Q: NPI recently announced the commencement of the new Oneida battery storage Project (ahead of schedule and under budget). They also have two wind projects under way, in Poland and Taiwan. I believe. I am having trouble estimating the value of each of these projects. Can you tell me the expected revenues, free cash flow, and EPS of each project and when the wind projects are expected to come on stream?
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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.
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JPMorgan Chase & Co. (JPM $316.83)
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Purpose Bitcoin ETF (BTCC $18.57)
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Coinbase Global Inc (COIN $311.10)
Q: What is the difference between owing a bitcoin company like COIN or a bitcoin ETF? Which is riskier and which would you prefer?
Q: Thoughts on their latest quarter.
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Pembina Pipeline Corporation (PPL $53.07)
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Peyto Exploration & Development Corp. (PEY $21.26)
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Northland Power Inc. (NPI $25.17)
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Capital Power Corporation (CPX $66.35)
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Whitecap Resources Inc. (WCP $11.01)
Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
Q: Your thoughts concerning Cenovus' recent Q, please.
Q: Given your comments on ENB's recent earnings and its optimistic outlook, in general, can you comment on today's 3% drop?
Q: Is closing of Line 5 still a risk that could hurt futher upswing or do they have enough projects to negate that ?
Q: Hello Team,
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry
Q: Aqn had a significant bounce last week on what seems like a preview to their official earnings release in early June. Can you expand?
Q: How are things at PXT these days ? Production set for a rebound ? Political situation any better ?
Any other thoughts ? Thanks. Derek
Any other thoughts ? Thanks. Derek
Q: I want to increase my energy holdings in the current market. Currently ENCC’s yield is around 14% due to selling covered calls. How do you anticipate that it will fare in the next few years?
Thank you for your excellent service.
Geoff
Thank you for your excellent service.
Geoff
Q: Do you have any information as to why, as indicated on my trading account with TDW, trading on NNRG has been halted?
Q: Your thoughts please on the quarter?
Thx
Thx
Q: what do you think of recent results, are they good buys at these levels thanks
Q: Hi Peter, I have introduced some exposure in my portfolio to Maxim. I like the small cap exposure to power and electricity. The balance sheet looks pristine. Can you give me your thoughts on the latest quarter.
Thank you
Thank you
Q: Hi, are BEP.UN and BEP are same stock? Do you have a preference? Is it best to purchase in a non reg or reg account? Thank you.
Q: What do you think of their report?
Anything to explain such a drop?
Anything to explain such a drop?
Q: 2nd largest holding in my portfolio. What did you think of their earnings?
Q: Back in September 2024, I had asked whether it might be a good idea to rotate from ENB to a producer like CNQ/CVE. 5i's response as the time was that it was not a fan of "fixing' things that are not broken".
This has so far been good call because ENB has faired well while the producers are hitting new lows.
My question is: at what point does the risk/reward become such that rotating into the producers make sense?
This has so far been good call because ENB has faired well while the producers are hitting new lows.
My question is: at what point does the risk/reward become such that rotating into the producers make sense?
Q: Thoughts on Tourmaline 1st quarter earnings?