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Prime Minister Stephen Harper is suddenly paying attention to the climate-change meeting in Coepenhagen next month - funny how that happened after China and the U.S. announced they would show - and investors should take notice too.

Boutique dealer Clarus Securities pumped out a report on what Copenhagen might mean to Canadian public companies, and early-morning blogger Mark McQueen at Wellington Financial picked up on their work.

When it comes to transforming public policy into profit, Clarus said investors have "already factored a delay into the development of a legally binding agreement for green house gas emission reduction. We believe continued signs of support from goverments should be favourable for the overall clean technoloy sector."

Among the companies in follows, Clarus predicts that the largest potential positive impact from whatever comes out of Copenhagan will flow to U.S. Geothermal, Nevada Geothermal Power, Boralex, Algonquin Power and Brookfield Renewable Power.

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