skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m trying to figure out what’s going on with PIF. As a utility, I understand that higher rates have likely hurt the stock to some extent, but it’s approaching COVID lows. My understanding is that its dividend is only 33% of 2023 cash flow, so no worries there. Yes, its biggest asset is in Nicaragua, but that has not changed (it’s actually less exposed to jurisdictional risk risk as it builds out projects in other jurisdictions). Is there something I am missing?
Read Answer Asked by James on March 22, 2024
Q: Hi. I am trying to figure out how meaningful reported FFO numbers are for a company like Brookfield Renewable. When Brookfield invests in a solar panel project there is a large upfront cost that produces cash flow for a fixed period of time. If the solar panel project has a lifespan of 30 years, the FFO numbers would presumably be similar in year 1 versus year 29. However, the value of the asset would be much lower in year 29 than year 1. When looking at cash flow for a company like Brookfield how do you account for the finite lifespan of some of their investments?
Read Answer Asked by Craig on March 22, 2024
Q: I read a piece In the G&M by Rosie on the weekend re: nuclear energy as a potential outperformer. It mentioned the above firms as potential investments. I did a little homework and of the Cdn firms, the only 1's I thought worth investing in were the ETF and ATRL. I was unfamiliar with the U.S. firms . Can you shed some light on them please? I do have positions in Hammond Power, SMCI & Vertiv, which I'm pleased with and am thinking of adding to. Thanks for any light you can shed on this for me to enhance an informed decision.
Read Answer Asked by David on March 22, 2024
Q: At what price would Canadian Utilities be a good point to buy the stock for dividend income? If there are better companies in the utilities market, please comment on that. I am looking for a company with good dividend prospects for the next 5 years.

And is CU a good bet for capital growth in the next 5 years? If not, what are better options?

Thank you for your valuable input and have a great day!
Read Answer Asked by Cathy on March 21, 2024
Q: I have a ~1% position in ERF (Enerplus), in an RSP, which looks to be taken over by Chord (CHRD). Most of the ERF proceeds would be in CHRD shares (a company I don't know much about), with only a relatively small amount of cash received. Meantime, my portfolio is currently ~8.5% oil & gas (SU, CVE, TOU, IMO, CPG, etc.) but only ~3% "chips" exposed (CHPS.to, MSFT). From your perspective, what do you think of selling some (or all) ERF now, so as to buy something like ASML?

Ted
Read Answer Asked by Ted on March 20, 2024
Q: HELLO PETER AND COLLEAGUES,

Five years ago I was willed a (small) number of shares in Suncor, which seems to have gone through some ups and downs the last few years (more downs than ups when it comes to CEO's replacements and other issues...) but seems to have stabilized somehow lately. Notwithstanding, do you consider CNQ a better run corp with a better chance of success, and should I, for the intermediate time when owning shares in an old fashion energy business still makes some sense, switch my SU position to an equivalent CNQ one? Thank you.
Read Answer Asked by Adel on March 20, 2024
Q: Is Alberta's ban on renewables positive for cpx or negligible.

How about bepc. Thank you

https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b
Read Answer Asked by JACK on March 13, 2024
Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.

Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Read Answer Asked by Savalai on March 12, 2024
Q: I was thinking about rounding out my materials sector for income and was disappointed about the special dividend offered compared to last year. Are they shorter on free cash this year?
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff
Read Answer Asked by JEFF on March 12, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!