A lot of their clients are schools, hospitals and other large buildings in the U.S.. Under a green new deal, there would be able to take out low interest loans which would benefit this company. He thinks they are all over the place and should specialize more.
Even after the surge this year, there is more room to run. It is in the sweet spot, being a renewable energy stock. Biden, if he wins the White House, will support renewables.
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