[rkerver]

What we need is a portfolio of stocks, a mutually agreed upon Plan B fund, well promoted and widely available through the principal investment firms. Beyond performance, sector and size, such a fund would play to stabilize energy markets and transition the markets to Plan B. It would included renewables, oil & natural gas, new nuclear, uranium mining, transportation, utilities and others acting as part of an effective mitigation Plan B.

Recommendations for inclusion? Please also consolidate previous relevant threads. Thanks.

[MrBill]

$this->bbcode_second_pass_quote('', 'T')hat reminds me I have received an investment report this week from Dresdner about companies likely to benefit from high oil prices. I printed it out to read but have not gotten around to it this week. It must be somewhere here on my desk unless I took it home with me? Hmmm?

Yes, yes, yes. Whether or not peak oil plays out in our time frame or indeed as we expect it to taking the portfolio approach to different alternative energies is the right idea. For example, fuel cells may turn out to be elusive, but the firms involved in fuel cell research may commercialize other useful technologies or indeed like the dot.com boom investors might buy all alternative energy stocks regardless of whether they are good buys or not?

I bought some GE for several reasons. They are a global firm, so as such they are well placed to profit from growth anywhere in the world regardless of where it is and this minimizes their exposure to the N. American market or the dollar. Also, they are involved in many specialized technologies where they are acknowledged world leaders. They have quite a bit of super efficient coal gasification (sp?), solar, wind turbine and natural gas turbine technology. I cannot predict who the winner will be in this race to find alternatives, so I have to guess who they are most likely to buy from? Also, it is a well-run company.

If people keep saying that we have a liquid fuel problem, not an enegy problem, then it only makes sense to convert everything standing still to alternative forms of energy and save our gasoline and diesel for motor fuels IMHO.

[jsurly]

Even though I am skeptical of any long-term market stability as peak effects set in, I have been toying with this same idea idea for a bit now.

One problem is that much of what is considered "good investment opportunities" is also not really viable for the long term. Like companies producing and marketing hydrogen-cell technology - sure, it may be a good bet in the short, but it looks like bad news in the long.

I think railroads would be the safest bet if it weren't for the fact that the US federal government totally ignored them in the recent energy and transport bills. (I do own a good bit of rail stock, however)

I assume everyone who might be currently looking to buy is already guessing Canadian tar sand companies to continue to do well for a while.

Uranium mining has already been growing all over the world despite the lack of interest/investment in new facilities in the US. Cameco (CCJ) was the no-brainer pick and looks good for the medium-term.

rkerver - just wondering, is the mitigation idea based on the hope that investing in certain areas may actually help for a soft landing?

[rkerver]

jsurly: $this->bbcode_second_pass_quote('', '[')color=darkblue]Is the mitigation idea based on the hope that investing in certain areas may actually help for a soft landing?[/color]

[teemu]

$this->bbcode_second_pass_quote('rkerver', 'W')hat we need is a portfolio of stocks, a mutually agreed upon Plan B fund, well promoted and widely available through the principal investment firms. Beyond performance, sector and size, such a fund would play to stabilize energy markets and transition the markets to Plan B. It would included renewables, oil & natural gas, new nuclear, uranium mining, transportation, utilities and others acting as part of an effective mitigation Plan B.

Recommendations for inclusion? Please also consolidate previous relevant threads. Thanks.