Plug Power Inc (PLUG)

[Jack_Bolander]

Steve - Yes. Fortunately, I had been scaling down my Siemens, but might look to add in the Fall, which is why it's still on my list.

I have faith in Siemens ability to manage their Alt Energy business better than nearly every other company in the sector. Like JM, Siemens is VERY Profitable in other sectors (Medical, Engineering, Power Generation) which BUFFERS a hit in one or two segments.

PLUG doesn't have the diversity in income streams that JM and Siemens do, and PLUG certainly doesn't have the management.