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Old 03-08-2010, 12:20 AM   #1
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Default LED solid state lighting

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?
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Old 03-08-2010, 12:25 AM   #2
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Huh. CREE is the company that supplied the LEDs for Samsung's lamp-less DLP sets, aren't they?

I remember looking at them (from a technology standpoint) a couple years go and thinking "That'd be a good company to own," and then forgetting about them. Looks like I should have stayed interested.

I'm completely out of the market right now. Haven't had the time or the courage to do much of anything lately.
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Old 03-08-2010, 09:42 AM   #3
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I've been using CREE powered lights for a while. Good Tech. I think owning that company is a solid bet.

GE is like buying into an index fund. It's too big for any one locomotive deal to move the stock. Their healthcare business should be rocking right now, but they are sucking wind.
And I think GE's management is too sleazy to be happy owning their stock. My issue is that they lobbied to get the TARP laws changed to allow them to qualify as a bank because they own two very small Utah banks. Based on their successful lobbying, they ended up receiving 1/4th of all of the TARP money. They then used this interest free money to offer free financing to buyers of their healthcare products. Oh, and they are regularly called out as the poster boy of avoiding corporate taxes. They've paid a fraction of what they really owe through sleazy tax tricks. Not a company I respect or like.
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Old 03-08-2010, 11:37 AM   #4
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find out who is producing the OLED raw materials. or rather... find out 2 years ago?
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Old 03-08-2010, 12:45 PM   #5
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I'm growing Organic LEDs in my backyard garden. Part of my Green Strategy, no herbicide!
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Old 03-08-2010, 01:43 PM   #6
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i know a synonym is when two different words mean the same thing

but what's it called when the same word means two totally different things?
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Old 03-08-2010, 02:08 PM   #7
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antonym =]

Sounds like an industry with a lot of potential growth. Congrats.
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Old 03-08-2010, 02:10 PM   #8
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Quote:
Originally Posted by jbresee View Post
I've been using CREE powered lights for a while. Good Tech. I think owning that company is a solid bet.

GE is like buying into an index fund. It's too big for any one locomotive deal to move the stock. Their healthcare business should be rocking right now, but they are sucking wind.
And I think GE's management is too sleazy to be happy owning their stock. My issue is that they lobbied to get the TARP laws changed to allow them to qualify as a bank because they own two very small Utah banks. Based on their successful lobbying, they ended up receiving 1/4th of all of the TARP money. They then used this interest free money to offer free financing to buyers of their healthcare products. Oh, and they are regularly called out as the poster boy of avoiding corporate taxes. They've paid a fraction of what they really owe through sleazy tax tricks. Not a company I respect or like.
I bought CZZ cozan because of loco deal
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