Investment Q&A

Q: Hello,is there any reason for the continuous downtrend of AQN since at least one month,wich is not the case for similar utilities? should it be then replaced by another utility stock ?

Q: At the current price level of under $18, is AQN a good "bottom fishing" candidate? How secure is the dividend payout? What's the likelihood of it being slashed? Are there anything on the horizon to resuscitate its stale SP? Thanks.

Q: Hi 5i,
I am overweight utilities and underweight consumer defensive. I am thinking of selling AQN and buying AW.UN. The two stocks pay a similar dividend which is important to me. Do you feel the growth opportunities are stronger with AW.UN than AQN over the next several years? Thanks.

Q: I am trying to steer my and my husband's TFSA's more toward growth. The stocks listed are some of the stocks in our TFSA's that I am considering swapping out in favour of growth-oriented stocks on my watchlist. Can I get your opinion? Do you think that any of the listed stocks have enough growth potential to belong in a growth-oriented TFSA?
Thank you, Doris

Q: May I please have your opinion of Q3 the earnings report Thank you.

Q: I know you like all of the above. As you look through2022 (so 12-18 month horizon) how would you rank each of the 3 stocks on a scale of 1-10 - and what relevant significant opportunity/risks do each face.

Thanks,

Terry

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!

Q: In a rising rate environment I would like to own a stock that has a reasonable dividend and good prospects for growth, I assume you agree with this thesis.
I’m considering buying one of AQN or CSH.UN. Both have approximately the same dividend.
My question is which would you choose as having the greater growth prospects or do you have what you consider a better choice.

Roy

Q: Reference the Ben Pham BMO upgrade on AQN question by Chris on Nov. 10, the Ben Pham upgrade was from 2017 according to Bing Search Engine, just so you know.

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.

Q: hi, Ben Pham of BMO has a report out today on AQN. do you agree with the assessment, and do you see this as a good buy price? this would most likely be a long term hold for me. cheers, Chris

Q: Hi guys

Wondering for a 5+ year hold would you buy Algonquin or Altagas for a secure and steady dividend plus some growth? Do you feel one company has better leadership?

Much thanks

Stuart

Q: Is there latest acqusition of a coal power plant in Kentucky, though it does plan greening hurt the stock along with some dilution with share offering.Just doesn't seem to get traction.

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.

Q: CPX accounts for 2.31% and AQN represents 4.63% of my unregistered portfolio. I was thinking of switching AQN into CPX or rebalancing so that each would be equal. Would there be another dividend producing utility that you would prefer over these two. I already own BEP(2.81%), BIP(2.23%), SPB(1.74%)and F(1.56%). Perhaps putting some of the AQN into one of the latter four mentioned? I do like the nice dividend that CPX provides. I am retired and have a decent pension and my portfolio is geared to dividend income.

Q: I've held AQN far too long (2-3 years, down a few %) and let BEP go much to early (pre-split). Shall I sell my AQN and replace with BEP? Currently AQN is my only stock in that space and though frustrated, I feel over time it will perform. But the same can be said for BEP.

If you had one choice, what would it be.

Cam

Q: what would be your top 5 companies be that play into the theme of climate change?

Q: Hi 5i,
I hold NFI in a reg'd account where I endeavour to buy and hold. A while ago it was up nicely but then lost all its gains and more when the revised guidance came out. Now, with its recent soft recovery and dividends accounted for it's back in black, slightly.
I'm not optimistic about NFI's next couple of years and would like to see better capital gain and dividend income from the funds currently in NFI, and I'm considering WJX as a replacement. What do you think of this move and, if not WJX, can you suggest another one or two names for me to consider?
Much the same circumstances and question regarding AQN, which I think is somewhat stale these days and may be for a few years to come. I'm considering CPX as a replacement and would appreciate your opinion on that move, and your suggestions of one or two other than CPX if you think leaving AQN behind is wise but CPX might not be the answer.
Thanks and please deduct accordingly.
Peter

Q: For a longer term (5-10yr) dividend hold we currently own AQN and are wondering if adding or replacing it with another such as EMA, FTS or NPI is prudent given AQN's flaccid performance over the past 18 months.
Thank you for sharing your insight.

Q: Dear 5i,
I hope you're well today.
I'm trying to pick the "better" company in which to invest new money.
May I have your opinion, please?
I like all three, but between BEP, CPX, and AQN what would be your preference?
Thank you.