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?
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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: comment please on PIF recent earnings release
thank you
thank you
- Northland Power Inc. (NPI)
- Innergex Renewable Energy Inc. (INE)
- Polaris Renewable Energy Inc. (PIF)
- Boralex Inc. Class A Shares (BLX)
Q: hi,
I own these as a basket of these smaller renewable stocks ( I own other larger names including Brookfield renew. as well ). the share price of these is struggling. what are your current thoughts on the balance sheets, growth prospects etc. If possible could you rate as a buy, hold,sell, and flag any that are in significant financial difficulty. my feelings are to just hold them all, perhaps a few get takeover offers, and prices move up when rates go down?
cheers, chris
I own these as a basket of these smaller renewable stocks ( I own other larger names including Brookfield renew. as well ). the share price of these is struggling. what are your current thoughts on the balance sheets, growth prospects etc. If possible could you rate as a buy, hold,sell, and flag any that are in significant financial difficulty. my feelings are to just hold them all, perhaps a few get takeover offers, and prices move up when rates go down?
cheers, chris
- Fortis Inc. (FTS)
- Polaris Renewable Energy Inc. (PIF)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i,
I would like to sell BEPC to benefit from tax loss and buy back in 31 days.
Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF
Also have :
2.5% BIP.UN
1% BAM
2% BN
I am retired, like dividends and some growth.
1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.
( Will probably increase BAM some more.)
3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?
Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)
I would like to sell BEPC to benefit from tax loss and buy back in 31 days.
Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF
Also have :
2.5% BIP.UN
1% BAM
2% BN
I am retired, like dividends and some growth.
1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.
( Will probably increase BAM some more.)
3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?
Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)
Q: Both seem to be in same field, different geography. With varying degrees of risk. In terms of upside potential 3-5 years how would you rank between them and why?
Q: How do you like the results from today and it’s future growth opportunities?
- Sangoma Technologies Corporation (STC)
- Tricon Residential Inc. (TCN)
- Polaris Renewable Energy Inc. (PIF)
- ECN Capital Corp. (ECN)
Q: Very different companies. How would you rank high to low probability of 12-24 month recovery in price and future growth?
- Sangoma Technologies Corporation (STC)
- Polaris Renewable Energy Inc. (PIF)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Hut 8 Corp. (HUT)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Greenlane Renewables Inc. (GRN)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Copperleaf Technologies Inc. (CPLF)
Q: HI,
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers
Q: What are your views on the latest earning results for Polaris Renewable Energy and its future growth? The share price has been dropping after a nice run-up. Would you rate it a hold/buy/sell? Thanks
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Polaris Renewable Energy Inc. (PIF)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi 5i team.
about 6 weeks ago sold AQN for a tax loss and increased position in FTS and bought some BEPC on top of BEP.UN as I am thinking of switching to BEPC to make life less complicated tax wise.
Problem (and a good one to have) is that I have a large capital gain in BEP.un.
Utilities portions as total of all portfolio.
BEP.UN is about 2%
BEPC about 1%
Fortis about 2%
Polaris about 1%
Question is what to sell or reduce to add in AQN back at about 2%?
Would you suggest a different mix?
I like the dividends and am OK w slow to moderate growth - retiree and looking at conservative ongoing investment. (I like all of these stocks.)
I am willing to pay some taxes as I worry about the capital gains tax rate rising at some point under our current government.
Subtract as many questions as needed.
Thank you.
about 6 weeks ago sold AQN for a tax loss and increased position in FTS and bought some BEPC on top of BEP.UN as I am thinking of switching to BEPC to make life less complicated tax wise.
Problem (and a good one to have) is that I have a large capital gain in BEP.un.
Utilities portions as total of all portfolio.
BEP.UN is about 2%
BEPC about 1%
Fortis about 2%
Polaris about 1%
Question is what to sell or reduce to add in AQN back at about 2%?
Would you suggest a different mix?
I like the dividends and am OK w slow to moderate growth - retiree and looking at conservative ongoing investment. (I like all of these stocks.)
I am willing to pay some taxes as I worry about the capital gains tax rate rising at some point under our current government.
Subtract as many questions as needed.
Thank you.
Q: PIF hits an all-time high! Very unexpected. Can you tell me what's going on and whether it's worth holding for more?
- Extendicare Inc. (EXE)
- Innergex Renewable Energy Inc. (INE)
- Polaris Renewable Energy Inc. (PIF)
- Boralex Inc. Class A Shares (BLX)
Q: hi, these equities are overvalued, over-leveraged, with shrinking earnings, according to Morningstar Canadian Dangerous strategy. do you think any are compelling sells now, and which would you Hold?
thanks, Chris
thanks, Chris
- Sangoma Technologies Corporation (STC)
- CI Financial Corp. (CIX)
- Descartes Systems Group Inc. (The) (DSG)
- Superior Plus Corp. (SPB)
- BRP Inc. Subordinate Voting Shares (DOO)
- Polaris Renewable Energy Inc. (PIF)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?
In what order would you sell?
Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard
- Canadian National Railway Company (CNR)
- Manulife Financial Corporation (MFC)
- Polaris Renewable Energy Inc. (PIF)
Q: I want make some changes to my portfolio with the goal of getting closer to your Balanced Equity portfolio. I am overweight in CNR.ca, 10% loss on MFC.CA and have gain of 120% for PIF.CA. What would be your suggested 5 equities to replace these? The rest of the portfolio does not have any Consumer or Tech and CNR is only industrial.
Do you think it makes sense to sell all of PIF.CA?
Thank you for your advice!
Do you think it makes sense to sell all of PIF.CA?
Thank you for your advice!
Q: Hello
Could I have your thoughts on PIF earnings, growth forward and any comments on the sale of carbon credits which I find interesting (money for nothing).
Appreciate it thanks
Could I have your thoughts on PIF earnings, growth forward and any comments on the sale of carbon credits which I find interesting (money for nothing).
Appreciate it thanks
Q: Hi team,
How does it rank among your preferred utilities ? Why ?
Would you buy it now for good growth in a reasonable period of time ?
Have a good day,
Jacques IDS
How does it rank among your preferred utilities ? Why ?
Would you buy it now for good growth in a reasonable period of time ?
Have a good day,
Jacques IDS
Q: Any idea what is driving Polaris up today on big volume? THANKYOU
Q: I have seen price targets of25-27 dollars on this stock but never get the impression that 5i is that impressed with this company. Please give your thoughts both good and bad on this company. THANKYOU
Q: In the field of renewable energy; what would be a good way to invest in Geothermal energy?