Polaris Renewables (PIF.TO)

Likes the underlying business, but wants to see further diversification. Decent market cap, but liquidity profile isn't fantastic so the bid/ask spread is wide. Fairly consistent dividend over time.

This is how he'd play the renewable energy trade. Thinks rates will go higher next year, which makes him cautious. If that's the case for rates, a lot of the bond proxies like utilities and REITs are going to come under pressure. A bit more upside potential, but for a trade.

He can't speak to fundamentals, but the chart is hitting the lower trendline. It's compressing into the right corner like a triangle, which is when you tend to get an upside move. Risk/reward is really good right now, even though it's down 9% in a really good market.

A growing producer in green electricity in Latin America. They do geothermal, river and solar energy.  The green sector has been under pressure the past year, but these shares are super cheap. Pays a 6.65% dividend and trades at 13X PE. There's 70% upside. Great management, reinvesting their cash flow into a nice pipeline with occasional M&A.

Now called Polaris Renewable Energy. Pays a 6.4% dividend and trades at a 15x PE, a discount to peers.