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Today, Tim Nash commented about whether KGSPY-N, PBD-N, DRFG-T, H-T, CWW-T, AQN-T, VWS-DC, CAS-T, QST-X, NFI-T, EVX-N, ETHI-T, MSFT-Q, NPI-T, BEP.UN-T, AC-T, CCO-T, PEGI-T are stocks to buy or sell.

N/A

Market. (A Commentary)

16/05/2019
A Comment -- General Comments From an Expert
Market. Sustainable Investing, or Socially Responsible Investing, involves soul searching and doing less evil, getting rid of the worst companies as well as doing more good. 'Doing more good' involves renewable energy, water infrastructure, and organic food. Sustainable investing is just managing your money. Definitions of what companies qualify vary. You may invest in companies that will benefit from a low carbon economy. Look at what you buy and understand the companies you invest in.
Unknown
Tim Nash
N/A
Unknown
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BUY

Pattern Energy Group(PEGI-T)

16/05/2019
Pattern Energy Group
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.
electrical utilities
Tim Nash
$28.830
Unknown
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COMMENT

Cameco Corporation(CCO-T)

16/05/2019
Cameco Corporation
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.
integrated mines
Tim Nash
$13.730
Unknown
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DON'T BUY

Air Canada(AC-T)

16/05/2019
Air Canada

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.

Transportation
Tim Nash
$40.400
Unknown
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STRONG BUY

Brookfield Renewable Energy(BEP.UN-T)

16/05/2019
Brookfield Renewable Energy

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.

Utilities
Tim Nash
$42.840
Unknown
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BUY

Northland Power Inc(NPI-T)

16/05/2019
Northland Power Inc
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.
Utilities
Tim Nash
$25.060
Unknown
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BUY ON WEAKNESS

Green Technology Recommendation. (A Commentary)

16/05/2019
A Comment -- General Comments From an Expert
Green Technology Recommendation. He does not like picking specific technologies because there is a lot of change where something better comes along in the green sector. He would suggest an ETF (e,g, TAN-N) but for a stock he would go with FSLR-Q or BLDP-T. BLDP-T had disappointing earnings where they re-jigged their factory. There is a new model solar panel coming out early next year. There could be a really good buying opportunity.
Unknown
Tim Nash
N/A
Unknown
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BUY

Microsoft Corp(MSFT-Q)

16/05/2019
Microsoft Corp
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.
computer software / processing
Tim Nash
$128.930
Unknown
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PAST TOP PICK

Horizons Global Sustainability Leaders Index Etf(ETHI-T)

16/05/2019
Horizons Global Sustainability Leaders Index Etf
(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.
E.T.F.'s
Tim Nash
$27.010
No
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PAST TOP PICK

VanEck Vectors Environmental Services ETF(EVX-N)

16/05/2019
VanEck Vectors Environmental Services ETF
(A Top Pick Mar 14/19, Up 4%) It is mostly industrials which has been a good performing sector: Companies that clean up the environment. Use limit orders when trading. The liquidity is not always there.
E.T.F.'s
Tim Nash
$98.494
Owned
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PAST TOP PICK

New Flyer Industries Inc.(NFI-T)

16/05/2019
New Flyer Industries Inc.
(A Top Pick Mar 14/19, Up 7%) He got it the day after a bad earnings day. His timing was good. They are into long term electrification of our transit system. Public transit is an important part of a sustainable economy. It pays a really stable dividend.
Automotive
Tim Nash
$32.130
Owned
UnlockRating
BUY

Questor Technology(QST-X)

16/05/2019
Questor Technology
They found a way to monetize waste in the combustion sector. They can do very, very well in the short to mid-term while we are still dependant on combustion technologies. A carbon tax makes their technologies that much more attractive. As we move away from combustion fuels, he would start to have concerns about this company.
oil / gas field services
Tim Nash
$5.360
Unknown
UnlockRating
HOLD

Cascades Inc(CAS-T)

16/05/2019
Cascades Inc
It was a past pick a while ago but it did not do well. He would stay patient with it. He is a decade trader rather than a day trader. You may want to buy a little more at the lower price. This is a long term play as they come out with compostable packaging for packaged and home delivered food.
east coast forestry
Tim Nash
$9.730
Unknown
UnlockRating
BUY

Vestas Wind Systems(VWS-DC)

16/05/2019
Vestas Wind Systems
The world's largest wind turbine company. He thinks wind turbines have a great future. The issue is their intermittency. The wind does not blow when we really need the power. Storage technologies will really benefit them. He really likes it, though.
environmental
Tim Nash
N/A
Unknown
UnlockRating
BUY

Algonquin Power & Utilities Corp(AQN-T)

16/05/2019
Algonquin Power & Utilities Corp
He likes this one. They do have cogen. For those that don't mind, it will do very well.
electrical utilities
Tim Nash
$15.620
Unknown
UnlockRating

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