Date updated:05-15-2008
"Sun, natural gas, wind. Anything but oil." - Jim Cramer

-
SOL
Renesola Ltd - $5.18
- 0.00%
- $4.81
This morning we got great news from Renesola (SOL), the world's biggest recycler of scrap for solar panel manufacturing, reported blowout numbers.

-
FSLR
First Solar - $184.50
- -2.41%
- $187.61
I like thin film -- demand is off the charts for the stuff, allowing First Solar (FSLR) to break out at last. I think it goes higher

-
FLR
Fluor Corp. (new) - $50.20
- 0.00%
- $51.25
Or how about the big plan announce this morning by Scottish & Southern Energy to build a gigantic sea wind park, with a capacity of 500 megawatts. That's baseline power, not peak, and it will be done by 2011. More business for Fluor (FLR), which is a pro at this, and for the composite makers of wind blades. Think Owens Corning (OC).

-
OC
Owens Corning (ne - $14.45
- 0.00%
- $14.57
Or how about the big plan announce this morning by Scottish & Southern Energy to build a gigantic sea wind park, with a capacity of 500 megawatts. That's baseline power, not peak, and it will be done by 2011. More business for Fluor (FLR), which is a pro at this, and for the composite makers of wind blades. Think Owens Corning (OC).

-
ECA
Encana Corp - $58.04
- 0.00%
- $57.90
Meanwhile, we have a nice pullback in the natural gas stocks that won't last post-Encana (ECA). Oil at $124 means natural gas going to $18 for parity. Unstoppable. These trends are real and profitable and must be played. They will not quit even with oil over $100.
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