Alex Ruus Polaris Renewables PIF-T TOP PICK Aug 31, 2023

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.

(A Top Pick Jul 29/22, Down 39%)

Will keep shares in the company.
Believes the fundamental attributes of the business are strong.
Will keep buying shares with recent market sell off.
Diversified business model. 
Consistent dividend raises. 
Low cost power provider. 

(A Top Pick Aug 31/23, Down 6%)

Company very cheap at current share price. Small company that institutions wont look at. Reliable revenues that translate into cash flow. Will continue to hold. Dividend very safe and reliable. New project pipeline very strong.