Q: What is your current view on BLX? Do you see any upside in the share price?
Regards,
JR
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Innergex Renewable Energy Inc. (INE)
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Boralex Inc. Class A Shares (BLX)
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Invesco Solar ETF (TAN)
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iShares S&P Global Clean Energy Index Fund (ICLN)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)
Q: Hi 5i,
I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?
Thanks!!
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NextEra Energy Inc. (NEE)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Boralex Inc. Class A Shares (BLX)
Q: Can you please rank the above utilities for Value. I used EV/EBITA data from Yahoo Finance and got this: NPI (8), BIP.UN (11), FTS (12.7), BLX (13), BEP.UN (15), NEE (26), AQN (28)
Thanks!
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Thomson Reuters Corporation (TRI)
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Exchange Income Corporation (EIF)
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Boralex Inc. Class A Shares (BLX)
Q: Looking for 5 names for my Cdn TFSA . Must pay a dividend. Currently hold GSY, ATD, BAM.A EFM, DOO, DFY.
Thank you
David
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TMX Group Limited (X)
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Exchange Income Corporation (EIF)
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Boralex Inc. Class A Shares (BLX)
Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!
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NextEra Energy Inc. (NEE)
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Fortis Inc. (FTS)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I am trying build a list of buy and forget core stocks for each sector. I hold the following utilities in various accounts: FTS, BIPC, BEPC, AQN, NEE, BLX, NPI. Can you please rank these for safety and also for growth. I hold BLX in a corp account because it has the lowest yield - do you see BLX as a long term buy and forget stock? Thanks.
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Methanex Corporation (MX)
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Enghouse Systems Limited (ENGH)
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Parex Resources Inc. (PXT)
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TMX Group Limited (X)
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Sleep Country Canada Holdings Inc. (ZZZ)
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Boralex Inc. Class A Shares (BLX)
Q: Hello 5i team:
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks
Q: What are your 3 favourite Canadian Growth stocks not currently held in the 5i Growth Portfolio? Thanks
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Enbridge Inc. (ENB)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Boralex Inc. Class A Shares (BLX)
Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?
I value your opinion.
Thanks,
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Fortis Inc. (FTS)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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iShares Global Agriculture Index ETF (COW)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.
Q: HEY GUYS
JUST WONDERING IF YOU HAVE A PREFERENCE BETWEEN THESE TWO AND IF SO WHY
THANKS AS ALWAYS
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Northland Power Inc. (NPI)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Given the recent decline in these stocks, would you add more money into them? Could you rate them in terms of which ones you would add to (first to last) and their valuations (best valuation to worst valuation)?
thanks
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Extendicare Inc. (EXE)
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Innergex Renewable Energy Inc. (INE)
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Polaris Renewable Energy Inc. (PIF)
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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
Q: What is your comments on likes of BLX-T NPI-T not doing anything...With there wind exposure in Europe...
Read Answer
Q: Can you please provide your insights on Boralex and Parkland and their valuations.
How do you see them perform ?
Thank you
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Northland Power Inc. (NPI)
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Hydro One Limited (H)
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Boralex Inc. Class A Shares (BLX)
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Fortis Inc. (FTS)
Q: Peter,
Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.
Thank you
Paul
Q: Is BLX worth the new valuation or would you expect it to settle down significantly?
Read AnswerQ: BLX SPIKED UP 10% YESTERDAY.WHAT IS THE REASON?
Read Answer
Q: What are your thoughts on BLX and LSPD ? What is the financial situation of the companies and future prospects?
Thanks
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Northland Power Inc. (NPI)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.
Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.