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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'm wondering why there is so much investment interest in renewable power. As far as I know these companies are highly subsidized by governments and they pay no taxes. What is going to happen when renewable energy companies have to face the same rules as do non-renewable energy compaines?
Read Answer Asked by christianne on October 16, 2020
Q: I have just sold ENB to realize a capital loss and replaced it with 50% TRP and 50% PPL.
When the 30 day period has elapsed and considering capital preservation and yield over 3+ years; would you reverse the trade and buy back ENB or just continue to hold TRP and PPL.

Many thanks.
Barry
Read Answer Asked by Barry on October 13, 2020
Q: Peter,

I own Atco, Algonquin Power, Fortis, Canadian Utilities , Emara and Brookfield Infrastructure. My concern is I am missing out on the renewables / green space companies. In the utility space what other recommendations you would give to ensure I am covered.

Thank you
Paul
Read Answer Asked by paul on October 13, 2020
Q: ENB. SU,TRP and PPL are my current energy holdings and I am down on all four. I have held for a long time and I am concerned energy is not coming back quickly. What would you suggest.? Reduce in all, cut 1 or 2 , if so which would you suggest I sell. As usual your input is respected.
Read Answer Asked by John on October 13, 2020
Q: My question relates to sector allocation. Specifically, I am significantly overweight in Utilities (23%), but underweight in Energy (3%). That said, most of my utilities are related to renewable energy (AQN, BEP/BEPC and NPI, as well as FTS which is starting to tilt toward renewables). Does it make sense to 'assign' a portion of these stocks to the Energy sector? And if so, what percentage of each would you suggest could be reassigned? Thank you.
Read Answer Asked by Maureen on October 09, 2020
Q: HI, There seems to be a growing consensus among market watchers and strategists, that Utilities are likely to shine in coming months and years. In this sector, specially the companies which have more exposure to Renewable and Green energy seem to be the favorites. One of the reasons cited for this view is a possible Biden win in coming US elections. We presently have about 9% sector weighting, equally divided between AQN and FTS, but wish increase to may be 15%. Over recent weeks, rising valuations have also reflected this optimism, although, for some more than others.( e.g.,Boralex from $27 to now $41). Which of above companies, in your view, have best potential for growth and prospects for consolidating their position in Green energy ? Also, from valuation perspective, which ones will be your favorites, for more capital appreciation over next few years ? It would help, if you could rank them in preference and explain your reasoning. Thank you for your great insight, as always.
Read Answer Asked by rajeev on October 09, 2020
Q: For renewable energy, I already have BEPC and AQN. For pipeline and utilities, I've ENB and TRP. I can harvest a small tax loss by selling ENB. Should I use the sale proceeds to add to TRP or buy back ENB after 30 days? Which would you prefer and why? Or would I get much better future growth and financial strength by using the proceeds to buy another renewable energy company like NPI? Thanks.
Read Answer Asked by Willie on October 07, 2020
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