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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Tim Nash Latest Top Picks...

Stock Opinions by Tim Nash - Stockchase Experts

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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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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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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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WEAK BUY
First Solar Inc.(FSLR-Q) 

July 20, 2018

Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

other mines
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Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

other mines
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$53.480
Owned Owned
No

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WEAK BUY

Sell and cut losses? Would own it for the dividend. Might want to consider buying more. Primarily a coal utility, but spun off wind assets, which he likes. Unfortunately now, about 41% of their portfolio are Australian nat gas assets. Doesn’t love it, prefers pure play renewable energy stocks. Lots of opportunity here, and not going to be short of cash. Would want clarity on projects and strategic direction moving forward.

Energy Infrastructure, Industrials & Utilities
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Sell and cut losses? Would own it for the dividend. Might want to consider buying more. Primarily a coal utility, but spun off wind assets, which he likes. Unfortunately now, about 41% of their portfolio are Australian nat gas assets. Doesn’t love it, prefers pure play renewable energy stocks. Lots of opportunity here, and not going to be short of cash. Would want clarity on projects and strategic direction moving forward.

Energy Infrastructure, Industrials & Utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$12.130
Owned Owned
Unknown

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WEAK BUY

Have to be careful with tech companies in this space. Something becomes a darling, and the market thinks everything will move in this direction. Doesn’t see this happening. Doesn’t want to bet on one technology here. Natural gas is seen as a bridge fuel. But with energy moving in a greener direction, what will happen to natural gas? Be a little bit cautious. Likes them, but they’re not going to transform the system. Nice medium term solution until we move to full electric.

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Have to be careful with tech companies in this space. Something becomes a darling, and the market thinks everything will move in this direction. Doesn’t see this happening. Doesn’t want to bet on one technology here. Natural gas is seen as a bridge fuel. But with energy moving in a greener direction, what will happen to natural gas? Be a little bit cautious. Likes them, but they’re not going to transform the system. Nice medium term solution until we move to full electric.

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Tim Nash

Financial , The Sustainable Econ...

Price Price
$3.330
Owned Owned
No

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WEAK BUY

Interesting Alberta company. Very efficient process for recovering waste heat. Their fate is tied to fate of companies in the oil sands. Really likes this technology. In 10, 20 years time, would want to see them pivot to other forms of waste.

oil/gas field services
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Interesting Alberta company. Very efficient process for recovering waste heat. Their fate is tied to fate of companies in the oil sands. Really likes this technology. In 10, 20 years time, would want to see them pivot to other forms of waste.

oil/gas field services
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$3.960
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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WATCH
ABB Ltd.(ABB-N) 

December 12, 2018

Are they connected enough to green? They focus on smart grids, building grids that connect renewable projects. Now is an interesting time for grid development. Many, like Ontario's, are ancient and need updating. ABB is a play on smart (adaptive, responsive) grids, which are really expensive. If there's more infrastructure spending to update the grid (that needs to be done, but face political reluctance), ABB would benefit. Smart grids have enormous potential.
electrical/electronic
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Are they connected enough to green? They focus on smart grids, building grids that connect renewable projects. Now is an interesting time for grid development. Many, like Ontario's, are ancient and need updating. ABB is a play on smart (adaptive, responsive) grids, which are really expensive. If there's more infrastructure spending to update the grid (that needs to be done, but face political reluctance), ABB would benefit. Smart grids have enormous potential.
electrical/electronic
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$19.750
Owned Owned
Unknown

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WATCH
After cannabis legalization, we'll see a lot more cannabis growing and in turn offshoots. The waste from cannabis growers will have many uses, from food to clothing. Hemp is a magical plant with many, many uses. But you gotta be a little careful with HEMP and this sector because of volatility, but it looks promising for the future. He'd rather invest in the cannabis off-shoots then the producers; cannabis is a commodity and he's wary of commodities. Watch this space.
Healthcare
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After cannabis legalization, we'll see a lot more cannabis growing and in turn offshoots. The waste from cannabis growers will have many uses, from food to clothing. Hemp is a magical plant with many, many uses. But you gotta be a little careful with HEMP and this sector because of volatility, but it looks promising for the future. He'd rather invest in the cannabis off-shoots then the producers; cannabis is a commodity and he's wary of commodities. Watch this space.
Healthcare
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$1.430
Owned Owned
No

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TOP PICK
It is fairly new (last Oct). It was the first ETF in Canada that is socially responsible and fossil fuel free. It trades in Canadian dollars, also. This is a great option.
E.T.F.'s
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It is fairly new (last Oct). It was the first ETF in Canada that is socially responsible and fossil fuel free. It trades in Canadian dollars, also. This is a great option.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$26.720
Owned Owned
Unknown

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TOP PICK
Environmental services – they make money cleaning up pollution. If you are worried about the political climate, these are companies that make money cleaning up all of the pollution of mining companies and so on. It should do quite well.
E.T.F.'s
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Environmental services – they make money cleaning up pollution. If you are worried about the political climate, these are companies that make money cleaning up all of the pollution of mining companies and so on. It should do quite well.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$94.809
Owned Owned
Unknown

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TOP PICK
They have been so aggressive at moving toward hybrid and electric busses. Municipal governments want to cut costs and meet climate goals. They are more interested in low carbon transit options. He is thrilled to see them moving so far ahead with hybrid and electric busses. It can do well. The city of Toronto just bought a bunch of these busses. (Analysts’ price target is $48.14)
Automotive
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They have been so aggressive at moving toward hybrid and electric busses. Municipal governments want to cut costs and meet climate goals. They are more interested in low carbon transit options. He is thrilled to see them moving so far ahead with hybrid and electric busses. It can do well. The city of Toronto just bought a bunch of these busses. (Analysts’ price target is $48.14)
Automotive
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$30.740
Owned Owned
Unknown

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TOP PICK
They own the patent rights to OLEDs that they license. The new iPhone uses OLEDs. A play on organic LED lights that will completely dominate the next generation of cell phones, TVs and home lighting. OLEDs are the future of lighting. (Analysts’ price target is $133.20)
electrical/electronic
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They own the patent rights to OLEDs that they license. The new iPhone uses OLEDs. A play on organic LED lights that will completely dominate the next generation of cell phones, TVs and home lighting. OLEDs are the future of lighting. (Analysts’ price target is $133.20)
electrical/electronic
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$97.060
Owned Owned
No

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TOP PICK
Tracks the broad U.S. market, basically swapping out the S&P, but it's the first ETF to be socially responsible, fossil fuel- and gun-free. Caveat: It haas few assets and limited volume. Use a limit order when buying. Maybe give this a little more time to add more assets. This is good for couch potatoes who want to passively invest away from oil. CVS and Starbucks are some of the holdings.
E.T.F.'s
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Tracks the broad U.S. market, basically swapping out the S&P, but it's the first ETF to be socially responsible, fossil fuel- and gun-free. Caveat: It haas few assets and limited volume. Use a limit order when buying. Maybe give this a little more time to add more assets. This is good for couch potatoes who want to passively invest away from oil. CVS and Starbucks are some of the holdings.
E.T.F.'s
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
No

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