Portfolio ChangesGrowth Model Portfolio
Add 0.5% to Anaergia (ANRG)
Trade Rationale - We think much of the selloff over the last month is mostly market-related and with a solid pipeline, revenue visibility, and a strong market position in waste conversion to renewable energy, we like shares even better at these levels. While shares are above IPO levels, at 3.7x expected sales next year, multiples are below what they were when the company went public last year.
From 5iResearch. GLTA