Tesla, New Flyer and the Top 8 Renewable Energy Stocks to Buy Now

He really likes them but it's a risk that the company is involved in a specific waste-to-energy technology, which can change suddenly. CVA takes away waste and turns it into energy. A safer way to play CVA is the EDX ETF. 5.7% dividend

Lots of news and noise. Solar is not as green or as efficient as everybody thought. Massive demand coming on the power grid as AI, data storage, and population grow. Chart tells him that people are just as enthusiastic about that sector as he is, which is not very. Can't endorse the sector.

Would recommend holding company. Politically - might not be as good with Trump administration. Dependent on subsidies from government (reason for government concern). 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Facilities can always be at risk in such events, and 3 million Florida residents lost power this week. But so far NEE has managed the situation well. Since it is a regular occurrence, we are of the view that the risk is likely at least…

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.

There are potential substantial tariffs on China under the new administration but he is not convinced they will carry through with them. Tariffs on China would not be good for Tesla because China would retaliate and a lot of Tesla's products are made there. Also every major car company has a slew of EV's so…

Spiked, sold off. Smaller company, growing but without solid earnings. Recently, announced sale of 100 vehicles. Sold some school buses last quarter. Big move so far this year, around 100%. At a point where they're ramping up.

Concerns regarding tariffs on components and whether Trump will expand public transit. Making progress on debt, but it's still too high. Supply chain issues. Too many questions to step in:  growth, costs, debt.