Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 14, 2019
It has been interesting with a lot of these renewable power utilities. They bounce back a lot better than the rest of the market. He only owns this kind of quality for the dividend. His only concern is that it is part of a historically high price. They are very, very clean in term of energy. (Analysts’ price target is $26.42)
It has been interesting with a lot of these renewable power utilities. They bounce back a lot better than the rest of the market. He only owns this kind of quality for the dividend. His only concern is that it is part of a historically high price. They are very, very clean in term of energy. (Analysts’ price target is $26.42)
Tim Nash
Founder, Good Investing
Price
$25.740
Owned
Unknown
WATCH
WATCH
March 14, 2019
The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play.
The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play.
Tim Nash
Founder, Good Investing
Price
$14.960
Owned
Unknown
COMMENT
COMMENT
March 14, 2019
Cannabis Nutritional supplements. If they get it right there is huge potential. In the medical uses, there is a lot of long term potential. He has no idea who will be the eventual winners in this space. He thinks there is a bit of frenzy in this space. Buy on rumor and sell on news.
Cannabis Nutritional supplements. If they get it right there is huge potential. In the medical uses, there is a lot of long term potential. He has no idea who will be the eventual winners in this space. He thinks there is a bit of frenzy in this space. Buy on rumor and sell on news.
Tim Nash
Founder, Good Investing
Price
$4.380
Owned
Unknown
WEAK BUY
WEAK BUY
March 14, 2019
A Brazilian company looking at bio-fuels from sugar. Mostly it is about ethanol. You create fuel from off-cuts from the industry. Because of subsidies we grew a lot of corn here for fuel. This is an easy way for governments to meet carbon targets – up the ethanol in fuel at the pumps. There are currency and political risks that he can't speak to. Long term if we move to electrification then it impacts gasoline and ethanol demand.
Cosan Ltd. (CZZ-N)
March 14, 2019
A Brazilian company looking at bio-fuels from sugar. Mostly it is about ethanol. You create fuel from off-cuts from the industry. Because of subsidies we grew a lot of corn here for fuel. This is an easy way for governments to meet carbon targets – up the ethanol in fuel at the pumps. There are currency and political risks that he can't speak to. Long term if we move to electrification then it impacts gasoline and ethanol demand.
Tim Nash
Founder, Good Investing
Price
$11.370
Owned
Unknown
BUY
BUY
March 14, 2019
He likes it. It pays a dividend. Not as high as some other renewable energy dividends, however. He expects to see some price fluctuations. If they want to acquire new projects they have to raise equity but their payout is not that high so they may not have to in terms of getting new projects. You could see it grow if we see growth in the renewable energy space.
Boralex Inc. (BLX-T)
March 14, 2019
He likes it. It pays a dividend. Not as high as some other renewable energy dividends, however. He expects to see some price fluctuations. If they want to acquire new projects they have to raise equity but their payout is not that high so they may not have to in terms of getting new projects. You could see it grow if we see growth in the renewable energy space.
Tim Nash
Founder, Good Investing
Price
$18.890
Owned
Unknown
WEAK BUY
WEAK BUY
March 14, 2019
This is a really exciting company. They announce the model 'Y' tonight which is their SUV crossover. It will be a rollercoaster. Their strategy is to 'lean' into the risk to get explosive returns. He loves what they are doing, but he has concerns about their corporate governance. He is willing to bet the farm.
This is a really exciting company. They announce the model 'Y' tonight which is their SUV crossover. It will be a rollercoaster. Their strategy is to 'lean' into the risk to get explosive returns. He loves what they are doing, but he has concerns about their corporate governance. He is willing to bet the farm.
Tim Nash
Founder, Good Investing
Price
$289.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 14, 2019
(A Top Pick Dec 12/18, Up 7%) He got lucky with the market timing. It is an ETF that outperformed a bit. They changed from market cap to equal weighted. This is for investors who want exposure to the US and it is fossil-fuel free.
(A Top Pick Dec 12/18, Up 7%) He got lucky with the market timing. It is an ETF that outperformed a bit. They changed from market cap to equal weighted. This is for investors who want exposure to the US and it is fossil-fuel free.
Tim Nash
Founder, Good Investing
Price
$0.000
Owned
No