Opinions
The Panic-Proof Portfolio (Stockchase Research)
Polaris Infrastructure
PIF-T
TOP PICK
Sep 23, 2021
Stockchase Research Editor: Michael O'Reilly We reiterate our TOP PICK recommendation with PIF -- the Canadian $366 million market cap infrastructure developer of renewable energy projects in Latin America. It pays a nice dividend backed by a payout ratio of 35% of cash flow. It trades at 10x earnings, compared to peers at 14x and is valued under 2x book value. We would buy this with a stop loss at $14, looking to achieve $28 -- upside potential over 53%. Yield 3.32% (Analysts’ price target is $28.00)
$18.320
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