorite mutual fund managers has been buying a lot of steel and metals stocks. Recent documents show steel stocks made up 24.6 % of the portfolio, led by top holdings US Steel Corp. and Nucor Corp. CGM Focus, with an average annual return of 35.8 percent over the past five years, is up 11.6 percent so far this year. This below is Goldman’s favorite steel stock right now:
A quick look at Gold. With all nations printing money at increasing rate, precious metals are key.
Alright. Let’s talk about wind power stocks. Cramer is pushing a bunch of them, same for T Boone Pickens. This one below has one of the better charts. Send me your favorites, I am interested to know who the true leader is here.
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Topics: Uncategorized |
August 11th, 2008 at 3:19 pm
There is one company that makes just about everything needed ( tower, nacelle, blades and infrastructure ). It is also a company with a global play. That company is Vestas: VWDRY.
Also there are only two companies I have found that produce the blades. Vestas and Owens Corning. If there are others please let me know.