skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Q: Greetings, guys.

Thoughts on Northland Power's earnings? I dont think the earnings report itemized their earnings per share.

If I selected the right numbers and performed the calculations correctly, it looks like they beat eps expectations. Can you verify this for me within your analysis of the earnings report? Lastly, how does their debt profile look?

Thanks again.

John
Read Answer Asked by john on August 10, 2017
Q: Greetings, everyone.

I have a follow up to my previous question. What are the factors that give Algonquin Power and Crius Energy a more favourable view that Northland Power, right now, in your opinion?

Thanks.

John
Read Answer Asked by john on July 27, 2017
Q: Greetings guys.

Question: If you had to split a 5% position among the names above, using strength of balance sheet, dividend growth, eps growth and valuation as determining factors, which name or names would you select and what percentage would you allocate to them.

Do you think the utility / alternative energy sector is a decent place to invest in against the backdrop of a rising rate environment. Theoretically, what weighting in a portfolio would you make this sector.

Thanks.

John
Read Answer Asked by john on July 21, 2017
Q: Sold aw.un been a good run in an income RIF looking to replace it with Npi or Cpx or a similar utility . I am well diversified and switch does not alter weighting.

Would appreciate your opinion on this matter.

Thanks
Read Answer Asked by James on July 19, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!