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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Northland Power Inc. (NPI $22.76)
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Boralex Inc. Class A Shares (BLX $27.42)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.85)
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 $24.48)
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Algonquin Power & Utilities Corp. (AQN $7.72)
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Northland Power Inc. (NPI $22.76)
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Freehold Royalties Ltd. (FRU $13.28)
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 $53.95)
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Peyto Exploration & Development Corp. (PEY $18.23)
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Northland Power Inc. (NPI $22.76)
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Capital Power Corporation (CPX $58.31)
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Whitecap Resources Inc. (WCP $10.49)
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 $88.87)
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Canadian Natural Resources Limited (CNQ $43.18)
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Great-West Lifeco Inc. (GWO $55.14)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.35)
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Constellation Software Inc. (CSU $4,430.27)
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Intact Financial Corporation (IFC $280.47)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.03)
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Peyto Exploration & Development Corp. (PEY $18.23)
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WSP Global Inc. (WSP $291.43)
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Northland Power Inc. (NPI $22.76)
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FirstService Corporation (FSV $288.17)
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Toromont Industries Ltd. (TIH $147.82)
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Birchcliff Energy Ltd. (BIR $6.03)
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Thomson Reuters Corporation (TRI $239.95)
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Alimentation Couche-Tard Inc. (ATD $73.91)
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EQB Inc. (EQB $92.50)
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Olympia Financial Group Inc. (OLY $130.15)
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GFL Environmental Inc. subordinate voting shares (GFL $66.62)
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Topaz Energy Corp. (TPZ $25.45)
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Topicus.com Inc. (TOI $169.50)
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Propel Holdings Inc. (PRL $33.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.08)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.47)
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Lumine Group Inc. (LMN $46.03)
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 $22.76)
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Mullen Group Ltd. (MTL $13.86)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.47)
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South Bow Corporation (SOBO $38.21)
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 $22.76)
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Athabasca Oil Corporation (ATH $6.37)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.02)
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Magna International Inc. (MG $64.75)
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Premium Brands Holdings Corporation (PBH $93.91)
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Cargojet Inc. Common and Variable Voting Shares (CJT $98.64)
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Nexus Industrial REIT (NXR.UN $7.73)
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Valhi Inc. (VHI $16.88)
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
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Suncor Energy Inc. (SU $58.10)
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Manulife Financial Corporation (MFC $43.96)
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National Bank of Canada (NA $149.50)
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AltaGas Ltd. (ALA $41.42)
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WSP Global Inc. (WSP $291.43)
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Northland Power Inc. (NPI $22.76)
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Pason Systems Inc. (PSI $11.81)
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Superior Plus Corp. (SPB $7.57)
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Enerflex Ltd. (EFX $14.52)
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Exchange Income Corporation (EIF $70.31)
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EQB Inc. (EQB $92.50)
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Nutrien Ltd. (NTR $79.05)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.85)
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South Bow Corporation (SOBO $38.21)
Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Q: Can you give your impression of the earnings report for NPI yesterday? I was disappointed in the numbers- is it worth keeping? I know it has a good yield, but do you see any meaningful growth in the near future?
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Toronto-Dominion Bank (The) (TD $106.24)
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Sun Life Financial Inc. (SLF $82.42)
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Northland Power Inc. (NPI $22.76)
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TMX Group Limited (X $54.33)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.78)
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Hydro One Limited (H $49.02)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.47)
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom
Q: Please provide your opinion on NPI, and if positive what is a good entry point? Will Trump derail any of their projects?
Q: Hello, I have held Northland for 20 years, gradually building a full position, but it is now coming back to my average cost. I understand renewables are not trendy these days, so should I 1) hold on to it, 2) add to it (no longer a full position now) or 3) let it go. FYI, I also have BEPC in renewables and EMA and FTS as utilities as well. It is part of a dividend portfolio and the div is good…Thanks!
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BCE Inc. (BCE $33.59)
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Enbridge Inc. (ENB $67.50)
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TELUS Corporation (T $22.12)
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Brookfield Renewable Partners L.P. (BEP.UN $34.62)
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Northland Power Inc. (NPI $22.76)
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Parex Resources Inc. (PXT $16.87)
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Whitecap Resources Inc. (WCP $10.49)
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Labrador Iron Ore Royalty Corporation (LIF $28.45)
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Pizza Pizza Royalty Corp. (PZA $15.80)
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Cardinal Energy Ltd. (CJ $7.44)
Q: Hello Team,
I currently do not have any pure dividend stocks and I'm looking at purchasing one to start. I did a bit of research and came up with the above list, are you able to rank them in order plus add your 2 favorites into the list (if they are not already included). Looking at a minimum of a 6% yield with the possibility of say a 30% return over the next 3-5 years. (setting my goals high). Thanks!
I currently do not have any pure dividend stocks and I'm looking at purchasing one to start. I did a bit of research and came up with the above list, are you able to rank them in order plus add your 2 favorites into the list (if they are not already included). Looking at a minimum of a 6% yield with the possibility of say a 30% return over the next 3-5 years. (setting my goals high). Thanks!
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Royal Bank of Canada (RY $200.82)
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Bank of Nova Scotia (The) (BNS $88.87)
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BCE Inc. (BCE $33.59)
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Sun Life Financial Inc. (SLF $82.42)
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Restaurant Brands International Inc. (QSR $87.75)
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Northland Power Inc. (NPI $22.76)
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North West Company Inc. (The) (NWC $48.29)
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Exchange Income Corporation (EIF $70.31)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.85)
Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
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Algonquin Power & Utilities Corp. (AQN $7.72)
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Northland Power Inc. (NPI $22.76)
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Superior Plus Corp. (SPB $7.57)
Q: I am thinking of selling AQN and SPB and investing the proceeds to NPI .
I feel that NPI presents a better road to recovery. Your comments please.
I feel that NPI presents a better road to recovery. Your comments please.
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BCE Inc. (BCE $33.59)
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Dollarama Inc. (DOL $190.67)
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Northland Power Inc. (NPI $22.76)
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Descartes Systems Group Inc. (The) (DSG $147.93)
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Hydro One Limited (H $49.02)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.85)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.08)
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A & W Food Services of Canada Inc. (AW $38.30)
Q: Three to five year time frame
Stocks to sell and name to replace with growth stock
BCE, NPI, AW.UN BEPC
Stocks to sell and name to replace with growth stock
BCE, NPI, AW.UN BEPC
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Pfizer Inc. (PFE $24.86)
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Northland Power Inc. (NPI $22.76)
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Enghouse Systems Limited (ENGH $20.89)
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TMX Group Limited (X $54.33)
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Toromont Industries Ltd. (TIH $147.82)
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Magna International Inc. (MG $64.75)
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Open Text Corporation (OTEX $48.77)
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Thomson Reuters Corporation (TRI $239.95)
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Premium Brands Holdings Corporation (PBH $93.91)
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Nutrien Ltd. (NTR $79.05)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.47)
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A & W Food Services of Canada Inc. (AW $38.30)
Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris
cheers, Chris