07-26-2021, 03:12 AM
Thanks, I appreciate you looking into it. Indeed what draw me to this is the combination of low p/e, high div, high div growth and the majority of generating assets being in renewables already. Looking at EPS to dividend the payout ratio is fine. Not great, but fine. Indeed if we look at cash flow then it's a bit of a different story.
I will probably end up buying a bit of this. It'll never be a large position due to the risk with share dilution and balance sheet but I think that the risk/reward is worth it at this time when it's damn near impossible to find anything truly cheap. High starting yield and high div growth are a great combination as long as the company doesn't go bankrupt
I will probably end up buying a bit of this. It'll never be a large position due to the risk with share dilution and balance sheet but I think that the risk/reward is worth it at this time when it's damn near impossible to find anything truly cheap. High starting yield and high div growth are a great combination as long as the company doesn't go bankrupt