Algonquin Power & Utilities Corp
AQN-T
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About Algonquin Power & Utilities Corp (AQN-T)
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Sell Fortis and AQN to buy OTEX? AQN is a great utility; they've done a good job growing. He owns Emera in this space. Utilities have done very well until recently when a trade deal looked possible. He'd own OTEX before AQN, because it has generated a higher return on equity historically. Occasionally, OTEX makes a big acquisition to surprise the market in a good way. OTEX is doing more cloud work, which amounts to wider margins.
Sell Fortis and AQN to buy OTEX? AQN is a great utility; they've done a good job growing. He owns Emera in this space. Utilities have done very well until recently when a trade deal looked possible. He'd own OTEX before AQN, because it has generated a higher return on equity historically. Occasionally, OTEX makes a big acquisition to surprise the market in a good way. OTEX is doing more cloud work, which amounts to wider margins.
It is trading at an all time high. They have done great with a great management turn. Take profits if it gets too overweight in your portfolio.
It is trading at an all time high. They have done great with a great management turn. Take profits if it gets too overweight in your portfolio.
AQN-T vs. NPI-T. He likes the sector. It is not a pure utility play. AQN-T has a nice upward trend. They have come off a little bit. They diverged since July. He is looking at whether they will come off a little more. Sept and Oct tend to be the worst performing months.
AQN-T vs. NPI-T. He likes the sector. It is not a pure utility play. AQN-T has a nice upward trend. They have come off a little bit. They diverged since July. He is looking at whether they will come off a little more. Sept and Oct tend to be the worst performing months.
During low interest rates as a safe haven? This time of year, be defensive. Momentum isn't great. Utilities are good. Good year over year revenue growth, which is unusual for a utility. AQN is reaching end of seasonality from mid-May to late-August. It's holding 20/50/200-moving averages. Hold until end of seasonality. Emera and Fortis' seasonality starts in July, so maybe rotate to these.
During low interest rates as a safe haven? This time of year, be defensive. Momentum isn't great. Utilities are good. Good year over year revenue growth, which is unusual for a utility. AQN is reaching end of seasonality from mid-May to late-August. It's holding 20/50/200-moving averages. Hold until end of seasonality. Emera and Fortis' seasonality starts in July, so maybe rotate to these.
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