Investment Q&A

Q: These companies represent 17% of my portfolio, with ENB and NPI positions being 3.5% each and the remaining approx 2 % each. Recently stock prices of several of these have increased 10 % or so.

Should I adjust any of these positions?

Without really knowing the remainder of my account, what percent in utilties would be suitable for a ten year horizon?

Q: Hi 5i Team:

Good day!

I am owning the above 4 stocks with a total less than 4.5%. The largest one is ENB. Instead of putting my cash (more than 10% of my portfolio) I wonder if I should buy more of some of these 4 stocks to earn dividend. I realize the stock may go up/down. My current holdings are well diversified, and having a good gain. I don't want to add more, or until I sell any of the current ones.

Your opinions and recommendations please.

There are more than one stock in my question, please take as many points as you need to.

Thank you.
Louisa

Q: Hi, how do you compare these two companies? And is it better to choose one of them or have both?

Thanks!

Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.

Q: In reviewing the 5i responses to questions on these 3 companies you seem to favour BEP. In examing the numbers for the last 5 years through Morningstar I noted the following:
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.

Q: Hello Gentlemen,
Are the above listed companies still buyable at this time?
Thank you

Q: Seems like the renewable energy area has a future. Could get your top 6 stocks that you would purchase for growth and dividend? Which would be most affected if interest rates were to gradually rise? Thanks for the great service. Would like to stay in the cdn market, but a top us one or two would be appreciated.

Q: There was an anylist on BNN a couple days ago that mentioned aqn has huge potential for organic growth through current project in production coming on line thru 2020 & 2021. Could you look into this and provide growth projections thx

Q: Aqn appears to be on a tear. Will report yearend on feb 28. A buy at this price and do have a comment on expected earnings.? Would you recommend the purchase of npi also and expected earnings?

Q: Do holdings in excess of $100M in AQN require reporting on CRA form 1135 ?

Q: Already own the above 2 utilities--would like to get 2 more.
What would you suggest?

Thanks

Q: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!

Q: If you were to add fresh money today, would you pick BEP.UN or AQN? This is for long term hold in my RRSP

Q: Do you think AQN lost an investor or gained an investor based on yesterday’s trading

Thanks

Q: What are your top “Green” stocks for 2020 and what would be your top REIT stocks as well?

Thanks

Q: Looking at a 3 to 5 year time horizon, please rank the above companies as to total growth prospects.
Thanks again. RAM

Q: Do you think there would be too much correlation investing in these three company's, or could they be different enough to buy all three, thanks?

Q: Note: This is a duplicate of an earlier question for which I have not received an answer.
I have some additional funds to add to one of the above companies. Which one seems better and why? Much appreciated as usual. RAM

Q: What do you think about Algonquin’s growth prospects over the next 5-years?

Q: I am in my early 30’s. In terms of creating a strategy for buying and selling stocks shouldn’t I just always be buying stocks, even if the market goes down?

If I have a 30-year run way until I start withdrawing or using the funds wouldn’t it be best to just find great companies to average into?

Your thoughts are greatly appreciated in advance.

Thanks,

Dave