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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's lit a fire under the renewables all of a sudden? The market has suddenly fallen in love with them again? Is this a temporary fling or likely to last?

Read Answer Asked by John on March 01, 2022

Q: With the expected increase in electricity needs from the world-wide introduction of electric vehicles, I would like to establish a full position in one or two of the above renewable power companies. Would you please rank them in terms of current valuation, debt, revenue growth and dividend growth. Which would be your overall preference for a 5-10 year hold? If you have another recommendation, what would it be?

That you for all the assistance you provide the DIY investor.

Don

Read Answer Asked by Don on January 17, 2022

Q: Renewable energy has been beaten up over the last year and seems to be fairly cheap at the moment. With quantitative tightening and raising interest rates on the horizon, would it be prudent to wait to see what happens with inflation before moving into this sector? Which of these names do you prefer? Thanks.

Read Answer Asked by Michael on January 14, 2022

Q: All the renewable stocks other than BEP.UN are getting beaten up today. Any news that I missed. Could it be Tax loss selling since the sector is one of the few that has done poorly this year?

Read Answer Asked by Albert on December 14, 2021

Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!

Read Answer Asked by Grant on November 11, 2021

Q: If you were to rate the above renewable energy stocks (including the ones you're aware of but not listed above) for yield+growth potential what would be your order of ranking? Thanks.

Read Answer Asked by Victor on November 05, 2021

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Read Answer Asked by Chris on October 19, 2021

Q: Portfolio Analytics calls for 6% in the Utilities sector, at present made up of 33% Aqn, 33%, Bep.un, 20%Npi, 14% Rnw. Is this diversified enough, a good selection or do you have other suggestions ?
Thank you for your great investing service. Ian

Read Answer Asked by Ian on October 15, 2021

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?

Read Answer Asked by Albert on August 13, 2021

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

Read Answer Asked by William on August 11, 2021

Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!

Read Answer Asked by Grant on April 07, 2021

Q: Hello 5i Team
TransAlta (TA) and TransAlta Renewables (RNW) released results March 03.
1 - What are your thoughts on the earnings for both companies?
2 - Which company do you think will provide the best return going forward?
3 - What are your thoughts on purchase price where both companies become interesting?
4 - Why do you think RNW has not raised their dividend for several years, given that they are a "yieldo". Are they receiving a better internal rate of return on drop down projects from TA then the dividend rate?
Thanks

Read Answer Asked by Stephen on March 05, 2021

Q: With utilities, I believe 5i likes BEP best for management and outlook for the future, but based on current price, which of the above 5 energy stocks represents the best value? For my own learning, I would appreciate knowing what main metrics you are using to determine value?
Thanks!!

Read Answer Asked by Grant on February 25, 2021

Q: Hi 5i
In my tfsa I have the following by percentage
Fsly.us 1.76 %
Fts 1.44 %
Nwh.un 1.82 %
Rnw 1.5 %
Well 1.23 %
I'm in the green with all of them, but i have available cash and don't want to add more stocks to my portfolio ( 26 right now ) So my question if I add to these stocks what would be your thoughts?
Thx
Gerry

Read Answer Asked by Gerry on February 18, 2021