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?
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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: 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
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.
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
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.
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.
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Manulife Financial Corporation (MFC $48.90)
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Canadian Imperial Bank Of Commerce (CM $121.06)
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Great-West Lifeco Inc. (GWO $63.74)
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IGM Financial Inc. (IGM $56.88)
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AltaGas Ltd. (ALA $43.20)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $42.06)
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Keyera Corp. (KEY $44.99)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $54.83)
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Northland Power Inc. (NPI $17.20)
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Gibson Energy Inc. (GEI $26.09)
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Russel Metals Inc. (RUS $40.71)
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Morguard North American Residential Real Estate Investment Trust (MRG.UN $16.80)
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Nexus Industrial REIT (NXR.UN $7.58)
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First Capital Real Estate Investment Trust (FCR.UN $18.99)
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Doman Building Materials Group Ltd. (DBM $9.36)
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Propel Holdings Inc. (PRL $24.95)
Q: For a dividend account, in what order would you acquire and at what price. Thanks
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Northland Power Inc. (NPI $17.20)
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TransAlta Corporation (TA $19.66)
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Northwest Natural Holding Company (NWN $48.28)
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Fluence Energy Inc. (FLNC $19.96)
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 ?
If 5i agrees with this theme any small cap recommendations ?
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Canadian Utilities Limited Class A Non-Voting Shares (CU $42.06)
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Emera Incorporated (EMA $67.55)
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Northland Power Inc. (NPI $17.20)
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Capital Power Corporation (CPX $60.57)
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?
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Northland Power Inc. (NPI $17.20)
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Boralex Inc. Class A Shares (BLX $23.97)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.52)
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!
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
Thank you for your excellent serve.
Earl
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PrairieSky Royalty Ltd. (PSK $26.60)
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Algonquin Power & Utilities Corp. (AQN $8.37)
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Northland Power Inc. (NPI $17.20)
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Freehold Royalties Ltd. (FRU $14.82)
Q: Looking for a generous dividend with some growth and reasonable volatility for a long term hold. Which would you suggest? Are there tax issues with a royalty company like FRU?
Q: Could you comment on results
Q: NPI recently announced the commencement of the new Oneida battery storage Project (ahead of schedule and under budget). They also have two wind projects under way, in Poland and Taiwan. I believe. I am having trouble estimating the value of each of these projects. Can you tell me the expected revenues, free cash flow, and EPS of each project and when the wind projects are expected to come on stream?
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Pembina Pipeline Corporation (PPL $53.84)
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Peyto Exploration & Development Corp. (PEY $22.05)
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Northland Power Inc. (NPI $17.20)
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Capital Power Corporation (CPX $60.57)
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Whitecap Resources Inc. (WCP $11.66)
Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
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Bank of Nova Scotia (The) (BNS $98.72)
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Canadian Natural Resources Limited (CNQ $46.94)
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Great-West Lifeco Inc. (GWO $63.74)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.20)
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Constellation Software Inc. (CSU $3,321.04)
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Intact Financial Corporation (IFC $276.89)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $42.06)
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Peyto Exploration & Development Corp. (PEY $22.05)
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WSP Global Inc. (WSP $242.89)
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Northland Power Inc. (NPI $17.20)
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FirstService Corporation (FSV $215.87)
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Toromont Industries Ltd. (TIH $160.73)
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Birchcliff Energy Ltd. (BIR $7.60)
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Thomson Reuters Corporation (TRI $186.42)
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Alimentation Couche-Tard Inc. (ATD $74.44)
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EQB Inc. (EQB $87.37)
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Olympia Financial Group Inc. (OLY $115.98)
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GFL Environmental Inc. subordinate voting shares (GFL $62.69)
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Topaz Energy Corp. (TPZ $28.17)
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Topicus.com Inc. (TOI $127.25)
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Propel Holdings Inc. (PRL $24.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.77)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.99)
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Lumine Group Inc. (LMN $29.13)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
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Northland Power Inc. (NPI $17.20)
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Mullen Group Ltd. (MTL $15.06)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.40)
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South Bow Corporation (SOBO $38.43)
Q: What would be some good recommendations for CDN income stocks yielding around 6% that aren't in your model portfolios?
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Northland Power Inc. (NPI $17.20)
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Athabasca Oil Corporation (ATH $7.64)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.91)
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Magna International Inc. (MG $68.96)
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Premium Brands Holdings Corporation (PBH $97.03)
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Cargojet Inc. Common and Variable Voting Shares (CJT $80.43)
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Nexus Industrial REIT (NXR.UN $7.58)
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Valhi Inc. (VHI $12.13)
Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks