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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: Hello Peter,
Are there any issues with having BEP,UN in a TFSA? Is it similar to investing in any other dividend paying stocks in a TFSA ( in terms of receiving dividends ): there are no extra forms to fill out as it is a limited partnership.. Also, if the company is not profitable, what is the thesis of investing in it: great cash flow, part of BAM, and the right sector such as renewable energy. From a fundamental basis, is it better than investing in AQN or NPI?

Read Answer Asked by umedali on October 27, 2021

Q: Dear 5i team.

I am considering a switch from CPX to NPI and wanted to know your views on these two matched head to head. Is there a better alternative to switch to in the same space?


Many thanks.

Read Answer Asked by Arthur on October 25, 2021

Q: I have held NPI in both registered and non-registered accounts for years. The stock price has more than tripled, so obviously I am happy with that, but I am now retired and invest mainly for dividends. NPI currently yields less than 3%, a bit low compared to some other power producers like EMA or CU (I already hold some CU but not EMA). NPI also seems to be struggling to get back to its past highs, and if it did then the yield percentage would be that much less. I am considering selling NPI in the registered account and replacing it with either EMA or CU (recognizing these 2 are not currently as strong in the renewable space).
Could you compare the dividend growth, dividend sustainability, debt levels and future stock growth potential of these 3 stocks, and comment on my plan.
Thank-you

Read Answer Asked by grant on October 19, 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: I am looking to shift some of my portfolio from the oil & gas sector to the renewable energy sector. Can you please recommend some possible companies/investment opportunities to consider?

Read Answer Asked by Brian on October 08, 2021

Q: Hi team!

I currently hold MG, NPI, QST, REAL in my TFSA and am down in all. Which would be your favorite to add another half position to at the moment?

Or would this be a better opportunity for me to take that money and purchase NVEI at this current lower price point?

Thanks for all you do!

Read Answer Asked by Patrick on September 27, 2021

Q: Hi, I have read that several U.K. utilities have recently collapsed given soaring wholesale natural gas prices and the inability to pass costs on to customers. Could the same thing happen here and if so which companies might be the most susceptible? Could any of the above companies be impacted? Thanks.

Read Answer Asked by Gary on September 27, 2021

Q: Please rate your top 5 electric Canadian utilities
1. for long term growth potential
2. for safety in a correction.
Thanks

Read Answer Asked by Lawrence on September 16, 2021

Q: Hi there,

I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.

Any of the above stocks recommended to hold / sell?

Thanks in advance.

Read Answer Asked by Amy on August 27, 2021

Q: Hi all
Already own AQN. Looking to add another renewable play. Can you rank the above in terms of dividend safety and growth. Any others I have missed that you might include?
Thanks for your service!

Read Answer Asked by Charles on August 25, 2021

Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks

Read Answer Asked by Ian on August 19, 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 5i team,

I want to start investing in Renewable energy and utility companies. What are the key financial metrics to value if the company's share price is expensive? Ex. I am considering to get BEPC but it seems very pricy comparing with AQN on Fwd P/E basis (193 vs. 20)

Thanks,

Read Answer Asked by Irene on August 05, 2021

Q: Greetings 5i.

I would like your view on the following. Would you prefer to buy a basket of power utilities (FTS/H/AQN etc) to create a hybrid ETF for sector exposure? (if so, can you provide a list of your favorites?) Or is it worth the mer to buy an ETF that has most of them embedded within? In which case, which ETF would you recommend?

Many thanks for your help.

Read Answer Asked by Arthur on July 06, 2021

Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks

Read Answer Asked by Daryl on June 10, 2021

Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal

Read Answer Asked by ed on June 02, 2021