Jamie Moye submits:
Logie Cassells (at right, top) and Jamie Moye (at right, below) are the principals of Beacon Asset Managers based in Chester, Nova Scotia. The company is a subsidiary of Beacon Securities Ltd., and offers independent investment services to financial institutions.
The company’s “3 Beacon” research approach focuses on three disciplines – demographics, 
valuation and sentiment – to discover undervalued equities, the performance of which are tracked in its model Beacon Master Portfolio. Cassells and Moye report that the model portfolio is showing a return of more than 75 percent since its December 2008 inception, representing more than 50 percentage point outperformance of the S&P Global Index ETF (IOO), which is up about 18 percent for the same time frame.
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Trade Radar Operator submits:
Here’s another post where I ran my simple value screen against the Alert HQ database. Once again I included stocks that are on the Trend Busters list as well as those that are on the Trend Leaders list.
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Tom Konrad (AltEnergyStocks) submits:
I came across Hubbell Inc. (HUB-B) when researching General Cable (BGC) for my recent article on the company. Just one more example of when you start researching a sector, (in this case electrical transmission and distribution, or "strong grid") you never know what new companies you may find.
Hubbell is a diversified electrical supplier, serving electric utility, residential, commercial, and industrial markets worldwide. About a quarter (26%) of ITS revenue comes from the "Power Systems" segment, which is roughly what I am focusing on in this series on the "Strong Grid." I previously rejected EMCORE Group (EME) because it only has about 20% of its revenues from the strong grid, so readers might reasonably ask, "What’s so much better about Hubbell?"
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John Petersen submits:
A reader sent me a copy of an exhaustive new study titled "Energy Storage for the Electricity Grid: Benefits and Market Potential Assessment Guide" that was commissioned by the DOE’s Energy Storage Systems Program and prepared by Jim Eyer and Garth Corey. I’ve been following the work in progress on this report since last summer and have eagerly awaited an opportunity to shift away from the over hyped electric vehicle market and focus instead on a far larger market where cost, performance and substantive business merit will be the only drivers. It looks like my time has finally come. For technology aficionados that want a detailed understanding of what the various grid-based storage applications are, the entire report (232 pages including appendices) is a must read. Over the next few weeks I’ll try to extract some high-level technical and market data and translate that information into a form that will be useful to energy storage investors.
The Eyer-Corey Report identifies 17 discrete grid-based energy storage applications, discusses the performance requirements of each application and assesses the 10-year economic potential for each application. The Report also includes a great summary that condenses a couple hundred pages of detail into a single table.
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Investing, Long Term Investment, stock market | admin February 28, 2010 | 
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