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What is your number one stock pick and why?
Mr. Hickman: The one that's obviously performing with revenues, generating rapid revenue growth and accelerating bottom-line earnings is Satcon. The stock has actually moved up quite nicely along with the good news. I think it's trading around the $4 level right now. It's down a little bit today because of the capital raise announcement, but kind of the low $4. I would argue that at this level, the stock is still a very solid buy. I wouldn't be surprised if somebody came along and they wanted to get into the inverter business and snap them up. Of the others that we've talked about, Altairnano has its partnership now, so they are 51% owned by Canon. So that makes that kind of less attractive. I'm pretty interested in Quantum. With their Fisker contract, the potential for the post office and other initiatives in alternative energy, solar power, there's a possibility that calendar 2011 could be a very, very good year for Quantum. I think that's the one I would keep my eye on. |