Alphabet Inc (GOOG)

[SeriousMoney]

No steel right now! Sold NUCOR in DEC04 & moved into metallurgical coal (FDG, PVMCF) to play China demand.

Paying close attention to pending vote on $3.2 billion California Solar Initiative:

On Thursday the California Public Utilities Commission (PUC) is widely expected to vote to approve the California Solar Initiative (CSI), which will secure USD $3.2 billion for solar energy rebates in the state for the next 11 years. http://renewableenergyaccess.com/rea/news/story?id=41455

Cramer recos: http://www.thestreet.com/_tscs/funds/madmoneywrap/10260924.html

ATA.TO http://finance.yahoo.com/q?s=ata.to
SPWR http://finance.yahoo.com/q?s=spwr
ESLR http://finance.yahoo.com/q?s=eslr
ENER http://finance.yahoo.com/q?s=ener

Already in DSTI (Tobin Smith reco) http://finance.yahoo.com/q?s=dsti