These names are obviously not analyzed but i have come
across them which might be a good way to play these themes. Might be worthwhile for readers to look
into -
Playing Smart Grids:
With what happened recently in India,
and given the demand for energy in China, I believe there will be a
huge demand for grid technology in the coming years. How to best play this
sector? Well there are few names to look at:
Well, ABB is an obvious choice. Another firm that’s operation
in this sector is Siemens AG. However come of the non-obvious names to
look at are Echelon (ELON); Itron (ITRI) and EnerNOC (ENOC).
Playing Cyber
Security: I guess everyone knows that there is a huge demand for cyber
security with everything moving online. The recent news of Chinese intelligence
hacking in major US Corporation, substantial increase in cyber security crimes
on the corporate side, terrorists trying to hack into military networks, this
is another area that’s poised to undergo substantial investment overt he next
few years. What are some of the names to look into?
Well, obvious culprits are: Lockheed Martin (LMT) which has
been making substantial investing in cyber security; Northrop Grumman (NOC), a
cyber security and UAV play. But some less obvious names are NCI (NCIT), a play
on traffic and data analysis for intelligence community; SourceFire (FIRE), a
real time network defense solutions provider also speculated to be a take over
target and Keyw Holdings Corp (KEYW), a leading cyber security consultant to
the defense and intelligence and national security agency.
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