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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.

Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?
Read Answer Asked by Ken on August 06, 2019
Q: How many utilities are enough and where? I have AQN in TFSA and , BEP, BIP, FTS in cash account (along with BAM.A and BBU.UN - total Brookfield is 8.91%). My spreadsheet indicates I have 3% space left in utilities sector to add but your PA says I am over. Sold all of H (was largest utility holding) due to political risk of current chaotic provincial government. Looking at a replacement for H. Don't really need the income for living , looking more for safety and some growth. Looking for your view on how you would rank above prospects or should I add to existing, or stand pat?
Read Answer Asked by William Ross on August 01, 2019
Q: How would you rank these based on valuation, growth and management. Market seemed to yawn at CPX results, it isn’t as high profile as FTS but seems to have gotten more shareholder friendly, sixth consecutive annual dividend increase, wondering if this one and NPI are flying under the radar, Thank-you.
Read Answer Asked by Albert on July 31, 2019
Q: I manage a TFSA for a 26 year old relative, with the following stocks:
GSY, CSU, PHO, KWH-UN, COV, GOOG

With the cash coming from KWH, we are looking to buy. So two questions:
1. Is there any obvious "hole" in terms of sector that we should try to fill?
2. She has indicated a desire for a renewable energy stock. We are considering BEP.UN, AQN, NPI, RNW - which you you choose, or is there another you would suggest instead?

Thanks for your excellent service!
Read Answer Asked by Ed on July 19, 2019
Q: I have about 3/4 positions in the above utility stocks in my non-registered portfolio. I also have some money to add to this sector. Would you suggest I top up one or more of these stocks or open a new position in ACI? Thanks for your advice.
Read Answer Asked by Ken on June 20, 2019
Q: My wife only wants to invest in environmentally friendly companies ( eg renewable energy sector etc). I have bought for her QST. I would like to put her in solid larger companies that pay a dividend. Could you recommend your top 5 picks?
Read Answer Asked by Murray on May 28, 2019
Q: 4:17 PM 5/8/2019
Your 5i profile on NPI shows Debt/Equity of 9.22 and Morningstar gives a comparable figure of D/E of 8.96. These figures are a world ahead over, for example, Enbridge [1.05 and 0.93 respectfully], and PPL [0.63 and 0.53], and RY [0.12 and 0.49] and CSH.UN [2.31 and 2.32].

These figures suggest that NPI has staggering debt. Can you resolve this issue.

I do not want to invest in companies overburdened with unmanageable debt yet you still recommend NPI over AQN [answer to Morgan may 8th] which has D/E of "only" 1.11 and 1.05 from 5i and Morningstar respectively.
Thank you............. Paul K
Read Answer Asked by Paul on May 09, 2019
Q: Could you provide what you see as the best 3 investable stocks that should benefit from continued growth in the renewable energy sector and the move away from carbon based fuels. I am not looking for high risk new technology but rather companies that look like a good bet to grow profitably over the next 10 years.

Thank You
Read Answer Asked by Morgan on May 08, 2019
Q: I hold a half position of AQN and wish to add further renewable energy holdings. I am considering increasing AQN or initiating positions in NPI, BLX or BEP.UN
Would you please rank these four. Should I consider others?
Thank you,
Werner
Read Answer Asked by Werner on April 15, 2019
Q: I have owned this stock since I bought it at $16. It is now at the absolute high it ever was and I am wondering if it would be a good idea to switch to Northland Power for a better chance of capital gain. The div. would be the same since I can buy double the shares or would it be smarter to sell half of EMA and invest the proceeds into either Northland or Algonquin. I do not own any other power utility. Thank you for your great service provide over the years. H.
P.S. Someone is selling $750 m worth of shares and should that bring the price down somewhat?
Read Answer Asked by Harry on March 25, 2019
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