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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: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!
Read Answer Asked by Adam on May 16, 2018
Q: Hello 5i Team.
I own these stocks for the dividend, in sectors that are currently getting hit due to rising interest rates (I assume). From your point of view, is it best, if one needs the income, to not be concerned with losing equity value and just continue collecting the dividend and hope that over time, these stocks will recover? Or is it best to sell and research other options. (I am 66 years young). Please also rate these stocks from best to least in terms of dividend safety and growth potential. Thank you for your wise advice.
Read Answer Asked by Jocelyne on February 27, 2018
Q: With just about every car manufacturer bringing out electric cars in the near future, how is the increase in electricity going to be produced? In Alberta 45% of their energy is produced by coal; 10% of energy in Canada is produced by coal and it is around 40% for the US. Hydro and nuclear plants are very expensive and time consuming to build; and getting new ones built are extremely difficult. Are any of these existing plants under utilized? Wind or solar power - I don't think so. So, does that leave fossil fuels to take up the increased demand? If that is correct, which existing energy companies would you think are best positioned?
Read Answer Asked by stephen on February 16, 2018
Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!

Rob
Read Answer Asked by Rob on January 29, 2018
Q: I already have a 3.9% position in KWH.UN and would like to add another 3% position in a utility. I am leaning toward AQN but worry that I am putting too much into the renewable sector. Should I be concerned and buy FTS instead for diversification purposes ? And is a 7% utility portfolio weighing appropriate ?
Read Answer Asked by Garth on January 03, 2018
Q: Hi 5i: I want to include a power utility in my portfolio. I already include the pipelines and am considering the attached list. Which of these would you recommend for a longish hold, with a focus on growth, income and of course stability. Are there other interesting names you can suggest? Many thanks.
Read Answer Asked by Roland on November 21, 2017
Q: Sorry, guys. One last follow up regarding Northland and Algonquin. I should have clarified, Investor's Edge shows consensus eps for Northland in 2107 is $1.07 growing to $1.46 in 2018 and consensus for Algonquin growing from 66 cents in 2017 to 73 cents in 2018.

I mentioned in my previous question that the above eps numbers were CIBC's Investor's Edge, when in fact they were the consensus numbers as reported by CIBC.

I suppose that doesn't change the fact it appears that Bloomberg is showing different consensus numbers, but I just wanted to clarify my previous statement.

Thanks again and sorry for the confusion.

John
Read Answer Asked by john on October 20, 2017
Q: Hi guys.

Just a follow up on Raymond's question regarding Algonquin Power (AQN) and Northland Power (NPI). I believed you stated that Algonquin has a better growth profile than Northland. However, CIBC's Invstor's Edge shows Northland eps going from $1.07 to $1.46 from 2017 to 2018, while Algonquin's eps going from 66 cents to 73 cents.

Are my eps numbers wrong?

Thanks.

John

Read Answer Asked by john on October 20, 2017
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