Write him and let him know he whimped out on recommending the best CF/wind play out there. I'm certain he was going to highlight ZOLT but changed his mind becasue of the "drop" yesterday and he doesn't know enough to realize that this is the best buying opp in ZOLT in well over a year!
No, he said wind was only a part of their sales. That's why he likes it - not dependent on one market. Hexcel's nice, if you like conservative investments. He also said the wind market increased 95% in China last year. (I don't think he was referring to CF, just the turbines). Pretty impressive.