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WHAT ARE WE LOOKING FOR?

Continuing with this week's theme on hot niche sectors, today we'll look at companies in the WilderHill progressive energy index.

Companies in this group are involved in what is called transitional energy bridge technologies, or in other words, they are focused on improving the use of existing fossil fuels.

TODAY'S SCREEN

There is an exchange-traded fund of the index called the PowerShares WilderHill Progressive Energy Portfolio. But today we'll look for a name that might outperform the ETF, which is up more than 11 per cent this year. We'll borrow the list of stocks in the index, and rank them by the fastest-growing earnings estimates for next year.

Also, keep an eye on the price-to-earnings ratios in the hope of finding one that isn't outrageously expensive.

Sept. 18 52-wk 52-wk Est. curr Est. next P/E P/E P/E Div Market
close high low FY EPS FY EPS last yr this yr next yr yld cap
Company Symbol ($US) ($US) ($US) growth growth EPS est EPS est EPS (%) ($-mil)
Fuel-Tech FTEK-Q 25.13 38.20 14.00 2.9 116.3 89.8 87.3 40.3 NA 558
Cameco Corp. CCJ-N 44.20 56.00 30.90 172.0 58.2 67.0 24.6 15.6 0.4 15,643
Fairchild Semicond. Int'l FCS-N 18.53 20.55 15.51 -14.2 57.2 20.6 24.0 15.3 NA 2,293
PowerSecure Int'l POWR-Q 11.94 17.19 10.60 -7.5 55.3 16.8 18.2 11.7 NA 190
O2Micro Int'l OIIM-Q 14.39 15.40 6.07 2980.0 39.6 719.5 23.4 16.7 NA 546
Enersys ENS-N 18.27 19.84 14.80 9.2 39.6 20.1 18.4 13.2 NA 865
AU Optronics AUO-N 15.33 17.83 12.48 193.8 36.9 36.4 12.4 9.0 0.2 9,390
SunOpta Inc STKL-Q 14.07 14.18 8.35 90.5 32.6 74.1 38.9 29.3 NA 888
Hexcel Corp. HXL-N 22.00 27.91 13.61 -1.0 32.4 31.4 31.8 24.0 NA 2,075
IXYS Corp. IXYS-Q 10.73 10.96 7.92 74.0 29.9 33.5 19.3 14.8 NA 349
Tenneco TEN-N 30.60 37.73 21.41 47.5 29.6 25.3 17.2 13.2 NA 1,500
Siemens A G SI-N 125.76 154.35 83.40 71.6 24.7 29.8 17.4 13.9 1.2 112,709
Baldor Electric BEZ-N 40.11 51.96 28.95 46.6 23.9 27.5 18.9 15.2 1.7 1,836
Badger Meter BMI-A 33.94 36.74 21.00 18.3 22.4 35.5 30.0 24.5 1.2 483
ON Semiconductor ONNN-Q 12.22 12.61 5.75 7.9 20.7 15.5 14.3 11.9 NA 3,587
Johnson Controls JCI-N 116.01 129.20 66.75 20.2 19.6 22.2 18.5 15.4 0.4 22,889
Corning Inc. GLW-N 24.02 27.25 18.12 21.8 16.8 21.5 17.6 15.1 0.2 37,778
GrafTech Int'l GTI-N 17.93 18.76 5.52 112.9 15.9 31.5 14.8 12.8 NA 1,781
Linear Tech. Corp. LLTC-Q 34.94 38.84 29.72 20.3 15.9 25.1 20.9 18.0 2.1 8,869
USEC Inc. USU-N 11.09 25.65 9.35 14.4 14.5 21.1 18.4 16.1 1.4 969
Energizer Holdings ENR-N 111.60 114.17 65.42 25.8 14.4 26.3 20.9 18.3 NA 6,300
BG Group PLC BRG-N 84.91 89.44 58.52 1.3 13.2 17.1 16.9 14.9 1.0 57,926
Eaton Corp. ETN-N 96.95 104.12 66.56 6.8 12.5 15.2 14.2 12.6 1.9 14,203
Toyota TM-N 113.73 138.00 105.85 14.4 11.4 13.3 11.6 10.4 1.6 182,878
Covanta Holding CVA-N 22.84 26.50 18.52 15.8 10.5 31.7 27.4 24.8 NA 3,513
Honda Motor HMC-N 33.44 40.82 31.29 8.1 9.3 12.2 11.3 10.3 1.9 122,133
Chesapeake Energy CHK-N 35.68 37.75 27.27 -16.5 6.7 9.9 11.8 11.1 0.8 16,439
Andersons ANDE-Q 48.04 52.67 31.05 42.8 6.4 21.9 15.4 14.4 0.7 855
Sasol Ltd. SSL-N 44.32 44.32 28.24 10.0 2.8 11.8 10.7 10.4 2.4 27,709
Aventine Renewable Energy AVR-N 11.13 26.49 10.61 -43.4 -11.1 6.8 12.3 14.2 NA 466

SOURCES: THOMSON, GLOBE INVESTOR, BLOOMBERG

sadams@globeandmail.com

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