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Pembina Pipeline Corporation (PPL)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Boralex Inc. Class A Shares (BLX)
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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
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Fortis Inc. (FTS)
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AltaGas Ltd. (ALA)
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Emera Incorporated (EMA)
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TransAlta Corporation (TA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Boralex Inc. Class A Shares (BLX)
Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?
Read Answer Asked by Chris on February 23, 2023-
Capital Power Corporation (CPX)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I'm a retired investor with a balanced portfolio looking for a stable total return. I hold the above 3 utilities and am wondering if a switch from BLX to FTS would provide a greater overall return over the next 5 years?
Read Answer Asked by Lyle on February 17, 2023