The Globe and Mail reports in its Thursday, June 1, edition that National Bank Financial analyst Patrick Kenny, pointing to their current cash flow yields of almost 20 per cent, recommends "value-based energy transition" investors accumulate positions in both Capital Power and TransAlta. The Globe's David Leeder writes in the Eye On Equities column that Mr. Kenny, in a research report released Wednesday titled Alberta Power Market: Into the great wide open, says, "The path to fully decarbonizing the Alberta grid remains uncertain" as power prices continue to soar and his reserve margin forecast remaining "well below the proverbial 15-per-cent supply cushion required to provide resiliency and safety to the grid (avoiding brownouts)." Mr. Kenny says in a note: "With the energy transition in flight, we note the push for cleaner electricity grids as power generation accounts for a significant portion of emissions in many regions, including Alberta. As such, we highlight the Alberta power sector as an area with robust clean energy growth opportunities." Mr. Kenny rates Capital Power and Transalta "outperform," with share targets of $53 and $14. Analysts on average target Capital Power and TransAlta at $51.85 and $16.17.