Alternative Energy & Utilities Report

February 20, 2012

Buy ($175)

Topics covered: Regulatory Headwinds for U.S. Utilities, Outlook for Biofuels and Biochemicals, Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy

Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Clean Energy Fuels Corp. (NASDAQ:CLNE), American Superconductor Corporation (NASDAQ:AMSC), Unilever NV (NYSE:UL), Siemens AG (OTCMKTS:SIEGY), Rentech, Inc. (NASDAQ:RTK), Real Goods Solar, Inc., Power-One Inc., General Electric Company (NYSE:GE), Ecopetrol S.A. (NYSE:EC), Chevron Corporation (NYSE:CVX), Chesapeake Energy Corporation (NYSE:CHK), Bunge Limited (NYSE:BG), Trina Solar Limited (NYSE:TSL), Total SA (ADR) (NYSE:TOT), Suntech Power Holdings Co. Ltd, LDK Solar Co.Ltd., First Solar, Inc. (NASDAQ:FSLR), Codexis, Inc. (NASDAQ:CDXS), Sasol Ltd. (NYSE:SSL), Maxwell Technologies, Inc. (NASDAQ:MXWL), Itron, Inc. (NASDAQ:ITRI), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Comverge, Inc., Calgon Carbon Corporation (NYSE:CCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gas Natural Inc. (AMEX:EGAS), Plug Power, Inc. (NASDAQ:PLUG), American DG Energy Inc. (AMEX:ADGE), Xcel Energy Inc. (NYSE:XEL)