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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: RNW attributes much of the bad news in its Q3 results to lost income from and rebuilding expenses at Kent Hills, and given management's comments ("Rehabilitation is targeted to be completed by the second half of 2023 for the Kent Hills 1 and 2 wind facilities"; MD&A p14), it looks like these losses will continue for at least three quarters (possibly offset by cost-recovery from third parties and their insurers.) All that admitted, is there some forward-looking point at which RNW becomes attractive again?
Read Answer Asked by John on November 07, 2022
Q: Can you please rank the above utilities for Value. I used EV/EBITA data from Yahoo Finance and got this: NPI (8), BIP.UN (11), FTS (12.7), BLX (13), BEP.UN (15), NEE (26), AQN (28)
Thanks!
Read Answer Asked by Grant on November 07, 2022
Q: Hello:
Appreciate your ongoing honest and open approach. I know many of us find these challenging times. It feels like many "truths" of investing are no longer true. (i.e. how bonds respond to various market periods, whether preferred shares will ever behave as expected and how valuations of growing companies can swing so wildly.)
I need some help (I know, you can't personalize advice...) with SELL strategies. I am tempted to sell part of some holdings at all-time highs such as XOM. Is this ridiculous? If it's down 30% in January I will be kicking myself. I did NOT sell during very high valuations for a lot of growth stocks and I don't mind being patient while those recover but in hindsight selling half positions would have been a great way to solidify paper gains. I have held XOM for a long time as it was under water from my buy-in position, and it swings so widely on demand and oil price.
Is it crazy to be reducing positions in oil and gas now? Any SELL strategy thoughts appreciated.
Thank you!
Read Answer Asked by Marilou on November 07, 2022
Q: In your response to a question you stated "ENB. & FTS would also be highly correlated"
Can you explain? Did you mean if you owned ENB you don't need to own FTS?
Read Answer Asked by Peter on November 07, 2022
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE

Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
Read Answer Asked by Steven on November 04, 2022
Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?
Read Answer Asked by Alexander on November 04, 2022
Q: I am interested in purchasing a Canadian renewable energy company, for an investment income-focused portfolio (retired individual); prefer eligible dividend (eg, BEPC vs BEP.UN). Anyways, among 3 options listed (AQN, BEPC, NPI), is there one that you would favor (long-term hold for income generation)?

Ted
Read Answer Asked by Ted on November 03, 2022
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