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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: What order would you place these for buying right now...and maybe a bullet point as to why or why not for each? Many thanks!
Read Answer Asked by Doug on March 31, 2025
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
Read Answer Asked by Michael on November 28, 2024
Q: Just reading about the takeover of RNW by TA. Not really interested in TA as I need income and the reduction in yield will go from 8.55 down to 1.88% with only 1.03 shares of TA for every share of RNW. My question is if RNW happens to trade above the $13 mark, will it be better to just sell all of those shares if this happens?

Thanks
Jeff
Read Answer Asked by JEFF on July 11, 2023
Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?
Read Answer Asked by Chris on February 23, 2023
Q: Hello 5i Team

I previously owned TransAlta (TA), when they cut the dividend in 2015/2016 and took the capital loss at the time.

I have owned RNW since 2015, so I currently have a small capital gain.

Upon RNW and TA news release on December 15, it appears the future for RNW is not great and several analysts have stated the best course of action would be for TA to take RNW private (similar to what Enbridge did with Enbridge Income Fund in 2018). Otherwise they indicated no dividend growth and a potential future cut in RNW dividend.

Questions are:

1 - Would it make sense to sell my RNW shares and purchase TA shares (essentially trading dividend income for future stock growth).

2 - Consider the RNW and TA not buyable and finally sell out RNW and buy something else. Any suggestions?

3 - Where does Brookfield fit in with Trans Alta, as they previously made a deal in 2018/2109 for a future purchase of TA hydro assets?

Thanks for all the information in the Q&A portion of 5i.



Read Answer Asked by Stephen on December 21, 2022
Q: As a follow-up to my earlier question since TA owns 60% of RNW and according to the Globe the market cap of RNW is $4.9 billion, TA's share of RNW would be $2.94 billion. TA's total market cap is $3.45 billion. How would you asses the value of TA's other assets. Are any of these assets in renewable energy.
Read Answer Asked by Irwin on March 14, 2022
Q: Could you comment on TA's fourth-quarter and year end results. It seems to trade at approximately 6.5 times free cash flow. How does this compare to other companies in its sector. Does it own 60% of RNW through its ownership of of TransAlta Generation Partnership which owns which owns 23% of RNW(see TransAlta Corporation | 2021 Annual Information Form)and its 37% direct ownership?
Read Answer Asked by Irwin on March 10, 2022
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