Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 12, 2018
(A Top Pick Sep 04/18, Down 5%) It's industrials and utilities in water. He's not surprised this is under water because industrials are down. As climate change worsens, governments will need to invest heavily in water infrastructure (due to flooding and drought). He has no problem adding to his position.
Show full opinionHide full opinion
(A Top Pick Sep 04/18, Down 5%) It's industrials and utilities in water. He's not surprised this is under water because industrials are down. As climate change worsens, governments will need to invest heavily in water infrastructure (due to flooding and drought). He has no problem adding to his position.
PAST TOP PICK
PAST TOP PICK
December 12, 2018
(A Top Pick Sep 04/18, Up 10%) There's a great need for sustainable infrastructure. HASI provides that upfront financing for these massive projects.
Show full opinionHide full opinion
(A Top Pick Sep 04/18, Up 10%) There's a great need for sustainable infrastructure. HASI provides that upfront financing for these massive projects.
DON'T BUY
DON'T BUY
December 12, 2018
It's too small for him. He prefers larger companies. It pays a big dividend over 8%. Definitely a riskier green utility. They own geothermal projects in Nicaragua. Geothermal is commendable with great potential, but PIF owns only a few projects. He needs to see more projects and diversification for him to buy. That high dividend means limiting their growth.
Show full opinionHide full opinion
It's too small for him. He prefers larger companies. It pays a big dividend over 8%. Definitely a riskier green utility. They own geothermal projects in Nicaragua. Geothermal is commendable with great potential, but PIF owns only a few projects. He needs to see more projects and diversification for him to buy. That high dividend means limiting their growth.
BUY
BUY
December 12, 2018
Is the dividend safe? Stable company. Their price to book is 2.41. (Above 3 is a red flag.) So, they can pay their dividend, yet acquire new projects.Their PE is 17. He hasn't seen any issues with PEGI. As long they keep earning those cash flows and pay that dividend, this is fine.
Show full opinionHide full opinion
Is the dividend safe? Stable company. Their price to book is 2.41. (Above 3 is a red flag.) So, they can pay their dividend, yet acquire new projects.Their PE is 17. He hasn't seen any issues with PEGI. As long they keep earning those cash flows and pay that dividend, this is fine.
Tim Nash

Unlock Ratings

Price
$27.990
Owned
Unknown
COMMENT
COMMENT
December 12, 2018
We're making batteries as cheap as possible, and that means lithium. He expe expects growing demand for lithium in coming years. But given supply, the lithium price may fall or stay the same. Lithium is a commodity and he's cautious about commodities. The trend for e-cars may propel this stock and space. Be cautious.
Show full opinionHide full opinion
We're making batteries as cheap as possible, and that means lithium. He expe expects growing demand for lithium in coming years. But given supply, the lithium price may fall or stay the same. Lithium is a commodity and he's cautious about commodities. The trend for e-cars may propel this stock and space. Be cautious.
Tim Nash

Unlock Ratings

Price
$4.880
Owned
Unknown
TOP PICK
TOP PICK
December 12, 2018
They own the patent rights to OLEDs that they license. The new iPhone uses OLEDs. A play on organic LED lights that will completely dominate the next generation of cell phones, TVs and home lighting. OLEDs are the future of lighting. (Analysts’ price target is $133.20)
Show full opinionHide full opinion
They own the patent rights to OLEDs that they license. The new iPhone uses OLEDs. A play on organic LED lights that will completely dominate the next generation of cell phones, TVs and home lighting. OLEDs are the future of lighting. (Analysts’ price target is $133.20)
WATCH
WATCH
December 12, 2018
After cannabis legalization, we'll see a lot more cannabis growing and in turn offshoots. The waste from cannabis growers will have many uses, from food to clothing. Hemp is a magical plant with many, many uses. But you gotta be a little careful with HEMP and this sector because of volatility, but it looks promising for the future. He'd rather invest in the cannabis off-shoots then the producers; cannabis is a commodity and he's wary of commodities. Watch this space.
Show full opinionHide full opinion
After cannabis legalization, we'll see a lot more cannabis growing and in turn offshoots. The waste from cannabis growers will have many uses, from food to clothing. Hemp is a magical plant with many, many uses. But you gotta be a little careful with HEMP and this sector because of volatility, but it looks promising for the future. He'd rather invest in the cannabis off-shoots then the producers; cannabis is a commodity and he's wary of commodities. Watch this space.