Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry

Q: Hi, have some American money, need a few suggestions of companies which are relatively safe, potentially with a dividend, but upward trajectory in near future

Q: I like ATS but am down a bit over the past couple of years. PA suggests I boost my US positions. Im not optimistic about Canada's medium term growth prospects when compared to the US so this might be a good time to make some portfolio adjustments. I'm considering selling ATS and buying a US industrial, perhaps URI. Your thoughts, please. In the same vein, I am looking at Canada's telecom sector and I'm down in both BCE and T. Of course, both pay hopefully sustainable dividends. The US telco sector doesn't look much better. I'm considering bailing on the telcos and adding QCOM as a quasi-surrogate. I know it's rated as tech but telco's are all giving me headaches. Your thoughts please. Al