A-Power Energy Generation Systems Ltd. (APWR)

(A Top Pick Nov 7/08. Up 105%.) Chinese alternative energy play. Their customers need access to credit and on any sort of credit hiccup again it will go down. Sold his holdings.

Chinese power distribution company. Have set up windmills and diesel generators off-grid. Half their market cap is cash and will make $1 to $1.10 per share this year. Growing at 40% to 50%. Massive backlog. Have a monopoly situation in parts of China.