Opinions
Colin Stewart
Polaris Infrastructure
PIF-T
PAST TOP PICK
Jun 19, 2018
$13.030
Stock price when the opinion was issued
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TOP PICK
Largest section of business is Geothermal, but also has hydro-electric and solar.
Investments in 5 separate areas in Central America.
Market has ignored company despite the fact that it pays ~3.6 yield.
Trades at 50% of valuation of comparable energy producers.
Good management team that has continued to build the company.
Increasing cash flow and is a potential takeover target.
Energy
(A Top Pick May 29/2017, Down 17%) Own geothermal facility in Nicaragua. Steady cash flow, nice dividend. Had been performing well until recently, with civil unrest in Nicaragua, which they think will resolve, but this is one of the risks of investing in another jurisdiction. One positive is that this asset is a stable business and is pretty important to the country. Pullback could even be a buying opportunity.