Investment Q&A

Q: What's going on with cpx ever since you upgraded it it has been going down.

Q: Hello 5i Team,
I would like to expand my utilities exposure (beyond the positions I already hold in Emera and Fortis). I am considering taking a position in either Canadian Utilities or Capital Power. Both have similar yields and dividend growth over the past 5 years. Which of the two would you favour, and why? This is for a long-term income focused account.
Many thanks,
Brian

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: I am thinking of trading IFC for CPX. Looking for a better overall investment. Does this make sense?
Bryan

Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.

Q: Can I get your opinion of CPX using FTS as a benchmark. I own FTS and would like to add to the sector or should I just add to FTS?

Carl

Q: After selling some growth stocks, I'm looking to add 3 income stocks to my Rif. Can you rate your preference on the 1st 4 and then the last 2. Thanks

Q: Is there a reason for the significant drop in price today? Is this a buying opportunity?

Q: What is the reason for the sudden drop in price of the stock? The financials seem good and everyone likes it, so why the drop?
Thank you.

Q: Hi 5i,
I am up 55% on CPX, enjoyed the income however would it be wise to upgrade the overall quality of the investment in utilities to FTS or AQN? Understanding the income would be less but payout ratios look better in FTS or AQN and once interest rates rise the debt burden of CPX might become a issue.

Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!

Q: Hi, could you please explain the degree of the sell off in the renewable space. Any long term fundamental change in the industry? based on recent results any you would avoid.? Thanks

Q: Which of these two would you favour?
Thank you

Q: Peter; It seems to me that there is a general selling of the renewable area, AQN,CPX,BLX etc, . Just profit taking after the huge run up or a back to the past oil switch to the energy sector? Thanks,
Rod

Q: Can you provide any insights on Capital Power's earnings, released this morning? Does today's news strengthen or weaken the thesis in investing in CPX?

Thanks.

John

Q: What's up with the big miss on eps this quarter?

Q: I plan on adding to the following positions within my TFSA. What would be your order of buying?

Q: Great job again.
between capital power and algonquin power and utilities. Lets in a 2 to 3 year period which one would you say is a better growth stock.
Thanks again

Q: May I please have your opinion on $CPX.

Thanks Valter