Polaris Infrastructure

PIF-T

Analysis and Opinions about PIF-T

Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
February 4, 2021
Pure play renewable energy company, with assets in Latin and Central America. Excellent job growing cashflows. Trades at a significant discount to peers. As it continues to execute, grow cashflows, and expand outside Nicaragua, will see the valuation gap narrow and could see a lot of upside. Yield is 3.64%. (Analysts’ price target is $27.88)
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Pure play renewable energy company, with assets in Latin and Central America. Excellent job growing cashflows. Trades at a significant discount to peers. As it continues to execute, grow cashflows, and expand outside Nicaragua, will see the valuation gap narrow and could see a lot of upside. Yield is 3.64%. (Analysts’ price target is $27.88)
Varun Anand
Price
$22.530
Owned
Unknown
HOLD
HOLD
November 13, 2020
It is the middle of the pack. The price momentum has held him back. Valuation is decent at 5x EBITA and 8x PE. The 5.5% yield is healthy with a reasonable payout ratio of 65%. Needs a little more positive fund flow before taking a position.
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It is the middle of the pack. The price momentum has held him back. Valuation is decent at 5x EBITA and 8x PE. The 5.5% yield is healthy with a reasonable payout ratio of 65%. Needs a little more positive fund flow before taking a position.
Jason Mann
Price
$13.910
Owned
No
WAIT
WAIT
October 27, 2020
A Nicaraguan geothermal plant is their centerpiece. The stock has fallen and is treading water because of political disruptions in Nicaragua. The valuation is reasonable and managers are great. Cash flow is fine. Polaris has expanded into Peru with hydro projects. This is incredibly cheap vs. peers. Once elections are done in Nicaragua (he expects a new leader), things will settle there.
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A Nicaraguan geothermal plant is their centerpiece. The stock has fallen and is treading water because of political disruptions in Nicaragua. The valuation is reasonable and managers are great. Cash flow is fine. Polaris has expanded into Peru with hydro projects. This is incredibly cheap vs. peers. Once elections are done in Nicaragua (he expects a new leader), things will settle there.
Varun Anand
Price
$13.190
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
September 22, 2020

They make geothermal renewable energy primarily in Nicaragua with other projects in Peru, Panama and elsewhere. There is political risk in some territories; governments can renege on payments, though he hopes Latin America won't do this. He already owns Boralex and other renewables, so he knows this industry. Beware of the risks if you buy. It's priced accordingly and trading at a much-lower multiple than its peers. So, there is good upside. Trading at 5-6x EBITDA.

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They make geothermal renewable energy primarily in Nicaragua with other projects in Peru, Panama and elsewhere. There is political risk in some territories; governments can renege on payments, though he hopes Latin America won't do this. He already owns Boralex and other renewables, so he knows this industry. Beware of the risks if you buy. It's priced accordingly and trading at a much-lower multiple than its peers. So, there is good upside. Trading at 5-6x EBITDA.

HOLD
HOLD
August 12, 2020
Renewable energy has been hot. Has underperformed its peers a bit. Has a small holding for its yield. Well covered payout ratio of 65%. Debt is a bit of a concern. Reasonable price, decent value, decent volatility. Yield is 5.4%.
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Renewable energy has been hot. Has underperformed its peers a bit. Has a small holding for its yield. Well covered payout ratio of 65%. Debt is a bit of a concern. Reasonable price, decent value, decent volatility. Yield is 5.4%.
Jason Mann
Price
$14.780
Owned
Yes
TOP PICK
TOP PICK
March 3, 2020
Understand what you own. Clean power in Nicaragua and Peru. Super cheap. Dividend likely to be increased next year. A good news story. Lots of upside. Yield is 5.19%. (Analysts’ price target is $25.00)
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Understand what you own. Clean power in Nicaragua and Peru. Super cheap. Dividend likely to be increased next year. A good news story. Lots of upside. Yield is 5.19%. (Analysts’ price target is $25.00)
Alex Ruus
Price
$15.290
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 28, 2019
(A Top Pick Aug 26/19, Down 13%) Green power generator. A great story. Added power projects last year. Stock is dirt cheap. Wildly undervalued, lots of upside. Yield is over 6%.
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(A Top Pick Aug 26/19, Down 13%) Green power generator. A great story. Added power projects last year. Stock is dirt cheap. Wildly undervalued, lots of upside. Yield is over 6%.
Alex Ruus
Price
$11.810
Owned
Yes
DON'T BUY
DON'T BUY
November 14, 2019
It is probably going to bounce off the old support. It had a pretty big haircut since the beginning of 2018. It looks like it will go back to $9.
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It is probably going to bounce off the old support. It had a pretty big haircut since the beginning of 2018. It looks like it will go back to $9.
TOP PICK
TOP PICK
August 26, 2019
They make geothermal energy in Latin America. It's one of the cheapest stocks in this sector with a double-digit free cash flow yield. Pays a 5.7% yield that will increase slightly next year. A takeover target too.
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They make geothermal energy in Latin America. It's one of the cheapest stocks in this sector with a double-digit free cash flow yield. Pays a 5.7% yield that will increase slightly next year. A takeover target too.
Alex Ruus
Price
$13.810
Owned
Yes
COMMENT
COMMENT
July 8, 2019
There was a civil unrest where they had they had their flagship asset. Some pension reforms for the country received pushback. So the stock tanked last year, even though they did everything right. The business is still quite sound but cheaper than Canadian utilities. This is for a risk on kind of investor so consult your advisor.
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There was a civil unrest where they had they had their flagship asset. Some pension reforms for the country received pushback. So the stock tanked last year, even though they did everything right. The business is still quite sound but cheaper than Canadian utilities. This is for a risk on kind of investor so consult your advisor.
Varun Anand
Price
$15.240
Owned
Unknown
HOLD
HOLD
June 10, 2019
They make power in Nicaragua from a Geothermal source. The political problems have hurt the stock. The business is fine, however. They are diversifying geographically and into other assets. He thinks it will do well.
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They make power in Nicaragua from a Geothermal source. The political problems have hurt the stock. The business is fine, however. They are diversifying geographically and into other assets. He thinks it will do well.
Fabrice Taylor
Price
$13.840
Owned
Yes
DON'T BUY
DON'T BUY
March 19, 2019
The chart uptrended, then dropped, so it has a rounded look, which is not healthy now. There's old support at $10, but the lows and highs are getting lower. He wouldn't buy it, maybe at $10.
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The chart uptrended, then dropped, so it has a rounded look, which is not healthy now. There's old support at $10, but the lows and highs are getting lower. He wouldn't buy it, maybe at $10.
Keith Richards
Price
$10.900
Owned
No
DON'T BUY
DON'T BUY
December 12, 2018
It's too small for him. He prefers larger companies. It pays a big dividend over 8%. Definitely a riskier green utility. They own geothermal projects in Nicaragua. Geothermal is commendable with great potential, but PIF owns only a few projects. He needs to see more projects and diversification for him to buy. That high dividend means limiting their growth.
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It's too small for him. He prefers larger companies. It pays a big dividend over 8%. Definitely a riskier green utility. They own geothermal projects in Nicaragua. Geothermal is commendable with great potential, but PIF owns only a few projects. He needs to see more projects and diversification for him to buy. That high dividend means limiting their growth.
Tim Nash
Price
$9.900
Owned
No
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Oct 27/17, Down 24%) They are operating superbly. They have gone through a transformation over the last few years. The big issue is the political risk because there is quite a bit of political unrest where they opreate. The asset is performing well but the stock went down because of political uncertainty. The stock trades at a huge discount.

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(A Top Pick Oct 27/17, Down 24%) They are operating superbly. They have gone through a transformation over the last few years. The big issue is the political risk because there is quite a bit of political unrest where they opreate. The asset is performing well but the stock went down because of political uncertainty. The stock trades at a huge discount.

Colin Stewart
Price
$12.070
Owned
Yes
DON'T BUY
DON'T BUY
September 7, 2018

Had done well, then problems in Nicaragua. A one-asset company. Don’t want to own. Well run, but market is telling you that the risks are higher, and the risks can wipe out your dividend in a hurry. Government could cancel their contract. Yield is north of 7%.

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Had done well, then problems in Nicaragua. A one-asset company. Don’t want to own. Well run, but market is telling you that the risks are higher, and the risks can wipe out your dividend in a hurry. Government could cancel their contract. Yield is north of 7%.

Fabrice Taylor
Price
$10.780
Owned
No
Showing 1 to 15 of 41 entries

Polaris Infrastructure(PIF-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Polaris Infrastructure is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Polaris Infrastructure(PIF-T) Frequently Asked Questions

What is Polaris Infrastructure stock symbol?

Polaris Infrastructure is a Canadian stock, trading under the symbol PIF-T on the Toronto Stock Exchange (PIF-CT). It is usually referred to as TSX:PIF or PIF-T

Is Polaris Infrastructure a buy or a sell?

In the last year, 3 stock analysts published opinions about PIF-T. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Polaris Infrastructure.

Is Polaris Infrastructure a good investment or a top pick?

Polaris Infrastructure was recommended as a Top Pick by Varun Anand on 2021-02-04. Read the latest stock experts ratings for Polaris Infrastructure.

Why is Polaris Infrastructure stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Polaris Infrastructure worth watching?

3 stock analysts on Stockchase covered Polaris Infrastructure In the last year. It is a trending stock that is worth watching.

What is Polaris Infrastructure stock price?

On 2021-04-23, Polaris Infrastructure (PIF-T) stock closed at a price of $19.41.