Q: Hello, what did you think of their year end results announced in March? Thank you.
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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: Would you continue to hold Macro? Please comment on their earnings report and their future prospects. Thank you for your service. Stella
Q: PHX energy announced this morning an increase in their capital budget. What are your top recommended oil and gas drillers in the large, medium and small cap space ( Canadian listed)?
Thanks.
Thanks.
Q: Good afternoon
What company would you recommend to hold for greater potential upside over the next 1 to 2 years?
Thanks
What company would you recommend to hold for greater potential upside over the next 1 to 2 years?
Thanks
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Fortis Inc. (FTS $70.60)
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Brookfield Renewable Partners L.P. (BEP.UN $38.26)
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Algonquin Power & Utilities Corp. (AQN $8.53)
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Northland Power Inc. (NPI $17.58)
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Capital Power Corporation (CPX $61.51)
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Innergex Renewable Energy Inc. (INE $13.74)
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Brookfield Infrastructure Partners L.P. (BIP.UN $46.67)
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TransAlta Renewables Inc. (RNW $12.48)
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Boralex Inc. Class A Shares (BLX $25.39)
Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!
Thanks!
Q: good morning - thinking of adding more energy. I currently hold SU and CNQ. Which sector members do you think have the best upsides over a long period of time? Thanks
Q: Your thoughts on their latest acquisition, and do you like them more or less now they have announced a third acquisition in the last year or so.
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Enbridge Inc. (ENB $64.94)
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Fortis Inc. (FTS $70.60)
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Brookfield Renewable Partners L.P. (BEP.UN $38.26)
Q: Could you please provide your recommendation from a utility/energy investment standpoint. I have mentioned 3 possibilities here. Trying to gain insight around management effectiveness, leverage etc. For instance, FTS seems to have superior mgmt effectiveness from an ROE, and leverage standpoint, so is that considered superior or depends on investment objective as one is growth vs income oriented. In the end, looking for alternatives as I already own these, and Brookfield has performed very well so now over weighted. Thanks
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Brookfield Renewable Partners L.P. (BEP.UN $38.26)
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Algonquin Power & Utilities Corp. (AQN $8.53)
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Boralex Inc. Class A Shares (BLX $25.39)
Q: With so many Canadian renewable energy companies on the stock market, do you favour any in the mid to long-term period for a position in a RRSP or TFSA?
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ARC Resources Ltd. (ARX $25.18)
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Tourmaline Oil Corp. (TOU $61.32)
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Advantage Energy Ltd. (AAV $11.71)
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Birchcliff Energy Ltd. (BIR $7.28)
Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?
Q: Regarding their year end release. I noticed they have a cash balance of 16.3M which increased in 2020 despite the terrible year. This is almost 1/3 of its market cap in cash. How positive do you view the ability of this company's ability to weather the storm in 2020 and be diligent enough to increase its cash position. Looking for your thoughts as I am getting more inclined to increase my weight slightly as a spec play. thank you.
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Canadian Utilities Limited Class A Non-Voting Shares (CU $41.77)
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Emera Incorporated (EMA $66.39)
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Algonquin Power & Utilities Corp. (AQN $8.53)
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Fortis Inc. (FTS $51.35)
Q: Its astonishing how similar the charts look alike for FTS, EMA and CU. They have had a good move. The charts on AQN and NPI look very similar to each other as well, however moving sideways. Why do you think AQN and NPI seem to be lagging FTS, EMA and CU? Best, Don
Q: Why Sunrun is dropping so much lately. Currently do you see it as a Hold, or sell and move to other better company. Pls share your thoughts
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Enbridge Inc. (ENB $64.94)
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TC Energy Corporation (TRP $74.42)
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Pembina Pipeline Corporation (PPL $51.68)
Q: Hi,
How would you rank the 3 pipeline companies in regards to safety of dividend, revenue growth and dividend growth.
Thank you
Ed
How would you rank the 3 pipeline companies in regards to safety of dividend, revenue growth and dividend growth.
Thank you
Ed
Q: There are some experts who suggest that humanity’s greatest threat is climate change, even more urgent than COVID-19. If this is true then should not all of our future decisions be filtered with a relative carbon footprint weighing.
In your opinion what is the future of the resource sector, particularly energy, in my portfolio?
In your opinion what is the future of the resource sector, particularly energy, in my portfolio?
Q: Is this a good time to consider smaller cap oil and gas stocks? Which would you recommend?
Q: Please comment on their year end financials as well as their new Gomo resourse. Thank you
https://alvopetro.com/News-Events
https://alvopetro.com/News-Events
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Vermilion Energy Inc. (VET $11.19)
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Whitecap Resources Inc. (WCP $11.21)
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Surge Energy Inc. (SGY $6.65)
Q: I need a tax loss, which out of Surge Whitecap or Vermilion would you sell? Would you buy the stock back after 30 days?
Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.
Q: Hi- what do you think of company in light of recent financing - how does balance sheet improve and liquidity ?