Peter Hodson
A-Power Energy Generation Systems Ltd.
APWR-Q
TOP PICK
Nov 07, 2008
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.
(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.