Q: Hi, if we are in a lower for longer or forever energy pricing environment what might be the impact on the above companies? Also, do you think their dividends could conceivably be in jeopardy? Thanks.
Read Answer-
Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: It looks as though utilities, and renewable utilities in particular, have taken off, while Canadian pipelines, which are also traditionally stable investments, are either flat or dropping.
Do you have any comments on whether:
1. this is a short term disparity or a fundamental shift,
2. whether one group is better than the others at current prices, and
3. If the recent drop now otherwise creates a good point of entry for any or all?
Q: Hi 5iTeam,
Which one of these two: NPI and AQN would you prefer?
Cheers,
