I think BGR will drop with the poor performance of our government. But I also think it will be VERY strong going forward because of the sector.
I am taking a position in WPRT. I think with the renewed interest in natural gas their NG engines will lead the way for the next extended period. Possible HUGE upside. They have a partnership with Cummins that I think would not exist if Cummins did not see the writing on the wall. JMO
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