Alternative Energy and Utilities Report

May 03, 2010

Buy ($175)

Topics covered: The Case for Natural Gas, Tax Rate and Interest Rate Uncertainty, Renewable Energy Initiatives, Renewable Energy Build-outs, Regulated vs. Unregulated Utilities, Infrastructure Build-out and Clean Cities projects, Global Outlook for Alternative Energy Sectors, Energy Policy and the Climate Bill, Energy Efficiency and Demand Response, Effects of Environmental Legislation, Demand Deficits and Long-term Effects, Attractive Valuations in Regulated Utilities

Companies covered: Wisconsin Energy Corporation (NYSE:WEC), Southwest Water Co., Scana Corporation (NYSE:SCG), RRI Energy, Inc., Paragon Offshore plc (NYSE:PGN), Northeast Utilities (NYSE:NU), NSTAR, National Fuel Gas Company (NYSE:NFG), Mirant Corporation, Maine & Maritimes Corp., J P Morgan Chase & Co (NYSE:JPM), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), Dynegy Inc. (NYSE:DYN), Calpine Corporation (NYSE:CPN), Chesapeake Utilities Corporation (NYSE:CPK), Constellation Energy Group, In, Allegheny Energy Inc., Orion Energy Systems, Inc. (NASDAQ:OESX), GSE Systems, Inc. (NASDAQ:GVP), Telvent Git S.A., Maxwell Technologies, Inc. (NASDAQ:MXWL), Lsb Industries Inc. (NYSE:LXU), Lime Energy Co. (NASDAQ:LIME), Echelon Corporation (NASDAQ:ELON), Duke Energy Corporation (NYSE:DUK), Comverge, Inc., American Superconductor Corporation (NASDAQ:AMSC), Trina Solar Limited (NYSE:TSL), Ormat Technologies, Inc. (NYSE:ORA), FuelCell Energy, Inc. (NASDAQ:FCEL), Clean Energy Fuels Corp. (NASDAQ:CLNE), Chart Industries, Inc. (NASDAQ:GTLS), Westport Innovations Inc (NASDAQ:WPRT), Verizon Communications Inc. (NYSE:VZ), United Parcel Service, Inc. (NYSE:UPS), AT&T Inc. (NYSE:T), Ryder System, Inc. (NYSE:R), Insituform Technologies Inc., Flow International Corp., Encana Corporation (NYSE:ECA), Badger Meter, Inc. (NYSE:BMI), PhotoMedex, Inc. (NASDAQ:PHMD), Plug Power, Inc. (NASDAQ:PLUG), PEPCO Holdings, Inc. (NYSE:POM), Rentech, Inc. (NASDAQ:RTK), Renesola Ltd. (NYSE:SOL)