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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Greetings 5i.

I would like your view on the following. Would you prefer to buy a basket of power utilities (FTS/H/AQN etc) to create a hybrid ETF for sector exposure? (if so, can you provide a list of your favorites?) Or is it worth the mer to buy an ETF that has most of them embedded within? In which case, which ETF would you recommend?

Many thanks for your help.
Read Answer Asked by Arthur on July 06, 2021
Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks
Read Answer Asked by Daryl on June 10, 2021
Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal
Read Answer Asked by ed on June 02, 2021
Q: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.
Read Answer Asked by Maureen on May 04, 2021
Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.
Read Answer Asked by Rob on April 30, 2021
Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Read Answer Asked by El-ann on April 23, 2021
Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.
Read Answer Asked by ed on April 23, 2021
Q: I have a considerable position in AQN and a small position in BEP.UN. In examing the one-year performance of the three companies I calculate that AQN's stock price is flat, BEP.UN is up about 40% and NPI is up about 45%. Would you recommend selling the laggard, AQN, and investing the proceeds into one or both of NPI and BEP.UN. Also is there a company in this sector that you would prefer over these three?
With appreciation,
Ed
Read Answer Asked by Ed on April 21, 2021
Q: Good Day; I'm considering a switch between my current holding of AQN (I've had for a few years and have an unrealized capital gain) and moving into NPI with the recent acquisition news. The capital gain tax consideration aside, how would you compare the growth and dividend profile between these two companies for the medium to long term future based on the recent NPI acquisition.

thanks,
Read Answer Asked by g on April 21, 2021
Q: With the transition of gasoline/diesel engine car/truck to EV, the electricity will be consumed more and more in the near future. Do you have any idea what kind of electricity related companies will benefit from this EV transition and what do you suggest we should prepare for it regarding investment?

Thanks
Read Answer Asked by Adam on April 16, 2021
Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!
Read Answer Asked by Grant on April 07, 2021
Q: hello 5i:
We hold AQN and BIP.UN in the utilities space and I'd like to increase by either adding to an existing position or initiating a new position. We also hold BAM.A, so indirect exposure to BEP.UN. Using safety and valuation as the primary metrics, can you rank the stocks above?
thanks
Paul L
Read Answer Asked by Paul on March 18, 2021
Q: The majority of our utility holdings are in FTS /AQN, and when looking at value metrics: EV/Rev, p/b, forward p/e and yield, these 2 stocks appear to rank highest of the stocks listed above. NPI seems to be 3rd best in value, but it does have a higher p/b ratio. We also hold the following utilities in decreasing weight: BEP.UN, NPI and INE. We need to trim SU/ENB and want to add more to some or all of the latter 3 utilities - would you add the most to BEP.UN then NPI or focus on just BEP.UN? INE appears to be a bit over-valued at this time. Should we continue to hold INE, sell or add on more significant dip? We income/growth investors with 10+ year time horizon.
Thanks!!
Read Answer Asked by Grant on March 11, 2021
Q: Hi, could you please explain the degree of the sell off in the renewable space. Any long term fundamental change in the industry? based on recent results any you would avoid.? Thanks
Read Answer Asked by Gary on March 05, 2021
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