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Weekend: Still Buying What Burns

Written By Nick Hodge

Posted April 16, 2011

Welcome to the Energy and Capital Weekend Edition — our insights from the week in investing and links to our most-read Energy and Capital and sister publication articles.

Three months ago in this very Weekend Edition , I told you to:

Buy it if it burns

(or otherwise produces a net energy gain or increases efficiency)

Because the solution to Peak Oil, as many countries are proving, isn’t more hard-to-get oil — though that will continue to be profitable for some time…

Instead, there will be multiple solutions to fill the gap left by disappearing oil production — and to fill the pockets of wise investors.

I hope that advice helped you profit. It continues to be proven correct every day.

Size It Up, Break It Down

Since that time, the Libyan and Japanese crises have shown how precarious our energy balance is.

Oil jumped to $113, the nuclear debate was renewed, and world leaders around the globe have taken to the lectern to tell the world their energy plans.

Obama touting natural gas, electric vehicles, and biofuels…. Merkel rethinking nuclear and talking up solar… China saying its nuclear ambitions are unfazed…

And investors have been correlating their every word to the equity market.

When Obama says natural gas vehicles, Westport (NASDAQ: WPRT) and Clean Energy Fuels (NASDAQ: CLNE) go up 20%-50%.


When Merkel trumpets the Rhineland sun, SolarWorld AG (XETRA: SWV) gives the DOW an inferiority complex:

SolarWorld Merkel

That’s the art of the energy kill…

Anticipating major market-moving events — policy, geopolitics, supply constraints — and investing accordingly at the company level.

My ‘Buy It if It Burns’ strategy still stands.

And we’ll continue to help you break it down to the company level with articles like those below.

Call it like you see it,

Nick Hodge

Nick Hodge
Editor, Energy and Capital

Smart Grid Investing: Is Washington Too Stupid to Tap this $2 Trillion Payday?
Editor Jeff Siegel reviews the latest data on smart grid development.

My #1 Uranium Stock: How Carlos Becker Solved the Energy Crisis
Editor Luke Burgess explains why uranium is the one metal we can’t live without. And thanks to spiking global demand he’s on the trail a company that will make early investors a fortune.

2011 ASCO Trades: How to Trade 2011’s Most Anticipated Event
Editor Ian Cooper takes a look at some of the top presenters at this year’s 2011 ASCO conference and offers a few ways to trade the event.

Supreme Cleantech Stock: The Company that’s Seeing to Oil’s End
Editor Nick Hodge tells readers in this investment webinar about the groundbreaking development in the battery storage sector… and why oil companies are shakin’ in their boots.

10 Tips to Gas Pump Sanity: The 2011 Gasoline Price Spike
Editor Keith Kohl offers readers 10 gas saving tips to ease the pain of rising gasoline prices.

Don’t Buy the Hype, Buy Uranium: Veteran Geologist Reveals Top Mining Secret
Analyst Luke Burgess explains how the tragedy in Japan and subsequent fear in the market presents investors with an incredible opportunity to take a position in the uranium market.

Goldman is Wrong, Go Long Oil: Goldman Will Eventually Be Right… But Not Today
Adam Lass is betting that Goldman is waaay early on oil’s eventual demise.

Good as Gold: Silky’s View on Inflation
Word on the streets of Baltimore is that gold is all in the game…

East Texas: The Epicenter of Oil Profits: Unconventional Oil Profits
Editor Keith Kohl ruminates how Eastern Texas is still pumping out oil profits while sliding down the backside of the Peak Oil curve…

Trickle Down Enernomics: We’ll Need $25 Trillion by 2030
We’ll add a billion people by 2030… We’ll need 40% more energy… It’ll cost $25 trillion… Here’s part of how we’ll get there.

Nuclear Power is Not Dead… Not by a Long Shot:
Riding New Designs to Big Profits
Editor Steve Christ explains why the nuclear revival goes on despite the disaster in Japan, and offers a way to play it with an investment in a the wave of the future.

Is Gold Tapped Out?: How to Squeeze Another 197% Out of the IDEA of Gold
Why fret about gold’s reality when the dream can net you another 197%?

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Hydrogen Fuel Cells: The Downfall of Tesla?

Lithium has been the front-runner in the battery technology market for years, but that is all coming to an end. Elon Musk is against them, but Jeff Bezos is investing heavily in them. Hydrogen Fuel Cells will turn the battery market upside down and we've discovered a tiny company that is going to make it happen...

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