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Alex Kurtz of Merriman Curhan Ford thinks green is smart.
"We see this as a massive investment opportunity over the next three to five years," he told CNBC. "These are not science experiments in the clean-tech space; this is really about installing the backbone for the next generation of energies that are coming online."
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"The important thing about this space right now is, what's going to happen with the Obama stimulus plan," he said. "There's a lot of discussion within the smart-grid sector that he will allocate either a tax credit or some kind of direct investment into these projects."
Time to name names.
Recommendations:
"Our top pick in the space is Itron [ITRI
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], the market leader in the United States for advanced metering" of electricity, water, gas and heat, he said.
"Esco Technologies [ESE
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], another key player in the metering space; they have a key deployment in California."
But all that carefully-measured power has to be moved from place to place.
"On the transmission side, we like ABB [ABB
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], a very large company focused on power and transmission investments around the world, and American Superconductor [AMSC
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]; they make wind turbines, but they also make equipment that gets wind energy integrated onto the grid."
Disclosures:
Kurtz's firm makes a market in Itron, and as such, buys from and sells to customers on a principal basis.
Data is a real-time snapshot *Data is delayed at least 15 minutes