They just made an acquisition in a utility in Colombia, but the founder also sold a lot of shares a while ago. The valuation is stretched like most utilities, but NPI will continue to perform. You're more likely to get hit with an earnings surprise with NPI as opposed to AQN or Emera, but NPI is overall good.
They just made an acquisition in a utility in Colombia, but the founder also sold a lot of shares a while ago. The valuation is stretched like most utilities, but NPI will continue to perform. You're more likely to get hit with an earnings surprise with NPI as opposed to AQN or Emera, but NPI is overall good.
It is one of his largest positions. He has been purchasing. He did not like the transaction. Maybe it brings them some diversification. You have to be worried about what they will pay but it is not big enough to hurt the one way or another. He continues to own.
It is one of his largest positions. He has been purchasing. He did not like the transaction. Maybe it brings them some diversification. You have to be worried about what they will pay but it is not big enough to hurt the one way or another. He continues to own.
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.
AQN vs NPI Both companies have similar yields -- around 4.9%. He owns both. AQN-T is more US focused. NPI-T is more international. The dividend with AQN-T is paid in US dollars.
AQN vs NPI Both companies have similar yields -- around 4.9%. He owns both. AQN-T is more US focused. NPI-T is more international. The dividend with AQN-T is paid in US dollars.
This is a significant holding for them. They just spoke with management yesterday and received some good information on their dividend policy. They have been slowing their dividend growth relative to the growth in free cash flow to ensure the company does not have to go into the equity market to dilute shareholder value – a smart move he believes. He thinks it is undervalued at this value.
This is a significant holding for them. They just spoke with management yesterday and received some good information on their dividend policy. They have been slowing their dividend growth relative to the growth in free cash flow to ensure the company does not have to go into the equity market to dilute shareholder value – a smart move he believes. He thinks it is undervalued at this value.
(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%
(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%
Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.
Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.
Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.
Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.
Range-bound and is now closing in on its bottom. Your only play is within this range. To trade, wait till it falls closer to $20.
Range-bound and is now closing in on its bottom. Your only play is within this range. To trade, wait till it falls closer to $20.
Their European operations are now producing cash flows which they'll reinvest in other projects. The CEO is a big shareholder, always a good sign. It pays a good dividend yield over 5%. Revenues come outside Canada, so it's well-diversified. A solid, good long-term hold. They report earnings tomorrow.
Their European operations are now producing cash flows which they'll reinvest in other projects. The CEO is a big shareholder, always a good sign. It pays a good dividend yield over 5%. Revenues come outside Canada, so it's well-diversified. A solid, good long-term hold. They report earnings tomorrow.
An unconventional utility working on clean and renewable energies. About 2/3 of their earnings come from wind and solar power. It is on trend and they own assets in Europe, where there is large decommissioning of dirty energy assets. A sophisticated developer, but has not been a consistent dividend growth story. He believes the dividend is safe. He is warm to the business although does not currently own it. Yield 5.5%.
An unconventional utility working on clean and renewable energies. About 2/3 of their earnings come from wind and solar power. It is on trend and they own assets in Europe, where there is large decommissioning of dirty energy assets. A sophisticated developer, but has not been a consistent dividend growth story. He believes the dividend is safe. He is warm to the business although does not currently own it. Yield 5.5%.
This chart is stabilizing, but if credit markets continue to deteriorate he would be cautious. If it trades below $20 watch out. Don’t let it trade another 10% lower against your position.
This chart is stabilizing, but if credit markets continue to deteriorate he would be cautious. If it trades below $20 watch out. Don’t let it trade another 10% lower against your position.
PKI-T vs. NPI-T. PKI-T has come up from a nice level. He was positive on the stock there and continues to be. It is a little rich now but has been a good dividend payer. NPI-T has not done as well recently. It could be interest rates. They are showing good growth and great cash flow. They have great wind farms coming on and it is just a case of whether it is Taiwan or further things in Europe. They need a partner to keep their cost of capital down.
PKI-T vs. NPI-T. PKI-T has come up from a nice level. He was positive on the stock there and continues to be. It is a little rich now but has been a good dividend payer. NPI-T has not done as well recently. It could be interest rates. They are showing good growth and great cash flow. They have great wind farms coming on and it is just a case of whether it is Taiwan or further things in Europe. They need a partner to keep their cost of capital down.
(A Top Pick January 5/17, Down 2%) A lot of their business in offshore wind in Europe. More projects are coming on like Germany in 2020. They're now bidding on offshore wind in Taiwan with results expected in Q3. Raised their dividend last year. A good, little company. He trimmed back at higher prices, but happy to hold it. There's a lot of market bullishness on European offshore wind power, but competition is now heavy, so he doesn't epxect them to do much more bidding in Europe.
(A Top Pick January 5/17, Down 2%) A lot of their business in offshore wind in Europe. More projects are coming on like Germany in 2020. They're now bidding on offshore wind in Taiwan with results expected in Q3. Raised their dividend last year. A good, little company. He trimmed back at higher prices, but happy to hold it. There's a lot of market bullishness on European offshore wind power, but competition is now heavy, so he doesn't epxect them to do much more bidding in Europe.
