Investment Q&A

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?

Q: Can you please help me understand why these two names are underperforming while the BOC is easing interest rates? I hold both names in my unregistered account. Please rate them as buy, sell, or hold for a 3- to 5-year holding period

Q: I hold Boralex and would appreciate your analysis of this company for its growth prospects in 2025.

Q: Following Donald Trump's recent election victory, utility stocks have experienced a pullback. Given the current valuation, would you consider it a good entry point given the recent weakness? Please also rank it

Thank you

Q: Hello,

With the interest rate is trending lower, the utility sector should benefit from it. Can you please ranking the above company for 3-5 years holding?

thanks,

Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 25 stocks portfolio would you recommend that includes both.

Do you think you would create new balance portfolio in the future that includes CDR.

Thanks for the great service

Q: Hi,

Are there any utilities that will benefit from AI that you thinkares a good long term hold? Can you give me 2 US and 2 CDN?

Q: I'd like your opinion on these two stocks in the renewables sector. Which one or both do you think is a preferred for a 5 year hold? Is there another company that may be positioned better for this sector? Thank you.

Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris

Q: Why is the Asset Class of Boralex classified as Energy and Fortis is classified as Utilities. Why the difference? Thanks.

Q: I am thinking about swapping out BLX for ENB. I am holding the investment primarily for income. May I get your take on which you prefer as a long term hold? Thanks very much.

Q: Why are the renewable energy companies performing so poorly for so long (more than two years going by BEP.UN, BLX and INE, for example)? With all governments around the world all pushing for clean energy and yet these companies' SP performance are not reflected in the TSX? Thanks.

Q: hi,
I own these as a basket of these smaller renewable stocks ( I own other larger names including Brookfield renew. as well ). the share price of these is struggling. what are your current thoughts on the balance sheets, growth prospects etc. If possible could you rate as a buy, hold,sell, and flag any that are in significant financial difficulty. my feelings are to just hold them all, perhaps a few get takeover offers, and prices move up when rates go down?
cheers, chris

Q: Hi 5i,
Happy New Year!
Of the 5 Green Utility stocks listed, could you please list them in order of preference (best to worst) with a short explanation of 1) why and 2) the pros and cons for each stock at this time?

Thank you.

Q: Dear 5i team.

Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.

Many thanks for your help.

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: Given both stocks drifting lower which one has a higher potential for recovery?
I am thinking of switching from BLX to BEPC because of size and assets mix. If rates stay were they are which company will be less impacted?

Q: Both seem to be in same field, different geography. With varying degrees of risk. In terms of upside potential 3-5 years how would you rank between them and why?

Q: Please you provide a brief comparison of these three. Which would be your preferred hold for the next 5- 10 years?

Thanks,

Mike

Q: Hi Peter
this stock has caught fire in a upward momentum
in the last 2-3 weeks
are there any news or fundamental reasons ?

I am still under water , around 10% loss, should I exit
or hold on if there is good prospect for a 1-2 years time horizon?, it does pays a dividend which helps
thanks
Michael