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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: Hello. I’ve held Algonquin Power & Utilities Corp. (AQN) for quite some time now. Unfortunately, all the gains have vanished, and the investment has turned negative in my non-registered account. Should I sell, hold, or consider other options? I also have Brookfield Renewable Partners (BEP.un), Brookfield Infrastructure Partners (BIP.un), Fortis, Enbridge, Telus, BCE, TD, SLF, NWC, BAM, PFE and Exchange Income Corp in my portfolio. As a retiree, do you have any suggestions for a dividend portfolio replacement? Thank you.
Read Answer Asked by Esther on June 03, 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 there,

I’m a longtime holder of both these names.

I understand AQN is a very large shareholder of AY. I read today that a sale of AY is maybe imminent. AY has been moving up last few days.

Please update this, I’d like to know details, the likely sale price/share range, and the effect on share prices of both company.

Thank you!
Read Answer Asked by Robert on May 03, 2024
Q: Hello
I m am reviewing my respective sector allocation per the PA portfolio recommendations.
Can 5i elaborate why AQN and BEPC are classified as Energy Sector positions while BIPC is classified as a Utility ?
Read Answer Asked by Brant on May 01, 2024
Q: Hi 5i
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
Read Answer Asked by mike on April 12, 2024
Q: Hi 5i:
These 2 are in my TFSA, AQN is down 15% and ATZ 27%, each are 1.5% of TFSA.
I am thinking it is time to move on. My reason is that I think it will take too long for these to "come back"
I know that this will be a loss I cannot claim.

What do you think? Any suggested replacements?
Thanks for all your work and analysis.
Read Answer Asked by George on March 22, 2024
Q: I know it's not exactly apples to apples, but would you view a swap from AQN to CNQ is a likely net positive 1/5/10 years out? This is for the 'stable' part of my portfolio - some growth but dividends and overall steadiness. Could also consider ENB or FTS (already own BIP). . Thanks in advance. - Jeff
Read Answer Asked by Jeff on March 08, 2024
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys
Read Answer Asked by Ma on February 26, 2024
Q: Hi, follow up the on the previous question about AQN and their dividend versus Cashflow and earnings: The dividend is $0.44 per share but the Free Cashflow per share is -$0.35. Doesn't that mean that if they killed the dividend the company would have free cash per share of $0.09 and therefore be adding cash per quarter instead of losing cash?

Am I reading this wrong? AQN seems to be reducing the financial capacity of the company to pay the dividend. Wouldn't a more appropriate practice be to pay the dividend out of free cash?
Read Answer Asked by Marc on January 29, 2024
Q: This has been a long term hold in as RRIP account with a DRIP, The book cost is close to the current market value. Enjoyed the dividends over the years. Is it time to move on. Look forward to your answer.
Read Answer Asked by David on January 25, 2024
Q: Dear 5i,
in your opinion are there any better canadian listed stocks than; CPX and AQN that one can invest in for the long term? If not, which one of the two would you prefer? This pick would likely be held in a RRSP.
Read Answer Asked by Ian on January 16, 2024
Q: In your opinion, is it worth holding on to AQN for the potential benefits of it's renewable business sale/split (and whatever other news follows), or sell now and invest in to companies with more proven management and stability e.g. I'd be putting the proceeds mainly in to BNS and TD.
Read Answer Asked by Jeff on January 08, 2024
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