Like many of my readers, I subscribe to Peak Oil Theory - where depleting geological resources and the resulting higher market prices for hydrocarbons are going to change life on the planet as we know it.

My basic investing philosophy is to follow the big world-wide macro economic trends, and, as best as I can, keep my eyes open for the next major long term trend.

When I join these two convictions together I come to the conclusion that we are on the cusp of a long term bull market in renewable / alternative energy. After all, if we run out of hydrocarbons, or the ones left in the ground are no longer economically viable, we don’t have much of a choice if we don’t want to retreat to the Stone Age.

The problem with this industry is that it has enough vaporware, hype, obscene valuations and outright BS to make the excesses of the tech bubble look like responsible and restrained investing.

With about five months of research I managed to find a company that is an exception to the rule: WFI Industries Ltd. WFI manufactures and installs geothermal heating and cooling systems.

Listen to our recent interview with Tirex Resources CEO Bryan Slusarchuk.

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