Email: Jatin Bindal/db/dbcom@OBCOEX to ICG Commodities (03/03/2014)

Jeffrey - For Energy, consider these percentages below (modification from within the proposed Energy Renaissance basket). Note, Sunedison (SUNE) rallied 28% over the back half of last month, believe the bulk of the steam is out of that one, but you may disagree and want to play that momentum. Hannon Armstrong (HASI) looks compelling on weakness (just macro backdrop) here; this company is effectively a publically traded energy retrofit finance co., or, as the company calls itself "sustainab