Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?
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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: Dec '24 - Bought deal offering at $58.80 per Common Share, for total gross proceeds of approximately $460 million.
If the big boys bought at 58.80 would a current 53.00 not be "a good deal"
Do you see any tariff implications or any other down side?
Your comments please.
If the big boys bought at 58.80 would a current 53.00 not be "a good deal"
Do you see any tariff implications or any other down side?
Your comments please.
Q: Hello Team,
A lot of power producing companies, including CPX, had a great run since the advent of AI and the need to power data centers sprouting everywhere. With the news about Deep Seek a lot of them took a shaving yesterday. Do you think CPX can recover? Thank you as always for your valuable insight.
Adel
A lot of power producing companies, including CPX, had a great run since the advent of AI and the need to power data centers sprouting everywhere. With the news about Deep Seek a lot of them took a shaving yesterday. Do you think CPX can recover? Thank you as always for your valuable insight.
Adel
Q: Why the rather large decline of CPX today? Is it a good opportunity to buy?
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Quanta Services Inc. (PWR)
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Capital Power Corporation (CPX)
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Talen Energy Corp (TLNW)
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Vistra Corp. (VST)
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GE Vernova Inc. (GEV)
Q: Of these 'electrification' plays which are your favourites and why for a long term hold?
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Kinder Morgan Inc. (KMI)
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Philip Morris International Inc (PM)
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Royal Bank of Canada (RY)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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National Bank of Canada (NA)
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Pembina Pipeline Corporation (PPL)
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Capital Power Corporation (CPX)
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Cenovus Energy Inc (CVE)
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Ares Management Corporation Class A (ARES)
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Bank of Nova Scotia (The) (BNS)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi,
Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?
Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?
Q: What's up with CPX? I like my utilities to be boring, not bouncing. It leapt up by 7% last Friday, only to drop by more than 6% yesterday and is now down another 3.5% today.
It's done very well in the last year. Is that likely to continue? Would you hold, or trade this one for another utility?
It's done very well in the last year. Is that likely to continue? Would you hold, or trade this one for another utility?
Q: CPX has been very volatile recently with multiple trading days of +/5% swings. What is the cause?
Q: Hello 5i, Could you comment on the reason there is a 7% increase in the share price of CPX today.
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Dominion Energy Inc. (D)
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Duke Energy Corporation (Holding Company) (DUK)
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NextEra Energy Inc. (NEE)
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Capital Power Corporation (CPX)
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TransAlta Corporation (TA)
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
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Fortis Inc. (FTS)
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Capital Power Corporation (CPX)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Hydro One Limited (H)
Q: My utilities holdings include BIP.UN (3.9% of total equity), H (2.1%) and FTS (1.9%). Considering the momentum of CPX and its higher dividend than either H or FTS, what would your thoughts be about the idea of selling both H and FTS to buy CPX? Seems to present more growth potential and higher dividend. My thanks.
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Johnson & Johnson (JNJ)
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Quanta Services Inc. (PWR)
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Canadian Natural Resources Limited (CNQ)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Cameco Corporation (CCO)
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Capital Power Corporation (CPX)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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BMO MSCI USA High Quality Index ETF (ZUQ)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Bank of Nova Scotia (The) (BNS)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?
2) Can you pick 6 stocks that you think should do well for the next 5 years?
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?
2) Can you pick 6 stocks that you think should do well for the next 5 years?
Q: Hello:
First, athis point and post-election, do you think the markets have gotten ahead of themselves?
Second, markets are enjoying a post US election upswing and while most expect further interest rate cuts, why are utilities down in the past fewdays, for example CPX and FTS.
Thank you
First, athis point and post-election, do you think the markets have gotten ahead of themselves?
Second, markets are enjoying a post US election upswing and while most expect further interest rate cuts, why are utilities down in the past fewdays, for example CPX and FTS.
Thank you
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AltaGas Ltd. (ALA)
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Northland Power Inc. (NPI)
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Capital Power Corporation (CPX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: If Trump were to win the US Election he suggested he would create a Dept overseen by Elon Musk to reduce US spending by 1/3rd. One of his targets is Green Energy which clearly he would be happy to eliminate.
How would this affect Renewable Producers like BEPC. Northland Power. Algonquin and other TSX wind n Solar Producers with operations in the US as well as other Canadian Power Generators like Capital Power and Altagas?
Would Trump go as far as to reduce the mandated usage of corn based ethanol or this would not be a target as it would hurt the US Ag industry?
How would this affect Renewable Producers like BEPC. Northland Power. Algonquin and other TSX wind n Solar Producers with operations in the US as well as other Canadian Power Generators like Capital Power and Altagas?
Would Trump go as far as to reduce the mandated usage of corn based ethanol or this would not be a target as it would hurt the US Ag industry?
Q: Wow, what a big bounce on capital Corp after their qtrly release! But, why? I read it and unless I misread, financial metrics were down over prior compare..other than a big growth in actual power generation. But earnings, revenue, all down, affo a bit up (still down over 9 months)..... What has got everyone so excited?
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NextEra Energy Inc. (NEE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Capital Power Corporation (CPX)
Q: Where do you think this might bottom out? I sold half around 11. It’s in my rif so no tax issue. Just blow it out??
Q: I understand that the growth profile of Capital Power Corp does not look promising for the next couple years. That said, recently there are nice gains in this stok (+25%). Is the stock a hold, buy or sell now at this higher valuation? Is there another utility that is preferred at this time?
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Capital Power Corporation (CPX)
Q: Capital Power has performed extremely well this year, for a utility stock especially. I am wondering how much more room it might have to run. I also hold AQN at a loss large enough to eliminate my gain on selling CPX, so tax considerations are not an issue. I am pondering the wisdom of selling both AQN and CPX and replacing with another utility such as BEP.UN. I am looking at capturing a yield >5%. Any other suggestions would be welcome.
Q: Hi, what do you think would you be the reason that CPX is doing so well lately?
I didn’t buy a year or so ago because it was always rated a notch lower than ENB,TRP, BICP,ATCO etc. Would you say it is a good buy now due to it participating in electricity grid. Or is it getting too expensive?
Thanks
I didn’t buy a year or so ago because it was always rated a notch lower than ENB,TRP, BICP,ATCO etc. Would you say it is a good buy now due to it participating in electricity grid. Or is it getting too expensive?
Thanks
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Fortis Inc. (FTS)
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Northland Power Inc. (NPI)
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Capital Power Corporation (CPX)
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Hydro One Limited (H)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: For a long-term hold can you list the top 5 utilities in Canada, that you would recommend. TY