around 17:00 you say that its can be risky to hold utlities when inflation is high (bad summary of what you said): it is the price of fossil fuel energy that creates inflation... and they are in renewable (mostly). So beside the interest rate, i think the situation is actually good for them and should lead to more profitability
Great content as usual. I will be playing with Tickernomics a bit today. I am really enjoying it. It's the best screener i have come across and that alone is a killer feature.
Thanks for a good synopsis. Q3 earnings was a bombshell when I read it. I think the dividend will be temporarily cut by a third. No one would have been able to predict what has transpired and crushed the stock. Being down 40% from it's highs does suck, but we have been through this process before in 09. As long as management continues to watch out for shareholders and not themselves, I'll be holding for the long run.
@@pandabear8142 from it's 1 year chart I should say. Aqn is my only renewable energy play. It was going well .. but I don't think it's as lucrative as everyone thought since oil is back in favor 🙂
This is the first video I've ran across by you. And I just happened to buy AQN on the recent biggest dip a few weeks ago. Very GOOD analysis and breakdown. Can't wait to try tickernomics.
Meh, i'll wait the 2 first Q of 2023 if they cut the dividend. I like the compagny and the water services they provide. If I can buy it at 3 to 5 $, i'm in for the long game. I just dont like the renewable segment, I dont believe in it, I cannot see it be profitable.
I think the management has no credibility, I don't know the executives so it's nothing personal. If an average retail investor like me can pick up they are overextended, then maybe they should be more rational and prudent in their decisions ? I can understand they have a more aggressive approach, but that does not mean they should have close to or no margin of safety in their strategy, which is the situation they put themselves into. I think they will have no option but to destroy more shareholder value; take on more debt, issue more shares and probably cut the dividends. ( since they already have a lot of debt and issuing shares is not very helpful at this point ).
Was waiting for this thanks 🙏
around 17:00 you say that its can be risky to hold utlities when inflation is high (bad summary of what you said): it is the price of fossil fuel energy that creates inflation... and they are in renewable (mostly). So beside the interest rate, i think the situation is actually good for them and should lead to more profitability
Would you take a look at RNW?
Sure :)
@@investingsucks other option , Eit-Un.To or Nwh-Un.To. I love the analysis you do
Great content as usual. I will be playing with Tickernomics a bit today. I am really enjoying it. It's the best screener i have come across and that alone is a killer feature.
Thanks for the feedback you left btw :)
Thank you, Love your practical overview in your videos.
Thank you Eric !
Awesome video! Thank you so much!
Can you please link the video you referred to about reading the risk section of stocks? Thank you!
Here you go: th-cam.com/video/LL4X7EzSafU/w-d-xo.html
@@investingsucks Thank you so much! Your channel is awesome! Keep up the good work!
Thanks for a good synopsis. Q3 earnings was a bombshell when I read it. I think the dividend will be temporarily cut by a third. No one would have been able to predict what has transpired and crushed the stock. Being down 40% from it's highs does suck, but we have been through this process before in 09. As long as management continues to watch out for shareholders and not themselves, I'll be holding for the long run.
What highs l’m down 50%
@@pandabear8142 from it's 1 year chart I should say. Aqn is my only renewable energy play. It was going well .. but I don't think it's as lucrative as everyone thought since oil is back in favor 🙂
Pay out ratio for the dividend is scary.
@@johnhale5271 yep. It is now just over 100% of fcf per share. So a dividend cut would be needed to manage all the debt.
Thanks for the validation! AQN will stay in my radar picks. Sticking overweight in oil with Energy stocks
I always wanted to buy AQN, but my friend in power utility company told me it was very risky. So I avoided it
Your tool /web page looks good but i can’t use it on a phone. I can’t zoom in the screen
Yeah it's not built for phone use at the moment unfortunately. It's best to use on a laptop or desktop.
AQN’s demise taught me the importance of diversification.
I was wondering about this Canadian utility. How about a deep look at BIP, Brookfield Infrastructure Partners ?
I can take a look!
This is the first video I've ran across by you. And I just happened to buy AQN on the recent biggest dip a few weeks ago. Very GOOD analysis and breakdown. Can't wait to try tickernomics.
Hey! Do you think investing sucks, really?
Utility is as risky as Lehman brother
I'm so trash at utility stocks. Aqn has always caught my eye though 🤔
Hello, i agree for the debt, now look at the other similar Canadian companies like Boralex
Meh, i'll wait the 2 first Q of 2023 if they cut the dividend. I like the compagny and the water services they provide. If I can buy it at 3 to 5 $, i'm in for the long game. I just dont like the renewable segment, I dont believe in it, I cannot see it be profitable.
Thanks !! Great content as usual. Can you do Lassonde industries please ?
Nice review, Can they be potential merger target or Acquisition target for a larger company may be Fortis or Brookfield asset management?
I'd give it a remote chance
Been buying at $10 last week
I think the management has no credibility, I don't know the executives so it's nothing personal.
If an average retail investor like me can pick up they are overextended, then maybe they should be more rational and prudent in their decisions ?
I can understand they have a more aggressive approach, but that does not mean they should have close to or no margin of safety in their strategy, which is the situation they put themselves into.
I think they will have no option but to destroy more shareholder value; take on more debt, issue more shares and probably cut the dividends. ( since they already have a lot of debt and issuing shares is not very helpful at this point ).
Awesome video dude
the payout ratio is like 1000% still want to invest in it?
Best I've seen!! Need likes? -> P R O M O S M!!
Too much debt!