James Altucher
Terry Foecke, a "green investing" specialist, has set up a portfolio of High Impact Green Stocks on Stockpickr. Green investing, as defined by Foecke, of Riverbridge, a Minn.-based money management firm, focuses on companies "that both gain and confer competitive advantage by recognizing that the world is starting to think differently about environmental realities, and that different thinking is creating new markets."
His portfolio has the nine stocks he believes has the best chances for success in the new green world we're entering. For instance, about BASF (BF Quote - Cramer on BF - Stock Picks), he states: "Of all the chemical companies claiming green activities, the efforts at BASF probably go the deepest. This is important because most analysts consider only the green-ness of a chemical company's own operations, and not how competitive advantage can be found in newly greened products. BASF has a very robust analytical approach to new (and increasingly existing) products that not only dial in the right economics internally, but also consider external risks, both to the environment and to BASF." And on Ansys (ANSS Quote - Cramer on ANSS - Stock Picks) he states: "Reducing environmental impact in manufacturing depends on improved process and product design, which increasingly depend on process simulation and modeling. A well-established 'brand' in the field, ANSS recently added flow modeling to their bag of tricks, opening a number of new markets."
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