Utilities, Alternative Energy and Water Services

August 20, 2012

Topics covered: Water Infrastructure Development, Water Industry Consolidation, Outlook for Biofuels and Biochemicals, Irrigation and Metering Technology, Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy

Companies covered: American Water Works (NYSE:AWK), American Superconductor Corporation (NASDAQ:AMSC), TransCanada Corporation (NYSE:TRP), Spectra Energy Corp (NYSE:SE), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), American States Water Company (NYSE:AWR), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Western Gas Partners, LP (NYSE:WES), Sunoco LP (NYSE:SUN), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Noble Corporation (NYSE:NE), Kinder Morgan Energy Partners, ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Enbridge Inc (NYSE:ENB), Anadarko Petroleum Corporation (NYSE:APC), Consolidated Water Co. Ltd. (NASDAQ:CWCO), Broadwind Energy, Inc. (NASDAQ:BWEN), MEMC Electronic Materials Inc., Veeco Instruments Inc. (NASDAQ:VECO), First Solar, Inc. (NASDAQ:FSLR), Southern Company (The) (NYSE:SO), Scana Corporation (NYSE:SCG), Pacific Gas & Electric Co. (NYSE:PCG), Northeast Utilities (NYSE:NU), NRG Energy, Inc. (NYSE:NRG), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), CH Energy Group Inc., ITC Holdings Corp. (NYSE:ITC), Codexis, Inc. (NASDAQ:CDXS), Ceres, Inc. (NASDAQ:CERE), Amyris, Inc. (NASDAQ:AMRS), Sasol Ltd. (NYSE:SSL), Siemens AG (OTCMKTS:SIEGY), Real Goods Solar, Inc., General Electric Company (NYSE:GE), Echelon Corporation (NASDAQ:ELON), Canadian Solar Inc. (NASDAQ:CSIQ), Total SA (ADR) (NYSE:TOT), Toyota Motor Corp Ltd Ord (NYSE:TM), Maxwell Technologies, Inc. (NASDAQ:MXWL), Johnson Controls, Inc. (NYSE:JCI), EnerNOC, Inc. (NASDAQ:ENOC), Dow Chemical Company (NYSE:DOW), Chevron Corporation (NYSE:CVX), Covanta Holding Corporation (NYSE:CVA), Albemarle Corporation (NYSE:ALB), ABB Ltd (NYSE:ABB), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN)

Buy ($175)