They have struggled. The most recent 4 quarters are down 42%. Earnings estimates have been shaved by 5% in the last 90 days. It's in the bottom quarter of his database. People are suggesting that they are seeing a turnaround for the company so keep an eye on it.
Green tech company out of Vancouver. Have done surprisingly well under everybody's radar. Almost $250 million in annual revenue. Make the gear that takes the electricity off the renewable resource and puts it in a conditioned proper form onto the electrical grid. World leader in this space.
(A Top Pick Apr 25/08. Up 55%.) Specialize in power converters that get electricity onto the electrical grid from green power applications. Wound down all of his funds at the end of October.