Three Money Managers See LED Industry Shining in 2013

This is the third article in my series based on my panel of green money managers' predictions for 2013. The first article looked at what they expect 2013 holds for the Solar industry, and the second looked at their predictions for the Smart Grid. This installment focuses on the LED industry.Jeff Cianci is Chief Investment Officer at equity investment fund Green Science Partners.Cianci says "The trend toward LED lighting for energy efficiency will move more quickly this year than anyone expects, driven by cost declines, regulatory incentives and rapidly increasing consumer awareness." He thinks the place to be is Organic LEDs (OLEDs), and thinks OLED research and intellectual property license shop Universal Display Corp. (NASD:PANL) "Could double from here.The primary reason the majority consumers would certainly get one of the best imitation leather ipad case with keyboard generally boils down couple of predominant goals. The launch of OLED TVs will complement rapid growth in smartphone and tablet screens. PANL is a high margin royalty play on all of this surface 'real estate'. Everyone will want an OLED screen as the costs come down."
Rafael Coven is Managing Director at the Cleantech Group, and manager of the Cleantech index (^CTIUS) which underlies the Powershares Cleantech ETF (NYSE:PZD.)Coven expects "Stronger momentum into LED Lighting especially as the economics improve enough that it can start really challenging replacing T8, T5,Feel free to browse through their websites and view the wide range of Handmade glasses they have on offer. Choose the designer Wholesale Sunglasses that best match your taste preference. Add them to your shopping cart and simply place the order. Your order will be delivered right at your doorstep within next couple of days. Quick and safe delivery of order is assured. and other fluorescent lighting applications. This should help LED manufacturers such as Cree (NASD:CREE), Philips (NYSE:PHG),Are you in search of a hot pair of wholesale women's Military goggles to wear? There are several hot styles available in the market that is taking eyewear by storm. With the passage of time, what is fashionable in eyewear seems to change sometimes in a couple of weeks. In the whimsical world of fashion, trends and style changes at the drop of a hat. and component makers such as Advanced Energy Industries (NASD:AEIS) and Rubicon (NASD:RBCN) but really punish the old line lighting companies that haven't kept up in the space such as Siemens (NYSE:SI) and General Electric (NYSE:GE), among others."Schalkwijk thinks the adoption of LED lighting has yet to take off,Never make the mistake by choosing the wrong portable battery charger for your valuable iPhone. It would be smart to spend some time in researching for the best iPhone case offered by different brands. but he sees its acceleration will help Veeco Instruments (NASD:VECO.) Veeco makes LED manufacturing equipment tools, and he thinks it is currently cheap because "A pending reassessment of revenue timing has delayed its quarterly filing, and orders last quarter came in low. The latter I believe is more a cyclical bottoming out than an indication of poor future orders."
The future of LEDs is bright, and these three experts think 2013 could be the year when they really take off.Although buying an cheap gps buy online is an expensive deal but it is essential for preventing any scratch or damage that may result due to any negligence. After purchasing an iPhone it would be beneficial to take necessary measures for protecting the device. I tend to be cautious when there seems to be an investment concensus for a sector, because it means that the stocks are unlikely to be cheap. That's certainly true for Cianci's pick PANL, which trades for 32 times expected 2013 earnings. Analysts' prediction of 25% expected growth over the next five years isn't enough to justify that valuation.