My gut tells me that ethanol, and more importantly, the "pickaxe makers and sellers" that supply this industry in the equipment and transportation segments are poised for an extended run-up in price.
To measure this phenomenon, I set up a stock tracking portfolio on Marketwatch.com (the best business site on the internet, in my opinion) and will be reporting on news and developments in my portfolio selections. Today's opening price for TRN = $39.19.
My "hot stock" in the sector today is TRINITY INDUSTRIES, NYSE: TRN - a leading manufacturer of railcars and transportation equipment that support the renewable fuels industry. With growth AND income, TRN appears poised for a run-up as the market looks beyond the producers that face price weakness in the face of increasing supply. This article was a prime reason for this pick..."Trinity Industries, Inc. Reports Rail Backlog Increases for Fifth Consecutive Quarter to Another All-Time High"
