This is not my work, it is from fool.com

And I rate no other financial advice website higher ...

There has been a promise of "Jam Tomorrow" in a specific sector for some time now. Years perhaps.

There was a big shift when the Stimulus Packs announced that this sector would benefit heavily from the money spent ... but the refrain was still "Jam Tomorrow" - no jam today.

Just as one swallow does not a summer make, but it does indicate that summer is on the way, and the swallows in this case are MONEY (in the form of grants + private capital).

Lots of countries have promised BIG chunks of stimulus-cash for Alternative Energy. That is not news.

Word on the street is that grants have already started to arrive, but not actually be spent yet. That's the news. It is real, and apparently about to kick-off over the next 6 months.

There are two old sayings in investing:

1) Follow the money.

Gvt money (particularly US and Chinese) is about to get spent. Who will benefit from all that money? Where will it end-up?

2) In a gold rush, the ones that really make money are the ones selling picks-and-shovels.

I suppose the "gold" in this case would be energy - who are selling (or making) the picks and shoves that will allow buyers to access/ process/ distribute the "gold"?

There are several factors that could depress potential investments:

1) Market falls - just as a rising tide lifts all boats ...

2) Pay-out delays - it can happen

3) Energy price tumbles - this devalues all energy.

I am not promising Jam Today, nor saying the only way is up.

But I am saying that world Gvts have started distributing cash that will, over the next 24 months or so, end up boosting the bottom lines of many energy network, switcher, widget and doodad makers.

I started buying yesterday.

The tip is not mine, but I heartily endorse it, and recommend further diligence to the board.