I’m considering a half position in Canadian Solar. Thoughts

Hi there,

I think renewables is certainly a good place to be. The ones you names are solid and complementing with Canadian Solar isn't a bad idea. Investors will want to be careful about begin too exposed, as if we see industry weakness then all of these are likely to suffer.

The good news, is by targeting different sub-industries you are effectively diversifying within the industry. That is a another means of diversifying and that is a good thing. Canadian Solar itself is a solid pick in the solar industry and assuming it hits expected targets, should continue to see upside.

Mat

Hi there,

I think renewables is certainly a good place to be. The ones you names are solid and complementing with Canadian Solar isn't a bad idea. Investors will want to be careful about begin too exposed, as if we see industry weakness then all of these are likely to suffer.

The good news, is by targeting different sub-industries you are effectively diversifying within the industry. That is a another means of diversifying and that is a good thing. Canadian Solar itself is a solid pick in the solar industry and assuming it hits expected targets, should continue to see upside.

Mat