I'm not sure about what u mean by staying clear from everything the govt. invests in ?
Somehow i would assume that some subventions would help a lot of businesses depending on their particular conditions , as in the past several US industries beneficiated " grandly " from govt. investment .
The latest and most obvious is the financial sector , CITI AIG BoA and so many others would be bankrupt by now if it were not for govt. intervention.
The military , High Tech ,Oil ind. and so many others have been recipient of govt. help in the past , so it would seem Alt. Energy will benefit just the same in the near future in the US and abroad, as some other govts. elsewhere are doing the same .
I can understand that if u intend to become next CITI or BoA or AIG CEO then u want to stay clear from govt. intervention and OBLIGATIONS but as an investor i doubt that's sound advice , i don't mean forever but in the near future some industries and businesses will surely benefit and investors will profit from it .
Tectol