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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: I already have a 3.9% position in KWH.UN and would like to add another 3% position in a utility. I am leaning toward AQN but worry that I am putting too much into the renewable sector. Should I be concerned and buy FTS instead for diversification purposes ? And is a 7% utility portfolio weighing appropriate ?
Read Answer Asked by Garth on January 03, 2018
Q: I own this preferred and just got notice from my direct broker that there was going to be a conversion. I can either convert all or any of its 3 Series Shares into Cumulative Floating rate Preferrred shares Series 4 on the basis of one Series 4 for each Series 3.

Do you recommend I convert or stand pat?

And why?

Thanks

Sheldon
Read Answer Asked by Sheldon on December 07, 2017
Q: Hi 5i: I want to include a power utility in my portfolio. I already include the pipelines and am considering the attached list. Which of these would you recommend for a longish hold, with a focus on growth, income and of course stability. Are there other interesting names you can suggest? Many thanks.
Read Answer Asked by Roland on November 21, 2017
Q: Sorry, guys. One last follow up regarding Northland and Algonquin. I should have clarified, Investor's Edge shows consensus eps for Northland in 2107 is $1.07 growing to $1.46 in 2018 and consensus for Algonquin growing from 66 cents in 2017 to 73 cents in 2018.

I mentioned in my previous question that the above eps numbers were CIBC's Investor's Edge, when in fact they were the consensus numbers as reported by CIBC.

I suppose that doesn't change the fact it appears that Bloomberg is showing different consensus numbers, but I just wanted to clarify my previous statement.

Thanks again and sorry for the confusion.

John
Read Answer Asked by john on October 20, 2017
Q: Hi guys.

Just a follow up on Raymond's question regarding Algonquin Power (AQN) and Northland Power (NPI). I believed you stated that Algonquin has a better growth profile than Northland. However, CIBC's Invstor's Edge shows Northland eps going from $1.07 to $1.46 from 2017 to 2018, while Algonquin's eps going from 66 cents to 73 cents.

Are my eps numbers wrong?

Thanks.

John

Read Answer Asked by john on October 20, 2017
Q: Greetings, guys.

Thoughts on Northland Power's earnings? I dont think the earnings report itemized their earnings per share.

If I selected the right numbers and performed the calculations correctly, it looks like they beat eps expectations. Can you verify this for me within your analysis of the earnings report? Lastly, how does their debt profile look?

Thanks again.

John
Read Answer Asked by john on August 10, 2017
Q: Greetings, everyone.

I have a follow up to my previous question. What are the factors that give Algonquin Power and Crius Energy a more favourable view that Northland Power, right now, in your opinion?

Thanks.

John
Read Answer Asked by john on July 27, 2017
Q: Greetings guys.

Question: If you had to split a 5% position among the names above, using strength of balance sheet, dividend growth, eps growth and valuation as determining factors, which name or names would you select and what percentage would you allocate to them.

Do you think the utility / alternative energy sector is a decent place to invest in against the backdrop of a rising rate environment. Theoretically, what weighting in a portfolio would you make this sector.

Thanks.

John
Read Answer Asked by john on July 21, 2017
Q: Sold aw.un been a good run in an income RIF looking to replace it with Npi or Cpx or a similar utility . I am well diversified and switch does not alter weighting.

Would appreciate your opinion on this matter.

Thanks
Read Answer Asked by James on July 19, 2017
Q: I am retired living off dividend income. I am building my portfolio based on your income portfolio. However, I am not interested in index or bond funds.
Can you recommend 3-4 income stocks that are looking most attractive at current prices and yielding +4% that are not in the income portfolio to replace the index/bond funds?
Read Answer Asked by Curtis on July 17, 2017
Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.

Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret
Read Answer Asked by Margaret on July 13, 2017
Q: I expect to retire in a couple of years. About 80% of my money is managed professionally but I keep a small account to help me stay aware of the markets comings and goings. In my utilities holdings I have a full position in Fortis, about 3/4 position in BEP.UN and a small holding of NPI. I am thinking of adding to NPI as a source of income. Your report of last year was ok, but notes that it should be reviewed in the summer of 2017. Any new thoughts on NPI? Would you add to it, to one of the other two, or avoid them all pending changes in interest rates?

Thanks for all your help - though I don't ask a lot of questions I learn a lot from answers to questions posed by others.
Read Answer Asked by David on July 07, 2017
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