Q: BLX SPIKED UP 10% YESTERDAY.WHAT IS THE REASON?
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: What are your thoughts on BLX and LSPD ? What is the financial situation of the companies and future prospects?
Thanks
Thanks
-
Northland Power Inc. (NPI)
-
Boralex Inc. Class A Shares (BLX)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.
Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.
Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.
Q: I notice that blx has a P/E of 121 at the moment. Which seems pretty high. Should this be something to be worried about?
-
Sangoma Technologies Corporation (STC)
-
Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
-
Boralex Inc. Class A Shares (BLX)
-
iShares S&P Global Clean Energy Index Fund (ICLN)
-
Xebec Adsorption Inc. (XBC)
-
WELL Health Technologies Corp. (WELL)
-
PENN Entertainment Inc. (PENN)
-
Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
-
Adcore Inc. (ADCO)
-
DraftKings Inc. (DKNG)
-
Harvest Clean Energy ETF (HCLN)
Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.
Take as many credits as required. Thanks.
-
Algonquin Power & Utilities Corp. (AQN)
-
Northland Power Inc. (NPI)
-
Innergex Renewable Energy Inc. (INE)
-
TransAlta Renewables Inc. (RNW)
-
Boralex Inc. Class A Shares (BLX)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Renewable energy has been beaten up over the last year and seems to be fairly cheap at the moment. With quantitative tightening and raising interest rates on the horizon, would it be prudent to wait to see what happens with inflation before moving into this sector? Which of these names do you prefer? Thanks.
-
Fortis Inc. (FTS)
-
Canadian Utilities Limited Class A Non-Voting Shares (CU)
-
Algonquin Power & Utilities Corp. (AQN)
-
Boralex Inc. Class A Shares (BLX)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: what 5 Canadian utility stocks would you currently recommend and why? please rank them in order of highest to lowest recommendation.
thanks
thanks
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Northland Power Inc. (NPI)
-
Boralex Inc. Class A Shares (BLX)
Q: I'm down about 15% on BIP.UN and am thinking of a tax loss sale and purchasing either NPI or BLX; and then reentering BEP in January. I currently hold CPX and AQN.
A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?
Many thanks!
A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?
Many thanks!
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
Booking Holdings Inc. (BKNG)
-
AbbVie Inc. (ABBV)
-
The AES Corporation (AES)
-
Duke Energy Corporation (Holding Company) (DUK)
-
Home Depot Inc. (The) (HD)
-
Hess Corporation (HES)
-
JPMorgan Chase & Co. (JPM)
-
Medtronic plc. (MDT)
-
Mosaic Company (The) (MOS)
-
Morgan Stanley (MS)
-
Prologis Inc. (PLD)
-
PPG Industries Inc. (PPG)
-
Public Storage (PSA)
-
Sherwin-Williams Company (The) (SHW)
-
Stryker Corporation (SYK)
-
TJX Companies Inc. (The) (TJX)
-
Verizon Communications Inc. (VZ)
-
Exxon Mobil Corporation (XOM)
-
Xylem Inc. New (XYL)
-
Bank of Nova Scotia (The) (BNS)
-
Suncor Energy Inc. (SU)
-
BCE Inc. (BCE)
-
Canadian Natural Resources Limited (CNQ)
-
Loblaw Companies Limited (L)
-
Sun Life Financial Inc. (SLF)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
-
TELUS Corporation (T)
-
Dollarama Inc. (DOL)
-
Fortis Inc. (FTS)
-
ARC Resources Ltd. (ARX)
-
WSP Global Inc. (WSP)
-
Algonquin Power & Utilities Corp. (AQN)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
-
Descartes Systems Group Inc. (The) (DSG)
-
TFI International Inc. (TFII)
-
Whitecap Resources Inc. (WCP)
-
ATS Corporation (ATS)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Primo Water Corporation (PRMW)
-
Premium Brands Holdings Corporation (PBH)
-
Knight Therapeutics Inc. (GUD)
-
Block Inc. Class A (SQ)
-
goeasy Ltd. (GSY)
-
InterRent Real Estate Investment Trust (IIP.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Profound Medical Corp. (PRN)
-
Boralex Inc. Class A Shares (BLX)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
CubeSmart (CUBE)
-
Nutrien Ltd. (NTR)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Extra Space Storage Inc (EXR)
-
MEDIFAST INC (MED)
-
T-Mobile US Inc. (TMUS)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
CrowdStrike Holdings Inc. (CRWD)
-
Jacobs Solutions Inc. (J)
-
Trane Technologies plc (TT)
-
Celsius Holdings Inc. (CELH)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
-
Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
-
Fortis Inc. (FTS)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Northland Power Inc. (NPI)
-
Capital Power Corporation (CPX)
-
Innergex Renewable Energy Inc. (INE)
-
Hydro One Limited (H)
-
Boralex Inc. Class A Shares (BLX)
Q: Here is the current EV/EBITDA ratios for the following energy producers (lowest to highest): CPX (8.3), BEP.UN (9.3), NPI (11.6), FTS (13.0), H (14.0), AQN (16.5), BLX (17.4), INE (37.1). CPX seems to be a top contender for value, with lowest P/B too at 1.49. Considering all factors, please rank from best to worst, in terms of possible best total return over the next 10 years.
Thanks!
Thanks!
-
Duke Energy Corporation (Holding Company) (DUK)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Innergex Renewable Energy Inc. (INE)
-
TransAlta Renewables Inc. (RNW)
-
Boralex Inc. Class A Shares (BLX)
-
Portland General Electric Co (POR)
-
IDACORP Inc. (IDA)
Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!
Thanks!!
-
Algonquin Power & Utilities Corp. (AQN)
-
Alaris Equity Partners Income Trust (AD.UN)
-
Boralex Inc. Class A Shares (BLX)
-
LifeWorks Inc. (LWRK)
Q: Hi 5i Team.
Really enjoy this service.
I am primarily an income investor and will be retiring within the next few months.
No pension.
Need to make some adjustments to my non-income holdings.
Have most of the Income Portfolio.
Looking for 5 - 10 new ideas. Preferably with a little higher yield but still reasonably safe and enough growth to keep up with inflation.
Thanks very much for you help.
Really enjoy this service.
I am primarily an income investor and will be retiring within the next few months.
No pension.
Need to make some adjustments to my non-income holdings.
Have most of the Income Portfolio.
Looking for 5 - 10 new ideas. Preferably with a little higher yield but still reasonably safe and enough growth to keep up with inflation.
Thanks very much for you help.
-
Dollarama Inc. (DOL)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Boralex Inc. Class A Shares (BLX)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
-
Fortis Inc. (FTS)
Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Northland Power Inc. (NPI)
-
Innergex Renewable Energy Inc. (INE)
-
TransAlta Renewables Inc. (RNW)
-
Boralex Inc. Class A Shares (BLX)
Q: If you were to rate the above renewable energy stocks (including the ones you're aware of but not listed above) for yield+growth potential what would be your order of ranking? Thanks.
-
First Solar Inc. (FSLR)
-
Algonquin Power & Utilities Corp. (AQN)
-
Boralex Inc. Class A Shares (BLX)
-
Enphase Energy Inc. (ENPH)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: what would be your top 5 companies be that play into the theme of climate change?
-
Boralex Inc. Class A Shares (BLX)
-
Invesco Solar ETF (TAN)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I would like to have your view on renewables mainly BEPC, BLX .
Do they perform better in a low or high interest rate environment?
Also , your outlook on ETF TAN
Thank you
Do they perform better in a low or high interest rate environment?
Also , your outlook on ETF TAN
Thank you
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Boralex Inc. Class A Shares (BLX)
Q: If I were to sell all or half of my shares in Algonquin Power could you name two or three good replacements. Same field but more growth oriented. Decent fundamentals are important. Thanks.
Q: Can I get your outlook on Boralex and Kirkland gold.
How do you see these stocks performing going forward.
How do you see these stocks performing going forward.
-
First Solar Inc. (FSLR)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Boralex Inc. Class A Shares (BLX)
Q: Want to enter the green energy space to take advantage of the required doubling of our electrical power capacity in Canada and US to meet climate change targets. Brookfield Renewable Partners, First Solar, SolarEdge and Ormat all seem to have merit. Which of these, or another company, would you recommend. Thanks!
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Northland Power Inc. (NPI)
-
Boralex Inc. Class A Shares (BLX)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.
thanks
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.
thanks