Investment Q&A

Q: With the view that volume of LNG will increase for pipelines , i assume for exports and general demand, what companies should I focus on?

Q: First Energy stock has been dropping although it is still profitable and seems to hold a SOLID businesses.
With the 4.3% dividend would you suggest it is at a good entry point or are there cautions I should be aware of?
Thanks, Ted.

Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian

Q: I started to monitor Enbridge recently. I noticed that the payout ratio is around 185% according to Morningstar. Did ENB maintain such ratio for a long period of time ? If so, how can a cie manage such a ratio for a long period of time ? If not, what has caused the payout ratio to reach that level ?

Q: Can I get your opinion on the stock and their latest earnings report? Thank you.

Q: Marathon has been on a tear but recently it seems to have lost its momentum. I have noticed a number of analyst downgrades in last week. Is this reason for MPC's decline or are their other factors ie hurricane season that I'm not aware of. Would you still recommend it as a buy at this time. Thanks for your expertise

Q: Good Afternoon
I am down 20% on BEPC.
Is BEPC the kind of solid dividend paying blue chip that one can average down?
I will appreciate also your comments for BEPC's prospects going forward.
Thanks

Q: Can you please provide your assessment of most recent results. Is it a buy here?

Q: Any comments about the 6% pullback today?
Jerry

Q: Please comment on Saturn's latest (Q2) results and if it is a buy at current price.

Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

Q: Is the weakness in ENB and other pipeline stocks because of interest rates and the large debts the companies carry?

Thx

Q: Is this company oversold based on current events? Would you feel comfortable taking a position in this?

Q: given debt reduction is a target for this company what is the likelihood they would buy up their pref's on the open mrkt....would be at a significant discount to maturity value...do they need to file paperwork to buy the pref's in the mrkt and as far as you can tell has the paperwork been filed ?...are they buying in the market ?...many thanks

Q: Is TCW a good buy now considering its debt , cash flow, present oil price & your expectations for future oil prices ?
Thanks, Laird

Q: I have a very positive view on renewables, and these stocks are well down today. I have all three of them.
I'm undecided between adding more BEP.UN, which I like best, and NPI, which is more deeply discounted. Morningstar has NPI at five stars.
John

Q: your thoughts on quarterly results and future potential. Is it a buy in the 8.50 range?

Q: I'd like to build on Brian's question of July 24th regarding electrification. I have
a small position in Hammond and a couple of full positions in renewable power producers.

If you wanted to build a small sub-portfolio of stocks for the green energy trend, which companies (and how many) would you include? How much of a total portfolio might you allocate in this direction? Would you include a copper producer or consider this part of your materials allocation?

One area that seems to get very little discussion is companies that make systems to control electrical grids, and I think this will need some focus as generation becomes more distributed (e.g. rooftop solar all over the place). Suggestions in this area would be especially welcome if you think there are players worth consideration.

Thanks for your help, and for all the other people who ask public questions. I learn a lot from their queries!

Q: I own BEPC at a 6% loss, offset a bit by the dividend but have come to the conclusion that I don’t understand the renewables space, and try to avoid investing in things I don’t understand. What is the catalyst to take this higher? Are companies in renewables much like the broader non-renewable energy sector in that they are price takers and subject to cyclicality? I’m feeling like if I want some growth with a small dividend I’d sooner own BN, and if I want a decent dividend with a little growth I’d be better off with BAM? Appreciate your thoughts and opinion as always.

Q: Hi there, I own shares in both these companies. With AQN’s recent announcement that they will be selling their renewable assets I assume that includes their interest in AY.

Do you have any idea what range of share price this sale would happen at, and whether it’s more or less than AY’s share price today?

I am down on both and trying to decide whether to lighten my ownership of one or both.

Thanks!