Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.
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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: Hi 5i, my NEE.PR.Q shares settled, I had 320 share so was expecting 320 times $50 = $16000, What I got was 218 shares of NEE which is $15097 and the shares immediately went down 4.41% to $14,431. I am very disappointed with these preferred shares. Can you explain what happen.
Q: Thoughts on this company, trading below $US 70.
Does it show good potential going forward?
Thnx
Does it show good potential going forward?
Thnx
- The AES Corporation (AES)
- NextEra Energy Inc. (NEE)
- Southern Company (The) (SO)
- Williams Companies Inc. (The) (WMB)
Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?
Thanks.
Thanks.
Q: Can you please help me with calculating NextEra Energy’s payout ratio. I have been using the annual dividend per share divided by the adjusted EPS. So for 2023, I expect it to be between 60% and 63%, as they expect adjusted earnings to be in the $2.98 to $3.13 range. And they are paying $0.4675 per quarter or $1.87 annually. If I use EPS before adjustments, the payout ratio jumps, and if I use cashflow from operations it drops. Is adjusted EPS the best number to be using? I keep reading that NEE has a conservative payout ratio, would you agree? Thanks for your help.
- First Solar Inc. (FSLR)
- NextEra Energy Inc. (NEE)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Northland Power Inc. (NPI)
Q: Do you think it's a good time to buy renewable energy or wait? For summer to end? For the recession to start? Can you give me list of your top 2 picks in the sector for both CDN and US markets over the next five years?
- Duke Energy Corporation (Holding Company) (DUK)
- NextEra Energy Inc. (NEE)
- Southern Company (The) (SO)
Q: What are the best utilities companies in the US to buy now. I am not interested in the limited partnerships.
- AbbVie Inc. (ABBV)
- NextEra Energy Inc. (NEE)
- Pfizer Inc. (PFE)
- Williams Companies Inc. (The) (WMB)
- National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG)
Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?
- NVIDIA Corporation (NVDA)
- NextEra Energy Inc. (NEE)
- Magna International Inc. (MG)
- ChargePoint Holdings Inc. (CHPT)
Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.
If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
- Caterpillar Inc. (CAT)
- NextEra Energy Inc. (NEE)
- Sunrun Inc. (RUN)
- Bloom Energy Corporation Class A (BE)
- Siemens AG ADR (SIEGY)
- Enphase Energy Inc. (ENPH)
Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.
- NextEra Energy Inc. (NEE)
- Quanta Services Inc. (PWR)
- Toyota Motor Corporation (TM)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- ChargePoint Holdings Inc. (CHPT)
Q: hi folks:
1) what is your opinion of the long term viability of this company?
2) do you have any other companies in mind that would be competitors (direct or indirect)
3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?
thanks
1) what is your opinion of the long term viability of this company?
2) do you have any other companies in mind that would be competitors (direct or indirect)
3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?
thanks
- Eversource Energy (D/B/A) (ES)
- NextEra Energy Inc. (NEE)
- Xcel Energy Inc. (XEL)
- Enphase Energy Inc. (ENPH)
Q: There are many small cap (and some larger cap) companies looking into new technologies for energy storage systems. As innovation in this area would appear to be necessary with most “green” energy solutions to our current climate problems, have any of these come to your attention as worthy of speculative investments?
A couple of recommendations for further research would be appreciated.
Thanks, Len
A couple of recommendations for further research would be appreciated.
Thanks, Len
- NextEra Energy Inc. (NEE)
- Plug Power Inc. (PLUG)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: I recently read on article on the importance of decarbonization many years into the future.
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Q: Hi 5i, can you please give me details on these preferred as I have looked and cant find much at all. Were they issued at $50 and is there a perpetual preferred here as I'm currently looking for those not the resets. I'm assuming these are preferred shares and not debentures.
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- American Tower Corporation (REIT) (AMT)
- Chevron Corporation (CVX)
- Mosaic Company (The) (MOS)
- Morgan Stanley (MS)
- NextEra Energy Inc. (NEE)
- Jacobs Solutions Inc. (J)
Q: Hi Peter,
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
Q: Can i get your analysis of NextEra Energy's latest results please? Do you still see it as a buy?
Thanks
Thanks
- The AES Corporation (AES)
- NextEra Energy Inc. (NEE)
- Northland Power Inc. (NPI)
- Array Technologies Inc. (ARRY)
- Sunrun Inc. (RUN)
- Clearway Energy Inc. Class C (CWEN)
- Fortis Inc. (FTS)
- NextEra Energy Partners LP representing limited partner interests (NEP)
- Shoals Technologies Group Inc. (SHLS)
Q: What percentage of a portfilio would you allocate to renewable enegy. I have organized possible holdings into 3 groupings: A. asset allocators, like BEP-un, CWEN; B. technology enhancers, like ARRY, SHLS, RUN, C. Electric utility deliverers: AES, FTS. I would ssk that you recommend a your preferred namres for each grouping. My questions are: 1. Is this a useful way to organize and, if so, what percentage would you allocate to each grouping? 2. Could you rank the stocks in each grouping for safety and growth with suggested [ballpark] entry buy prices? Thanks
- NextEra Energy Inc. (NEE)
- Quanta Services Inc. (PWR)
- Xcel Energy Inc. (XEL)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.
- NextEra Energy Inc. (NEE)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- 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!
Thanks!
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- The Walt Disney Company (DIS)
- Eli Lilly and Company (LLY)
- NextEra Energy Inc. (NEE)
- Procter & Gamble Company (The) (PG)
- Parker-Hannifin Corporation (PH)
- Williams Companies Inc. (The) (WMB)
- Lancaster Colony Corporation (LANC)
- Pool Corporation (POOL)
- Berkshire Hathaway Inc. (BRK.B)
Q: Re your answer to Cheryl today, and your recommendation for 8 stocks that have been stable and performed well over time. Can you recommend a handful of US stocks that fulfill the same goals. Not concerned over sectors.
Thanks, Peter
Thanks, Peter