Investment Q&A

Q: what 5 Canadian utility stocks would you currently recommend and why? please rank them in order of highest to lowest recommendation.
thanks

Q: I have BEPC as a renewable play which has gone down for the last year. Is the renewables hay day over? I see oil and gas stocks climbing but not renewables. What is your outlook on the sector in general and in particular, this holding?
thanks

Q: Hi Peter and team, The entire renewable sector was down substantially in 2021. What is your current view of the sector? In this sector, you seem to favor BEP.un. Interest rate is expected to rise. What is your view on the stock against such an economic backdrop? Is this a good entry point? Appreciate your insight!

Q: I own shares in these 3 pipelines but have no exposure to green energy I am seeking modest capital gains coupled with a yield of 3 percent plus. would it make sense to sell one of the pipes and reinvest the proceeds into BEPC? thanks Richard.

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

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

Q: If the pundits prove correct and higher interest rates become a reality how much downside you expect for BEPC?

Thanks.

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Would you classify BEPC as a growth at reasonable price stock or an income stock. I am searching for some Canadian garp names for my TFSA and would welcome some additional suggestions for a 5 year hold. Thank you

Q: Interested in the difference amongst this companies and which one you'd prefer.

Q: The entire renewable sector was down substantially in 2021, from BEP.UN's drop of 38% YTD to RNW's 14%. When will this sector come back to life? If it does what is your estimated timing of the rebound and which stock in this group will recover the most? Thanks.

Q: Is BEPC buyable now,or you have better candidates?.It is near 1 yr low, Is the Div subject to US 15% withholding tax? Txs for u usual great services & views

Q: All things considered equal portfolio wise, which would you chose and why, for a 3-5 year hold.

Thanks

Q: what would be your top 5 companies be that play into the theme of climate change?

Q: I am mainly an income investor, looking for a dividend stock with preservation of capital being reasonably secure. Please a few suggestions would be appreciated.

Q: Dear 5i,
I hope you're well today.
I'm trying to pick the "better" company in which to invest new money.
May I have your opinion, please?
I like all three, but between BEP, CPX, and AQN what would be your preference?
Thank you.

Q: I would like to have your view on renewables mainly BEPC, BLX .
Do they perform better in a low or high interest rate environment?

Also , your outlook on ETF TAN

Thank you

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.

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?