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Strategies & Market Trends : Dino's Bar & Grill

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To: Goose94 who wrote (123800)	6/16/2022 3:53:13 PM
From: Goose94	Read Replies (2) of 202170

TransAlta (TA-T) top pick from Brian Madden on BNN.ca Market Call thirsty Thursday June 16th @ 1200ET Transalta is a merchant power generator with 71 wind, solar, natural gas and hydroelectric facilities situated in Alberta (68 per cent), the U.S. (27 per cent) and Australia (5 per cent). Many of these assets are held indirectly through a controlled affiliate, Transalta Renewables.The business is pivoting away from legacy “dirty” fuels, most notably coal and towards renewables. With resultant re-rating implications over time, renewable power companies trade at nearly double the multiple of traditional power generators. Investor sentiment has been steadily improving since 2017 alongside price which is approaching ten-year highs. Utilities are a defensive sector in an upcoming slower growth environment. However, given Transalta’s heavy Alberta exposure, this company is a “backdoor” play on oil and gas which we expect to buck the softening trend of other industrial commodities, given the unique global geopolitical supply challenges.

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