TSX:PIF - Post Discussion
Post by
retiredcf on Apr 28, 2021 6:53am
More Anand Details
PIF is the only one of his top picks that is owned by him personally along with his family (in addition to his fund). Second stock in the clip. GLTA
https://www.bnnbloomberg.ca/video/varun-anand-s-top-picks~2189716
Polaris Infrastructure (PIF TSX)
Polaris Infrastructure is a pure-play renewable energy company with assets in Central and South America. The company has consistently delivered strong results from its flagship asset, the San Jacinto geothermal facility in Nicaragua, while expanding into hydroelectric energy in Peru. Polaris recently extended its contract with the Nicaraguan government for the output from its geothermal plant until 2039 and continues to explore M&A opportunities in other countries. The company trades at a significant discount to peers and we believe the valuation gap will narrow as the company continues to diversify its portfolio and grow cash flow.
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