Q: Hi,
I just saw a question on the percentage of renewable energy sources versus hydrocarbons for a number of companies, including BEPC, NPI, AQN and FTS. You said there was no material exposure to renewables for FTS. You may be right of course but what is the definition of renewables? Is it only wind and solar, or is hydro considered a form of renewable energy? If so, FTS has plenty of hydro power sources.
Thanks for clarification.
Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.
Clarification please regarding your answer for Rob on Feb 23rd comparing Tourmaline & Gibson. You mentioned the Dividend for TOU is 4.3%. I have the dividend at 1.5%. What have I got wrong?
Q: Notice this is trading approximately 3% higher than its 52 week low. Pays a healthy dividend over 6%. Given the situation in the Ukraine, think now is a good time to jump in for the dividend (I am mostly interested in income) or is it possible the dividend may be cut ? If not, what would you see as an attractive entry point and do you feel the dividend should be safe longer term (and I assume you agree this situation with Russia will get fixed in the next 60-90 days).
Q: I know you have answered some questions recently on FSZ. Have your thoughts change after the results this morning (Feb 25) ? I have it for income so wondering if you think the hefty dividend is safe and thoughts for capital appreciation over the next 8-24 months ?
Q: Could you give us your thoughts on their 1/4, Thanks
Also, any thoughts regarding the latest Supreme Court Decision on the pipeline through the Dakota's and it's effect on ERF's ability to transport oil south.
Q: Could you provide the % age of the bottom line for these co's that is generated by renewables vs hydrocarbons?
Also if possible could you provide their strategic focus - capital investment % on renewables vs hydrocarbons?
I may have the incorrect BAM listed and I may have missed a key player in this domain.
Q: I have 20K in my TFSA that needs to be invested. Looking for growth stocks which should be at a bargain these days. Which would be your 5 top Canadian stocks at the moment. I do realize that this is a repetitive question so one more time for old times sake.
Many thanks for your guidance over the years.
Regards
Q: I am curious about the Dividend with SYZ. Very few Tech Co.'s have any dividends and those that do are usually less than 3%. So why does a smaller tech Co. have such a large dividend? Appreciate your comments. Is their Div sustainable and would this be a good choice for an income investor. Thanks!
Q: I would like to get your thoughts on ADW.A today. I am down ~35% and there seems to be no investor confidence in this stock. It should be a reopening idea which should start performing as we are lifting restrictions. Would you add to a position or has the stock has become a falling knife.
Also, I have heard Peter suggest it is not when to buy a stock it is knowing when to sell. What criteria would you use to determine a sell?