Varun Anand
Member since: Jul '19
Portfolio Manager at
Starlight Capital
Starlight Capital
39 Opinions
Latest Top Picks
(A Top Pick Jul 08/19, Up 11%) 50 data centers serving 1600+ customers across Europe. He looks to invest for multiple years but they had added to their backlog and added to their planned spending on data center capacity. Then they announced they were up for sale.
(A Top Pick Jul 08/19, Up 10%) They had a couple of quarters below average in production and then had quarters above average. The price does not reflect their development pipeline. They are looking at solar in New York state but for now you are not paying for it.
(A Top Pick Jul 08/19, Up 8%) They are happy to let cord cutters leave if they replace them with more lucrative broadband customers where they don't share the profit with TV broadcasters. Operating costs are declining. He would be adding on any weakness.
The majority of assets are in Canada or Europe. They have clean-burning Natural gas generation, on-shore wind, solar, and off-shore wind in Europe. They are focused on renewable. He likes this name because they have a leg up on off-shore wind development globally. There is going to be tremendous growth in this sector but you need the expertise that this company has. (Analysts’ price target is $29.00)
They benefit when the economy is growing but also provide defense when the economy slows down. They are poised well to continue the consolidation of the US market. (Analysts’ price target is $99.75)
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October 24, 2019
Market. Infrastructure is Industrials, energy and utilities. He has includes any stock that provides an essential daily service like cell towers, data centers, payment processing – names that have high barriers to entry, and are cash flow generators. Also railways, mid-stream energy processors, but no producers. Data centers are quite lucrative once you have them established.
Market. Infrastructure is Industrials, energy and utilities. He has includes any stock that provides an essential daily service like cell towers, data centers, payment processing – names that have high barriers to entry, and are cash flow generators. Also railways, mid-stream energy processors, but no producers. Data centers are quite lucrative once you have them established.
Varun Anand
Portfolio Manager, Starlight Capital
BUY
BUY
October 24, 2019
It is a Nat gas mid-stream focused company. He likes it and holds it in his fund. They have a strong management team. There is going to be some continued shakeout at current depressed prices. They announced additionally they would have a key access pipeline system to transmit gas from Alberta to north west Saskatchewan. This should lift the price of the stock over the next couple of years.
It is a Nat gas mid-stream focused company. He likes it and holds it in his fund. They have a strong management team. There is going to be some continued shakeout at current depressed prices. They announced additionally they would have a key access pipeline system to transmit gas from Alberta to north west Saskatchewan. This should lift the price of the stock over the next couple of years.
oil/gas
BUY
BUY
October 24, 2019
A great business. They reported results yesterday with tremendous growth numbers. They had strong generation out of their renewable platform as well as their regulated utilities. This one has the regulated utility as well as the growth platform. They are dominant in onshore wind as well as strong in solar. Multiples have been pushed so their yield has dropped to 2%.
A great business. They reported results yesterday with tremendous growth numbers. They had strong generation out of their renewable platform as well as their regulated utilities. This one has the regulated utility as well as the growth platform. They are dominant in onshore wind as well as strong in solar. Multiples have been pushed so their yield has dropped to 2%.
electrical utilities
BUY
BUY
October 24, 2019
One of the few names where he is comfortable that they will continue their growth trajectory over 10 years. 5 G is the next area of growth. There is consensus that you have to put your 5 G equipment on the towers.
One of the few names where he is comfortable that they will continue their growth trajectory over 10 years. 5 G is the next area of growth. There is consensus that you have to put your 5 G equipment on the towers.
Telecommunications
BUY
BUY
October 24, 2019
It is half an independent power producer and half a regulated US utility. He thinks the future is bright. He thinks it will continue to grow organically as well as to look at every deal that comes onto the table. He paired back his position as the stock price edged up.
It is half an independent power producer and half a regulated US utility. He thinks the future is bright. He thinks it will continue to grow organically as well as to look at every deal that comes onto the table. He paired back his position as the stock price edged up.
electrical utilities
WATCH
WATCH
October 24, 2019
He likes it. It is a good management team. They went ahead with a Polypropylene facility for making highly recyclable plastics. They are spending more than a billion dollars on this project but have not given enough information on off-take agreements. The market is not giving them credit for the full utilization of this facility. He thinks it will be successful, but needs more signs and more progress on the contracting side to get excited about the stock. The yield is sustainable – has doesn't have concerns.
He likes it. It is a good management team. They went ahead with a Polypropylene facility for making highly recyclable plastics. They are spending more than a billion dollars on this project but have not given enough information on off-take agreements. The market is not giving them credit for the full utilization of this facility. He thinks it will be successful, but needs more signs and more progress on the contracting side to get excited about the stock. The yield is sustainable – has doesn't have concerns.
oil pipelines
BUY
BUY
October 24, 2019
Future of Wind Turbines. For on-shore wind the biggest hurdle is that turbines are getting bigger and soon aviation approvals will be necessary. With off-shore wind you don’t have FFA regulations but you are drilling into seabed with underwater cabling and this is the biggest hurdle to wind. He is very bullish on wind both onshore and offshore.
Future of Wind Turbines. For on-shore wind the biggest hurdle is that turbines are getting bigger and soon aviation approvals will be necessary. With off-shore wind you don’t have FFA regulations but you are drilling into seabed with underwater cabling and this is the biggest hurdle to wind. He is very bullish on wind both onshore and offshore.
Varun Anand
Portfolio Manager, Starlight Capital
PAST TOP PICK
PAST TOP PICK
October 24, 2019
(A Top Pick Jul 08/19, Up 11%) 50 data centers serving 1600+ customers across Europe. He looks to invest for multiple years but they had added to their backlog and added to their planned spending on data center capacity. Then they announced they were up for sale.
(A Top Pick Jul 08/19, Up 11%) 50 data centers serving 1600+ customers across Europe. He looks to invest for multiple years but they had added to their backlog and added to their planned spending on data center capacity. Then they announced they were up for sale.
PAST TOP PICK
PAST TOP PICK
October 24, 2019
(A Top Pick Jul 08/19, Up 10%) They had a couple of quarters below average in production and then had quarters above average. The price does not reflect their development pipeline. They are looking at solar in New York state but for now you are not paying for it.
(A Top Pick Jul 08/19, Up 10%) They had a couple of quarters below average in production and then had quarters above average. The price does not reflect their development pipeline. They are looking at solar in New York state but for now you are not paying for it.
electrical utilities
PAST TOP PICK
PAST TOP PICK
October 24, 2019
(A Top Pick Jul 08/19, Up 8%) They are happy to let cord cutters leave if they replace them with more lucrative broadband customers where they don't share the profit with TV broadcasters. Operating costs are declining. He would be adding on any weakness.
(A Top Pick Jul 08/19, Up 8%) They are happy to let cord cutters leave if they replace them with more lucrative broadband customers where they don't share the profit with TV broadcasters. Operating costs are declining. He would be adding on any weakness.
Cable
BUY
BUY
October 24, 2019
He is bullish on the space. You want to be in a space that is highly utilized. He really likes this name. Their network in Canada is unrivaled.
He is bullish on the space. You want to be in a space that is highly utilized. He really likes this name. Their network in Canada is unrivaled.
pipelines
WATCH
WATCH
October 24, 2019
He was a shareholder when they announced their dividend cut last year. They had a hiccup when they tried to re-purpose storage tanks. The dividend is more sustainable than it was before. With the transition underway they have converted a number of storage terminals. Their aviation services business is a much more stable business and is growing and is more cash flow generating. Today he thinks the company looks a lot better but is in the penalty box because of last year. They need a few good quarters.
He was a shareholder when they announced their dividend cut last year. They had a hiccup when they tried to re-purpose storage tanks. The dividend is more sustainable than it was before. With the transition underway they have converted a number of storage terminals. Their aviation services business is a much more stable business and is growing and is more cash flow generating. Today he thinks the company looks a lot better but is in the penalty box because of last year. They need a few good quarters.
BUY WEAKNESS
BUY WEAKNESS
October 24, 2019
They have been on a roller coaster for the last few years. The dividend is still on ice for a while until they de-lever a bit more. He likes the name but is not in it now. He would buy on a significant pullback.
They have been on a roller coaster for the last few years. The dividend is still on ice for a while until they de-lever a bit more. He likes the name but is not in it now. He would buy on a significant pullback.
oil/gas
BUY
BUY
October 24, 2019
CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.
CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.
Transportation
HOLD
HOLD
October 24, 2019
CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.
CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.
Transportation
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