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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I wish to add more energy stocks to my portfolio for diversification. I have ENB and SU. I am thinking of adding GXE, PXT & TOU, all three seem to have very low or no debt, and either PPL or TRP. All for a 5-year hold. I do enjoy the high dividend yield but would still wish to have some growth and safety. Please feel free to add or remove any from my list of your choice, rank them from the best to the least, and each with a reasonable entry price. How long of a time frame would you recommend to spread over the additions?

Thank you again for your insight.
Roger
Read Answer Asked by Roger on November 15, 2022
Q: Hi 5i,

I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?

Thanks!!
Read Answer Asked by Brian on November 15, 2022
Q: Thoughts on this company's metrics if one's portfolio is low in consumer staples. Buy, sell, or hold? If you don't like which consumer staples companies in the US are better and is it a bad time to add knowing they have done well in a bad market. Thinking people may sell and rotate into tech. Thank you!
Read Answer Asked by Neil on November 14, 2022
Q: Hi 5i Team

Pretty disappointing day for AQN investors. Three questions:

1) Do you think they will need to do an equity raise in 2023 relating to the Kentucky Power acquisition? Initially, they're planning to cover it through existing borrowings (at floating rates) but management indicated on the CC that is expected to be short term.

2) Do you have any info on the actual NAV of their assets (thinking of this like a REIT)? If not, any suggestions where to look / how to calc?

3) Given the importance of dividends to investors (current and future), what will likely be the catalyst for cutting it and how long do you think they will hold the line before deciding it's necessary?

Thanks
Peter
Read Answer Asked by Peter on November 14, 2022
Q: Good morning all at 5i!!

I hold both having just purchased capital power a little while ago. I have held Algonquin for a long time. Should I sell Algonquin shares and buy more Capital power, or keep both since they are held in different portfolios???
Cheers,
Not liking the snow.. Tamara
Read Answer Asked by Tamara on November 14, 2022
Q: Hi,
Having a position in AQN that is now underwater, I am wondering about selling it as well as two bank holdings that have a total profit equal to AQN's loss with the idea that I can use the proceeds to purchase another bank stock or two, top up ENB holdings, or something else you might recommend. All three holdings are in taxable accounts. Open to suggestions, as I have the sense that waiting to see how AQN does from here appears to be more risky than moving on. Your thoughts on this idea would be most appreciated!

Dawn


Read Answer Asked by Dawn on November 14, 2022
Q: Could you please comment on FRU's Third Quarter results and your expectations for the stock over the next 12 months considering these results, the company's guidance, production growth and your assessment of oil and gas prices over this period. I currently own shares in the company. Would you continue to hold the shares or perhaps, add to the position?
Read Answer Asked by John on November 11, 2022
Q: Hi Peter, Ryan, and Team,

Would you consider Algonquin to essentially be an income stock in the near term? Having held it for some time now, and always 'hoping' for better results, we now find ourselves underwater. (Too bad we didn't sell yesterday!!) In the Utilities sector, we also hold BEP.UN (terrific gain, CPX (also underwater), and FTS (nice moderate gain). Once the dust settles, and we’re able to sell AQN, which of our other Utilities would you suggest to put the proceeds, or is there perhaps another Utility you’d recommend? Thanks as always for your timely advice.
Read Answer Asked by Jerry on November 11, 2022
Q: I dis read your comment today on a "similar" question,I hold a large amount of this stock in registered and non registered accounts , mainly for dividends during future retirement .Is the actual dividend at risk ,and is this Cie at risk for a longer term investment ( In other words ,is it relatively safe to keep this large portion of the stock?) , Regards
Read Answer Asked by Jean-Yves on November 11, 2022
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