Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Northland Power Inc. (NPI)
Q: In reviewing the 5i responses to questions on these 3 companies you seem to favour BEP. In examing the numbers for the last 5 years through Morningstar I noted the following:
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.
-
Enbridge Inc. (ENB)
-
Pembina Pipeline Corporation (PPL)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
Q: Hello Gentlemen,
Are the above listed companies still buyable at this time?
Thank you
Are the above listed companies still buyable at this time?
Thank you
-
Questor Technology Inc. (QST)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
TransAlta Renewables Inc. (RNW)
-
Boralex Inc. Class A Shares (BLX)
-
Xebec Adsorption Inc. (XBC)
Q: Seems like the renewable energy area has a future. Could get your top 6 stocks that you would purchase for growth and dividend? Which would be most affected if interest rates were to gradually rise? Thanks for the great service. Would like to stay in the cdn market, but a top us one or two would be appreciated.
Q: There was an anylist on BNN a couple days ago that mentioned aqn has huge potential for organic growth through current project in production coming on line thru 2020 & 2021. Could you look into this and provide growth projections thx
Q: Aqn appears to be on a tear. Will report yearend on feb 28. A buy at this price and do have a comment on expected earnings.? Would you recommend the purchase of npi also and expected earnings?
Q: Do holdings in excess of $100M in AQN require reporting on CRA form 1135 ?
Q: Already own the above 2 utilities--would like to get 2 more.
What would you suggest?
Thanks
What would you suggest?
Thanks
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Innergex Renewable Energy Inc. (INE)
-
Boralex Inc. Class A Shares (BLX)
Q: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!
Q: If you were to add fresh money today, would you pick BEP.UN or AQN? This is for long term hold in my RRSP
Q: Do you think AQN lost an investor or gained an investor based on yesterday’s trading
Thanks
Thanks
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
Q: What are your top “Green” stocks for 2020 and what would be your top REIT stocks as well?
Thanks
Thanks
-
Verizon Communications Inc. (VZ)
-
Algonquin Power & Utilities Corp. (AQN)
-
Enghouse Systems Limited (ENGH)
-
Alimentation Couche-Tard Inc. (ATD)
Q: Looking at a 3 to 5 year time horizon, please rank the above companies as to total growth prospects.
Thanks again. RAM
Thanks again. RAM
-
Enbridge Inc. (ENB)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
Q: Do you think there would be too much correlation investing in these three company's, or could they be different enough to buy all three, thanks?
Q: Note: This is a duplicate of an earlier question for which I have not received an answer.
I have some additional funds to add to one of the above companies. Which one seems better and why? Much appreciated as usual. RAM
I have some additional funds to add to one of the above companies. Which one seems better and why? Much appreciated as usual. RAM
Q: What do you think about Algonquin’s growth prospects over the next 5-years?
-
Algonquin Power & Utilities Corp. (AQN)
-
A&W Revenue Royalties Income Fund (AW.UN)
-
NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
-
Killam Apartment Real Estate Investment Trust (KMP.UN)
Q: I am in my early 30’s. In terms of creating a strategy for buying and selling stocks shouldn’t I just always be buying stocks, even if the market goes down?
If I have a 30-year run way until I start withdrawing or using the funds wouldn’t it be best to just find great companies to average into?
Your thoughts are greatly appreciated in advance.
Thanks,
Dave
If I have a 30-year run way until I start withdrawing or using the funds wouldn’t it be best to just find great companies to average into?
Your thoughts are greatly appreciated in advance.
Thanks,
Dave
-
Algonquin Power & Utilities Corp. (AQN)
-
Alimentation Couche-Tard Inc. (ATD)
-
Vanguard S&P 500 Index ETF (VFV)
-
Brookfield Asset Management Inc Class A Limited (BAM)
Q: Greetings 5i - I am helping my 29-year old daughter with her TFSA. She has $9,500 to invest and we're thinking about putting it into VFV:CA so she has some US exposure. She currently holds BNS, FTS, PPL and PBH. Alternatively, we were thinking of dividing it between AQN and ATD.B or BAM. Would appreciate your thoughts on what's best for a long term hold. Happy New Year to you all.
-
Algonquin Power & Utilities Corp. (AQN)
-
CAE Inc. (CAE)
-
Kinaxis Inc. (KXS)
-
Thomson Reuters Corporation (TRI)
-
goeasy Ltd. (GSY)
-
EQB Inc. (EQB)
-
Boyd Group Services Inc. (BYD)
Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David
Q: Can you provide your 4 top Canadian dividend stock picks for the new year? Will be adding to my TFSA.
Thanks,
Joe
Thanks,
Joe