Investment Q&A

Q: I am trying build a list of buy and forget core stocks for each sector. I hold the following utilities in various accounts: FTS, BIPC, BEPC, AQN, NEE, BLX, NPI. Can you please rank these for safety and also for growth. I hold BLX in a corp account because it has the lowest yield - do you see BLX as a long term buy and forget stock? Thanks.

Q: I feel that the future will usher in an era where good investments will be found in the renewable energy area. Just wondering if you agree. If so, I would appreciate it if you would rank order your 6 favorite investments in this sector. I'm interested in both Canadian and America companies and looking mostly for capital appreciation. (some dividends would also be appreciated).

Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.

Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

Q: Given current market volatility and the increased speculation that we are headed into a recession, what are your top 5 defensive stocks with reasonable potential for growth in Canada and US. Could you include good entry points for each.

Q: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!

Q: I was looking to add (NEE) Nextera to my RRSP and Exco (Xtc) to my unregistered account for some dividend paying companies based on some insider buying. What do you think of the financial ratios for these stocks, their history, the industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!

Q: Hold a 1/2 position in NEE and would like to top up. Have been waiting for positive momentum but concerned with hi P/E. Was yesterday's sell off due to interest rates combined with hi P/E or a changing fundamental.

Q: Good Day Team,
I want to add Clean Energy.
ENPH looks a leader in USA
Would buy it now ? if not can please name 1 or two others stocks you like on Clean Energy in US or Canada.
Thanks
Best Regards

Q: I am looking to shift some of my portfolio from the oil & gas sector to the renewable energy sector. Can you please recommend some possible companies/investment opportunities to consider?

Q: Please suggest a few promising names in the battery / energy storage business ... the kind of storage needed for wind, solar, etc. generated electricity, with an eye towards supporting electric vehicles. It would be great if you could identify a company or two that is currently making money in this space. Thanks!

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.

Q: With the growing interest in ESG companies do you think AQN is a potential acquisition target? Wondering if it small enough to get the takeover-kind of attention.

Q: Can you comment on NEE's quarter just released? Thank You
Peter

Q: We have about $4900 US to invest in a non-registered account.
What would be your choice?
We are not limited to sector.

Q: Hello 5i Team

Caribbean Utilities (CUC) was listed in the blog article as companies paying a US$ denominated dividend.

1 – Since Caribbean Utilities is a Cayman Island domiciled company, is it correct that the dividends would NOT be eligible Canadian dividends and therefore NOT eligible for the dividend tax credit (i.e. would be treated similar as US domiciled companies and dividends treated as ordinary income).

2 – According to the CUC website, there is no withholding tax on the dividends, therefore would CUC be best held in a RRSP in conjunction with other US utility companies?

3- CUC is owned approximately 58.5 % by Fortis, why does this ownership percentage not appear on the company information page of the 5i Research?

4 – How does CUC compare / rank with other similar US listed utilities (same market size cap and/or electrical distribution market focused)?

Thank you

Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.

Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom