Q: May I have your comments on earnings please. I see from your site that Infrastructure raised its distribution

Q: "I'm considering lightening up on my energy (oil) holdings and transitioning to some core renewable energy names as it seems to me these companies have a bright future and are currently "out of favour". I'm having trouble determining which renewable energy companies are valued best that also have the best growth prospects. Which names does 5I believe are "best in class" renewable energy companies currently trading at fair multiples with good growth prospects".

Q: In an earlier question you mentioned that although you disliked giving targets for entry points, you suggested $37 for BEP. That's $10. below its current price: does this mean that you expect further drops? My concern is only that, because of my age, time in the market is limited, so waiting for recovery is less feasible than it was when I was younger.