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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: With utilities, I believe 5i likes BEP best for management and outlook for the future, but based on current price, which of the above 5 energy stocks represents the best value? For my own learning, I would appreciate knowing what main metrics you are using to determine value?
Thanks!!
Read Answer Asked by Grant on February 25, 2021
Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Read Answer Asked by Don on February 17, 2021
Q: I am holding AQN, BEPC, and BLX in utilities and am considering selling AQN to purchase NPI. I’m retired and looking for safe growth with some income. Does this trade seem reasonable for a longer term?
Read Answer Asked by Lyle on February 11, 2021
Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh
Read Answer Asked by Hugh on February 02, 2021
Q: Hi, purely in terms of relative dividend security could you please rank the above blue chips companies over the next 5-10 years.Thanks.
Read Answer Asked by Gary on January 25, 2021
Q: hi guys
if you could please rate these stocks in order of your preference for a 2 year hold already own aqn but have not been overly impressed seems to be stuck near or at current price thanks as always
Read Answer Asked by michael on January 22, 2021
Q: do you know of any green building carbon neutral type companies in Canada that may have a rosy future?
Read Answer Asked by jim on January 18, 2021
Q: My holdings in these two companies have grown substantially even though I recently sold a bit of NPI. Given that I think the sector has a very strong future, I am loathe to sell too much even though you'd say I am still overweight the sector (13%, not including other utilities like FTS).

Does it make sense to move some of my holdings into AQN, or would you really prefer to advise me not to let the holdings in this sector get too big?

Thanks for all your help.
Read Answer Asked by David on January 12, 2021
Q: With a view to exsistant capacity and future growth of capacity what are your top three suggestions in the renewable energy growth space?
Read Answer Asked by Kim on January 04, 2021
Q: I know that you rate AQN highly, but why has this stock underperformed the others by like night and day in the last year. What is it that has held this stock back?. This has been a hot market for these stocks here in Canada and the USA.
Seasons Greetings
Read Answer Asked by eugene on December 30, 2020
Q: I own all these in my utilites allocation (AQN 3.5%, BEPC 2.4%, FTS 2.5%, NPI 1.6%). I'm looking to pull some capital out of these to redirect towards industrials and consumer cyclicals for the upcoming year. Could you perhaps rank them on valuation, and/or suggest which way you might go, i.e. shave a little off each, equal weight them, drop one or more, etc. Thank-you as always.
Read Answer Asked by Peter on December 23, 2020
Q: Hi,
In a recent question from Jacques about renewable energy, you respond:
We would suggest; BEP.UN, AQN, BLX, NPI
Where does FTS fit in this list?
I own BEP.UN and FTS and considering selling FTS and replace with any of the other 3. Would you agree with such a move? What would be your ranking of these 5 companies in order?
Thanks
Read Answer Asked by Marco on December 14, 2020
Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy
Read Answer Asked by Roy on December 10, 2020
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