This article is part of our Rising Star Portfolios series.
It might have been Peter Lynch who said it, but investing involves turning over a lot of rocks. And for a portfolio that looks for situations where the market's expectations are too pessimistic, that means looking at a lot of companies.
Last week, I picked Transocean
Looking around, I turned down Atwood Oceanics
But the energy sector is not totally devoid of possibilities. One that caught my eye was Power-One
Before purchasing, of course, more due diligence is needed. One thing I am still figuring out is the way the company views itself going forward. Is it now a solar and wind energy play, or does its legacy tech business still have legs?
Add Power-One to your watchlist and then come join the discussion on this company and others hiding under rocks, over at my Rising Star Portfolio discussion board.
Fool analyst Jim Mueller owns shares of Transocean. First Solar is a Motley Fool Rule Breakers recommendation. Atwood Oceanics is a Stock Advisor pick. The Fool owns shares of Transocean. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool's disclosure policyhas never considered itself messed up, at least when it's comparing itself to other disclosure policies.