Just wanted to get an opinion on Polaris Infrastructure PIF-to

Hi there. Polaris was a former Bull List stock, one we recently removed. The run up in price to the $23 range was a little too much too soon.

That being said, all renewables have corrected. You’ll see similar corrections with stocks like BLX, BEP.UN, INE, NPI. It’s not just Polaris, the industry just went from overly optimistic to overly pessimistic, a pretty common occurrence in the markets right now.

As a long term play, we like Polaris. With its operations being in foreign countries, it does pose a little higher risk, higher reward. This is a small cap renewable company, so it’s going to be quite volatile.