I sense that everything from the wind power division of Otter Tail (OTTR) to Broadwind Energy could be vulnerable to takeovers. I own Trinity (TRN) because I believe that inside of Trinity is a dynamic wind business with a huge wind backlog.

I sense that everything from the wind power division of Otter Tail (OTTR) to Broadwind Energy could be vulnerable to takeovers. I own Trinity (TRN) because I believe that inside of Trinity is a dynamic wind business with a huge wind backlog.

Quanta Services (PWR) is another profitable wind play with billions of orders to build wind farms coming its way. This one's an obvious one.

Woodward Governor (WGOV) has a solid wind business, but it isn't highlighted or even known. There were no questions about its wind turbine business on the call last week despite blow-out numbers that I am sure came, in part, from wind, although management specifically mentioned wind in its press release.

Timken (TKR), another upside surpriser last week, has a ton of ball bearing-related wind business. Thomas & Betts (TNB)does too, but nobody's talking about it.

Timken (TKR), another upside surpriser last week, has a ton of ball bearing-related wind business. Thomas & Betts (TNB)does too, but nobody's talking about it.