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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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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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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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
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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
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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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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
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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
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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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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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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.

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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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