Q: I tend to believe that utilities are a good place to invest actually ? considering : 1) dividends 2) still "reasonable" stock prices 3) always needed with all economic situations.Could you comment this point of vue and suggest 2 canadian+2 US utility stocks for long term safety.. Many thanks
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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.
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NextEra Energy Inc. (NEE $91.62)
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Brookfield Renewable Partners L.P. (BEP.UN $43.10)
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Topaz Energy Corp. (TPZ $31.50)
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Middlefield Global Infrastructure Dividend ETF (MINF $10.87)
Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.
Thank you
David
Thank you
David
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Amazon.com Inc. (AMZN $207.24)
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Eli Lilly and Company (LLY $903.02)
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NextEra Energy Inc. (NEE $91.62)
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Constellation Software Inc. (CSU $2,441.11)
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Intact Financial Corporation (IFC $252.75)
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WSP Global Inc. (WSP $217.50)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Coinbase Global Inc (COIN $181.04)
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
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Microsoft Corporation (MSFT $372.74)
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NextEra Energy Inc. (NEE $91.62)
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Brookfield Renewable Partners L.P. (BEP.UN $43.10)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.13)
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Constellation Energy Corporation (CEG $294.85)
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.
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Intuitive Surgical Inc. (ISRG $471.91)
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Booking Holdings Inc. (BKNG $4,290.65)
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JPMorgan Chase & Co. (JPM $292.40)
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Eli Lilly and Company (LLY $903.02)
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NextEra Energy Inc. (NEE $91.62)
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Prudential Financial Inc. (PRU $94.80)
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Trane Technologies plc (TT $430.08)
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RTX Corporation (RTX $194.00)
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TransMedics Group Inc. (TMDX $108.92)
Q: Can you recommend a few US non tech stocks that you see have good upside?
Thanks
Thanks
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NextEra Energy Inc. (NEE $91.62)
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Argan Inc. (AGX $444.83)
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Carpenter Technology Corporation (CRS $399.47)
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Western Midstream Partners LP Representing Limited Partner Interests (WES $42.24)
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L3Harris Technologies Inc. (LHX $351.42)
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Sprott Uranium Miners ETF (URNM $61.01)
Q: Saw a blurb in Seeking Alpha about these firms as good growth stocks as well as the etf.
Sold my SMCA and have $30K U.S. to invest . I can buy 3 of these, which 3 do you like for 36- 48 months?
Thank you David
Sold my SMCA and have $30K U.S. to invest . I can buy 3 of these, which 3 do you like for 36- 48 months?
Thank you David
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JPMorgan Chase & Co. (JPM $292.40)
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McDonald's Corporation (MCD $307.84)
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Altria Group Inc. (MO $64.32)
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NextEra Energy Inc. (NEE $91.62)
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PepsiCo Inc. (PEP $150.59)
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Prudential Financial Inc. (PRU $94.80)
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Williams Companies Inc. (The) (WMB $74.46)
Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
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Duke Energy Corporation (Holding Company) (DUK $127.38)
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NextEra Energy Inc. (NEE $91.62)
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Miscellaneous (MISC)
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Constellation Energy Corporation (CEG $294.85)
Q: So it looks like we are heading into a real electric energy shortage in the US. What utility companies are going to prosper into the next 5 years. Sad to think that coal is not showing any signs of a slow down.
Thanks Again
Thanks Again
Q: I just initiated a position in NEE about a week ago. With the dividend cut forecast and now down about 4% in the past 5 days, do you still see NEE as a hold?
Q: Was just about to step in to my first purchase of NEE when they make a big equity sale announcement at $50? Am I getting that right? The stock trades at $69 today. That seems extreme. The news release is very hard for me to decipher. Can you explain this in layman's terms and whether this is good or bad for today's valuation? Would you step in here or wait for things to settle down?
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Alphabet Inc. (GOOG $289.20)
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Microsoft Corporation (MSFT $372.74)
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NVIDIA Corporation (NVDA $175.20)
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Booking Holdings Inc. (BKNG $4,290.65)
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NextEra Energy Inc. (NEE $91.62)
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Royal Bank of Canada (RY $223.18)
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Toronto-Dominion Bank (The) (TD $128.70)
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Bank of Nova Scotia (The) (BNS $95.66)
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Constellation Software Inc. (CSU $2,441.11)
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WSP Global Inc. (WSP $217.50)
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Alimentation Couche-Tard Inc. (ATD $77.97)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.99)
Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton
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NextEra Energy Inc. (NEE $91.62)
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iShares S&P Global Clean Energy Index Fund (ICLN $18.31)
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Vistra Corp. (VST $152.72)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.13)
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Constellation Energy Corporation (CEG $294.85)
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TCW ETF TRUST (NETZ)
Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
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Applied Materials Inc. (AMAT $373.99)
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Broadcom Inc. (AVGO $318.29)
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Micron Technology Inc. (MU $395.53)
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QUALCOMM Incorporated (QCOM $128.67)
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NextEra Energy Inc. (NEE $91.62)
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Constellation Energy Corporation (CEG $294.85)
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Nextpower Inc. (NXT $124.86)
Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?
Would you consider CEG comparable to NEE?
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Duke Energy Corporation (Holding Company) (DUK $127.38)
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NextEra Energy Inc. (NEE $91.62)
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BCE Inc. (BCE $35.54)
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TELUS Corporation (T $18.11)
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Brookfield Renewable Partners L.P. (BEP.UN $43.10)
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Capital Power Corporation (CPX $64.35)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.21)
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iShares 20+ Year Treasury Bond ETF (TLT $86.01)
Q: I was watching an interview with David Rosenberg and Ed Devland. They were stating that the Canadian interest rates are going to have to be cut several times due to economic conditions. Can you recommend investment strategies to benefit from this . For example bonds going up in value because of the inverse relationship of interest rates and bond values. What bond etf's ect. Can you give US recommendations also, as it sounds like the Us will be later than Canada.
Thanks
Thanks
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Booking Holdings Inc. (BKNG $4,290.65)
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NextEra Energy Inc. (NEE $91.62)
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Axon Enterprise Inc. (AXON $456.60)
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Arthur J. Gallagher & Co. (AJG $216.28)
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CrowdStrike Holdings Inc. (CRWD $392.99)
Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.
Thanks as always.
Thanks as always.
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Costco Wholesale Corporation (COST $973.82)
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Alphabet Inc. (GOOG $289.20)
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Intuitive Surgical Inc. (ISRG $471.91)
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Microsoft Corporation (MSFT $372.74)
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Vertex Pharmaceuticals Incorporated (VRTX $448.62)
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American Tower Corporation (REIT) (AMT $170.36)
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Eli Lilly and Company (LLY $903.02)
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NextEra Energy Inc. (NEE $91.62)
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Quanta Services Inc. (PWR $578.44)
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Bank of Nova Scotia (The) (BNS $95.66)
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BCE Inc. (BCE $35.54)
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Constellation Software Inc. (CSU $2,441.11)
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Dollarama Inc. (DOL $168.66)
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Agnico Eagle Mines Limited (AEM $252.57)
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Alimentation Couche-Tard Inc. (ATD $77.97)
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Hydro One Limited (H $57.09)
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Nutrien Ltd. (NTR $105.72)
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Crocs Inc. (CROX $79.99)
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Catalyst Pharmaceuticals Inc. (CPRX $23.07)
Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )
- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
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Duke Energy Corporation (Holding Company) (DUK $127.38)
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NextEra Energy Inc. (NEE $91.62)
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Xylem Inc. New (XYL $120.45)
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Agnico Eagle Mines Limited (AEM $252.57)
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American Water Works Company Inc. (AWK $133.58)
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iShares Biotechnology ETF (IBB $161.64)
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Invesco Water Resources ETF (PHO $66.85)
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State Street SPDR S&P Biotech ETF (XBI $119.54)
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Cameco Corporation (CCJ $108.04)
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Invesco S&P Global Water Index ETF (CGW $62.70)
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First Trust Water ETF (FIW $103.63)
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Karora Resources Inc. (KRR $6.70)
Q: Aside from AI what industries do you think will do well over the next year, both CDA and USA? Can you pls recommend specific stocks or ETFs in those industries?
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Costco Wholesale Corporation (COST $973.82)
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Alphabet Inc. (GOOG $289.20)
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NVIDIA Corporation (NVDA $175.20)
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Booking Holdings Inc. (BKNG $4,290.65)
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American Tower Corporation (REIT) (AMT $170.36)
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Chevron Corporation (CVX $206.79)
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Freeport-McMoRan Inc. (FCX $56.48)
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JPMorgan Chase & Co. (JPM $292.40)
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Eli Lilly and Company (LLY $903.02)
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NextEra Energy Inc. (NEE $91.62)
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Trane Technologies plc (TT $430.08)
Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.
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NextEra Energy Inc. (NEE $91.62)
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Fortis Inc. (FTS $75.84)
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Brookfield Renewable Partners L.P. (BEP.UN $43.10)
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Capital Power Corporation (CPX $64.35)
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Atmos Energy Corporation (ATO $181.57)
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Otter Tail Corporation (OTTR $87.09)
Q: Hi, with the relatively attractive PE ratio of Utilities and the proxy play of increased energy consumption demands of AI, can you recommend 3 Canadian Utilities and 3 US Utilities with a growth focus for a 2-3 year hold, and your thoughts on each.
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NextEra Energy Inc. (NEE $91.62)
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DBA Sempra (SRE $95.00)
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Enbridge Inc. (ENB $74.91)
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Pembina Pipeline Corporation (PPL $62.10)
Q: I currently hold Enbridge in a taxable account and I am thinking of selling it and purchasing a stock in the same sector that has more growth and likely a smaller yield. While I prefer Canadian companies US listed stocks would be considered if they are more attractive.
With appreciation,
Ed
With appreciation,
Ed