I'm bored so I thought I would post this for whoever cares. I bought into a company that markets leds for tv backlighting, and general illumination. General illumination is in it's infancy and the tv backlighting is projected to push double digit returns for the next three years. Then the driver will be general illumination. I pushed this technology when it wasn't popular, and now it is all the rage. I bought in a little early, boy I wish I had bought in during the crash. I bought in a $24 and it is at $70 currently. This is a game changing technology. CREE is a legit company with almost 1B in cash and no debt. However, the PE is following the Amazon.com trend.
On to the speculative gamble SUNV. LED and thin film solar combination. They use CREE leds for their cobra head retrofit fixtures, Solar cells have broken records, but production has not begun. Major contract with Camp Lejeune, NC, just got GSA contract (they no longer have to bid for government contracts), hired a retired ARMY general, and just hired the head guy of international sales from COOPER lighting. Trading now at .092/share. I'm in at .1056.
This is my "next big money maker". I'm confident in the products, however SUNV is still on the OTB and this is a purely SPECULATIVE play at this point.
I also have a few shares of CAMT, which make testing equipment for leds and silicon wafers.
CZZ: Brazilian ethanol producer. Inked deal with Shell. I was drawn to this indirectly when I was reading some news on GE(I think GE is a bargain right now) GE sold Cozan 50 new locomotives. Why would an ethanol company buy 50 train engines if they were not planning on hauling an *** ton or ethanol?
At the same time the gov just opened a powerplant that can use ethanol to create power.
Anybody out of the norm stocks they like?