Vice President & Senior Portfolio Manager at Caldwell Securities
Member since: Aug '25 · 32 Opinions
Talking to colleagues around the office, it's a buying opportunity. The market's done so well since we got over the hump of "liberation day". Now you're seeing it pull back 1-2%.
Tariffs are being announced across the globe, and it's good to get a settlement and finalization of the numbers. As long as you have a number, then you can work around that.
Stock's done well since May, as it completed its main Oneida battery plant in the Niagara region -- ahead of schedule and under budget. Cashflow can be used to make the balance sheet more attractive. Stock will be rewarded. Looks very stable going forward.
Likes it quite a bit for its 2 other projects on the go, which are expected to be completed in next couple of years. One in Poland, one in Thailand. Companies with a niche will do well, so he's not too worried about the non-green rhetoric coming from the US.