Investment Q&A

Q: Hi guys,

I'm looking for potential opportunities in the energy space where the line between clean and fossil, as well as energy vs utilities seems to blur more and more. Also there seems to be increasing suggestion that big oil is interest to move into this space with investment and engineering capital.
Are these corporations good opportunities and if so do they look to be positioned as underpriced for growth relative to the current frothy players like npi and bep?

Q: I have no utilities exposure. I want to add 1 Company. I was looking at Fortis because I believe they are your favourite given their size and history of dividend increases. They currently are mostly electricity delivery (<90%) with some renewables and fossil fuel. By 2035 they expect to increase renewables from 2% to 7%. That seems like a long time for such a small increase. They are eliminating their fossil fuel generation. If I prefer to invest in a utility with more of a focus on renewables, would AQN or BEP.UN be a better bet. Shouldn't they do better as renewables become 'trendier'? Which do you prefer out of AQN and BEP.UN. BEP.UN has had quite a run recently.

Q: I read a report that indicated that short positions in Algonquin were increasing of late. Can you briefly explain the short thesis?

Q: Please rank these stocks in terms of safety of dividends and please provide payout ratio for each. Thank you!

Q: Would welcome recommendation for a renewable energy TSX/NASDAQ ETF ? Any preference between AQN or NPI ?

Thx

Q: Why do you like both FTS & AQN?

Does a raise in interest rates kill this sector?

Would you agree that FTS has a PE of 20 compared to a PE of 30 for AQN?

Would you also agree that a large BAM position allows you to participate in BEP without investing directly in the stock?

Thank you,
Nick

Q: Great job again.
between capital power and algonquin power and utilities. Lets in a 2 to 3 year period which one would you say is a better growth stock.
Thanks again

Q: Hi there, I'm looking for some DRIP recommendations. So any sector ... with a dividend between 3-5% that Offers opportunity to take the dividend as stock. And is there usually an amount of stock that must be owned to qualify. Thanks!

Q: Hi 5i team,

Can you please rank above renewable energy stocks and provide comments?

thanks,

Q: Retired, dividend-income investor. I own AQN, FTS, TRP.

I am trying to put into perspective the relative market share (whatever the appropriate metric is?) of Renewable Energy vs Traditional Energy. The recent surge in renewables has, I'm sure, accelerated the transition from traditional to renewable. I am wondering how far into the future the oil industry has (20 years?)?

While I have no data, I suspect if we broke down the various energy subsectors into Renewables (solar, hydro, tidal, wind) vs Gas vs Oil, that Renewables would currently make up roughly 10-20%? Can you please give me the current breakdown vs where we are forecast to be in 5-10-20 years?

Thanks...Steve

Q: Hi Peter/Ryan, I hold these stocks in my RRSP : ATD.B, BCE, CCL.B, ENB, KXS, LSPD, MG, PAT, RY, TRP, and T. I was thinking of removing CCL.B, I've held it for 2 years and am down about $400 on it and replacing it with AQN for the dividend. Any thoughts on this move or what might you add with a better dividend or better growth. Thanks, always appreciate your insight. Nick

Q: Hi, could you please comment on AQN results. Thanks

Q: Your comments on ecns earnings and would you be buyer at these levels. aqn to report today. Your thoughts on investing before the news. Thanks and have a great day. Ken

Q: I am looking at the above companies highlighted in your recent comments. Could you please rank them in terms of a) highest growth to lowest over 5 year time frame b) least to most risk. If am missing another favourite please let me know. Thanks for all your great advice. Brian

Q: Retired, dividend-income investor. I focus a lot on asset allocation...by sector and by security. I break out my ETFs into their various sectors (ex. ZLB, ZRE, ZWC, XIT, CDZ, LIFE) and then add in my individual securities (ex. AQN, BCE, NWC, NTR, PBH, PLC, RY, TRP, WSP, etc). Up until now I have lumped Telecoms, Utilities and Pipelines into one category and Energy is a stand-alone sector. The only "adjustment" I make is for TRP. I would normally assign it to Utilities, but because it seems to trade more like the Energy sector I assign it 50-50 to Utilities-Energy.

Fast forward to now with the increasing amount of "Renewable Energy". When researching individual companies for potential inclusion into my portfolio, they seem to all come up "Utilities" (ex. BEP, BIP, NPI). It appears Renewable Energy is not a subset of Energy.

So my question is...how do we deal with the asset allocation? Is Renewable Energy assigned to Utilities or Energy or is it a Hybrid?

Thanks...Steve

Q: All of these stocks seem to be favourites and pay good dividends. Am having a hard time differentiating between them as regards to those involved in renewable energy ( I think NPI, BEP and Aqn ) and those involved in transmission only of electricity and natural gas (I think FTS, and EMA). Could you please comment on the differences, if there is any and how you would rank them.

Thanks

W

Q: Hello,
Renewable energy will be the in the high demand in future. So which stock you prefer to hold on US & Canda side for better growth.
Thx,

Q: I am currently have a large position in Atco and it has been going down a lot since Covid. Going forward, what is your view of continuing to hold ACO.X vs a swap into FTS, ENB, AQN, or CU. Could a swap in either one or into a combination of these be of benefit for a long-term hold for a risk averse investor? What is your recommendation given the current valuations, recovery potential and future growth outlook?
Many thanks!

Q: Hi,

1)In the next 2-3 years do you think REITS or utilities will do better (some growth, less volatility)?
2)Can you suggest 2 CDN reits and 2 CDN utilities you feel comfy with>
3) Can you suggest 2 US reits and 2 US utilities you feel comfy with?

Q: Straight up, which of these two stocks would be the safest investments over about a three year period, thanks?