BUY
Very strong. Growth pipeline is best in class. Management has consistently improved profitability. Not as coal-exposed as rails in the US.
BUY
Dominant market share. Leveraged to the boom in e-commerce. Equity raise will be used to expand their fleet. In past, they've fulfilled capacity quite quickly which generates profit quickly.
BUY

Assets all over NA. Good opportunities in Florida and from a US renewable capex spend. Great choice if you want low volatility, steady dividend, low beta. If you want more torque, consider Boralex and Northland, at higher valuations, and also AY or AQN. Depends on your goals as an investor.

BUY

AQN vs. BEP.UN Likes it. Leveraged to renewable infrastructure build in the US. Very steady utility business. Better choice than BEP.UN at this time, based on valuations.

WAIT

BEP.UN vs. AQN Likes AQN. Leveraged to renewable infrastructure build in the US. Very steady utility business. AQN is a better choice than BEP.UN at this time, based simply on valuations.

TOP PICK
Pure play renewable energy company, with assets in Latin and Central America. Excellent job growing cashflows. Trades at a significant discount to peers. As it continues to execute, grow cashflows, and expand outside Nicaragua, will see the valuation gap narrow and could see a lot of upside. Yield is 3.64%. (Analysts’ price target is $27.88)
TOP PICK
Target price in euros. Cell tower company focused in Europe. Has suffered from the value rotation trade, but they've been announcing numerous deals. Deals will be accretive. Growth trajectory looks positive, and it trades at a discount to US peers, which should narrow. No dividend. (Analysts’ price target is $63.29)
TOP PICK
Barbell approach to navigating economic uncertainty over the next 12-18 months. Defensible, resilient cashflows. On the other hand, if the economy takes off, there will be more waste from industry. Best in class management and EBITDA margins, free cashflow. In a good position to do some M&A. Yield is 0.84%. (Analysts’ price target is $145.35)