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: Can you rank the top 5 canadian utilities for a long-term hold for income.

TY
Read Answer Asked by Gerald on September 12, 2024
Q: NPI continues to be in the doldrums despite recent earnings being quite decent. Do you feel optimistic about an eventual price recovery?
Read Answer Asked by richard on August 30, 2024
Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.

Thank you
Read Answer Asked by J Stephen on August 20, 2024
Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Read Answer Asked by Don on August 02, 2024
Q: I was watching an interview with David Rosenberg and Ed Devland. They were stating that the Canadian interest rates are going to have to be cut several times due to economic conditions. Can you recommend investment strategies to benefit from this . For example bonds going up in value because of the inverse relationship of interest rates and bond values. What bond etf's ect. Can you give US recommendations also, as it sounds like the Us will be later than Canada.

Thanks
Read Answer Asked by Brian on June 12, 2024
Q: Dear 5i team.

Debating which utilities are still good value, now that there has been a bit of a bounce over the past few months.
I'm considering cpx vs npi, but happy to hear if you think other names have more in the tank as these two seemed to have recovered in lock step.

Many thanks for your help.
Read Answer Asked by Arthur on May 28, 2024
Q: I did really well buying oil stocks when oil tanked 4 years ago, and holding during the recovery. What beaten up sector do you feel has great recovery potential like this currently? Would REIT's qualify since rate cuts appear to be coming soon, or are you not as confident in the recovery due to vacancy's & recession possibility? Thx
Read Answer Asked by Adam on May 23, 2024
Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?

Thanks
Read Answer Asked by Robert on May 10, 2024
Q: Hi, with the relatively attractive PE ratio of Utilities and the proxy play of increased energy consumption demands of AI, can you recommend 3 Canadian Utilities and 3 US Utilities with a growth focus for a 2-3 year hold, and your thoughts on each.
Read Answer Asked by Colum on May 07, 2024
Q: Thank you for your ranking of Canadian utilities last week-our investment club had a lengthy discussion yesterday afternoon over the rankings. I found it difficult to defend BIP.UN as first pick with 6:1 debt, meagre/erratic EPS, and growing share dilution vs CPX having similar posted growth rates, 1.5:1 debt, decent EPS and slower share dilution. Any assistance and clarification on this greatly appreciated. Thank you
Read Answer Asked by Delbert on April 16, 2024
Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you
Read Answer Asked by Delbert on April 12, 2024
Q: A lot of market commentators are observing that there is potentially a correction ahead. Ordinarily I would follow your long standing thought to not try to time the market and I would simply stay the course. But one income oriented account I am concerned with has a priority of capital preservation. These 7 named stocks make up about 1/2 of the holdings. Can you please provide your quick assessment whether they are reasonably safe in the event of a downturn. If not and they are more exposed to a decline, would trimming be sufficient or are there some other names to migrate to protect the account assets?

Many thanks for your excellent service
Read Answer Asked by Leonard on April 09, 2024
Q: Is Alberta's ban on renewables positive for cpx or negligible.

How about bepc. Thank you

https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b
Read Answer Asked by JACK on March 13, 2024
Q: Hello , of the two who would you prefer? Or your own pick with dividend 3.5%+.
Would you agree that cpx might do better long term with their electric power generation, that everyone seems to want or need in the future?
Could you give me the p/e on both I think it’s 8.5x cpx- 11x bip.un? Does cpx have a return of capital with its large dividend?
Thanks

Read Answer Asked by Brad on March 05, 2024
Q: Hi, could you please compare these two companies. I own Bip.un , thinking of selling for cpx . I feel Bip.un is stagnant with little catalyst going forward. ( quite a bad chart). If I switch to cpx my rationale is to try and capitalize on the electrification that is going on?
Which of these two companies would you rather have for the next 4 years?
Thanks
Read Answer Asked by Brad on March 04, 2024
Q: What are your total return estimates (per year) for the above Utilities over the medium term (3-5 yrs.)?
Pls. include any utility that I have missed that would crack the top 3.
Are there any of the top 3 that would come with elevated risk?
Thanks, Hugh

Read Answer Asked by Hugh on February 21, 2024
Q: I’m considering switching from aco.x to cpx to free up cash and maintain total annual dividend amount. Will you please provide opinion regarding the safety of the dividend and long-term capital appreciation. Is there a better company in any sector I should consider at this time to achieve the same objective. Thank you
Read Answer Asked by David on February 12, 2024
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!