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As it happens, I do have just about $20k to invest in Alternative Energy, but if I implemented your strategy, I'd have a lot of trading costs, at $9 per pick. That hardly beats managed-fund expense, especially if I have to revise some of the picks.
My other concern is the liquidity/spread of the .PK issues. Can you comment on this? I especially like Sharp and New Flier.
--Aalan