HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc
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Gimme ur best long/term renewables, regards
Gimme ur best renewable energy buys, regards
DOE financing is a roadmap, not just a headline
Hannon Armstrong Q4 revenue climbs, non-GAAP EPS slips (NYSE:HASI)
Dlocal $dlo by Muddy Waters Carson Block
Ozop Energy ($OZSC) Announces the Supplying of Equipment for First Near Net Zero Microgrid
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Years ago HASI and CWEN were low then high then low again. Buying them at each low spot paid off a few years later, but they are still reasonable ways to invest in renewable energy. There are a few others, but these 2 are the biggest and best that I am aware of now.
If you want to help build solar, buy HASI, BEPC, CWEN.A, or ENPH, FSLR, or TSLA (if you can stomach the risks and Elon.) The first three finance and build solar farms, the last three make solar components. The first three are fairly safe investments with good dividend yields, the second group are quite speculative currently.
My son is vegan and has expressed a similar concern. While I haven't researched deeply, here is a list I have compiled for him to vet: HASI, ISRG, NEE, CWEN, PMTW, CAVA, CAJPY. You aren't going to find any perfect company in which to invest, but if you can seek the least harm, these might fit your agenda.
Has Mexico/Canada announced official tariff responses yet? Or has it just been “they are coming”? Any thoughts on HASI earnings coming up? Could be a perfect springboard
I think there is going to be a long term rotation out of tech. These companies are going to remain huge but are not going to be as profitable as before. I am big on utilities, renewables and electrical suppliers. VST, FSLR, GRID, HASI, URA and CF FTW
I liked what u/embarassed_time_146 wrote. Nothing wrong with some bonds and other diversification. I’m also personally a fan of space stocks like LUNR, ASTS and RKLB, though who knows if they will be more than speculative plays. And of course there’s always AI and technology stocks like NVDA and MSFT which still feel very much alive and kicking toward a new future. There are dips to be bought and you can always set market orders to buy when the SP drops 10% etc but who knows when is the best time, best just to start imo. I also like housing stocks, an occasional dividend stock or two and HASI for climate change projects and NTDOY/ESPO for video games. And NANC to follow dem investments lol
I haven't dabbled much with solar equipment companies, other than investing in them through index funds. They're subject to the same efficient market hypothesis as everyone else. I own HASI, but that's a dividend-paying project developer.
The primary reason people are betting against this stock is because they're betting they'll run out of cash. Based on their earnings call on 2/15/24 with their statements and guidance and [a recent $300M project financing investment from institutions](https://www.stocktitan.net/news/HASI/sun-power-secures-more-than-300m-in-project-financing-commitments-lliph6ud5m9j.html), I HIGHLY doubt they're right. I own and like the stock, so do your own due diligence, but I am VERY interested to see what happens with this stock.
HASI is definitely risky. I bought in about 5 years ago and have held on through the entire rollercoaster ride. I like REITs though.
HASI is definitely part of TAN. ive been eyeing it for a few days now, still seems kind of risky but its got some decent dividends. just the fact that its a REIT makes me nervous a bit.
This is not advice per se, but it might be worth looking at stocks that are adjacent to clean energy manufacturing. For example, clean energy financing like Hannon Armstrong (HASI).
Fair point. Just wanted to help others so that they don't jump in and buy tons of shares. > I bought them because they were close to 52 week or longer lows and for their dividends. Good strategy. > I notice you do not disparage HASI, BANCpF, KEYpK, ING, HTGC, or TRIN. I don't have proper data for these.
So what's your point? That I have not given you 13 stocks to buy immediately? Have owned: AES for 5 years CWEN for 6 years and just bought more today UNIT for 4 years SACH for 4 years SPTN for 5 years and just bought more today POWWP for 3 years CC for 4 years The stocks were given as examples as to what I was talking about not a buy list. I listed them because I was familiar with them. I bought them because they were close to 52 week or longer lows and for their dividends. Growth is okay, decent dividends are better, much better. JMO. I notice you do not disparage HASI, BANCpF, KEYpK, ING, HTGC, or TRIN. To save you the trouble ING, HTGC, & TRIN are near all time highs.
I really like investments that are fairly crucial to civilization such as: electrical utes, waste management, & computer infrastructure. Utes since everyone needs to plug in to run their house, soon their cars, etc. Waste management since everyone hates dealing with trash. Computer infrastructure - not software, not building computers, not semi's but the actual cell towers or fiber that carries the signal. Like buying stuff that is not on the bleeding edge but far enough back from the bleeding edge that it is hard to replace. Makes for boring companies for the bulk of the portfolio. Not dying industries, not unexciting companies, just companies that make money in a boring way - day after day, week after week. Companies would include: AES, CWEN, HASI, UNIT, SACH, SPTN, POWWP, BANCpF, KEYpK, ING, HTGC, TRIN, & CC.
I use HASI for exposure to the renewable sector. https://www.hasi.com/
LNC (but may take two years, however you get paid nearly 7% a year to wait). Boring but safe deleveraging and cash flow bet. NEWT - one of the only truly next-gen innovative banks - read the last two qtrly transcripts. HASI - a green energy bet on the infrastructure side. Dark Horse: MPW - double or you could lose all your money on his one, pretty binary bet, one or the other.
HASI will rise to $39 before December 2024
If solar does well $HASI will do well.
I bought a couple shares of HASI, haven't seen that mentioned yet
Why has HASI been dropping so much? Should I sell?
At some point demand for gas will dwindle, though not disappear in our lifetimes. I would probably lock in that gain and roll the money into clean-energy stocks, if nothing else. How about NEP? HASI? TRP?
DNNGY has an interesting story, but for me at least, does not pay enough dividend. Also since it is a non-US stock will have to pay a 15% - 25% dividend with holding tax on dividends, as well as a $6.95 ADR fee to buy & a $6.95 ADR fee to buy it through Schwab from the custodial bank. Buying European stocks is not inherently bad just need to know the costs involved, and also the other financial considerations behind the stock in addition to their story. You might want to look closer to home with such stocks as AES, CWEN, or HASI.
Some underowned solar names I like are NXT, SHLS, HASI, and NXT What's unique about these names is that they're not involved in residential solar. Rather, industrial solar. Which will reap benefits of IRA, etc., and isn't as subject to vicissitudes of interest rate risk and housing market NXT is an older company that actually just signed a deal with ENPH to make microinverters. Very modest valuation and involved in many industrial applications. It also was the one that spun off NXT, which is solar trackers specifically. Recently had great ER and had good run accordingly. Also reasonably valued. ARRY, FTCI are others in this solar tracking niche, though I think NXT is most solid because of its history, former backing, financial standing and profitability SHLS is similarly situated in industrial solar parts though I don't know as much about it. HASI, a REIT as recently as yesterday, just had a great quarter and owns and operates all sorts of sustainable projects, including solar farms. Street likes that it's pivoting to non-REIT model. Finally, here are some more you can pick through: https://finviz.com/screener.ashx?v=111&f=ind_solar&o=pe MAXN has the best panels in the business IIRC. Though these are a commodity product with slim margins and lots of competition.
Not much small cap except GPP. Around 2 billion market cap AY and HASI. Larger CWEN and BEP.
HASI Hannon Armstrong Sustainable Infrastructure
HASI, SACH, IRM, & ABR. Held these the longest. IRM & ABR are like MAIN. They are boring predictable stocks. Say what they do & do what they say.
Mortgage REITs [https://stockcharts.com/freecharts/candleglance.html?NLY,AGNC,STWD,RITM,ABR,HASI,BXMT,LADR,CIM,ARI|B|M252|0](https://stockcharts.com/freecharts/candleglance.html?NLY,AGNC,STWD,RITM,ABR,HASI,BXMT,LADR,CIM,ARI|B|M252|0)
Anybody have any thoughts on HARP and HASI? Both are up 5% pre market?
Been saying it here for months… HASI
HASI Levi Strauss made it big by supplying gold miners during the rush. HASI is a REIT that makes it's money on the real estate wind farms etc are built on. I've lost money everytime I've bought directly into a "green enery" company so I'm taking the Levi Strauss approach.
I've switched up my strategy to only swing trading now (holding over several months waiting for sentiment to change), but I still have one stock from one of my very first strategy iterations of a long term buy and hold approach (based on deepest discount to book value for profitable companies). Looking to liquidate that one next year due to tax implications... Canadian Market: YGR.to (that long term holding I was refering to) ARG.to ARE.to LB.to CSH-UN.to (my current top pick for swing trading at the moment) ​ USA Market: SPG CM (this was a horrendously failed Norbert's Gambit - I wouldn't have bought it otherwise) KSS KRO (my current top pick for swing trading) And I will very likely be adding HASI (via rebalancing) to the roster very soon since it is virtually tied with KRO for my top picks.
HASI, right? 50% down from ATH, back to pre-covid price, which could be a good support level. Q2 SEC Edgar filing shows 1H22 $0.31/sh and Q2 loss of $0.21. Dist income adds back non-cash expenses, even if CF negative, but mgmt is guiding to increases in divs and propping up the stock. BLK, Wellington, and Fido are in cuz it's in the Russell 2000 and 3000. I don't like the equity dilutions required to make dividend payments. Anyway, you were smart to buy early, hopefully haven't added in '22. Started my career on the street as an energy analyst at a bulge bracket after working in the sector for 10 years. Then moved to buyside and was a HF PM for many years. HASI is too small and vulnerable to me, again, another IIPR, a cannabis REIT that also keeps raising divs.
Read the latest Q and analyzed the chart, cuz was wondering why the stock has been cut by 50% (vs TAN dn 30%) in an environment in which I'd think it would be outperforming. Omg, awful Q2, but worse, negative CF from ops, and in the first 6 months of 2022 HASI issued new equity roughly = to the dividends it paid, not the way it's supposed to work. Massive debt, but a lot of REITs have same. Without doing further DD, this co seems tenuous, prepare for more dilution. Reminds me of IIPR for renewables, tho it's far worse than HASI. You're young, so you have time to watch this grow. GL.
Nobody knows about it but HASI is a good one in this category. An REIT focused on a wide range of climate change solutions. Plus provide you a good dividend and great financials. Bought just over 2 years ago and up 125%.
I have a big portion in HASI. Lots of growth potential and a good dividend
ALB, FLNC, HASI, GWH (speculative), AY. Long all. Also have some ICLN.
>So surely there are people out there who have stuff in their portfolio measured in decades and also stuff measured in hours Oldest holdings are $HASI - 2015, $IRM - 2017, & $MAIN - 2014. Shortest swing trade was 1 week in 2022 - $BROS - went from $20.50 - $37. Most other swing trades are at least one month and for 10-30% gain. Swing trades are \~5% of portfolio. Am probably not normal in holding stocks. Am fairly relentless in benchmarking everything to $DIA. With advancing age & decrepitude am now moving away to embrace preferred's and CEF's.
HASI was at 29 a few weeks ago, hit 43 today. So happy I loaded all I could after that muddy waters bs hit piece.
HASI has become a big part of my portfolio, good dividend and a good company that care about the world it is in. I have good hopes for this in the medium-long term
HASI, tho I've also made some good money on them and hope to again. WH because I like their business model. ESS because I think their product is important - too soon to tell if they can deliver at scale and make money.
Damn I’ll take a look into that stock…I’m mostly in biotech and clean energy stocks I bought this week for huge discounts…take a look at APLT (already up 20% on this) and HASI (got in sub 30)
Nobody going for HASI to fuck muddy waters??
My HASI shares casually losing -15% of their value today, RIP my account balance
Understand that REITs are not monoliths. There are many different REIT sub-sectors and I try my best to diversify among them. STAG is a good one for warehouse REITs. DLR is good for data center REITs, EPR is ok regarding specialty REITs (theme parks, ski resorts, etc), L T C for Healthcare nursing home REITs, O for Apartment/Office REIT, CCI for Celltower REITs, HASI for mortgage REITs. And there's more. I like REITs, because this is the only sector in the market where dividends are not subject to double-taxation.
HASI, DLR - reits, down appreciably this year but not in free-fall. FLNC - energy storage developer, down a lot from IPO last fall. Company has been active about 10 years. ARKG - biotech ETF. I like the holdings better than XBI which would be the other possibility. Long all except XBI
Non-ETFs/mutual funds: TGT, MSFT, NVDA, HASI, CRM
Is there a reason why you are keeping the ticker a secret? It doesn't happen always, but it is also not that unusual. It can happen when you are far from the money or the chain has overall poor liquidity. Here are just a few I found with similar bid gaps around the strike: TSLA 600p 4/8 (.04 where strikes above/below are .01) T 20p 4/8 (.01 where strikes above/below are .00) HASI 30p 4/15 (.05 where strikes above/below are .00) PLUG 19p 4/8 (.01 where strikes above/below are .00)
HASI - technically they are a REIT that does the financing for various renewable energy and "green" projects. So they give the loan (and collect the interest from) your building of a turbine, solar panel, energy efficiency upgrade, etc. It's my "during a goldrush, invest in the company that sells pickaxes" play in this space.
Two of my most successful investments have been TAN (solar ETF; great name lol) and Vestas (largest wind company in the world I believe). I've bene holding them both for 4-5 years. They've both given up a lot of their gains lately but I'm in it for the long haul. You might want to consider green energy companies that pay out dividends - this helps offset losses (e.g. BEP, NEE/NEP, AY, HASI)
IIVI GFS HASI EDR SGH FLNC IESC Taxable brokerage account. Even split between these
Green energy stocks are on sale. ENPH, HASI, SEDG, NOVA, TAN, NEE. They won't go lower than this.
Just a quick note on ICLN - their holdings aren't all that green/ESG if that matters to you. I recommend Vestas for wind (largest wind company globally) and TAN for solar (it's an ETF). There's also BEP, NEP and HASI if you're looking for other green energy-type stocks
NVDA, HASI, and SNSR. Those are my retirement stocks.
YETI--Great products, still small in the grand scheme of consumer discretionary companies (\~$7B market cap) and had a crazy 500%+ bull run post-covid but has backed off in the last month or two so probably a decent buying opportunity CYBN--One of the best-positioned psychedelic stocks in an industry that is going to experience monster growth in the next 10+ years IEA--An engineering firm that specializes in servicing renewable energy projects, kind of a value play. Its revenues are already massive (they'll probably top $2b this year) and growing at something like 50%/year. It's currently trading at 0.3x Price/Sales because it's got a heavy debt load but once they pay that down they'll have significant free cash flow. If you're bullish on renewables, this is a good indirect way to play that. HASI--Another indirect renewables play. Technically a REIT but more like a bank. They help finance renewable energy projects and have a huge (and growing) pipeline of projects. Stable, predictable cash flows give them a bright future and they pay a decent dividend to boot. Virtually nothing not to like.
VICI, HASI, PSTL, and now COLD are the ones I own COLD is interesting right now. Had to cut back guidance a lot, so it's trading very cheaply
Top 10 holdings are about 55-60% of the portfolio. Every single one of them are green on the day, most near or more than 5% currently. SEDG, ENPH, FSLR, RUN, SHLS, HASI, ARRY, NOVA are the stocks that can be traded.
Go into HASI dude. Has a floor of $55 or so rn and will consistently oscillate between that and $60-something. I consistently get 40-80% trading LEAPS.
Maybe stable but sometimes not slow. I have 32% of one portfolio in REITs & 30.7% in REITs in another. Have done very, very well with price appreciation in several REITs like: ABR, IIPR, IRM, & HASI. The REIT categories to invest in are important - just like with regular equities. I have REIT stocks in: Data Centers, Diversified, Industrial, Mortgage, Office, Residential/Multi-family, Retail Malls, & Specialized categories. Like with regular equities one does not want to get to top-heavy in one particular industry. Yes it can be somewhat scary when things like COVID comes along but when a true "dip" like Covid or GFC, one has to be unafraid to buy the best REITs and then sit on them. But if you are on top of your portfolio and the companies one owns the risk can be reduced.
In on HASI and TSM 12/17 calls.
Depends on which REITS you mean. There are some that are up alot. See IIPR (marijuana), MAA (apartments), HASI (renewable energy). You just have to look at the right sectors. Anything with commercial is down bad right now.
Just think, OP could have put all that 5.7m into dividend paying green utility companies like HASI and NEE. He’d gain huge profits in the long run, and generate almost 200k a year or more in dividends. Never work again, live luxuriously, do whatever you want with the rest of your life. Instead. He loses more on a yolo than I could effectively retire on. Note to the rest of you: give me your Yolo money and I’ll retire and pay you half of my returns till I die. You’ll still come out ahead
Just buy HASI for 'green financing' Essentially a bank that finances renewable projects operated as a REIT
For the infrastructure plan was thinking about what the end result would be and backtrack from there. FTAI for large airport etc work Electrical Equipment - AMSC + PWR - electrical grid Equipment rental - HEES - earth moving equipment Industrials - CSX - got to get the raw materials to the distributors & hence to the people making stuff. Magnets for wind turbines - LYSDY - got to have the rare earth to make the special magnets to make the wind turbines turn. LSDY processes the raw material to extract the various rare earth materials. Very dirty (polluting) process. 2nd largest processor - 1st is China. HASI for solar panel installations. 4 out of 7 pay anywhere from a despicable to decent dividend. So if I am wrong, get paid to wait. Each one are from 1 - 3% of portfolio.
WM - waste management inc (no business like trash business) 😇 HASI - hannon armstrong sustainable infrastructure capital
$HASI Hannon Armstrong Sustainable Infrastructure is pretty good imo. As ethical as it gets arguably.
MAXN is a value play at this point. Look at ARRY, too. And SOL. The bull run happened already. It'll happen again. It's a bit cyclical. Catalyst last time was hype around Biden and green spending in general. I believe in the underlying businesses and secular growth here, and hope that's what slowly moves the stock prices here back up in a more sustainable way HASI is a fantastic and easy play for solar, too. Maybe my favorite.
I guess what I'm arguing is that the growth phase is done ( when it comes to profits). PV manufacturing is increasingly low margin and going lower. I personally prefer utilities and developers like Brookfield (BEP) and Hannon Armstrong (HASI).
TAN, FAN, HASI. Those are my picks for this topic. Buy and hold. Buy on monthly schedule. DCA in.
Hannon Armstrong Sustainable infrastructure $HASI is one of my larger holdings purely for knowing that I’m contributing to a good future.
All I know is Death, Taxes, and HASI calls.
Any thoughts on HASI? Moving up on no news that I can see.
Yes I’d agree. Check out HASI for a sustainable infrastructure reit play as well
There are many types of REITs out there I own HASI, VICI, AFCG, and PSTL. They're all very niche and unaffected by the trends you mentioned. I think they're well managed and worth a buy at current levels.
Take 5% of your portfolio and buy what you want. That will get you exposure without making or breaking your long term. The likelihood you’ll out perform VT over a 10 year period is basically zero - it’s a statistical fact. Oh sure, maybe one of your picks will really take off — but then you’ll be punished when one goes bankrupt and you lose everything. Ask the earlier shareholders of GM or other giants you’d assume are too big to fail, and have gone down. You might out perform for 5 years, only to be obliterated by some changing market trends. That said, there’s some advantages to holding individual shares. There’s no fees for one. A second is you need to stay on top of what’s going on to manage even your small portfolio - although over 30 years it can get large. As an example, I’ve had Vz shares since the 80s (started as GTE). I won’t be selling unless I think the wireless business is threatened - seems doubtful. As for your specific convictions, well meh. Maybe FIGS and CHWY bc they’re small cap. But having lived thru the .com era and seeing the level of wreckage I’m not a fan of media or internet companies (remember AOL and MySpace). It’s too easy for the incumbents to be unseated by an upstart. Sure, sure, we’ve settled on Google, Facebook, and Amazon currently but there’s zero consumer loyalty when an option is a url away — and maybe after some antitrust action. To my view CSIQ is the most interesting play on your list. Only bc it’s pretty clear that renewables is a multi trillion dollar opportunity over the next decade. The thing is, panel manufacturing is a brutally cut throat business with low margins. So will the other things CSIQ is doing in the space be enough to overcome that? Is it really a better bet than HASI (and yes I own it)? These are the kinds of questions you need to ask to invest in individual securities.
TOT is a major stakeholder. It's not going under. I like it a lot, along with ARRY, STEM, HASI, AQN.