Review of NPI
JUN 15, 2020 - The company has done a great job of decreasing leverage over the years and diversifying its asset base. The dividend payout has also improved. Rating upgraded to 'B'.
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Northland Power Inc. (NPI)
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Innergex Renewable Energy Inc. (INE)
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TransAlta Renewables Inc. (RNW)
Q: With utilities, I believe 5i likes BEP best for management and outlook for the future, but based on current price, which of the above 5 energy stocks represents the best value? For my own learning, I would appreciate knowing what main metrics you are using to determine value?
Thanks!!
Q: Please comment on NPI earnings. Is the growth there for the next few years? Would you pick BEP or NPI for future growth?
Read Answer Asked by Dennis on February 24, 2021-
Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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JP Morgan Chase & Co. (JPM)
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Lockheed Martin Corporation (LMT)
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Visa Inc. (V)
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Xylem Inc. New (XYL)
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Enbridge Inc. (ENB)
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WSP Global Inc. (WSP)
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Northland Power Inc. (NPI)
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Premium Brands Holdings Corporation (PBH)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Omega Healthcare Investors Inc. (OHI)
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Trane Technologies plc (TT)
Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%
They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.