Interest rates are so low, I’m not sure I see the point of bonds. I use a CD ladder for the cash position, but I’d rather have liquid assets for when bargains appear.

Curious what you think about bonds? Sometimes AltEnergyStocks discusses green bonds but what about regular bonds, especially in times like these?

Just keep most of your buying power in reserve. My general principle is that when confronted with two seemingly reasonable courses, I do some of each. See the follow-up article: http://www.altenergystocks.com/archives/2020/03/ten-clean-energy-stocks-for-2020-navigating-the-storm/

Is it sensible to also buy one or two stocks in the list that are particularly low, e.g. Valeo?

The wheels of government turn slowly… I don’t expect covid-19 will have much affect on government bus purchases, although we may see some disruption of New Flyer’s supply chain, and motorcoach sales could be affected. Fortunately for NF, however, they have been moving more of that supply chain in house over recent years.

I wouldn’t. The time to buy a hedge is before the crisis. If you do think that I’m right about a new bear market, do what I’ve been saying for the last year and use the current rebound to take profits on your biggest gainers and keep the money in cash.

Good catch. I’ve fixed it.