"This direction highly favors TomTom over Garmin, " says Richard Keiser, technology strategist at Sanford C.
Keiser's latest report was a four-month study by him and his associate of the category's spending boom.
Keiser says sales growth risk is low in solar and wind: Many firms have years of demand already booked.
Dr. WAYNE KEISER (Oncologist): I did feel and continue to feel extremely frustrated.
Keiser's job at Bernstein is to pick big, investable growth themes in technology.
He has been a fellow guest on the Keiser Report with Max Keiser.
Keiser says the battery and semiconductors are 60% of that cost, suggesting good growth for Sanyo and Matsushita's joint venture with Toyota.
Keiser got 15, 000 documents in its FOIA request including some that might give ammunition to public companies should they decide to sue.
Keiser monitors a database of 700 companies and listens to quarterly conference calls across the entire tech landscape: software, hardware, semiconductors, Internet services and telecommunications.
Keiser and his partners have acquired 500 acres of nearby cliffside land for a second course, which will proceed if the links does enough business.
While I was in New York last week I was interviewed by Max Keiser of the Keiser Report which runs on Russia Today TV.
Keiser is also the main financial force behind Cabot Links, a true oceanside links, designed by Rob Whitman, on a remote strand in northern Nova Scotia.
While that trend seems logical given the deep aversion to risk shown by investors since the financial crisis, Keiser notes that the trend actually has far deeper roots.
FORBES: Stock Winners For The Long Haul: The Tortoise Beats The Hare
Keiser is your typical Bernstein boffin: smart, polite and thorough.
Keiser, undaunted, added more Electronic Arts to the model portfolio.
But Keiser chose Electronic Arts as a long-term keeper just days before the shares lost 25% of their value on a surprising and disappointing earnings announcement by the company.
Except for two things: Plaintiff Keiser University in Fort Lauderdale used the Freedom of Information Act to get all sorts of nasty e-mails from public school administrators to the short-sellers.
Keiser says the battery and semiconductors are 60% of that cost, suggesting good growth for Sanyo and Matsushita's joint venture with Toyota (nyse: TM - news - people ).
In April 2006 Keiser wrote up a positive note on videogame publishing, seeing lots of potential for profit growth given the rapid proliferation of new gaming consoles like the Xbox 360 and Nintendo Wii.
Earlier this year Keiser put out a bullish report on location technologies: mapp Close ing database firms TeleAtlas and Navteq, dashboard navigation device makers such as TomTom and Garmin, and global positioning system chip firms like Sirf Technology Holdings.
But Keiser chose Electronic Arts (nasdaq: ERTS - news - people ) as a long-term keeper just days before the shares lost 25% of their value on a surprising and disappointing earnings announcement by the company.
Keiser, who has led the portfolio since 2006, says that stock picking in this sector has changed a lot as technologies such as PCs and servers have become commoditized and the sector's annual revenue growth has slowed from 18% in the late 1990s to 9% now.
Earlier this year Keiser put out a bullish report on location technologies: mapp Close ing database firms TeleAtlas and Navteq (nyse: NVT - news - people ), dashboard navigation device makers such as TomTom and Garmin (nasdaq: GRMN - news - people ), and global positioning system chip firms like Sirf Technology Holdings.
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