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Q: Your thoughts please on AES
- The AES Corporation (AES)
- NextEra Energy Inc. (NEE)
- Southern Company (The) (SO)
- Williams Companies Inc. (The) (WMB)
Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?
Thanks.
Thanks.
- The AES Corporation (AES)
- NextEra Energy Inc. (NEE)
- Northland Power Inc. (NPI)
- Array Technologies Inc. (ARRY)
- Sunrun Inc. (RUN)
- Clearway Energy Inc. Class C (CWEN)
- Fortis Inc. (FTS)
- NextEra Energy Partners LP representing limited partner interests (NEP)
- Shoals Technologies Group Inc. (SHLS)
Q: What percentage of a portfilio would you allocate to renewable enegy. I have organized possible holdings into 3 groupings: A. asset allocators, like BEP-un, CWEN; B. technology enhancers, like ARRY, SHLS, RUN, C. Electric utility deliverers: AES, FTS. I would ssk that you recommend a your preferred namres for each grouping. My questions are: 1. Is this a useful way to organize and, if so, what percentage would you allocate to each grouping? 2. Could you rank the stocks in each grouping for safety and growth with suggested [ballpark] entry buy prices? Thanks
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