Investment Q&A

Q: What are your top four utilities for growth in the next 3-4 years. Canadian or US.? Moderate risk. Thank you.

Q: Do you have a preference between AEP and DUK? My objective is to add some stability and balance to an otherwise aggressive portfolio. I looked at FTS and EMA, but I have limited understanding of the Canadian market. If you believe a Canadian utility offers better growth potential, I would appreciate your insight and any suggestions you may have, given this objective. (Canadian taxpayer; this is for a tax-deferred acc).

Q: Given the growth in data-centre construction and electrification, which Canadian or U.S. power producers do you see positioned to benefit most. Looking for companies with actual and planned capital investments support that potential?” Additionally, as this will be a RIF addition, also looking for sustainable yield

Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!

Q: I bought NEE in a tax-deferred account because of fast-growing power demands by AI and other technologies (also because you liked it so much). It has been a frustrating business to hold, especially compared to other utilities like DUK and AEP. Did NEE become a victim of the current US admin’s pig-headedness about renewables ? NEE shares worth holding ? Analysts seem torn : several rate it a strong buy but almost as many rate it as hold/sell. Questions posed to different AI engines give responses that are just as conflicted.

What do you think of NEE’s business model and the prospects for share appreciation over the next 3 years vs. its peers? If possible, some in-depth comment would help . Please act as critical umpires who are now fed up (pretend if you must). If you have better ideas (preferably US , UK or Europe) I would welcome your suggestions.

Q: Looking for best in breed in the energy midstream and distribution space, US geographically. For dividend stability and growth, which is a better long term play in a diversified US Rif. Duk is termed a utility and my take is that this may affect growth vs Williams. Your take?

Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks

Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike

Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.

Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason

Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?

Q: So it looks like we are heading into a real electric energy shortage in the US. What utility companies are going to prosper into the next 5 years. Sad to think that coal is not showing any signs of a slow down.
Thanks Again

Q: I was watching an interview with David Rosenberg and Ed Devland. They were stating that the Canadian interest rates are going to have to be cut several times due to economic conditions. Can you recommend investment strategies to benefit from this . For example bonds going up in value because of the inverse relationship of interest rates and bond values. What bond etf's ect. Can you give US recommendations also, as it sounds like the Us will be later than Canada.

Thanks

Q: Aside from AI what industries do you think will do well over the next year, both CDA and USA? Can you pls recommend specific stocks or ETFs in those industries?

Q: I need to add to the utility sector. Is this a good time to buy?
Could you please provide 5 names and rate them in order of preference and why.
Would prefer U.S. exposure though Canadian is fine as well.
Thank you.

Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan

Q: What are the best utilities companies in the US to buy now. I am not interested in the limited partnerships.

Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks

Q: Between these two US energy conglomerates, and in a RIF account looking for consistent yield north of 4%, which would you prefer and briefly why.
Also wondering which has a larger breadth of operations.
Thank you

Q: Can you suggest some pick and shovel ways of investing in the theme that a dramatic increase in atomic energy production is the only reasonable way to produce the electric power necessary to replace fossil fuels? i.e. producers or suppliers to producers other than uranium miners.
The theory is that wind and solar both have environmental negatives as well is seasonal and 24 hour availability issues that suggest there are limits to their contribution.
Secondly how, valid do you think the premise is?
Thanks, Hugh