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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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.
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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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(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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