Lenka Martinek
Managing Partner at Sustainable Market Strategies & Nordis Capital
Member since: Jul '24 · 2 Opinions
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Stock Opinions by Lenka Martinek
BUY
Utilities
WEAK BUY
Boring, but nice dividend.
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.
oil
gas pipelines
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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)