Portfolio–Alternatives Field Bet

Alternatives Field Bet
Company Name (Exchange: Symbol)
Entry Price (USD)
Total Return Since 01/24/07 (%)
Total Return for 2008 (%)
Advice
Covanta Holding Corp (NYSE: CVA)* 28.23 -3.0
-3.0 Buy
First Solar (NSDQ: FSLR)* 289.36 -3.9 -3.9 Buy
EDF Energies Nouvelles (France: EEN, OTC: EDFEF) 49.86 36.1 -2.7 Buy
Hansen Transmissions (UK: HSN, OTC: HSNTF)* GBP2.89 5.0 5.0 Buy
Hexcel Corp (NYSE: HXL) 20.01 8.0 -21.7 Buy
MEMC Electronic Materials (NYSE: WFR) 45.70 -2.9
-49.9 Buy
SolarWorld (Germany: SWV, OTC: SRWRF) 37.51 23.3
-24.4 Buy
SunPower Corp (NSDQ: SPWR) 41.34 82.2 -42.2 Hold, SOLD Add’l One-Third
US Geothermal (OTC: HTM) 1.40 72.6 -42.2 Hold, SOLD One-Third
Vestas Wind Systems (Denmark: VWS, OTC:VWSYF) 45.24 160.9 10.3 Buy, SOLD One-Third
*Returns from original 05/21/08 recommendation date.

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