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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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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0 comments
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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0 comments

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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0 comments
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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0 comments

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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0 comments

(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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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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0 comments
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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0 comments
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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0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$2.520
Owned Owned
Unknown

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