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Despite what Ken Fisher says, I don't think solar is dead.

Hi tj,

Neither do I. I think you're right, though, that it might be too correlated with Power-One at this point. Unfortunately. Maybe when I get 15 or 20 positions in.

Solar appears to be a very much in-favor / out-of-favor industry which is driving short term results. Could very well come back into favor with high oil prices, though.

Keep 'em comin'! :-)

Cheers,
Jim
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