Managing Partner at Sustainable Market Strategies & Nordis Capital
Member since: Jul '24 · 2 Opinions
Doesn't qualify as part of her sustainability universe, due to exposure to natural gas. Will benefit from increased energy needs generally in North America. Yield is 7.5%, which will be even more attractive when/if the BOC cuts rates.
Good, stable company. Interest rate backdrop made 2022-23 particularly difficult for renewables. Will benefit from lower rates. Increasing demand for energy, whatever kind, is a really nice tailwind. Likes partnerships with CCO and MSFT.
(Analysts’ price target is $41.00)