Q: I'm looking to add a clear energy company and utility to my portfolio. I'm looking for compounding growth and open to Canada and the US. Please rank the following: Fortis, Emera, Canadian Power Corp and GE Vernova Inc. Also, if GE Vernova is an option, is there a prefered between the Canadian or US corps as I see listed on both.
5i Research Answer:
We would rank: GEV, FTS, EMA, CPX
GEV in Canada is hedged to the dollar, so the only main difference is currency. We would prefer the US version.