Q: Hello, I have held Northland for 20 years, gradually building a full position, but it is now coming back to my average cost. I understand renewables are not trendy these days, so should I 1) hold on to it, 2) add to it (no longer a full position now) or 3) let it go. FYI, I also have BEPC in renewables and EMA and FTS as utilities as well. It is part of a dividend portfolio and the div is good…Thanks!
5i Research Answer:
We can't give personalized direction, but we would be comfortable holding NPI here with some better momentum and interest rates likely to continue to fall.