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?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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American Water Works Company Inc. (AWK $145.72)
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Utilities Select Sector SPDR ETF (XLU $85.80)
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Invesco Water Resources ETF (PHO $70.03)
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Atmos Energy Corporation (ATO $155.81)
Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks
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Caterpillar Inc. (CAT $428.69)
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Chubb Limited (CB $267.40)
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Deere & Company (DE $500.98)
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Ecolab Inc. (ECL $261.01)
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Coca-Cola Company (The) (KO $68.86)
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NextEra Energy Inc. (NEE $70.40)
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Procter & Gamble Company (The) (PG $150.65)
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Progressive Corporation (The) (PGR $241.09)
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Roper Technologies Inc. (ROP $542.11)
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Walmart Inc. (WMT $98.49)
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Xylem Inc. New (XYL $142.18)
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Loblaw Companies Limited (L $223.56)
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Sun Life Financial Inc. (SLF $83.33)
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Dollarama Inc. (DOL $189.67)
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Intact Financial Corporation (IFC $283.07)
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Fortis Inc. (FTS $68.79)
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Metro Inc. (MRU $105.38)
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North West Company Inc. (The) (NWC $47.19)
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Premium Brands Holdings Corporation (PBH $87.11)
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Hydro One Limited (H $49.66)
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Nutrien Ltd. (NTR $80.77)
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Arthur J. Gallagher & Co. (AJG $284.17)
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
Thank you,
Mike
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Dominion Energy Inc. (D $60.41)
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Capital Power Corporation (CPX $56.51)
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TransAlta Corporation (TA $17.08)
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.
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Williams Companies Inc. (The) (WMB $60.27)
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Vistra Corp. (VST $208.05)
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Constellation Energy Corporation (CEG $340.77)
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GE Vernova Inc. (GEV $656.50)
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
Jason
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Williams Companies Inc. (The) (WMB $60.27)
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Constellation Energy Corporation (CEG $340.77)
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?
Which companies will benefit?
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Miscellaneous (MISC)
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Constellation Energy Corporation (CEG $340.77)
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
Thanks Again
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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BCE Inc. (BCE $32.53)
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TELUS Corporation (T $21.54)
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Brookfield Renewable Partners L.P. (BEP.UN $35.65)
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Capital Power Corporation (CPX $56.51)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.70)
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iShares 20+ Year Treasury Bond ETF (TLT $87.82)
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
Thanks
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Xylem Inc. New (XYL $142.18)
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Agnico Eagle Mines Limited (AEM $172.74)
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American Water Works Company Inc. (AWK $145.72)
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iShares Biotechnology ETF (IBB $133.04)
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Invesco Water Resources ETF (PHO $70.03)
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SPDR Biotech ETF (XBI $85.93)
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Cameco Corporation (CCJ $72.93)
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Invesco S&P Global Water Index ETF (CGW $62.29)
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First Trust Water ETF (FIW $108.05)
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Karora Resources Inc. (KRR $6.70)
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?
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Southern Company (The) (SO $94.99)
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American Water Works Company Inc. (AWK $145.72)
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Atmos Energy Corporation (ATO $155.81)
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.
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.
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Hasbro Inc. (HAS $74.63)
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QUALCOMM Incorporated (QCOM $148.19)
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Skyworks Solutions Inc. (SWKS $67.69)
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AbbVie Inc. (ABBV $195.22)
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American Tower Corporation (REIT) (AMT $212.10)
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Bank of America Corporation (BAC $45.66)
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Discover Financial Services (DFS)
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Corning Incorporated (GLW $62.05)
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Kinder Morgan Inc. (KMI $28.10)
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Lowe's Companies Inc. (LOW $226.40)
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Verizon Communications Inc. (VZ $42.88)
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Williams Companies Inc. (The) (WMB $60.27)
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Grupo Aeroportuario Del Pacifico S.A. B. de C.V. de C.V. (each representing 10 Series B shares) (PAC $228.55)
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nVent Electric plc (NVT $89.88)
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
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
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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NextEra Energy Inc. (NEE $70.40)
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Southern Company (The) (SO $94.99)
Q: What are the best utilities companies in the US to buy now. I am not interested in the limited partnerships.
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Exelon Corporation (EXC $44.67)
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Fluor Corporation (FLR $41.42)
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Cameco Corporation (CCO $100.63)
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Denison Mines Corp. (DML $2.81)
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BWX Technologies Inc. (BWXT $149.50)
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Jacobs Solutions Inc. (J $139.08)
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NuScale Power Corporation Class A (SMR $44.43)
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
Also wondering which has a larger breadth of operations.
Thank you
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Exelon Corporation (EXC $44.67)
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Fluor Corporation (FLR $41.42)
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Jacobs Solutions Inc. (J $139.08)
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
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
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Meta Platforms Inc. (META $750.01)
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Alphabet Inc. (GOOG $189.95)
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Intuitive Surgical Inc. (ISRG $483.12)
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Booking Holdings Inc. (BKNG $5,386.29)
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AbbVie Inc. (ABBV $195.22)
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The AES Corporation (AES $13.23)
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Home Depot Inc. (The) (HD $373.66)
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Hess Corporation (HES)
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JPMorgan Chase & Co. (JPM $289.37)
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Medtronic plc. (MDT $89.34)
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Mosaic Company (The) (MOS $35.32)
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Morgan Stanley (MS $139.09)
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Prologis Inc. (PLD $104.91)
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PPG Industries Inc. (PPG $104.44)
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Public Storage (PSA $278.89)
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Sherwin-Williams Company (The) (SHW $343.41)
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Stryker Corporation (SYK $377.79)
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TJX Companies Inc. (The) (TJX $126.00)
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Verizon Communications Inc. (VZ $42.88)
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Exxon Mobil Corporation (XOM $109.64)
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Xylem Inc. New (XYL $142.18)
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Bank of Nova Scotia (The) (BNS $76.53)
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Suncor Energy Inc. (SU $53.86)
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BCE Inc. (BCE $32.53)
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Canadian Natural Resources Limited (CNQ $42.72)
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Loblaw Companies Limited (L $223.56)
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Sun Life Financial Inc. (SLF $83.33)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.50)
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TELUS Corporation (T $21.54)
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Dollarama Inc. (DOL $189.67)
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Fortis Inc. (FTS $68.79)
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ARC Resources Ltd. (ARX $27.35)
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WSP Global Inc. (WSP $281.55)
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Algonquin Power & Utilities Corp. (AQN $8.14)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
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Descartes Systems Group Inc. (The) (DSG $144.17)
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TFI International Inc. (TFII $117.35)
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Whitecap Resources Inc. (WCP $10.31)
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ATS Corporation (ATS $41.24)
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BRP Inc. Subordinate Voting Shares (DOO $68.06)
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Primo Water Corporation (PRMW $37.40)
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Premium Brands Holdings Corporation (PBH $87.11)
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Knight Therapeutics Inc. (GUD $6.17)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY $181.31)
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InterRent Real Estate Investment Trust (IIP.UN $13.17)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
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Profound Medical Corp. (PRN $7.78)
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Boralex Inc. Class A Shares (BLX $30.56)
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Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
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CubeSmart (CUBE $39.90)
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Nutrien Ltd. (NTR $80.77)
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Alimentation Couche-Tard Inc. (ATD.A)
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Extra Space Storage Inc (EXR $139.30)
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MEDIFAST INC (MED $13.75)
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T-Mobile US Inc. (TMUS $237.20)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
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CrowdStrike Holdings Inc. (CRWD $446.66)
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Jacobs Solutions Inc. (J $139.08)
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Trane Technologies plc (TT $439.25)
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Celsius Holdings Inc. (CELH $44.72)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
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Topicus.com Inc. (TOI $185.15)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
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Amazon.com Inc. (AMZN $214.75)
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Intuitive Surgical Inc. (ISRG $483.12)
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Booking Holdings Inc. (BKNG $5,386.29)
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AbbVie Inc. (ABBV $195.22)
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The AES Corporation (AES $13.23)
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Mosaic Company (The) (MOS $35.32)
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PPG Industries Inc. (PPG $104.44)
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Sherwin-Williams Company (The) (SHW $343.41)
Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.83)
Q: Looking at Duke with todays decline and thinking of swapping out BEP for Duke. Which would you favour for dividend safety and growth over time, and also safety of capital. Any metrics you can attach will be helpful
Thank you
Thank you
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Gilead Sciences Inc. (GILD $113.18)
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AbbVie Inc. (ABBV $195.22)
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Realty Income Corporation (O $56.57)
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Verizon Communications Inc. (VZ $42.88)
Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len
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Duke Energy Corporation (Holding Company) (DUK $122.91)
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Brookfield Renewable Partners L.P. (BEP.UN $35.65)
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Innergex Renewable Energy Inc. (INE $13.74)
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TransAlta Renewables Inc. (RNW $12.48)
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Boralex Inc. Class A Shares (BLX $30.56)
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Portland General Electric Co (POR $41.45)
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IDACORP Inc. (IDA $124.34)
Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!
Thanks!!