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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 5i. NPI hit a 52 week high today. I would appreciate your take on NPIs role/future in the evolution of Europe's move away from dependence on fossil fuels.

Also, do you see this pullback as an opportunity to add some CAE to existing modest holdings. I can't help thinking that at some point demand for CAE's services will return.

Approx. one year ago I asked for 5i's advice on dealing with an inheritance. It was a fairly involved/complex question but your advice has been excellent. I was nervous about how to deploy these assets and you provided sound advice. I appreciate the manner in which you provide guidance. I also want to thank you for your guidance through this market downturn.

Mike
Read Answer Asked by Michael on August 15, 2022
Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Read Answer Asked by Dave on July 07, 2022
Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?

I value your opinion.

Thanks,
Read Answer Asked by QIAN on June 23, 2022
Q: Given the recent decline in these stocks, would you add more money into them? Could you rate them in terms of which ones you would add to (first to last) and their valuations (best valuation to worst valuation)?
thanks
Read Answer Asked by Mary on April 20, 2022
Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.
Read Answer Asked by Bren on April 11, 2022
Q: I am underwater with all of my holdings. SHOP is currently down 46%, GSY is down 16% and NPI is down 17%. Should I sell and cut my losses or hold? Can I hope for SHOP or the others to recover in 2-3 years time?
Read Answer Asked by Sally on March 03, 2022
Q: What's lit a fire under the renewables all of a sudden? The market has suddenly fallen in love with them again? Is this a temporary fling or likely to last?
Read Answer Asked by John on March 01, 2022
Q: Hi,
I just saw a question on the percentage of renewable energy sources versus hydrocarbons for a number of companies, including BEPC, NPI, AQN and FTS. You said there was no material exposure to renewables for FTS. You may be right of course but what is the definition of renewables? Is it only wind and solar, or is hydro considered a form of renewable energy? If so, FTS has plenty of hydro power sources.
Thanks for clarification.
Read Answer Asked by Dave on February 28, 2022
Q: Peter,

Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.

Thank you

Paul
Read Answer Asked by paul on February 28, 2022
Q: Could you provide the % age of the bottom line for these co's that is generated by renewables vs hydrocarbons?
Also if possible could you provide their strategic focus - capital investment % on renewables vs hydrocarbons?

I may have the incorrect BAM listed and I may have missed a key player in this domain.

Thank you
Read Answer Asked by Delbert on February 25, 2022
Q: Hi,
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.

Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.
Read Answer Asked by Dave on February 15, 2022
Q: Do you prefer BEP or NPI in the renewable space, are they at good entry points. What is your view on NFI and SunRun, again are they at good entry points?
Read Answer Asked by Timothy on January 27, 2022
Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicated that we had too much Technology, and not enough Utilities. I recently sold XIT, and added more BEP.UN. In the Utilities sector, among our accounts, we own AQN, BEP.UN, and FTS. The Utility weightings are now AQN = 3.65%, BEP.UN = 2.86%, and FTS = 1.49%.

In 5i's answers to questions, I notice that you generally rate BEP.UN higher than AQN.

Recently, John Heinzl wrote in his "Yield Hog" column that he bought more AQN, and gave some good reasons for doing so. I'm now wondering if I did the right thing in adding more BEP.UN, and am asking for some "reassurance".

Finally, I note that PA still shows that we could add more Utilities. I would be doing this in a non-registered account, and am wondering what to add. Please rank AQN, BEPC (better tax advantage than BEP.UN), FTS, and NPI (this would be a new holding).

Thanks in advance for your insight.
Read Answer Asked by Jerry on January 18, 2022
Q: With the expected increase in electricity needs from the world-wide introduction of electric vehicles, I would like to establish a full position in one or two of the above renewable power companies. Would you please rank them in terms of current valuation, debt, revenue growth and dividend growth. Which would be your overall preference for a 5-10 year hold? If you have another recommendation, what would it be?

That you for all the assistance you provide the DIY investor.

Don
Read Answer Asked by Don on January 17, 2022
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