TWST: Where do you focus your attention in the alternative energy space?
Mr. Kettenmann: We are now basically focused on solar stocks. We had stepped out into energy efficiency and launched coverage of a company called Telvent (TLVT) in May last year. But earlier this year, Schneider Electric (SU.PA) announced a takeover deal. So depending on that closing later this summer, our coverage list is back to 100% solar. But we're still working on tangential plays in the energy efficiency space.
TWST: Let's start with the solar space. What's going on at this point? I know there seem to be mixed messages globally on this whole space.
