Q: Hi team. I have ZWU as my main utilities holding @ 11% and I also have positions in BCE and ENB on their own. ZWU has both BCE and ENB in their top 10 holdings. In your opinion am I participating in "di-worsification" by holding BCE and ENB outside of ZWU. Would you sell both BCE and ENB and fold the funds back into ZWU? I'm ok letting ZWU go to +/- 15% of my portfolio. Appreciate your thoughts. Bill.
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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.
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Capital Power Corporation (CPX)
Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?
Thanks
Would you add to or remove any of the above based upon company fundamentals?
Thanks
Q: A question on a company's such as Fortis. ,I was wondering if they would have the same risk and liability as in the US in the case of a fire attributed to them.
- NextEra Energy Inc. (NEE)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Capital Power Corporation (CPX)
- Atmos Energy Corporation (ATO)
- Otter Tail Corporation (OTTR)
Q: Hi, with the relatively attractive PE ratio of Utilities and the proxy play of increased energy consumption demands of AI, can you recommend 3 Canadian Utilities and 3 US Utilities with a growth focus for a 2-3 year hold, and your thoughts on each.
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Capital Power Corporation (CPX)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Thank you for your ranking of Canadian utilities last week-our investment club had a lengthy discussion yesterday afternoon over the rankings. I found it difficult to defend BIP.UN as first pick with 6:1 debt, meagre/erratic EPS, and growing share dilution vs CPX having similar posted growth rates, 1.5:1 debt, decent EPS and slower share dilution. Any assistance and clarification on this greatly appreciated. Thank you
- Fortis Inc. (FTS)
- Hydro One Limited (H)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Of these three utilities, BEPC’s share price has suffered significantly more than the other two over the past year. Is there a specific reason why?
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- ATCO Ltd. Class I Non-voting Shares (ACO.X)
- Capital Power Corporation (CPX)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Hydro One Limited (H)
Q: Hello,
Thank you for all you do.
For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.
Thank you
Thank you for all you do.
For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.
Thank you
Q: Why is the Asset Class of Boralex classified as Energy and Fortis is classified as Utilities. Why the difference? Thanks.
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. Class A Preferred Limited Partnership Units Series 18 (BEP.PR.R)
Q: Which would have a safer dividend for the longer term FTS or BEP.PR.R or both.
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Hydro One Limited (H)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.
Q: Good morning,
Thinking of selling BCE for a capital loss, and replacing with FTS. Hold FTS until ex-dividend date of May 16th, and then buy back BCE in time for their June ex-dividend date.
Reasonable strategy if no immediate near term price catalysts - good or bad - for either BCE/FTS?
Thinking of selling BCE for a capital loss, and replacing with FTS. Hold FTS until ex-dividend date of May 16th, and then buy back BCE in time for their June ex-dividend date.
Reasonable strategy if no immediate near term price catalysts - good or bad - for either BCE/FTS?
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- TMX Group Limited (X)
- Hydro One Limited (H)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I'd like to invest a substantial inheritance in solid, relatively safe dividend stocks in a non-registered account for a stream of tax-efficient income. Can you suggest 7-8 stocks for me to consider and do you consider that number enough for diversification? Would you buy in gradually over the year or invest all at once? Is it unwise to invest in Canadian stocks only ( have geographic diversification in my registered accounts)? I won't need the income for 2-3 years and will probably hang on to them for life, whatever that may be (I'm in my late 50s). Thanks. I have tons of credits - use as many as needed.
Q: Do you have a preference between these stocks for a long term hold? Or split funds between both of them?
Q: You responded to a March 21st question by Esther confirming that, in your view, Canadian rates are fully expected to drop faster, sooner than US interest rates - leaving a positive outlook for the US$ and stocks.
My question is in 2 parts;
- What are 3 interest sensitive Canadian investments would you recommend that take advantage of a faster/sooner drop in Canadian rates (and why they may be good investments), and
- Should one hold off on investing in US investments such as TLT short term, or not try too hard to time the buy and invest now?
Thanks as always.
My question is in 2 parts;
- What are 3 interest sensitive Canadian investments would you recommend that take advantage of a faster/sooner drop in Canadian rates (and why they may be good investments), and
- Should one hold off on investing in US investments such as TLT short term, or not try too hard to time the buy and invest now?
Thanks as always.
Q: At what price would Canadian Utilities be a good point to buy the stock for dividend income? If there are better companies in the utilities market, please comment on that. I am looking for a company with good dividend prospects for the next 5 years.
And is CU a good bet for capital growth in the next 5 years? If not, what are better options?
Thank you for your valuable input and have a great day!
And is CU a good bet for capital growth in the next 5 years? If not, what are better options?
Thank you for your valuable input and have a great day!
Q: According to my TD direct Investment site, analysts are advising selling Fortis. This seems excessive to me. What do you think? I'm a not aggressive senior without, given my age, a particularly long recovery time.
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: With increasing power demand (AI, EV's, data centers, etc.), what positive or negative impact does this have on BEP.UN and FTS ?
Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Hydro One Limited (H)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.
Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.
Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Q: If selecting one company from these three which factors would you use and which would you prefer?
Q: Recently retired and looking for growth and income and looking for suggestions with FTS. Have owned for 5 years and currently up 10.48 % over that time. One of my weakest performers in my rrsp. What would you do with this? Sell outright and replace with? I’m considering H as I own both and H has outperformed with 69.86% over the same time period. Which would you prefer for the next 5 years? H? FTS? ( is there hope for FTS) or something else and which would be buyable today?
Thanks for all your guidance
Thanks for all your guidance