A Unique Investment Opportunity as Oil Prices Soar: MEMC Electronic Materials

Implications: Investors who have not bought a ticket for tapping into the opportunity created by the falling dollar, the rising cost of petroleum or alternative non-fossil based energy sources can still jump onboard a train which has left the station but they will need to get on board soon as this train is accelerating.  Investors in companies which support the non-fossil alternative energy market will be handsomely rewarded. The problem is that many investors do not recognize these companies and must understand that, in the mega-shift to green alternative energy sources, what they believe about some old companies may not be true because their mainstay business has topped-out.  In the greening energy market, investors must fathom the unfathomable about these old companies and not be led by what seem to be over-valued stocks based on the current stock price-to-earnings ratios. 

Analysis: Over the past five years I have become an expert on the electronic materials industry and the markets they serve.  With the price of petroleum at record levels and unabated global demand for fossil fuels, MEMC stock will grow steadily over the next several months and years.  Having retired five years ago as a Staff Vice President of Navistar International also having served as a Global Vice President at Honeywell and traveling extensively for the past five years as a business consultant, I have been able to observe many companies up-close-and-personal.  One of these companies is MEMC Electronic Materials where I consulted for the past few years and had the opportunity to repeatedly visit WFR's plants in Malaysia, Korea, Japan, Taiwan, Pasadena, Sherman, Merano, Novara and of course spent many weeks in their plant operations and headquarters in St. Peters.  While many believe that MEMC's stock price has topped out at $90 last year and will remain in the doldrums currently at $65, I see many reasons for this stock climbing to more than $100 per share, the price of petroleum being just one of many.