Monthly Archives: June 2007

A Couple Bright Ideas for Your Portfolio

28
Jun 07
Here’s a great idea: Trade your 100-watt incandescent reading light for a compact fluorescent bulb (CFL) that costs 3X as much, takes a while to warm up, provides poor quality light, causes headaches in some users (and stands accused of causing cancer in others), and contains five milligrams of mercury to make environmentally benign disposal difficult enough that we can be sure that lots of mercury will wind up loose in the air, ground and water. If that sounds like a government program to you — bingo! The Great State of California has banned incandescents and has set a 2012...

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Generating Opportunity: Geothermal Energy

21
Jun 07
The International Energy Agency (IEA) said this week that world oil demand is rising faster than previously expected, while the non-OPEC supply is growing slower than expected. The IEA warned of growing tightness in oil supplies in the second half of the year, and urged OPEC to raise its output. You know what that means: Oil prices are bound to move up as the supply dwindles and demand grows. Oil neared $70 a barrel this morning, but the important factor to remember is that oil over $50 a barrel changes everything in some of the largest industries and markets in...

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Revolutionizing Biological Research & Cancer Treatments: DNA Chips

14
Jun 07
Personalized cancer treatments have been a regular topic in New World Investor for a while now. The most familiar treatment process that we have discussed is probably Dendreon’s (DNDN) prostate cancer vaccine Provenge. But if you recall, this is not the only company revolutionizing the care that cancer patients receive. Back in October 2006, I introduced you to Affymetrix (AFFX) and gene assays. While Dendreon uses cells from a cancer patient’s tumor to create a vaccine, Affymetrix’ biotech and pharmaceutical company customers create a treatment that is based on the genetic structure of the tumor. Basically, a genetic test, using...

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A New Buy in the Content on Demand MegaShift

11
Jun 07
One of the most successful products in the Content on Demand MegaShift is the cell phone. Yet, since our sale of Nokia we have only had a very small exposure to this industry through UTStarcom (UTSI). That’s because although the numbers are great — 890 million phones sold in 2006, growing this year by 15% or so to over one billion phones — the business has turned into a hits or fad business, like movies or music. It’s very difficult to predict the next winner in a fashion business. Yet, at the same time, the cell phone is absorbing function...

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