Investment Q&A

Q: For a long-term hold can you list the top 5 utilities in Canada, that you would recommend. TY

Q: Hi there,

I’m a long term holder of NPI, of course it’s been very weak along with the renewable sector. Last several days it’s showing some life.

Is it just general movement with rest of the utilities in anticipation of lower interest rates or is there something else? Longer term HOLD ie. +3-5 years (also own CPX).

Thanks a lot!

Q: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.

Q: NPI continues to be in the doldrums despite recent earnings being quite decent. Do you feel optimistic about an eventual price recovery?

Q: Just wondering about the recent results for Northland Power. Seems to be a neutral response to it. Thank you.

Q: Peter; I’m baffled by the trading in NPI. Last earnings beat estimates by a substantial margin. All the pundits recommendations re price are well above the current price. Could they be planning a large secondary issue - or ? Thanks.
Rod

Q: Sir:
In reviewing the trust holdings for Grandchildren, I noticed that these previous darlings of 5i are all on life support. So , going forward, what are your recommendations? Thanks- Jim

Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Q: I am looking to consolidate two small positions to one...Which would you pick and why?

Q: I need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim

Q: Hi guys,

I hold these stocks GLXY, DOO, GUD, LSPD, NPI, SHOP and TVE, if it was your portfolio would you keep them?

thanks

Jim

Q: Dear 5i team.

Debating which utilities are still good value, now that there has been a bit of a bounce over the past few months.
I'm considering cpx vs npi, but happy to hear if you think other names have more in the tank as these two seemed to have recovered in lock step.

Many thanks for your help.

Q: Thoughts on the latest quarter? Seems just fine.

Q: I'd like your opinion on these two stocks in the renewables sector. Which one or both do you think is a preferred for a 5 year hold? Is there another company that may be positioned better for this sector? Thank you.

Q: Hi,
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."

It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...

First question: Am I missing something?


Second question: With what we know now at what price would you feel that NPI is a real bargain?


Thank you

Michel

Q: Thoughts on the quarterly report please. Do you feel they are making the correct adjustments to improve their outlook? Do you continue to see them as a cautious hold? Thanks.

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…

Q: hi,
I own these as a basket of these smaller renewable stocks ( I own other larger names including Brookfield renew. as well ). the share price of these is struggling. what are your current thoughts on the balance sheets, growth prospects etc. If possible could you rate as a buy, hold,sell, and flag any that are in significant financial difficulty. my feelings are to just hold them all, perhaps a few get takeover offers, and prices move up when rates go down?
cheers, chris

Q: Good morning. I've held NPI for a number of years and recent weakness has brought prices down to my cost base. A new analyst report from National Bank considers the stock to be undervalued and I'm considering increasing my holdings. I already own BEP.UN.? Your opinion on a price rebound for NPI.
Thanks.