PLUG - ICLN: Despite The Recent Pullback Don't Be The Bag Holder

• Clean energy is a mega trend that is here to stay and which we all should consider gaining exposure towards.
• Picking a winner is difficult for immature industries and an ETF appears the obvious alternative.
• The ETF ICLN offers wide exposure, but you will be buying into extreme valuations across the board.
• Even the mature company holdings have seen massive returns despite little- if any underlying fundamental change.
• Despite its recent pullback, I consider the risk-reward trade-off much too risky at ICLN's current price.

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