Cramer's Wind Stock Picks For Beat The Street
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Date updated:05-16-2008

"Please forgive me, but when people are betting to win $5,000 a week for "Beat The Street," and they are wagering heavily on solar portfolios, I have to speak up for wind, which is much more explosive and happening much more quickly." - Jim Cramer

symbol name last price % change open
  • +
  • FSLR
    First Solar
  • $259.72
  • -2.53%
  • $267.17

First, Sanford Bernstein put out a fabulous report today about alternative energy that waxed wonderfully about wind and a little less wonderfully about solar. The latter isn't as loved, because the average selling price of solar is too high vs. the dirty competition, and it needs to cut its average selling price. As much as I think First Solar (FSLR) is -- to quote Randy Jackson -- THE BOMB, I see the ASPs coming down there, too. They can make it up in volume. But that said, wind's price is so competitive that it can go higher and still beat dirty fuels.

People owning FSLR also tend to own: CNXTEWZIFNIFUE.OBMMCAAPLADM

TheStreet.com Rating: C- What is this?

  • +
  • GE
    Gen Electric Co
  • $29.33
  • +2.91%
  • $28.75

Two guys I respect, Warren Buffett (although I love Dougie's rap on him!) and T. Boone Pickens, are both making huge splashes with wind. They are snapping up GE (GE) turbines left and right; if you recall, Buffett said he had to call in favors to get turbines, that's how back-ordered they are.

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C+ What is this?

  • +
  • TRN
    Trinity Ind
  • $36.34
  • -0.71%
  • $36.25

That's fabulous for the following game ideas: Trinity (TRN), for the actual turbines; Woodward Governor (WGOV) -- profiled last night on "Mad Money" -- for the transmission and turbine innards; Owens Corning (OC) for the fiberglass wind blades; and Quanta (PWR) for installation.

People owning TRN also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: B What is this?

  • +
  • WGOV
    Woodward Governor
  • $43.14
  • -4.43%
  • $44.98

That's fabulous for the following game ideas: Trinity (TRN), for the actual turbines; Woodward Governor (WGOV) -- profiled last night on "Mad Money" -- for the transmission and turbine innards; Owens Corning (OC) for the fiberglass wind blades; and Quanta (PWR) for installation.

People owning WGOV also tend to own: AAUKACASAGDAGOBTICOPCOST

TheStreet.com Rating: A+ What is this?

  • +
  • OC
    Owens Corning
  • $23.38
  • +2.19%
  • $23.00

That's fabulous for the following game ideas: Trinity (TRN), for the actual turbines; Woodward Governor (WGOV) -- profiled last night on "Mad Money" -- for the transmission and turbine innards; Owens Corning (OC) for the fiberglass wind blades; and Quanta (PWR) for installation.

People owning OC also tend to own: GRMNHMAMONSYTUSGWOOF

TheStreet.com Rating: C What is this?

  • +
  • PWR
    Quanta Services I
  • $32.54
  • -2.43%
  • $32.925

That's fabulous for the following game ideas: Trinity (TRN), for the actual turbines; Woodward Governor (WGOV) -- profiled last night on "Mad Money" -- for the transmission and turbine innards; Owens Corning (OC) for the fiberglass wind blades; and Quanta (PWR) for installation.

People owning PWR also tend to own: IRBTLVLTAAPLATICCBICELG

TheStreet.com Rating: B What is this?

  • +
  • BWEN.OB
    Broadwind Energy
  • $21.50
  • 0.00%
  • $N/A

Oh, and let's not forget the thinly traded but explosive play, Broadwind (BWEN), the purest play on it. (I know Vestas is pure, but I don't care for it). BWEN is the hottest of them all and a great contest selection even up here.

People owning BWEN.OB also tend to own: AEISBHPCLRS.PKGLDDHOLXIESCMAG

TheStreet.com Rating: No Rating What is this?

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