Q: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!
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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: Hello,
Supremex has dropped quite a bit in the last two weeks. Why exactly has the price fallen and is this a good opportunity to get in for the long term.
Thanks
Supremex has dropped quite a bit in the last two weeks. Why exactly has the price fallen and is this a good opportunity to get in for the long term.
Thanks
Q: My self-service broker has in its inventory Sherritt bonds, having 7-1/2 years to maturity on 11 Oct 2025. The (annualized) yield to maturity is 9.8% .
To redeem the bonds at full value on the maturity date, Sherritt does not have to do well : it just needs to survive without defaulting on its debt.
I am fully aware that these bonds are not suitable for the safe fixed-income part of my portfolio, but rather would be lumped in with my equity investments in terms of risk.
What is your opinion as to the probability that Sherritt will, at a minimum, "at least barely survive" so that they would be able to redeem the face value of the bonds in 2025?
Thanks!
To redeem the bonds at full value on the maturity date, Sherritt does not have to do well : it just needs to survive without defaulting on its debt.
I am fully aware that these bonds are not suitable for the safe fixed-income part of my portfolio, but rather would be lumped in with my equity investments in terms of risk.
What is your opinion as to the probability that Sherritt will, at a minimum, "at least barely survive" so that they would be able to redeem the face value of the bonds in 2025?
Thanks!
Q: Does this company pays dividends?How often and what is your opinion about this stock ?.Thank you ,Ebrahim
Q: Good Evening
The following are some of the comments provided on BNN about ECI:
"It's a business that's hard to like: renting and servicing water heaters. Also, new laws forbidding door-to-door sales may be a headwind."
Do you agree with these comments? Would you hold, average down or sell this stock? Thanks
The following are some of the comments provided on BNN about ECI:
"It's a business that's hard to like: renting and servicing water heaters. Also, new laws forbidding door-to-door sales may be a headwind."
Do you agree with these comments? Would you hold, average down or sell this stock? Thanks
Q: hi Peter Ryan
I am currently dumping a few of my under performers and aqn is under my lens .
I have analyzed the current results and all metrics were good .
The market place does not share my opinion and the stock continues to drift lower,
Your comments on this would be welcome
Kind regards
Stan
I am currently dumping a few of my under performers and aqn is under my lens .
I have analyzed the current results and all metrics were good .
The market place does not share my opinion and the stock continues to drift lower,
Your comments on this would be welcome
Kind regards
Stan
Q: what is the top stock pick, in the income portfolio to add to at this time
Q: Rising rate environment plus fear of more to come has wrecked havoc on the bond proxy sectors--utility,telcom,reit & pipeline,Is it time to start nibbling/buy?Please provide 2 names from each of the above 4 sectors.Thanks for u usual great services & views
Q: Hello 5i Team
Is there value in Hydro One as a long term dividend hold?
For the installment receipts is there value similar to AltaGas installment receipts. I understand the Hydro One installment receipts are debentures, but it is confusing to value them. Could you please provide the amount of the second installment.
Thanks for the great service.
Is there value in Hydro One as a long term dividend hold?
For the installment receipts is there value similar to AltaGas installment receipts. I understand the Hydro One installment receipts are debentures, but it is confusing to value them. Could you please provide the amount of the second installment.
Thanks for the great service.
Q: Hi: I have watched the decline of Atco Ltd. shares for the past two years and wonder if it will ever resume an upward trend again . Do you have a strategy for noticing a trend change in a long slow declining stock. Does it need a major event to change the decline of could it quietly bottom out and change direction. Thank you for your reply.
Q: I believe GS reported. May I please have your comments.
Q: Do you see connection between this stock hitting new 52 day low two days in a row and election rhetoric by opposition parties to lower hydro bills by repurchasing shares sold by liberals or firing current CEO. Can Avista merger be stopped which I believe has already been approved by regulators. Do you still recommend Hydro One shares to income oriented investor.
Best regards,
Harold
Best regards,
Harold
Q: Hi,
I currently own Transalt. Should I add to my position or sale TA and create a new position with AQN. Which one would be good for a long term investment.
I currently own Transalt. Should I add to my position or sale TA and create a new position with AQN. Which one would be good for a long term investment.
Q: I have held this company for 3 years and it does not seem to have much movement - should I add, hold or sell? it has a 4.4 dividend.
Thanks for your advice- Hanna
Thanks for your advice- Hanna
Q: Greetings from the West. Coast .
What is your opinion of Enterprise Product Partners as a long term hold ?
Thank Rick
What is your opinion of Enterprise Product Partners as a long term hold ?
Thank Rick
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.13)
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iShares Floating Rate Bond ETF (FLOT $50.88)
Q: Hello 5i,
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work
Q: Hi Peter/Team i am looking to add some pref. shares to my rsp, could you please give me 2-3 good names. Thanks Jim.
Q: I believe Brookfield Asset reported earnings yesterday. From what I can see, they were blow out numbers, but stock only increased 2%. Thoughts and comments?
Q: Atco lost more than 20% over the last year. Could you comment? Your thoughts would be appreciated.
Thank you.
Thank you.
Q: Hi, I have been thinking for quite awhile to sell Bell,as it is not looking great, and buy Telus, for income first and growth second.
I would like to do this for a 4-5 year hold. Would you agree that I would be better off with Telus in the long run with a little more growth, as i’am fine with 4.5% dividend?
Thanks Brad
I would like to do this for a 4-5 year hold. Would you agree that I would be better off with Telus in the long run with a little more growth, as i’am fine with 4.5% dividend?
Thanks Brad