Q: HEY GUYS
JUST WONDERING IF YOU HAVE A PREFERENCE BETWEEN THESE TWO AND IF SO WHY
THANKS AS ALWAYS
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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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 Infrastructure 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...
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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?
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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.
Q: I notice that blx has a P/E of 121 at the moment. Which seems pretty high. Should this be something to be worried about?
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Sangoma Technologies Corporation (STC)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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AcuityAds Holdings Inc. (AT)
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Boralex Inc. Class A Shares (BLX)
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iShares S&P Global Clean Energy Index Fund (ICLN)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
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Penn National Gaming Inc. (PENN)
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Curaleaf Holdings Inc. (CURA)
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Adcore Inc. (ADCO)
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DraftKings Inc. (DKNG)
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Harvest Clean Energy ETF (HCLN)
Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Innergex Renewable Energy Inc. (INE)
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TransAlta Renewables Inc. (RNW)
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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: 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.
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Fortis Inc. (FTS)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Algonquin Power & Utilities Corp. (AQN)
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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: what 5 Canadian utility stocks would you currently recommend and why? please rank them in order of highest to lowest recommendation.
thanks
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Brookfield Renewable Partners L.P. (BEP.UN)
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Northland Power Inc. (NPI)
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Boralex Inc. Class A Shares (BLX)
Q: I'm down about 15% on BIP.UN and am thinking of a tax loss sale and purchasing either NPI or BLX; and then reentering BEP in January. I currently hold CPX and AQN.
A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?
Many thanks!
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Meta Platforms Inc. (FB)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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The AES Corporation (AES)
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Duke Energy Corporation (Holding Company) (DUK)
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Home Depot Inc. (The) (HD)
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Hess Corporation (HES)
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JP Morgan Chase & Co. (JPM)
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Medtronic plc. (MDT)
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Mosaic Company (The) (MOS)
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Morgan Stanley (MS)
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Prologis Inc. (PLD)
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PPG Industries Inc. (PPG)
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Public Storage (PSA)
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Sherwin-Williams Company (The) (SHW)
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Stryker Corporation (SYK)
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TJX Companies Inc. (The) (TJX)
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Verizon Communications Inc. (VZ)
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Exxon Mobil Corporation (XOM)
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Xylem Inc. New (XYL)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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Dollarama Inc. (DOL)
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Fortis Inc. (FTS)
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ARC Resources Ltd. (ARX)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Whitecap Resources Inc. (WCP)
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ATS Automation Tooling Systems Inc. (ATA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Profound Medical Corp. (PRN)
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Boralex Inc. Class A Shares (BLX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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CubeSmart (CUBE)
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Nutrien Ltd. (NTR)
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Alimentation Couche-Tard Inc. (ATD.A)
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Extra Space Storage Inc (EXR)
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MEDIFAST INC (MED)
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T-Mobile US Inc. (TMUS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Engineering Group Inc. (J)
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Trane Technologies plc (TT)
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Celsius Holdings Inc. (CELH)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
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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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Capital Power Corporation (CPX)
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Innergex Renewable Energy Inc. (INE)
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Hydro One Limited (H)
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Boralex Inc. Class A Shares (BLX)
Q: Here is the current EV/EBITDA ratios for the following energy producers (lowest to highest): CPX (8.3), BEP.UN (9.3), NPI (11.6), FTS (13.0), H (14.0), AQN (16.5), BLX (17.4), INE (37.1). CPX seems to be a top contender for value, with lowest P/B too at 1.49. Considering all factors, please rank from best to worst, in terms of possible best total return over the next 10 years.
Thanks!
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Duke Energy Corporation (Holding Company) (DUK)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Innergex Renewable Energy Inc. (INE)
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TransAlta Renewables Inc. (RNW)
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Boralex Inc. Class A Shares (BLX)
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Portland General Electric Co (POR)
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IDACORP Inc. (IDA)
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!!
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Algonquin Power & Utilities Corp. (AQN)
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Alaris Equity Partners Income Trust (AD.UN)
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Boralex Inc. Class A Shares (BLX)
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LifeWorks Inc. (LWRK)
Q: Hi 5i Team.
Really enjoy this service.
I am primarily an income investor and will be retiring within the next few months.
No pension.
Need to make some adjustments to my non-income holdings.
Have most of the Income Portfolio.
Looking for 5 - 10 new ideas. Preferably with a little higher yield but still reasonably safe and enough growth to keep up with inflation.
Thanks very much for you help.
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Dollarama Inc. (DOL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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BRP Inc. Subordinate Voting Shares (DOO)
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Boralex Inc. Class A Shares (BLX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Fortis Inc. (FTS)
Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!
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