Tuesday, September 25, 2007

LDK Jumps Another 7.7% for Us!

LDK Solar's run resumed today with a nice 7.7% surge. Again, I'm not sure why an analyst would actually fault the company for taking the initiative with its silicon production plant, even if competitors were likely to follow suit (personally I think the plant was priced into the stock long ago anyway). Sometimes, I just don't understand the Wall Street experts.

Ah well.

At this point we're still beating the S&P 500 by a very good margin. Our Green Investments portfolio is up 225.4%, including losers. That's more than 10 times the S&P 500 over the past year, meaning we're managing to beat our benchmark in serious fashion.

You CAN invest in sustainable companies AND beat Wall Street! The evidence becomes more clear by the day. But can we do it long-term? We shall see.

Our Next Pick: Jatropha?

Our next pick, again, will likely be a play on jatropha, if I can find a good one. There's a British company, DI Oils, that produces this bio-fuel commodity already and just formed a deal with British Petroleum to grow and refine jatropha oil from African fields. But it's listed on the London Exchange.

More to come.


No comments: