Investment Q&A

Q: Hello
Could you give us your take on the latest earnings for Transalta, Inergex, and Emera?
Please use necessary credits.
Thank you
Stephane

Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?

Q: Hi,

Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?

Appreciate your thoughts on this.

Regards,
GM

Q: Hello All,

Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.

Is that a blunt but reasonable filter?

Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?


Many thanks

Q: Merry Christmas everyone and thank you for a wonderful service! I'm looking to purchase six different companies that have preferred shares and would like you to help me pick them. Security of dividend and safety of the companies (staying power) is the top priority here. Therefore if two preferred picks are in the same sector I don't mind as I'm not sure how much diversity matters here.

I currently own TRI and CSU preferred shares and would also like your opinion on them, thanks.

Q: Are any of these worth buying now, especially before a potential recession: CU-T, CPX-T, EMA-T, ENB-T, FTS-T, TRP-T and DGRO-A?
Thank you. Ron L

Q: Hello Peter
I am looking at adding two stocks to my TFSA. Both stocks to be income producing stock with an upside for growth.
Are there any risks with the dividend in the 6 stocks listed
How would you rank the 6 stocks listed to fulfill my goals

Thank you
Howard

Q: Hi, Capital Power announced strong results, but the stock keeps declining, despite its cheaper valuation compared to other utilities. Any comments ? Thanks

Q: Hi, any idea why EMA has so dramatically underperformed it’s peer utilities in the past 5 days? Thanks.

Q: I have been a long time holder of EMA, with a YoC of over 10%. I am mainly concerned with the safety of the dividend and some dividend growth. Given the recent news, is there reason to be concerned about the dividend and overall outlook for this company?

Q: Hello,
Could you please briefly list what you like and don’t like about these for income and preservation of capital? What’s your favourite utility? Thanks

Q: In this time of rising interest rates , do you think one should hold on to EMA and FTS for the longer term or should I sell if you think they may tank a lot more?

Q: I own AQN in my dividend growth portfolio and would like to add another utility. Is Fortis to similar to AWN or different enough for a diversified portfolio. Also thining of Emera or perhaps ATCO for better diversification. Which of these or others would be your preference for another utility in a portfolio?

Q: Hi, This week's sharp decline in Pipeline ( ENB/TRP and Others) and Utility (FTS etc ) stocks - Do you think, it is a result of market's renewed fear of continued rate hikes into 2022/2023, as suggested by FED Chair on Friday and re-iterated by other FED Presidents over course of this week including Cleveland FED President, Mester, Today. Pipelines and Utilies sector has performed well this year, but may be, due to its higher yield, is causing some worry to investors. Your comments, co relation of high rates and other factors, impacting these sectors will be much appreciated. Would it be prudent to underweight the sectors, in near term. Thank You

Q: Hi Peter and Staff

In an answer to Ken on August 4th you stated that neither of these companies generate free cash flow - is that correct ?

Thanks for all you do
Dennis

Q: Hi team,
I own Fortis and Emera for dividends and safety. Given the higher dividend and recent better performance of Capital Power, would it be reasonable to replace either FTS or EMA with CPX?

Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you

Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?

Q: Hi
I owned BIP.PR.D for a couple of years and liked the steady dividends. I am looking at a) another Brookfield preferred that is similar or
b) an ETF that has mostly rate reset bons with a decent dividend or
c) another preferred share from a stable company, like fortis, bce, telus, enb, trp, etc
I would like something that provides 5%, has at least 2 years shelf life. Is it possible to provide maybe 5 choices, ranked that meet the above criterion?
As always great, Len

Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.