Q: Is POW topping out or do you see good reasons to keep holding this stock?

Q: Good morning,

POW has had a tough few days, down more than 8% over the last week.

Any obvious catalyst for the move that I may be missing?

Thanks

Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?