Q: Thinking of selling this one..what could be decent replacement ? Many thanks!
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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.
- Pembina Pipeline Corporation (PPL)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX
I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.
My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.
Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.
Q#2 = based on my above notes, what would your suggested ranking be?
Thanks....Steve
I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.
My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.
Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.
Q#2 = based on my above notes, what would your suggested ranking be?
Thanks....Steve
Q: Greetings I have held NPI in my portfolio for many years. During the past 6 months or so, I have see a steady decline in price. It represents about 5% of the portfolio, and is still much higher than the origianal purchase price. Do you feel prices will increase again over the next year or two, or should I sell it?
Q: Can I get your pick between the two?
Can you analyse last 3 years finances and provide some commentary on future growth for both?
Thank you
Can you analyse last 3 years finances and provide some commentary on future growth for both?
Thank you
- Enbridge Inc. (ENB)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Labrador Iron Ore Royalty Corporation (LIF)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- iShares Diversified Monthly Income ETF (XTR)
- Nutrien Ltd. (NTR)
- PIMCO Monthly Income Fund (Canada) Series F (PMO205)
Q: I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth.
I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.
I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.
Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR.
I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks.
Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....
Q: Hello, could you provide some guidance around NPI. Seems investors did not like the 2023 guidance provided by the company on Feb 3, 2023. Was the guidance that bad? Adjusted EBITDA dropped from around 1.3 to 1.25 billion while the adjusted free cash flow dropped from $1.85-2.05 to $1.70 to 1.90. Price is close to a 2.5 year low. Thoughts going forward. Thanks.
Q: After NPI put out its guidance for 2023, the stock dropped 3% on Friday and set a new low for the year. I checked analysts estimates for 2023 and found an average drop in earnings of near 30% and a forward p/e of 21. Is that your estimate for 2023? And, if it is, how is it that the same analysts give it a consensus rating of buy to strong buy? Do you consider NPI a buy at its current price.
- Fortis Inc. (FTS)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: In order, what are your top 4 Canadian utility holdings for growth, moderate risk and dividends >3%? Five-year time frame. Thank you.
- Northland Power Inc. (NPI)
- Capital Power Corporation (CPX)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
Q: Hi
Thank you for the great service you provide.
I am looking at these three companies to add to my TFSA. What is the debt load ratio, how does it compare to others in its sector?
I am also curious about NWH. Several of other REITs, in different sectors, have started to move back towards their 2022 highs.NWH has stayed near its low. NWH occupation rate, revenue etc all look good. Is there some concerns about NWH?
Thanks, Len
Thank you for the great service you provide.
I am looking at these three companies to add to my TFSA. What is the debt load ratio, how does it compare to others in its sector?
I am also curious about NWH. Several of other REITs, in different sectors, have started to move back towards their 2022 highs.NWH has stayed near its low. NWH occupation rate, revenue etc all look good. Is there some concerns about NWH?
Thanks, Len
Q: Sectors aside can you please prioritize these 3 stock in future potential/upside?
- Brookfield Renewable Partners L.P. (BEP.UN)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Capital Power Corporation (CPX)
- Superior Plus Corp. (SPB)
- TransAlta Renewables Inc. (RNW)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Hello All,
Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.
Is that a blunt but reasonable filter?
Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?
Many thanks
Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.
Is that a blunt but reasonable filter?
Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?
Many thanks
- The AES Corporation (AES)
- NextEra Energy Inc. (NEE)
- Northland Power Inc. (NPI)
- Array Technologies Inc. (ARRY)
- Sunrun Inc. (RUN)
- Clearway Energy Inc. Class C (CWEN)
- Fortis Inc. (FTS)
- NextEra Energy Partners LP representing limited partner interests (NEP)
- Shoals Technologies Group Inc. (SHLS)
Q: What percentage of a portfilio would you allocate to renewable enegy. I have organized possible holdings into 3 groupings: A. asset allocators, like BEP-un, CWEN; B. technology enhancers, like ARRY, SHLS, RUN, C. Electric utility deliverers: AES, FTS. I would ssk that you recommend a your preferred namres for each grouping. My questions are: 1. Is this a useful way to organize and, if so, what percentage would you allocate to each grouping? 2. Could you rank the stocks in each grouping for safety and growth with suggested [ballpark] entry buy prices? Thanks
- Northland Power Inc. (NPI)
- Capital Power Corporation (CPX)
- iShares S&P Global Clean Energy Index Fund (ICLN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Harvest Clean Energy ETF (HCLN)
Q: i am interested in buying a intorenewable energy . is it better to by an ETF ( need a name ) or a company. what companies would you recommend ?
Q: Hello Peter
What is your opinion on Northland and Algonquin Power
Are the dividends safe ?
Which has the greater potential for growth
Thank you
Howard
What is your opinion on Northland and Algonquin Power
Are the dividends safe ?
Which has the greater potential for growth
Thank you
Howard
- NextEra Energy Inc. (NEE)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Boralex Inc. Class A Shares (BLX)
Q: Can you please rank the above utilities for Value. I used EV/EBITA data from Yahoo Finance and got this: NPI (8), BIP.UN (11), FTS (12.7), BLX (13), BEP.UN (15), NEE (26), AQN (28)
Thanks!
Thanks!
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Capital Power Corporation (CPX)
Q: Hi, Capital Power announced strong results, but the stock keeps declining, despite its cheaper valuation compared to other utilities. Any comments ? Thanks
- NextEra Energy Inc. (NEE)
- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I am trying build a list of buy and forget core stocks for each sector. I hold the following utilities in various accounts: FTS, BIPC, BEPC, AQN, NEE, BLX, NPI. Can you please rank these for safety and also for growth. I hold BLX in a corp account because it has the lowest yield - do you see BLX as a long term buy and forget stock? Thanks.
Q: Hi, Any comments, why NPI price dropped 2.65% Today, while most utilities were positive. Does it have something to do with price caps on power, announced in Europe ? Thanks
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Can you please put these in order for me. From best to least best. Thank you
Q: Hi, How would you rate these companies for Utility/Renewable Power sector ? Northland Power has received a lot of attention recently from investors and analyst community and stock has made a good move. Do you rate this company as an attractive investment in this sector ? Will NPI be a good complement to add to an investment portfolio, with FTS and AQN already owned ? If so, what would be a decent entry level ? Thanks