Thursday, August 17, 2006

Leveraged Alternative Energy Trade

For the Brain Trust that frequents AllAllan:

Hello:

There has been some talk on this board about uranium common equity trades. While I am not a short term trader, I am interested in a long term, preferably leverged, diversified, alternative energy play. Does anyone know of a security, or perhaps small basket of securities, on which I could take the long position, that would accomplish this?

Allan has suggested LEAP calls on an appropriate ETF, but I cannot find an ETF that fits this mold.

Thank you,

John Kercheval
Washington, DC

15 comments:

A said...

Take a look at PBW

http://finance.yahoo.com/q?s=PBW

Holdings:

http://finance.yahoo.com/q/hl?s=PBW

Anonymous said...

Allan:

You are a genius. I don't know how you find these things.

Count me in for 2,000 shares tomorrow @ open.

To other readers of this- I have more money
and would be interested in other ideas as well.

John Kercheval

Anonymous said...

Let me do a follow-up. The PBW ETF that APH referenced, focuses on "clean" energy technologies. That is good and relevant.

However, another play here that would add to the diversity of my overall position would be a straight "Anti-Hydrocarbon" stock/fund/ETF. This would include uranium, hydrogen fuel, electric fuel cells, etc.

I know this is a tall order, but I say again- I have more money.

John Kercheval
Washington,DC

Anonymous said...

On our topic of "Triggers that Cause a Stock to Jump", one of the old Bird Flu Basket stocks -- AVII -- has made a HUGE jump today, currently up 16%. This coming after the following report, which Yahoo posted under its headlines for the stock and now, strangely, has removed it with a notice that the news article has "expired."

Here's the article, culled from the yahoo message boards:

(Printer friendly version) Dutton Associates Announces Investment Opinion: AVI BioPharma Raised To Strong Speculative Buy Rating In Update Coverage By Dutton Associates

EL DORADO HILLS, Calif., Aug 18, 2006 (BUSINESS WIRE) -- Dutton Associates updates its coverage of AVI BioPharma (Nasdaq: AVII), raising its rating to Strong Speculative Buy and lowering its 12-month price target to $6.00. The 13-page report by Dutton senior analyst Stephen L. Handley is available at www.jmdutton.com, and at First Call, Bloomberg, Knobias, Zacks, Reuters, and other leading financial portals.
We continue to be impressed with the broad applicability and promise of AVI's differentiated technology in the treatment of many diseases. The stock has been quite volatile since we initiated research coverage last November, as investors have variously focused on the positive or negative implications of the news associated with one or more of AVI's products. For example, at one point there was a surge of investor interest in AVI and other companies developing products to combat avian flu, and later there was downward pressure on the stock because of a perceived setback in the development of a drug to treat hepatitis C. Indeed, it remains difficult to predict the near-term price movement for AVI as well as for most development stage healthcare companies. Nevertheless, we judge that the Company has many programs that, individually, could eventually generate significant earnings. So even though we have a near-term price target well above the current market price, we are in fact more confident about the likelihood that this stock will prove very rewarding to the long-term investor. We are raising our Speculative Buy rating to Strong Speculative Buy, while our price target, which had been raised during a period of strength in the stock reflecting our long-term optimism, is now back to our original $6.00 per share.

Anonymous said...

Try individual stocks for small money. UUU.V and XSNX are two good ones.

Anonymous said...

Here are some additional plays that have been recently touted from divisions of Agora.

LBIX- Hansen type company. Got in and out of this already, but thinking about getting back into since it's drop and still be pumped.

IDIX-Some test results supposedly better than originally stated. In and only lost money since, but coming up on my trailing stop.

SOLM-"Ad is Tech-mate"- patent infrigement by Toyota on transmission...this one has been moving.

IMMR-another patent infringement-Sony, not in and haven't been following.

There are a couple of others, but I don't have the information at hand.

debby

Anonymous said...

debby do you know the copper giant
that agora is talking about?

Anonymous said...

I have not seen the 'ad' for the copper giant, so no.

I remembered another play: Hollis-Eden (HEPH...and it's been moving, but slower than SOLM).

debby

Anonymous said...

asorry it was not agora it was goldworld here is part of the report




When it comes to profiting from copper - or any stock play for that matter - you can't just run out, buy any old stock in the sector, and haul in a fortune.

$50 Million with Just One Play

How profitable can the right natural resource investments - the type of investments uncovered in Secret Stock Files - be?

Well, one of my readers used one single play to turn a $775,000 investment into a quick $50 MILLION!

After reading a gold stock recommendation in my newsletter he got in at around $2.19 a share.

A few months later the stock had hit more than $210/share.

A few months later I issued a sell alert and he immediately cashed out for a cool $50 million (and gratefully so since, just as I had foreseen, the stock had peaked, the company got itself caught up in a scandal, and the share price took a nose dive).

Mainstream investors took a beating - but my readers and I saw the writing on the wall, got out at the top, and made a bundle.

You just can't play 'em any better than that.
No, in order to win it big, a resource company has to meet or exceed certain criteria.... have sufficient resources to extract and process its raw mineral assets... and have a unique edge its peers can't match.

I'll explain more on this in a moment but first I want to tell you about one particular company that's about to hit it big time. This beauty meets all the necessary criteria and then some!

It's sitting in such an advantageous position that I'm sure its competitors are licking their chops with envy.

You see, a little over 3 yeasr ago this tiny outfit made the deal of a lifetime. It acquired the option to get a maximum of a 93.4% interest of a world-class mining operation in the resource-rich heart of British Columbia, Canada.

What made it such a steal?

Well, as it turns out, the property's pervious owner, Teck Cominco, has already done much of the exploration work. Teck also funded an engineering study and several rounds of data reviews.

But Teck saw one major flaw in the mine - the declining price of copper.

You see, Teck Cominco bought this mine when copper prices were not only not rising, but falling.

As a result, the property lay idle for almost a decade. Until 2002, that is.

Anonymous said...

I did a quick screen on google and nothing else. T-C has a partner that holds 2.3-2.7% of mines. That company is HIghmont Mining Company. I don't have time to look further. This might be correct, but then again maybe not.

debby

Anonymous said...

Thanks for the legwork on NVAO - I was getting there, but you saved me lots of time.

Thanks, Little Joe

Anonymous said...

One of the Advisory Services (Stansberry) is promoting "The World's Best Commodity Play" via
a company that owns Australian lead & zinc mines. Anyone have an insight on this one?

Thanks from Little Joe

Anonymous said...

The advisor re. Australian mining is Sjuggerand, not Stansberry. My mistake. Still looking.

Little Joe

Anonymous said...

Does anyone know the name of the tiny company that bought Tek-Caminco's copper mine?

Thanks
Bendicione

Anonymous said...

Australian company is ZINIFEX