Q: Hi, could you please comment on AQN’s earnings release. Thanks.
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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: Retired, I am not what we call an eco-anxious, but I never thought I had experienced such a degradation of the climate in my lifetime. So I put my money where my mouth is. I have sold my all my energy stocks. I bought in place some BEPC and would like to know one or two other suggestions. Are there other green energy solutions? Canadian stocks only.
Thank you for your very helpful advise.
Yves
Thank you for your very helpful advise.
Yves
Q: Within the past month or so, you stated that you like BEP. But they have been languishing now for some time and trading sideways. Do you see their stock values returning to their previous pattern soon?
Q: Hello, I'm looking to take a large position (for me!) as part of a generational investment approach and I'm trying to decide between the two or to invest in both.
Here are some the questions I was hoping you could include in your answer:
Do you see these as good candidates for a set-it-and-forget-it long term investment?
What are some of your reasons for preferring one over the other?
Do they ship a similar product mix?
Do they have similar revenue growth - both pipeline and non-pipeline?
Is there a difference in financial health/dividend stability?
Do they ship to similar places? eg Henry Hub for gas/Texas refineries vs cross-Canada vs international shipping ports?
Would you prefer one vs the other or would you allocate a portion in each?
Here are some the questions I was hoping you could include in your answer:
Do you see these as good candidates for a set-it-and-forget-it long term investment?
What are some of your reasons for preferring one over the other?
Do they ship a similar product mix?
Do they have similar revenue growth - both pipeline and non-pipeline?
Is there a difference in financial health/dividend stability?
Do they ship to similar places? eg Henry Hub for gas/Texas refineries vs cross-Canada vs international shipping ports?
Would you prefer one vs the other or would you allocate a portion in each?
Q: What are your thoughts on TA's Q2 results and the stock's valuation at this level? Thanks
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- TransAlta Renewables Inc. (RNW)
Q: Seems like many of the renewable stocks are showing weak earnings and/or weak stock prices. Is this a short/.medium/long term trend? Are they short term covid related issues?
Q: Is CU a good long term hold for dividend growth? Their recent dividend growth was lower than their historical average. Is this something of concern?
Q: Would you recommend continuing to hold Enbridge with OPEC's current stance? Great dividend but if little or not growth, should I look elsewhere? Thanks.
Q: In your last commentary on Freehold, you referred to it as "decent". Noting it is tied to a commodity over which they have little pricing control. Does their latest quarter (reported August 10th) as well as the 25% increase in the dividend change your thoughts ?
Q: What are your thoughts on earnings. Is it time to buy on this dip?
Q: Will you please recommend some natural gas producers, preferably with strong and growing dividends.
- Inter Pipeline Ltd. (IPL)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Hello 5i Team
Inter Pipeline according to the TMX website has 429,219,175 Listed Shares Outstanding and 429,200,000 Total Shares (All Classes) outstanding.
Inter Pipeline according to Q2 financials has 429,200,000 shares outstanding.
Brookfield in their press release dated July 15 states the Brookfield entities own 41,848,857 shares and have an economic interest (but not voting control) through Total Return Swaps in 42,492,698 shares.
1 – Why is there a discrepancy in the shares outstanding on the TMX website and IPL’s financial statements?
2 – What is the actual number of shares that are required to be tendered to BIPC’s offer to meet the 55 % requirement set by the Alberta Securities Commission?
3 – What happens if the percentage of IPL shares tendered to BIPC offer is greater than 55 %, but less than 90 % (where BIPC can force the takeover of the remaining IPL shares)?
Thanks for all you answers during the saga of this takeover.
Inter Pipeline according to the TMX website has 429,219,175 Listed Shares Outstanding and 429,200,000 Total Shares (All Classes) outstanding.
Inter Pipeline according to Q2 financials has 429,200,000 shares outstanding.
Brookfield in their press release dated July 15 states the Brookfield entities own 41,848,857 shares and have an economic interest (but not voting control) through Total Return Swaps in 42,492,698 shares.
1 – Why is there a discrepancy in the shares outstanding on the TMX website and IPL’s financial statements?
2 – What is the actual number of shares that are required to be tendered to BIPC’s offer to meet the 55 % requirement set by the Alberta Securities Commission?
3 – What happens if the percentage of IPL shares tendered to BIPC offer is greater than 55 %, but less than 90 % (where BIPC can force the takeover of the remaining IPL shares)?
Thanks for all you answers during the saga of this takeover.
- PPL Corporation (PPL)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: I'd like your opinion in regard to which of the above would be the best investment over the next five years? Perhaps you could rank them from highest to lowest in your opinion. I've included BIP because of their likely acquistion of IPL and the broad level of infrastructure that they represent. With thanks, Don
Q: Hi team I sold Transalta Renewables (RNW) today out of my Cash account @ 63% profit and my TFSA @ 84% profit. Not particularly happy with todays report and future forecast.
Looking for a good solid replacement with a bit of growth and dividend. I am thinking of Brookfield Renewable BEP.UN and Hydro One (H) both in your Income Model Portfolio. Looking for your thoughts, good entry points and any additional suggestions. My total Utilities Sector now sits at 9%. Thanks.
Bill
Looking for a good solid replacement with a bit of growth and dividend. I am thinking of Brookfield Renewable BEP.UN and Hydro One (H) both in your Income Model Portfolio. Looking for your thoughts, good entry points and any additional suggestions. My total Utilities Sector now sits at 9%. Thanks.
Bill
Q: Could you comment on RNW results-seems like a disappointment and surprise
Q: Given the under-investment in oil exploration over the past several years, I am seeking an investment in an oil name with strong reserves to complement my SU holding. Can you suggest a couple options with sustainable supply (low depletion) over the medium term to capitalize on the anticipated price rally needed to spur new investment in supply. Thank you.
Q: Bep.un dropped from its peak of some $63 in Jan 2021 to May & since then has been trading in a range. Is this sector related rather than company specific? Txs for u usual great services & views
Q: Want your opinion on valero, was a recommendation from Wilsey asset management thx
Q: Decent quarterly results again. What do you think, is this stock ever going to take off?
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Restaurant Brands International Inc. (QSR)
- Thomson Reuters Corporation (TRI)
- Leon's Furniture Limited (LNF)
- Hydro One Limited (H)
- ECN Capital Corp. (ECN)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.