Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 16, 2019
It is a no brainer that reducing the payout ratio to 80% makes it more sustainable. They have a renewable energy utility. They earn a lot of very stable income. You have to be sure they have enough cash to pay out these ridiculously high yields. They are going to keep the dividend constant while the company grows for a while. The payout ratio is a great metric to keep an eye on. He loves what they are doing. This is a great move on their part. He has no problem owning it.
It is a no brainer that reducing the payout ratio to 80% makes it more sustainable. They have a renewable energy utility. They earn a lot of very stable income. You have to be sure they have enough cash to pay out these ridiculously high yields. They are going to keep the dividend constant while the company grows for a while. The payout ratio is a great metric to keep an eye on. He loves what they are doing. This is a great move on their part. He has no problem owning it.
Tim Nash
Financial Planner , The Sustainable Economist
Price
$28.830
Owned
Unknown
COMMENT
COMMENT
May 16, 2019
This is a tricky one. Nuclear is a grey area because it is a low carbon energy. Environmentalists are up in arms about nuclear waste. From a financial point he finds plants are very expensive and often go over budget and lock us into an infrastructure for 60 years. You can't generate the energy near where it is consumed so you have high infrastructure costs for transmission. He also does not like commodities. He thinks renewable energy may out-compete nuclear. As batteries get cheaper, renewable gets cheaper than nuclear and transmission lines. This company is excluded from a lot of socially responsible definitions.
This is a tricky one. Nuclear is a grey area because it is a low carbon energy. Environmentalists are up in arms about nuclear waste. From a financial point he finds plants are very expensive and often go over budget and lock us into an infrastructure for 60 years. You can't generate the energy near where it is consumed so you have high infrastructure costs for transmission. He also does not like commodities. He thinks renewable energy may out-compete nuclear. As batteries get cheaper, renewable gets cheaper than nuclear and transmission lines. This company is excluded from a lot of socially responsible definitions.
Tim Nash
Financial Planner , The Sustainable Economist
Price
$13.730
Owned
Unknown
DON'T BUY
DON'T BUY
May 16, 2019

It will be interesting to see what happens with the acquisition of the Air Transat airline. Everyone is very cost competitive so he does not like airlines. There might be a bump here. If we are serious about climate change, then air travel is a major contributor. There may be a little money to be made short term on the news, but long term he would not touch them. With the Acquisition of WestJet, things are really getting shaken up in the Canadian Airline industry.

Air Canada (AC-T)
May 16, 2019

It will be interesting to see what happens with the acquisition of the Air Transat airline. Everyone is very cost competitive so he does not like airlines. There might be a bump here. If we are serious about climate change, then air travel is a major contributor. There may be a little money to be made short term on the news, but long term he would not touch them. With the Acquisition of WestJet, things are really getting shaken up in the Canadian Airline industry.

Tim Nash
Financial Planner , The Sustainable Economist
Price
$40.400
Owned
Unknown
STRONG BUY
STRONG BUY
May 16, 2019

He loves this company. It is one of his top Canadian companies in this space. They made strategic plays because they have the Brookfield backing. They recently made a deal with TA-T, who know they have to shift away from coal. Brookfield did a clever deal involving a right to hydro assets when contracts are up for renewal. They are going to see benefits for years to come.

He loves this company. It is one of his top Canadian companies in this space. They made strategic plays because they have the Brookfield backing. They recently made a deal with TA-T, who know they have to shift away from coal. Brookfield did a clever deal involving a right to hydro assets when contracts are up for renewal. They are going to see benefits for years to come.

Tim Nash
Financial Planner , The Sustainable Economist
Price
$42.840
Owned
Unknown
BUY
BUY
May 16, 2019
He really likes them. It has a really nice dividend. They own some natural gas so it is like co-generation. If you want 100% renewables, then this would not fit the bill. But if you want companies going in the right direction, then this is one of them. They are developing new technologies. At the end of the day they will own assets in wind generation in the north sea. They are well positioned in the sector.
He really likes them. It has a really nice dividend. They own some natural gas so it is like co-generation. If you want 100% renewables, then this would not fit the bill. But if you want companies going in the right direction, then this is one of them. They are developing new technologies. At the end of the day they will own assets in wind generation in the north sea. They are well positioned in the sector.
Tim Nash
Financial Planner , The Sustainable Economist
Price
$25.060
Owned
Unknown
BUY
BUY
May 16, 2019
He really likes it. They touch a lot of market segments. It is in the 95th percentile in terms of sustainable investing. This is how to get exposure to tech. Other tech companies are facing major governance issues. There is a lot of anger directed at those companies. MSFT-Q does not have that problem. They do not have a controlling CEO. Other big tech companies have low corporate governance scores.
Microsoft (MSFT-Q)
May 16, 2019
He really likes it. They touch a lot of market segments. It is in the 95th percentile in terms of sustainable investing. This is how to get exposure to tech. Other tech companies are facing major governance issues. There is a lot of anger directed at those companies. MSFT-Q does not have that problem. They do not have a controlling CEO. Other big tech companies have low corporate governance scores.
Tim Nash
Financial Planner , The Sustainable Economist
Price
$128.930
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 16, 2019
(A Top Pick Mar 14/19, Up 1%) He would stick with it. We were through a bit of a roller coaster. You will notice there is not a lot of liquidity. It is a new ETF, about 6 months old. He expects it to track the global stock market. He has no problems sticking with it as a core part of doing no evil. Companies need to have a carbon footprint 60% below their industry average. It includes no fast food, or chemicals of concern. It has large cap global companies.
(A Top Pick Mar 14/19, Up 1%) He would stick with it. We were through a bit of a roller coaster. You will notice there is not a lot of liquidity. It is a new ETF, about 6 months old. He expects it to track the global stock market. He has no problems sticking with it as a core part of doing no evil. Companies need to have a carbon footprint 60% below their industry average. It includes no fast food, or chemicals of concern. It has large cap global companies.
Tim Nash
Financial Planner , The Sustainable Economist
Price
$27.010
Owned
No