Comments on: Hannon Armstrong Declines to Raise Dividend, Sets 3 Year Guidance http://www.altenergystocks.com/archives/2018/02/hannon-armstrong-declines-raise-dividend-sets-3-year-guidance/ The Investor Resource for Solar, Wind, Efficiency, Renewable Energy Stocks Wed, 28 Feb 2018 19:33:59 +0000 hourly 1 https://wordpress.org/?v=6.0.9 By: Tom Konrad Ph.D., CFA http://www.altenergystocks.com/archives/2018/02/hannon-armstrong-declines-raise-dividend-sets-3-year-guidance/#comment-4109 Wed, 28 Feb 2018 19:33:59 +0000 http://3.211.150.150/?p=7254#comment-4109 In reply to Michael.

HASI is the best prepared for rising rates- most (91%) of their debt is fixed-rate and their contracts are shorter duration. And after the sell-off, I think the price is right.
I personally am at near max allocation of all 3 you are watching.

]]> By: Michael http://www.altenergystocks.com/archives/2018/02/hannon-armstrong-declines-raise-dividend-sets-3-year-guidance/#comment-4108 Wed, 28 Feb 2018 16:58:38 +0000 http://3.211.150.150/?p=7254#comment-4108 Hello Tom,
Thanks for this timely little update. Yieldcos, like reits, have sold off quite a bit lately. I currently watch pegi, hasi and ay. Which one of the three would you consider the ‘best bargain’? And which one would you consider to be best prepared for a rising rates & inflationary environment? Are any of their ppa’s inflation-linked? Or is the revenue side of Yieldcos entirely fixed? Well, thats a lot of questions, thanks for any input here!
Michael

Th

]]>