Stock Opinions by Tim Nash - Stockchase Experts
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Tim Nash @

On Stockchase since : Jul 2018

Financial Planner at The Sustainable Economist

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Stock Opinions by Tim Nash - Stockchase Experts

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General Market Comment 

March 14, 2019

Market. The populous governments that are getting elected don’t care about environmental issues. Environmental issues are not a priority. We are caught in this loop where people are caught up in the short term economic impacts of the green movement and the short term risks of building a green economy. We are in the middle of one of the best bull markets in history and now is the time we should be investing in the future. We should be taking this long term approach. Green technologies don’t need government support any more. Batteries are the last remaining piece of the puzzle of technology prices coming down. All it will take now is time. Trains will wear out and we will have to invest in new technology. Canada is so well positioned to take advantage of this position.
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Market. The populous governments that are getting elected don’t care about environmental issues. Environmental issues are not a priority. We are caught in this loop where people are caught up in the short term economic impacts of the green movement and the short term risks of building a green economy. We are in the middle of one of the best bull markets in history and now is the time we should be investing in the future. We should be taking this long term approach. Green technologies don’t need government support any more. Batteries are the last remaining piece of the puzzle of technology prices coming down. All it will take now is time. Trains will wear out and we will have to invest in new technology. Canada is so well positioned to take advantage of this position.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
_N/A

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General Market Comment 

March 14, 2019

ETFs for Clean Energy like PZD- and QCLN-. There aren't any on the renewable energy index in Canada. There is the renewable and clean energy index but it has not been turned into an ETF yet. There is a mutual fund – Mackenzie global environmental equity fund. You might buy the 'F' series for the lower fees. This is the best option in Canadian dollars right now.
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ETFs for Clean Energy like PZD- and QCLN-. There aren't any on the renewable energy index in Canada. There is the renewable and clean energy index but it has not been turned into an ETF yet. There is a mutual fund – Mackenzie global environmental equity fund. You might buy the 'F' series for the lower fees. This is the best option in Canadian dollars right now.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
_N/A

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BUY
It has been interesting with a lot of these renewable power utilities. They bounce back a lot better than the rest of the market. He only owns this kind of quality for the dividend. His only concern is that it is part of a historically high price. They are very, very clean in term of energy. (Analysts’ price target is $26.42)
Utilities
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It has been interesting with a lot of these renewable power utilities. They bounce back a lot better than the rest of the market. He only owns this kind of quality for the dividend. His only concern is that it is part of a historically high price. They are very, very clean in term of energy. (Analysts’ price target is $26.42)
Utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$25.740
Owned Owned
Unknown

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WATCH
The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play.
electrical utilities
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The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play.
electrical utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$14.960
Owned Owned
Unknown

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COMMENT
Cannabis Nutritional supplements. If they get it right there is huge potential. In the medical uses, there is a lot of long term potential. He has no idea who will be the eventual winners in this space. He thinks there is a bit of frenzy in this space. Buy on rumor and sell on news.
biotechnology/pharmaceutical
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Cannabis Nutritional supplements. If they get it right there is huge potential. In the medical uses, there is a lot of long term potential. He has no idea who will be the eventual winners in this space. He thinks there is a bit of frenzy in this space. Buy on rumor and sell on news.
biotechnology/pharmaceutical
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$4.380
Owned Owned
Unknown

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WEAK BUY
Cosan Ltd.(CZZ-N) 

March 14, 2019

A Brazilian company looking at bio-fuels from sugar. Mostly it is about ethanol. You create fuel from off-cuts from the industry. Because of subsidies we grew a lot of corn here for fuel. This is an easy way for governments to meet carbon targets – up the ethanol in fuel at the pumps. There are currency and political risks that he can't speak to. Long term if we move to electrification then it impacts gasoline and ethanol demand.
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A Brazilian company looking at bio-fuels from sugar. Mostly it is about ethanol. You create fuel from off-cuts from the industry. Because of subsidies we grew a lot of corn here for fuel. This is an easy way for governments to meet carbon targets – up the ethanol in fuel at the pumps. There are currency and political risks that he can't speak to. Long term if we move to electrification then it impacts gasoline and ethanol demand.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$11.370
Owned Owned
Unknown

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BUY
Boralex Inc.(BLX-T) 

March 14, 2019

He likes it. It pays a dividend. Not as high as some other renewable energy dividends, however. He expects to see some price fluctuations. If they want to acquire new projects they have to raise equity but their payout is not that high so they may not have to in terms of getting new projects. You could see it grow if we see growth in the renewable energy space.
electrical utilities
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He likes it. It pays a dividend. Not as high as some other renewable energy dividends, however. He expects to see some price fluctuations. If they want to acquire new projects they have to raise equity but their payout is not that high so they may not have to in terms of getting new projects. You could see it grow if we see growth in the renewable energy space.
electrical utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$18.890
Owned Owned
Unknown

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WEAK BUY
Tesla Motors Inc(TSLA-Q) 

March 14, 2019

This is a really exciting company. They announce the model 'Y' tonight which is their SUV crossover. It will be a rollercoaster. Their strategy is to 'lean' into the risk to get explosive returns. He loves what they are doing, but he has concerns about their corporate governance. He is willing to bet the farm.
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This is a really exciting company. They announce the model 'Y' tonight which is their SUV crossover. It will be a rollercoaster. Their strategy is to 'lean' into the risk to get explosive returns. He loves what they are doing, but he has concerns about their corporate governance. He is willing to bet the farm.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$289.960
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Dec 12/18, Up 7%) He got lucky with the market timing. It is an ETF that outperformed a bit. They changed from market cap to equal weighted. This is for investors who want exposure to the US and it is fossil-fuel free.
E.T.F.'s
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(A Top Pick Dec 12/18, Up 7%) He got lucky with the market timing. It is an ETF that outperformed a bit. They changed from market cap to equal weighted. This is for investors who want exposure to the US and it is fossil-fuel free.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
No

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PAST TOP PICK
(A Top Pick Dec 12/18, Up 6%) Linked to UN sustainable development goals. It gives more exposure to emerging markets. There is really not a good benchmark so it tracks the all-country world market. These are countries that are doing more good.
E.T.F.'s
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(A Top Pick Dec 12/18, Up 6%) Linked to UN sustainable development goals. It gives more exposure to emerging markets. There is really not a good benchmark so it tracks the all-country world market. These are countries that are doing more good.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$58.520
Owned Owned
No

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PAST TOP PICK
(A Top Pick Dec 12/18, Up 60%) He hit the bull's-eye here. These are organic LEDs. It was a tech play and did quite well on the bounce back. OLEDs are malleable. Curved LED TVs and foldable smart phones. This company provides licenses to companies that want to use the technology.
electrical/electronic
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(A Top Pick Dec 12/18, Up 60%) He hit the bull's-eye here. These are organic LEDs. It was a tech play and did quite well on the bounce back. OLEDs are malleable. Curved LED TVs and foldable smart phones. This company provides licenses to companies that want to use the technology.
electrical/electronic
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$154.800
Owned Owned
No

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DON'T BUY
It does not pass the screen of green. He would have a problem with it over the long term. Traditional utilities, pipelines etc. So over the next 10-20 years the pipelines may turn out to be stranded assets. YLCO-N is a green utilities alternative to ZWU but in the US.
E.T.F.'s
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It does not pass the screen of green. He would have a problem with it over the long term. Traditional utilities, pipelines etc. So over the next 10-20 years the pipelines may turn out to be stranded assets. YLCO-N is a green utilities alternative to ZWU but in the US.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$13.370
Owned Owned
Unknown

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N/A
General Market Comment 

March 14, 2019

Social Impact Bonds. These are not publicly traded securities. These are things like community bonds & green bonds. 'Co-power' is a private placement for energy efficiency projects yielding 5%. A social impact bond is a sub-set of bonds focusing on preventative measures. In Canada it is with the heart and stroke foundation where they partnered investors with preventative programs. It has been successful and represents huge savings. It is only available to accredited investors. It can be tricky to get them into an RRSP.
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Social Impact Bonds. These are not publicly traded securities. These are things like community bonds & green bonds. 'Co-power' is a private placement for energy efficiency projects yielding 5%. A social impact bond is a sub-set of bonds focusing on preventative measures. In Canada it is with the heart and stroke foundation where they partnered investors with preventative programs. It has been successful and represents huge savings. It is only available to accredited investors. It can be tricky to get them into an RRSP.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
_N/A

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COMMENT
This is an interesting cannabis company. They are the only one that is certified organic. The market is still so young for this. He does not see a lot of differentiation. He does not know how much consumers want organic cannabis. It is held in an organics ETF. It will be caught in the frenzy and will trade on news.
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This is an interesting cannabis company. They are the only one that is certified organic. The market is still so young for this. He does not see a lot of differentiation. He does not know how much consumers want organic cannabis. It is held in an organics ETF. It will be caught in the frenzy and will trade on news.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$4.410
Owned Owned
Unknown

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WEAK BUY
Wind turbines saw continued price decreases but not as quickly as solar. He thinks there will be more wind turbines being installed going forward. There is a lot of competition. Choosing companies can be tricky so he prefers a wind turbine ETF (e.g. FAN-N).
environmental
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Wind turbines saw continued price decreases but not as quickly as solar. He thinks there will be more wind turbines being installed going forward. There is a lot of competition. Choosing companies can be tricky so he prefers a wind turbine ETF (e.g. FAN-N).
environmental
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
Unknown

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