Investment Q&A

Q: Hi Peter and Team,

If you needed to increase holdings in the Utility Sector, please rank the following stocks in order of highest conviction: BEP.UN; BIP.UN; CPX; and NPI.

Realizing the inherent differences of stocks versus ETFs, if one wanted a higher yield, and is willing to accept the the rather large MER of 0.71%, what is your take on ZWU? I’m also aware that it holds energy stocks as well, and has significant US holdings.

NPI has a large project off the coast of Taiwan. Has the geopolitical risk been accounted for in its current valuation metrics? (China has always wanted Tawain and may now be further emboldened due to the US “taking” Venezuela)

Thanks in advance for your assistance, and please suggest other available options.

Q: I bought BLX on February 04. Made a nice gain in a short time. Would selling now at small discount from $37.25 and purchase NPI as replacement.

Q: With all the trouble around oil supply (again, sigh) would it be smart to put more reliance on renewables? Do you think now would be a good time to invest in renewable energy? What would be a couple of the best ways to do this?

Q: Of Canadian Utility companies, which have the most intriguing growth potential? CPX seems to stand out, but what do you think? Or is an ETF (ZWU/ZUT) the best way to go.

Q: I sold for tax loss ENGH, EQB, GLXY, MDA, NPI over 30 days ago and contemplating buying them back. Do you think that they have a good opportunity to increase in value in 2026. If so, which order would you purchases them in.

Q: Following up on a question from Larry posted earlier today, but from a different perspective… Actual receipt of dividends is less of an importance to me and my focus is about the long-term prospects for a company (and of course, the increase in its share price). What is your view on NPI going forward? Do you see reason to view it favourably and to keep as an investment, or is it time to take the loss and move on? Please provide some of your analysis for your conclusion. Thank you for your excellent service.

Q: Good Day team, Been down 48 to 50% for long time. My book price was 32.51.giving me yield of 3.6. Considering double down for a yield of 4.8. This would use up my allowed contribution room in TFSA .So selling would give no tax loss advantage . Better place for new money or ? Much appreciate your insight.Thanks Larry

Q: Now that the dust has cleared a bit after the big drop in Northland Power is there any further information regarding the drop? Do you see anything in the next couple of years that would help it to recover?

Q: Do you think this is a good time to take a partial position in NPI or do you foresee tax loss selling resulting in more of a sp decline?

Thank you

Q: If NPI is sold because of the surprising dividend cut , what income stock would you replace it with?

Q: With the shock 24% drop today and the dividend cut could you please suggest 3 possible replacements for my portfolio; preferably with a good dividend and some growth.

Thanks

Dave.

Q: Would you consider selling this stock for tax loss at this time ? Waiting for recovery may take some time.
Thank you.
Miroslaw

Q: Hi 5i Team,
Pls comment on Northland Power quarterly earning report and future prospects.
Very surprised they cut the annual dividend to 0.72 from 1.20.

I own this stock in my income portfolio,
Would you hold or sell?

Thanks for your advice.

Q: For a dividend account, in what order would you acquire and at what price. Thanks

Q: Between AI data centers & BTCC miners need for electricity is the utility sector going to melt up ?
If 5i agrees with this theme any small cap recommendations ?

Q: Looking for a few suggestions for a new position in the Utility space (Cdn) that you think is at at a favourable valuation based on a mix of reasonable growth potential and history of dividend increases together with healthy balance sheet? Please omit Fortis, Hydro, Enbridge and Brookfield companies even if they would be your first picks. Thanks so much.

Q: 5I team: Have owned this name for several years in a TFSAwith a current yield of 3.5%.Would you double down or more to get a better yield or swap for something with more yield and growth potential.Any suggestions please and thanks Larry

Q: Could you give me your current outlook for this company, considering the latest results and future prospects/ growth opportunities . At one time you considered as strictly an income stock. What is your current view?

Q: Hi there,

I’ve noticed that some of the Renewable stocks have been firming up and/or improving lately.

Do you see any hope for growth in the near term horizon or should one invest in these mostly for income?

Thank you!

Q: What is the outlook for this company for the next couple of years. Do you see if it is a long term hold. I would think that Taiwan Wind Farm is complete by now and should be generating with steady cash flow. This stock seems to be stuck between 20 - 21 dollars, do you see any up- side from here.
Thank you for your excellent serve.
Earl