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

-
SOL
Renesola Ltd - $4.09
- 0.00%
- $N/A
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 - $119.50
- 0.00%
- $N/A
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 Cp (new) - $48.01
- +5.75%
- $46.24
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 - $24.09
- 0.00%
- $N/A
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 - $59.40
- +4.60%
- $58.36
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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