Investment Q&A

Q: hi, can I get your ranking of these companies for a long term hold. are there any you would completely avoid??

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

Q: Dear 5i team,
I’ve read all (I think) replies to questions referencing these companies, in the last year or so.
I’ve read views that seem so different to what my brokerage says (TD). For example, member Helen noted she was done with SU. I was happy to see you still think it’s best for its sector- TD lists a bunch of analysts who collectively think its a strong buy, as does a couple of reports they include in their screens.

Why are some stocks being rated strong buy but some folks want to sell them for tax losses, or won’t buy them at all?

I can’t see energy (and businesses that serve energy) not getting back on track mid term. Do you agree? Mid term in my mind is 3-5 years. I was thinking that if an investor bought say SU at $18, it moved to $36 in 3-5 years, that is doubling one’s investment. Is that not good enough, or is the underlying issue not doubling one’s money but that it’s high risk of big loss instead?
While I’m using SU as example, I thought these questions were relevant to all these co’s.

Would you think an investor was silly to buy some of all these today?
Please provide the ‘why’ for your opinion, thanks so much.

Please use credits as needed. Thank you ! :)

Q: Just wondering your thoughts on these two companies. CPX has higher dividend which may increase the risk. Recently sold some CIBC with terrific gains and want to lower my financial exposure.
Thanks.

Q: Just in case I missed the two names on question as to your preference, since I amlooking to increase holdings in one of these.
Alternatives are welcome!
Paul

Q: Hi, I believe you favour BEP and AQN in the renewable space but how would you rank NPI, INE, and CPX in terms of size, safety and growth and also relative safety of the dividend? Thanks.