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COMMENT

Hydrogen energy technology. Likes this more than Ballard, because they’re moving toward larger forms of transportation. Hydrogen makes a lot of sense in central refuelling stations. Burns cleanly, only byproduct is water. The technology makes a lot of sense, but would want to see genuine interest from big companies in reducing CO2 emissions. Companies operating outside Paris Accord don’t necessarily care enough to make a commitment to a specific technology.

misc industrial products
BUY

Hit pretty hard by Doug Ford announcement. The selloff was overdone, but doesn’t think Pattern’s projects were cancelled. Have more of a solid backing with partnership with Brookfield. Nice dividend. Pure play renewable energy to own for the dividend. Announcement means projects will be pushed out of Ontario.

electrical utilities
TOP PICK

Standard for socially responsible investing in Canada. Tracks the TSX 60, and drops out the “most evil” 20% of each sector in terms of environment, social, and governance. Still includes lots of banks. Step in the right direction to get exposure to broader Canadian market, but avoid laggards in the sustainability scores. Shows that sustainable investing can actually outperform the benchmark.

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TOP PICK

Clean technology. Worries about picking and choosing in green technology. Not the end of world if one fails. Includes renewable energy, water infrastructure, smartgrid, environmental services. A nice well rounded ETF. Expects to do well as we move into a green economy. Nice way to get growth exposure without putting all your eggs in one basket.

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TOP PICK

Loves this company. A paper company that doesn’t cut down any trees. Use 100% recycled paper. Look to identify efficiencies throughout the entire process. More a corporate than a consumer play. Facilities have begun using sustainability as credibility. Yield is 1.3%. (Analysts’ price target is $12.06.)

east coast forestry