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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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.
Unknown
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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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COMMENT
It involves making internal combustion engines as efficient as possible. There has not been as much urgency for companies to implement their components into their cars. There is also the leapfrog effect as we go to electrification of autos. He sees no reason to sell. Long term we need regulations ramping up again to require their components integrated into autos. Electrification could be a risk to this company.
INDUSTRIAL PRODUCTS
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It involves making internal combustion engines as efficient as possible. There has not been as much urgency for companies to implement their components into their cars. There is also the leapfrog effect as we go to electrification of autos. He sees no reason to sell. Long term we need regulations ramping up again to require their components integrated into autos. Electrification could be a risk to this company.
INDUSTRIAL PRODUCTS
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$18.260
Owned Owned
Unknown

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BUY
DynaCERT Inc(DYA-X) 

March 14, 2019

It is about diesel engine efficiencies. They have big opportunities short term. China and India would be specifically concerned about air pollution. He could see the stock doing quite well.
machinery
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It is about diesel engine efficiencies. They have big opportunities short term. China and India would be specifically concerned about air pollution. He could see the stock doing quite well.
machinery
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.335
Owned Owned
Unknown

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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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COMMENT
General Market Comment 

December 12, 2018

It's been a rollercoaster lately. It's been tough. But always take the long-term view. He's a "decade" trader. This year could be a write-off, the market this fall having sold off January's highs. It's a buying opportunity--he may wait until January to buy. The market fundamentals say the economy is doing well across the board. It comes down to investors feeling nervous who are overreacting to headlines. Fundamentals say that there's still room to run. PE ratios are lot more reasonable now. He would put money to work now. Buy into weakness. There are definitely some good stocks out there. Green investors are less interested in the state of the market, but rather the state of the enivoronment and climate change. They feel pessimistic.
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It's been a rollercoaster lately. It's been tough. But always take the long-term view. He's a "decade" trader. This year could be a write-off, the market this fall having sold off January's highs. It's a buying opportunity--he may wait until January to buy. The market fundamentals say the economy is doing well across the board. It comes down to investors feeling nervous who are overreacting to headlines. Fundamentals say that there's still room to run. PE ratios are lot more reasonable now. He would put money to work now. Buy into weakness. There are definitely some good stocks out there. Green investors are less interested in the state of the market, but rather the state of the enivoronment and climate change. They feel pessimistic.
Unknown
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
Canadian Solar Inc.(CSIQ-Q) 

December 12, 2018

They got hit hard when China when big into green tech a decade ago and flooded the market with solar panels. CSIQ was one of the big solar panel-makers. They also spun off their renewable energy assets. This stock is completely ethical, but the price of panels plunging hurts this stock.
other mines
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They got hit hard when China when big into green tech a decade ago and flooded the market with solar panels. CSIQ was one of the big solar panel-makers. They also spun off their renewable energy assets. This stock is completely ethical, but the price of panels plunging hurts this stock.
other mines
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$16.810
Owned Owned
Unknown

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BUY
A Quebec renewable energy with a good yield over 5%. It's a safe haven for green investors. Overall, this sector is great if you want to invest green that pays a stable return. These stocks are holding their own during this downturn. These utilities attract long-term, patient capital.
electrical utilities
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A Quebec renewable energy with a good yield over 5%. It's a safe haven for green investors. Overall, this sector is great if you want to invest green that pays a stable return. These stocks are holding their own during this downturn. These utilities attract long-term, patient capital.
electrical utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$12.970
Owned Owned
Unknown

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BUY on WEAKNESS
It's fallen so far that the dividend is 7%. BEP works well for older investors who want that dividend, but don't expect big stock growth. It's a blue-chip stock in Brookfield. There's a little growth in their pipeline. With this serious pullback, there's no problem adding to your position to capture that higher dividend. This space offers less volatility than the market.
Utilities
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It's fallen so far that the dividend is 7%. BEP works well for older investors who want that dividend, but don't expect big stock growth. It's a blue-chip stock in Brookfield. There's a little growth in their pipeline. With this serious pullback, there's no problem adding to your position to capture that higher dividend. This space offers less volatility than the market.
Utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$36.050
Owned Owned
No

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COMMENT
This sector is bought on sold based on news, so it's riskier. He likes TGOD because they focus on organic products, so this brand could tap into that audience and do well. He stresses that this sector is volatile, though great long-term potential. TGOD is among the best of organic weed stocks. The sector will rebound, but will take time.
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This sector is bought on sold based on news, so it's riskier. He likes TGOD because they focus on organic products, so this brand could tap into that audience and do well. He stresses that this sector is volatile, though great long-term potential. TGOD is among the best of organic weed stocks. The sector will rebound, but will take time.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$3.010
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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PAST TOP PICK
(A Top Pick Sep 04/18, Down 8%) This tracks the all-country index and slightly modifies the weightings based on carbon footprint. This is a low-carbon, all-country ETF. This has gone down in tandem with the global market. This is way to play low-carbon globally.
E.T.F.'s
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(A Top Pick Sep 04/18, Down 8%) This tracks the all-country index and slightly modifies the weightings based on carbon footprint. This is a low-carbon, all-country ETF. This has gone down in tandem with the global market. This is way to play low-carbon globally.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$109.190
Owned Owned
No

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PAST TOP PICK
(A Top Pick Sep 04/18, Down 5%) It's industrials and utilities in water. He's not surprised this is under water because industrials are down. As climate change worsens, governments will need to invest heavily in water infrastructure (due to flooding and drought). He has no problem adding to his position.
E.T.F.'s
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(A Top Pick Sep 04/18, Down 5%) It's industrials and utilities in water. He's not surprised this is under water because industrials are down. As climate change worsens, governments will need to invest heavily in water infrastructure (due to flooding and drought). He has no problem adding to his position.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$33.030
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Sep 04/18, Up 10%) There's a great need for sustainable infrastructure. HASI provides that upfront financing for these massive projects.
environmental
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0 comments
(A Top Pick Sep 04/18, Up 10%) There's a great need for sustainable infrastructure. HASI provides that upfront financing for these massive projects.
environmental
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$23.100
Owned Owned
No

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DON'T BUY
Polaris Infrastructure(PIF-T) 

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.
INDUSTRIAL PRODUCTS
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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.
INDUSTRIAL PRODUCTS
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$9.900
Owned Owned
No

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BUY
Pattern Energy Group(PEGI-T) 

December 12, 2018

Is the dividend safe? Stable company. Their price to book is 2.41. (Above 3 is a red flag.) So, they can pay their dividend, yet acquire new projects.Their PE is 17. He hasn't seen any issues with PEGI. As long they keep earning those cash flows and pay that dividend, this is fine.
electrical utilities
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Is the dividend safe? Stable company. Their price to book is 2.41. (Above 3 is a red flag.) So, they can pay their dividend, yet acquire new projects.Their PE is 17. He hasn't seen any issues with PEGI. As long they keep earning those cash flows and pay that dividend, this is fine.
electrical utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$27.990
Owned Owned
Unknown

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COMMENT
General Market Comment 

December 12, 2018

Canadian-dollar hedged green ETFs? Aside from the global water one, CWW, there isn't one on the TSX. (Mackenzie does offer a mutual fund in the F series.) Green ETFs are traded on US exchanges--Google Nobert's Gambit to lower the cross-border conversion fee.
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Canadian-dollar hedged green ETFs? Aside from the global water one, CWW, there isn't one on the TSX. (Mackenzie does offer a mutual fund in the F series.) Green ETFs are traded on US exchanges--Google Nobert's Gambit to lower the cross-border conversion fee.
Unknown
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Lithium Americas Corp(LAC-T) 

December 12, 2018

We're making batteries as cheap as possible, and that means lithium. He expe expects growing demand for lithium in coming years. But given supply, the lithium price may fall or stay the same. Lithium is a commodity and he's cautious about commodities. The trend for e-cars may propel this stock and space. Be cautious.
Mining
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We're making batteries as cheap as possible, and that means lithium. He expe expects growing demand for lithium in coming years. But given supply, the lithium price may fall or stay the same. Lithium is a commodity and he's cautious about commodities. The trend for e-cars may propel this stock and space. Be cautious.
Mining
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0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$4.880
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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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
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
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.000
Owned Owned
No

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TOP PICK
It's the first ETF that tracks the UN's sustainable development goals. Companies here align with one or more of those goals. You get broad international, including EM, exposure. The holdings aren't perfect (i.e. P&G), but it's the first attempt at an impact investing ETF.
E.T.F.'s
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It's the first ETF that tracks the UN's sustainable development goals. Companies here align with one or more of those goals. You get broad international, including EM, exposure. The holdings aren't perfect (i.e. P&G), but it's the first attempt at an impact investing ETF.
E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$55.170
Owned Owned
Yes

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BUY
Boralex Inc.(BLX-T) 

September 4, 2018

He really likes it. If you liked it at $20, you'll like it more at $19. It's viable long-term and they are 100% into renewable energy. They can keep growing internationally. Pays a nice dividend. Its forward earnings multiple is high, but remember that a lot of projects in green energy take time. Keep an eye on how much debt green companies carry and how interest rates rise. Trading at a little of 2x price-to-book.

electrical utilities
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He really likes it. If you liked it at $20, you'll like it more at $19. It's viable long-term and they are 100% into renewable energy. They can keep growing internationally. Pays a nice dividend. Its forward earnings multiple is high, but remember that a lot of projects in green energy take time. Keep an eye on how much debt green companies carry and how interest rates rise. Trading at a little of 2x price-to-book.

electrical utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$19.180
Owned Owned
Unknown

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COMMENT

It's not effected by the cancellation of green projects in Ontario. They own a few wind turbine farms. But their management will need to bring investment dollars from other provinces, the U.S. and abroad. Ontario was set up as the leader in green energy which will turn off potential investors from investing in this space.

Utilities
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It's not effected by the cancellation of green projects in Ontario. They own a few wind turbine farms. But their management will need to bring investment dollars from other provinces, the U.S. and abroad. Ontario was set up as the leader in green energy which will turn off potential investors from investing in this space.

Utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$40.130
Owned Owned
Unknown

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DON'T BUY

A traditional oil/gas company. As a long-term investor, he wouldn't buy this. He's concerned about oil demand given the rise of e-cars in the next decade or two. Also, what is OPEC going to do? Canada doesn't have control over the oil price.

oil/gas
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A traditional oil/gas company. As a long-term investor, he wouldn't buy this. He's concerned about oil demand given the rise of e-cars in the next decade or two. Also, what is OPEC going to do? Canada doesn't have control over the oil price.

oil/gas
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$7.820
Owned Owned
Unknown

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BUY

He owns this for the 5% dividend. AQN isn't pure-play renewables (they own a bit of nat gas). He's happy if this moves sideways and stays steady. AQN has a large portfolio and you can own this for the long term.

electrical utilities
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He owns this for the 5% dividend. AQN isn't pure-play renewables (they own a bit of nat gas). He's happy if this moves sideways and stays steady. AQN has a large portfolio and you can own this for the long term.

electrical utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$13.390
Owned Owned
Yes

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PAST TOP PICK

(Past Top Pick, July 20, 2018, Down 1%) This tracks closely to the TSX 60. Own this if you believe in the Canadian company and want to avoid the worst (unethical) companies.

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(Past Top Pick, July 20, 2018, Down 1%) This tracks closely to the TSX 60. Own this if you believe in the Canadian company and want to avoid the worst (unethical) companies.

0
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$25.750
Owned Owned
Yes

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PAST TOP PICK
Cascades Inc(CAS-T) 

September 4, 2018

(Past Top Pick, July 20, 2018, Up 9%) This company really understands renewables such asin their water use and packaging (100% recyclable material). He's excited with them moving into the food packaging industry. Cascades'
packaging is biodgradable.

east coast forestry
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(Past Top Pick, July 20, 2018, Up 9%) This company really understands renewables such asin their water use and packaging (100% recyclable material). He's excited with them moving into the food packaging industry. Cascades'
packaging is biodgradable.

east coast forestry
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$13.170
Owned Owned
No

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DON'T BUY
Ballard Power Systems(BLDP-T) 

September 4, 2018

This burned a lot of people who thought fuel cells tech were the future. Toyota has announced--and is bucking the trend--that it's embracing fuel cells. That said, he's concerned about Ballard which is involved in one specific technology, which can be hit or miss because technology changes so quickly. It's a safer bet under the GEX ETF.

misc industrial products
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This burned a lot of people who thought fuel cells tech were the future. Toyota has announced--and is bucking the trend--that it's embracing fuel cells. That said, he's concerned about Ballard which is involved in one specific technology, which can be hit or miss because technology changes so quickly. It's a safer bet under the GEX ETF.

misc industrial products
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$5.080
Owned Owned
Unknown

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COMMENT
NexGen Energy(NXE-T) 

September 4, 2018

There's a big debate over nuclear energy, which can go either way. But what do you do with the uranium after it's used? We overweight the risks of nuclear--it's not as bad as environmentalists think, though what to do with the uranium after use is a real concern. The price of green energy and storage--batteries--will become cheaper than nuclear in the future. That lower cost is the tipping point that will green energy more affordable than nuclear--but we're not there yet.

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There's a big debate over nuclear energy, which can go either way. But what do you do with the uranium after it's used? We overweight the risks of nuclear--it's not as bad as environmentalists think, though what to do with the uranium after use is a real concern. The price of green energy and storage--batteries--will become cheaper than nuclear in the future. That lower cost is the tipping point that will green energy more affordable than nuclear--but we're not there yet.

0
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$2.520
Owned Owned
Unknown

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BUY
Northland Power Inc(NPI-T) 

September 4, 2018

Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.

Utilities
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Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.

Utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$21.640
Owned Owned
Unknown

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COMMENT
General Market Comment 

September 4, 2018

Which oil company can evolve into renewable? For example, BP has moved in this direction in fits and starts. A lot of oil companies engage in mere lip service, like Exxon Mobil. Total (TOT-N) however is the standout--they've created a VC arm to do M&A in green.

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Which oil company can evolve into renewable? For example, BP has moved in this direction in fits and starts. A lot of oil companies engage in mere lip service, like Exxon Mobil. Total (TOT-N) however is the standout--they've created a VC arm to do M&A in green.

Unknown
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.020
Owned Owned
Unknown

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TOP PICK

Holds the largest companies in the world, minus companies with major carbon assets (big oil). It's slightly skewed in its weighting to favour companies with a low-carbon footprint. This ETF gives you broad, global diversification in low-carbon footprint stocks.

E.T.F.'s
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Holds the largest companies in the world, minus companies with major carbon assets (big oil). It's slightly skewed in its weighting to favour companies with a low-carbon footprint. This ETF gives you broad, global diversification in low-carbon footprint stocks.

E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$118.830
Owned Owned
Yes

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TOP PICK

Global warming means water is precious, and governments will invest in water infrastructure. This sector will do really well as global warming increases.

E.T.F.'s
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Global warming means water is precious, and governments will invest in water infrastructure. This sector will do really well as global warming increases.

E.T.F.'s
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$34.660
Owned Owned
Yes

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COMMENT
General Market Comment 

September 4, 2018

Stay patient. The political pendulum has swung away from "green" because of Trump, Ford et al. who want short-term, cheap energy, but ignore climate change. The Liberals' gambit with the TransMountain pipeline has angered all parties. He looks at the long-term and believes the pendulum will swing back to green. Keep an eye on the U.S. midterms. Also, India is now investing more in renewables than coal and gas. China is also moving into renewables, leaving the West behind. Technology can revolution an economy and he believes green tech will have this very effect.

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Stay patient. The political pendulum has swung away from "green" because of Trump, Ford et al. who want short-term, cheap energy, but ignore climate change. The Liberals' gambit with the TransMountain pipeline has angered all parties. He looks at the long-term and believes the pendulum will swing back to green. Keep an eye on the U.S. midterms. Also, India is now investing more in renewables than coal and gas. China is also moving into renewables, leaving the West behind. Technology can revolution an economy and he believes green tech will have this very effect.

Unknown
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.020
Owned Owned
Unknown

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TOP PICK

They provide upfront capital in renewable energy infrastructure. Pays a good dividend as you wait. (6.2% dividend, Analysts' price target: $25.20)

environmental
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0 comments

They provide upfront capital in renewable energy infrastructure. Pays a good dividend as you wait. (6.2% dividend, Analysts' price target: $25.20)

environmental
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0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$21.420
Owned Owned
Yes

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COMMENT

Really risky. It could pay off for you--or drop. Be really cautious here. These types of companies specialize in a highly specific green technology, but he worries because technology (in solar panels) changes often and suddenly. 

Energy
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Really risky. It could pay off for you--or drop. Be really cautious here. These types of companies specialize in a highly specific green technology, but he worries because technology (in solar panels) changes often and suddenly. 

Energy
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.040
Owned Owned
Unknown

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BUY
Enviva Partners, LP(EVA-N) 

September 4, 2018

They're all about biomass, replacing coal with wood pellets. As we decommision coal plants, wood pellets
replace them (it's waste that's repurposed as fuel) and burn something cleaner. He really likes this company as governments move away from coal.

Energy
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They're all about biomass, replacing coal with wood pellets. As we decommision coal plants, wood pellets
replace them (it's waste that's repurposed as fuel) and burn something cleaner. He really likes this company as governments move away from coal.

Energy
0 0 0 0 0
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$32.050
Owned Owned
Unknown

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COMMENT
General Market Comment 

September 4, 2018

What happens when PPA's (Power Purchase Agreements) expire? These are contracts that power producers sign with the utilities at a set cost at set number of years. Whoever owns the asset decides what to do next.

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What happens when PPA's (Power Purchase Agreements) expire? These are contracts that power producers sign with the utilities at a set cost at set number of years. Whoever owns the asset decides what to do next.

Unknown
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT

Biofuel. Canada has an incredible forestry industry with a huge emphasis on planting trees. PL takes wood waste like
sawdust and turns it into energy. This fuel can replace coal that is also carbon-neutral.

Energy
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Biofuel. Canada has an incredible forestry industry with a huge emphasis on planting trees. PL takes wood waste like
sawdust and turns it into energy. This fuel can replace coal that is also carbon-neutral.

Energy
0 0 0 0 0
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$15.720
Owned Owned
Unknown

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BUY
Covanta Holding Corp.(CVA-N) 

September 4, 2018

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

insurance
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0 comments

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

insurance
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$17.550
Owned Owned
Unknown

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COMMENT
General Market Comment 

July 20, 2018

Market. Shift in politics moving to the right. We are seeing some barriers. Green economy has grown tremendously and moved toward the mainstream. Interesting to watch Trump with coal, and Doug Ford moving backwards on green energy projects. This is a short-term slowdown. Long-term, tremendous investment opportunities.

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Market. Shift in politics moving to the right. We are seeing some barriers. Green economy has grown tremendously and moved toward the mainstream. Interesting to watch Trump with coal, and Doug Ford moving backwards on green energy projects. This is a short-term slowdown. Long-term, tremendous investment opportunities.

Unknown
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 20, 2018

Big companies moving to clean energy. Car industry is going full steam ahead. Every major car company is moving on hybrid vehicles, and this is a major change. Easy to get caught up in short-term political cycles. Right now, he’s looking for opportunities that are a little undervalued. Long term, no question that this is the direction the economy’s going. Not a question of if the economy will change, but how quickly it will. Tread carefully for now, over next election cycle. Emerging markets like China and India are investing in green energy. Bit of a lost opportunity for Canada. We had been at the forefront, but now we’re taking three steps backward.

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Big companies moving to clean energy. Car industry is going full steam ahead. Every major car company is moving on hybrid vehicles, and this is a major change. Easy to get caught up in short-term political cycles. Right now, he’s looking for opportunities that are a little undervalued. Long term, no question that this is the direction the economy’s going. Not a question of if the economy will change, but how quickly it will. Tread carefully for now, over next election cycle. Emerging markets like China and India are investing in green energy. Bit of a lost opportunity for Canada. We had been at the forefront, but now we’re taking three steps backward.

Unknown
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.020
Owned Owned
_N/A

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BUY

Likes it. Largest of the renewable energy utilities yieldcos in Canada. Because it has the backing of BAM.T it’s a bit of a safer place, especially if you’re worried about short-term political risk. Own tremendous amount of hydro, solar, wind power. Own two thermal plants that burn nat gas, so not completely fossil free. More of a dividend play. Potential for growth as assets continue to appreciate. Excited about ability to play globally. Comfortable owning for long term.

Utilities
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0 comments

Likes it. Largest of the renewable energy utilities yieldcos in Canada. Because it has the backing of BAM.T it’s a bit of a safer place, especially if you’re worried about short-term political risk. Own tremendous amount of hydro, solar, wind power. Own two thermal plants that burn nat gas, so not completely fossil free. More of a dividend play. Potential for growth as assets continue to appreciate. Excited about ability to play globally. Comfortable owning for long term.

Utilities
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$40.100
Owned Owned
Yes

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COMMENT
General Market Comment 

July 20, 2018

Can wind power be a profitable part of your portfolio? Absolutely. Renewable energy is a play on long-term contracts. Costs are coming down dramatically. Though in Ontario, there won’t be any new contracts. Tremendous opportunity, becoming competitive with traditional systems. Look to improving energy storage to capture wind when it blows at off-peak times.

0 0 0 0 0
0 comments

Can wind power be a profitable part of your portfolio? Absolutely. Renewable energy is a play on long-term contracts. Costs are coming down dramatically. Though in Ontario, there won’t be any new contracts. Tremendous opportunity, becoming competitive with traditional systems. Look to improving energy storage to capture wind when it blows at off-peak times.

Unknown
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$0.020
Owned Owned
_N/A

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