skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: The utility stocks appear to be moving out of favour. Is this a good time to add, or has their softening only just begun. I realize it's a market-timing question, so maybe the question is better framed as: on the whole, are Canadian utility stocks running below or ahead of their average levels, whether based on FCF, PE, or some other more relevant metric?
Thanks very much...
Read Answer Asked by Warren on February 23, 2021
Q: Hi Peter and team, Just thought I would ask about the ethical aspects of this so called hostile take-over? In my mind BIPC only with the support of BAM.a and BUFFALO AQUISITION CORP. aka BIF IV (looks like a shell company to me that) are trying to BULLY in here on long suffering shareholders of IPL. Let me try to put this in perspective, IPL has spent nearly four years and nearly four billion dollars engineering, designing, procuring, and constructing and world scale propane dehydrogenation (PDH) and polypropylene (PP) facility, all to the boohoos of the so-called "investment community". The projected increase to IPL's EBITDA is estimated to increase by $400million to $500 million (a double), not including the recent increase in PP prices. Do you think IPL could get one good word out of anyone? Nope, they all stayed clear, even after IPL raised $700 million with the sale of 50% their Europe storage assets. Now IPL is self funding the project thru to it's completion (which significantly de-risks the project from a monetary point of view. Last CC management shared they are ramping up for testing and commissioning which looks like PDH should be up and chugging along by summer. I've been working in the energy industry for 42 years and can share, that a typical approach is to use IP, from patented chemical processes and copyrighted proprietary equipment that is proven. This isn't rocket science. What recourse do shareholders have considering BIPC aka BIF IV have acted unethically by acquiring an additional 10% of IPL without disclosing this to anyone? Who are the responsible authorities that should be looking into this? I would like to thank BIP for acknowledging the new facility has a great business plan as well as PPL ,as they have an almost exact replica (delayed by COVID19) planned in next year.
Read Answer Asked by Keith on February 23, 2021
Q: Further to my question , you answered this a.m. Why is there such an amazing difference in performance between (all one month)?
QBTC- 26.5%
GBTC- 47.13%
BTW-80.79%
Agnostic to currency which one do you suggest and why?

Sheldon
Read Answer Asked by Sheldon on February 22, 2021
Q: In RRSP account I sold BEPC to decrease exposure to BEP (10%) and purchased ENPH to diversify. Plan was to hold long term. I see you like NEE and it is more diversified over renewables and pays a dividend. Does it make sense to sell ENPH to buy NEE since I don't really need an additional stock?
Read Answer Asked by J on February 19, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!