Review of Capital Power Corporation

DEC 10, 2024 - CPX builds, owns and operates power generation facilities with a focus on renewables and thermal energy sources. CPX has had a very strong performance thus far in 2024 as the company continues to execute its growth project, integrate acquisitions, and grow its US operations. The stock has seen its multiples expand from trading under 10x forward earnings at the beginning of the year to now trading at 19x. While we see a path for CPX to become a prominent player in the Canadian renewables space, we do not think that this year’s performance is a basis for the future

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Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.

Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.

Thank you

IAn

Read Answer Asked by Ian on March 10, 2025

Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks

Read Answer Asked by Robert on March 07, 2025

Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?

Read Answer Asked by Ric on February 14, 2025