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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: 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: If we do not want to accept the current Brookfield offer of $16.50 for IPL what happens now that we have received the offer from Brookfield. Will IPL be sending us a voting right to accept or decline this Brookfield offer soon?
Read Answer Asked by Vicki on March 08, 2021
Q: I recently yielded to Bitcoin craze and bought GBTC ETF as a hedge. However, I noticed that, on bad days, GBTC is dropping faster than bitcoin and, at the moment, it trades at significant discount to NAV. I can explain this by the lack of redemption program. However, my main concern here whether the amount of BTC per share is fixed (according to Greyscale website it is 0.00094690) or can be freely manipulated by the fund? What concerns me is the footnote that this is the rate as of March 3. I checked the prospectus and don't see anything there about BTC/share ratio. Basically, if the fund can reduce BTC/share at will, the investment value here is quite questionable. Do you have any information/thoughts on this?
Read Answer Asked by Mike on March 08, 2021
Q: Hi 5i team,

My question is on the future of natural gas as a heating source in Ontario, for example. I will not try to make this overly political and just provide facts based on carbon tax rates from Enbridge's site: https://www.enbridgegas.com/Natural-Gas-and-the-Environment/Enbridge-A-Green-Future/Federal-Carbon-Pricing-Program

As of April 1st Ontarians will pay 7.83 cents / cubic metre in Carbon ta . With current Gas Supply Charge (GSC) at 10.356 / cubic metre this works out to a ct of 75.6% before hst. I a short 9 years this will increase to roughly 320% ((170 ÷ 40 * 7.83) ÷ 10.356) of the GSC.

So my question is: If people move off natural gas to heat their homes, what impact will this have on the pipelines. Do you see any other investment themes to replace natural gas? Basically get off the grid solutions, although they are really expensive today,

Thx

Read Answer Asked by Christopher on March 08, 2021
Q: Seems like the renewables and utilities are seeing a downward spiral..Is this due to rising bond yields and will they become attractive at a certain point.
Read Answer Asked by terrance on March 08, 2021
Q: Do you have suggestions of companies (hardware or software, small or large cap) that would stand to benefit from increased investments to upgrade the US electrical grid (regional or local) in view of the Texas event and the general increase in electrical demand due to EV use?
Read Answer Asked by Christian on March 06, 2021
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