Investment Q&A

Q: Hello
Can on comment on Transalta and Hydro one earnings?
Many thanks
Stephane

Q: Greetings 5i team.

Last comparison was back in March/21. Can you review and update based on most recent results of both Co's and stock price action?
RNW still your preferred of the two today and looking forward?
For Alberta specific, any others you might throw in the mix?

Thanks for your help.

Q: What are your thoughts on TA's Q2 results and the stock's valuation at this level? Thanks

Q: Hello 5i Team
TransAlta (TA) and TransAlta Renewables (RNW) released results March 03.
1 - What are your thoughts on the earnings for both companies?
2 - Which company do you think will provide the best return going forward?
3 - What are your thoughts on purchase price where both companies become interesting?
4 - Why do you think RNW has not raised their dividend for several years, given that they are a "yieldo". Are they receiving a better internal rate of return on drop down projects from TA then the dividend rate?
Thanks

Q: Firstly Happy New Year to all. Your forward view on grn. TD this morning reduced rnw to hold. Will this curb the upside projected upside for TA. Have a great day

Q: What do you think of the bam purchase of ta shares
Thanks Phil

Q: Could you comment on the latest earnings and provide outlooks. Will you say that both will follow the Canadian utilities index?
Thanks

Q: hi guys i am anew member and i really am happy that i belong to 5i would you recommend these stocks or is there something better thank you

Q: shall Ihold these or sell and move on I don't need the money

Q: Hello
Can you comment on TA, and HR.UN earnings?
Thank you
Stephane

Q: Now that Brookfield has 10.1% of the common stock do you expect any changes at TA going forward?

Thanks
Bob Rose

Q: Looking at these companies. In your view do they look attractive and/or reasonable stable (of course considering the environment we are in).

Thanks.

Q: Outlook please

Q: Hi, any particular reason for the near 5% increase in TA the morning. Thanks.

Q: Hi, could you please rank the preferred shares of the above companies best to worst in order of dividend sustainability only going forward. Are there any you would avoid. Thanks.

Q: Hi, to what extent does BEP’s investment in TA make the dividend on TA preferred shares more secure?

Q: Your opinion on the earnings release and other announcements today. Does it justify the move in the stock?

Q: Hello
Could you give your thoughts on recent TA and HLF earnings?
Thank you.
Stephane

Q: Hi, from a recent Globe article (excerpt below) it appears a substantial activist shareholder group is taking issue with the deal announced with BEP. Do you feel it has the potential to derail the Deal or substantially modify it. So far the market has not reacted to this news. Thanks.

“However, Mangrove Partners, Bluescape Energy Partners and Cove Key Management LP rejected the deal earlier this week for leaning too heavily in favour of Brookfield, and said they would nominate five directors to TransAlta’s 10-member board with the aim of being able to terminate the investment.

On Friday, the investors – which own a combined 10.1 per cent of TransAlta’s outstanding shares – issued a statement calling on TransAlta to release more details on its decision to side with Brookfield, which it called a “rushed process.”

Spokespersons at TransAlta and Brookfield declined to comment.

“Let me be clear: Our goal is not to stop this transaction, but rather to ensure that the company retains the option to pursue or renegotiate a better one," Mangrove Partners’ Mr. August said.”

Q: Hello! What do you think of TA now, given this announcement, and in light of your comments regarding their latest results? Also, the stock price is up by about 4% today. Is it best to sell and move on?
https://www.bnnbloomberg.ca/transalta-strikes-investment-deal-with-brookfield-renewable-partners-1.1234074?fbclid=IwAR1JLfnBK_qAif-rT7p-PKE5cavP6PJJEN8w_u4n1Tcj5nVUe7SzSCC0lzw