The Winds of Change

T. Boone Pickens, the Texas oilman, has recently started a national ad campaign aimed at shaking America from our oil dependence. He has invested heavily in wind and here are some companies that would benefit greatly from such a transition:

Trinity Industries
Thomas & Betts
Owens Corning
Clipper Windpower
Kaydon Corp
Broadwind Energy
Woodward Governor
MasTec
Vestas Wind Systems
Otter Tail

Let's take a look at these and pick two or three favorites of the group. General Electric could also be included as they are the largest producer of these wind-powered turbines, but their business is so broad that huge gains in their wind business would do little for total profits.