Fast Money's Clean Technology Trades Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Clean Technology Trades

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Date updated:08-26-2009

In a segment on clean technology, Steven Milunovich, a clean tech strategist for Bank of America Merrill Lynch, said the shift to this technology, which he called the sixth tech revolution, is just the start of a 30- to 50-year wave.

HEV
Ener1 Inc
$5.89
+8.67%
$5.72

If you’re looking to put capital to work over the next year or so Milunocih tells Fast Money the companies he likes most are Ener1 (HEV), First Solar (FSLR).

People owning HEV also tend to own: DHF FWLT GLW HOLX KHYAX LVLT MO

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FSLR
First Solar
$120.97
+1.44%
$119.88

He said solar is the most promising alternative but the most expensive. His favorite solar stock is First Solar(FSLR Quote) with he called a very profitable company with a strong return on capital.

People owning FSLR also tend to own: CNXT EWZ IFN IFUE.OB MMC AMX CHL

TheStreet.com Rating: B- What is this?

IBM
Intl Business Mac
$127.28
-0.51%
$127.88

He said some large cap tech companies are also involved in this space, including IBM(IBM), General Electric (GE) and Cisco (CSCO).

People owning IBM also tend to own: AAPL AMD CSCO DELL GOOG INTC MSFT

TheStreet.com Rating: B+ What is this?

CSCO
Cisco Systems
$23.74
0.00%
$23.72

He said some large cap tech companies are also involved in this space, including IBM(IBM), General Electric (GE) and Cisco (CSCO).

People owning CSCO also tend to own: AAPL AMD DELL GOOG IBM INTC MSFT

TheStreet.com Rating: B- What is this?

GE
Gen Electric Co
$16.18
+0.37%
$16.24

He said some large cap tech companies are also involved in this space, including IBM(IBM), General Electric (GE) and Cisco (CSCO).

People owning GE also tend to own: AIG BAC C COP CVX FNM JNJ

TheStreet.com Rating: C What is this?

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