Investment Q&A

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!

Q: I bought some CPX recently expecting modest gains in share price and a decent dividend. But the share price has risen rapidly and now surpasses the targets of most analysts. Can you suggest what is happening? Should I take my quick profits and move on?
John

Q: Which company do you think has better long term growth potential?
Thanks

Q: Looking for a few suggestions for a new position in the Utility space (Cdn) that you think is at at a favourable valuation based on a mix of reasonable growth potential and history of dividend increases together with healthy balance sheet? Please omit Fortis, Hydro, Enbridge and Brookfield companies even if they would be your first picks. Thanks so much.

Q: Hi Guys;

I own FTS in my non registered account and I am looking for a complimentary holding in my TFSA. Which of the companies listed above would you prefer and why?

DON

Q: I am looking for a position in my income portfolio and would like to choose from CPX, CM and TD.
It would seem that Canada is heading into a recession and that would affect the bank earnings, more significantly CIBC than the others.
CPX on the other hand has missed earnings, maintained guidance and has dropped and likely to recover?
Which one would you choose to add?
Regards
Rajiv

Q: This week was the stock was weak. What is your analysis about the company? Its a good holding for income but it is not doing well price wise when compared to CPX:T.
Thanks
Piyush

Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.

Q: Hello,
Can you help suggest some Canadian companies that are similar to CPX that might be good long time holds. Which ones would you prefer and why. Many thanks.

Q: Any reason for the dramatic price drop today?
Jerry

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Q: Any news/reason for the nice increase today? Also what are your long-term thoughts on this company, are there better utility stocks for an income investor? Thank you.

Q: hello
got a nice spike
maybe close to a parabolic rise?

any fundamental reasons
I have a half position for income and some cap gains
should I add, hold or sell?
thanks

Michael

Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks

Q: Currently I hold Fortis (FTS), Hydro One (H), NextEra (NEE), and Brookfield Infrastructure (BIP.UN) in the utilities space. I have been thinking of adding Capital Power (CPX). Could you please rank the five in terms of best overall expected return over the next few years? Would you consolidate any? Thank you.

Q: Those excellent Cies, and others in various sectors, could be significantly punished if the US law bill 899 were adopted by the US senate with no change..Curiously, the valuations of those Cies are not compromised to this day , maybe because it is still too early, and that all this would only start in early 2026....What strategy do you suggest concerning all Cies that have significant US revenues in general ,before any official US senate confirmation? Your point of view shall be extremely appreciated !

Q: I'm looking to add a clear energy company and utility to my portfolio. I'm looking for compounding growth and open to Canada and the US. Please rank the following: Fortis, Emera, Canadian Power Corp and GE Vernova Inc. Also, if GE Vernova is an option, is there a prefered between the Canadian or US corps as I see listed on both.

Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?

My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?