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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: Do you have a preference between these stocks for a long term investment? Would you recommend purchasing an etf instead of a few stocks for exposure to the renewable energy sector?
Read Answer Asked by Gary on February 22, 2021
Q: Hi you made the following ‘generation vs distribution’ comment wrt AQN to Peter on Dec 2. Could you please expand on this a bit further as I mistakenly thought AQN was primarily generation. Could you similarly comment on NPI and INE re generation vs distribution. Thanks.

“The majority of its (AQN’s) business is distribution and has less exposure to generation already.”
Read Answer Asked by Gary on December 03, 2020
Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.
Read Answer Asked by Dan on November 18, 2020
Q: Hi Guys, these 4 companies popped up on the 52 week high list this morning, how would you rate these going out 12-24 months. Thanks again for your excellent service.

Anthony
Read Answer Asked by Anthony on October 07, 2020
Q: Thanks for your response on the renewable power /clean energy participants; it prompted a closer examination of earnings expectations and current rating for each. With certain exceptions it seems to me that i) rerating and price enhancement took place mostly in 2019, ii) that for the most part valuations are now generous and iii) that the participants are primarily utilities such that, absent special situations, sustainable earnings growth will be modest when compared to growing industrials and others with which we have become accustomed. The discount issue then hinges on valuation methodology; their pe/peg ratios are excessive unless the conventions applying to utilities are very different from generally accepted norms, and I am not familiar with accepted cash flow ratios for the sector if these are appropriate and used. What is the generally accepted pricing criteria for these names and customary ratio ranges. Thank you again.
Read Answer Asked by Mike on September 30, 2020
Q: It looks as though renewable power is becoming politically accepted, with the above as assumed potential sector participants. What is the anticipated growth rate for each and to what extent have each potentially already discounted the coming year's anticipated growth in value. I Look forward to your response.
Read Answer Asked by Mike on September 28, 2020
Q: Would you please mention other renewable energy corp. in US and Canada. Thanks for your incredible service. Jim
Read Answer Asked by jim on August 21, 2020
Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.
Read Answer Asked by Dona on May 26, 2020
Q: I have no positions in renewable energy, my watchlist includes the 3 companies in question. Could you rate these 3, add a 4th if you you know of a stronger candidate in terms of balance sheet strength and growth prospects. I’m a long term, buy and hold investor.
Read Answer Asked by Larry on April 27, 2020
Q: Hi, if we are in a lower for longer or forever energy pricing environment what might be the impact on the above companies? Also, do you think their dividends could conceivably be in jeopardy? Thanks.
Read Answer Asked by Gary on March 13, 2020
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