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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: Can you please tell me the estimated forward P/E for the above 4 utilities. Could you please rate from best to worse for potential total return over the next 2-3 years.
Thanks
Read Answer Asked by Grant on October 12, 2023
Q: Hi
I am looking at some tax loss selling. Would BEPC make a good alternate for NPI at this time and can you suggest alternates for CTS and DND as well.
Thanks, Keith
Read Answer Asked by Keith on October 10, 2023
Q: These stocks seem to be in a serious downtrend, in the case of NPI more than cut in half. What's going on? Interest rates aside are investors just giving up on "going green"? Or are these unbelievable bargains like the Canadian banks in 08/09?
Read Answer Asked by Ronald on September 11, 2023
Q: I have not been happy with NPI's performance for some time and yesterday's drop of >6% has not helped. I am now slightly in the red and looking for guidance. What caused the drop...and what is your prognosis for NPIs performance going forward? Ironically, the stock seems to be one of the few utility companies still rated as 'strong buy' by Morningstar. Given no tax consequences (in fact a small capital loss), would you be inclined to move on? And, if yes, what utility and/or energy company would you recommend that pays a dividend >3% with some growth. (SU, BEP, and BIPC already held.) Thank you.
Read Answer Asked by Maureen on September 11, 2023
Q: I have a very positive view on renewables, and these stocks are well down today. I have all three of them.
I'm undecided between adding more BEP.UN, which I like best, and NPI, which is more deeply discounted. Morningstar has NPI at five stars.
John
Read Answer Asked by John on August 16, 2023
Q: Please sort the list if you were assigned a task of bottom fishing.
Firstly sort them (best to worst) in terms of growth perspective for next 3-5 years.
Secondly sort them from fundamentals/safety perspectives.
Ignore diversification.
Also feel free to add your own favorite bottomed pick.
Read Answer Asked by Jabs on August 16, 2023
Q: I'd like to build on Brian's question of July 24th regarding electrification. I have
a small position in Hammond and a couple of full positions in renewable power producers.

If you wanted to build a small sub-portfolio of stocks for the green energy trend, which companies (and how many) would you include? How much of a total portfolio might you allocate in this direction? Would you include a copper producer or consider this part of your materials allocation?

One area that seems to get very little discussion is companies that make systems to control electrical grids, and I think this will need some focus as generation becomes more distributed (e.g. rooftop solar all over the place). Suggestions in this area would be especially welcome if you think there are players worth consideration.

Thanks for your help, and for all the other people who ask public questions. I learn a lot from their queries!
Read Answer Asked by David on August 15, 2023
Q: Please you provide a brief comparison of these three. Which would be your preferred hold for the next 5- 10 years?

Thanks,

Mike
Read Answer Asked by Michael on June 29, 2023
Q: CIA,CJR-B,NPI,PRMV,TWM,TIXT. CVS-N,MP-N, Witch one to sell and which stocks are underpriced today to replace.
Appreciate your opinion and expertise.
Read Answer Asked by Nizar on June 21, 2023
Q: I am looking at adding exposure to Renewables. I know you like Brookfield Renewable at current pricing, do you also like Northland Power at current prices. Is there another name you like in this space?

Thanks
Tim
Read Answer Asked by Timothy on June 20, 2023
Q: These 2 are presently held in an income oriented account. There are some funds to add to one of them. Which would you choose and why? Apart from the yield, do either have much prospect of some capital gain? Many thanks
Read Answer Asked by Leonard on June 13, 2023
Q: Do you think it's a good time to buy renewable energy or wait? For summer to end? For the recession to start? Can you give me list of your top 2 picks in the sector for both CDN and US markets over the next five years?
Read Answer Asked by Graeme on June 01, 2023
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