Investment Q&A

Q: Hello team 5i:

It seems that for better or for worse utilities seem to have entred into a "union" with Technolgy sector, thanks to the perceived putative need for high energy demands !

Therefore utilites espcially in the US no longer have an inverse relationship with growth stocks. So it seems to me. I thought they will play the role of a "stabilizers" for my portfolio. That has not been the case.

Any thoughts? Should I consider something else (sector or stocks) to lower the volatility? Can you give me some names, say 3 to 5 stocks in the US utility sector that are NOT involved with AI energy demand craze?

My Canadian utilites fortunatlely remain "boring" and chugging along nicely :) Of course I can collect some nice dividends plus in my non-regd account, dividen tax credit helps!

Thanks for your help as always.

Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks

Q: Can you suggest some pick and shovel ways of investing in the theme that a dramatic increase in atomic energy production is the only reasonable way to produce the electric power necessary to replace fossil fuels? i.e. producers or suppliers to producers other than uranium miners.
The theory is that wind and solar both have environmental negatives as well is seasonal and 24 hour availability issues that suggest there are limits to their contribution.
Secondly how, valid do you think the premise is?
Thanks, Hugh

Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.

Q: I hold EXC in my rrsp account. Do you recommend holding on to this company? What companies would you recommend buying if I sell this one? Thank- you.

Q: Hi Peter,

Any thoughts on Exelon, EXC regarding its consumption of Constellation? good entry point at current prices?

Q: Hi Peter and team, I would like your opinion on EXC, exelon corp on the NYSE. I see it is down a lot in the last year, would it be a buy at this level ? And would the dividend be sustainable in a scenario of low electricity prices during 2 or 3 more years ? Thank you !!

Q: Exelon (EXC) NYSE as a buy for my US portfolio. Good price right now, second largest utility in USA digesting recent acqusition with good dividend. What do you think?