Frankly, to know whether this guy is blowing magenta [anti-green :)] smoke, or has a valid point, I'd have to look at KP's green portfolio, and see how the comp

Frankly, to know whether this guy is blowing magenta [anti-green :)] smoke, or has a valid point, I'd have to look at KP's green portfolio, and see how the companies there are doing. He doesn't give any data points that I can see.