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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: Long time holder of NPI, wondering what your thoughts would be on a switch to BEP.UN. The fact it is one of the few stocks you have rated as an 'A' is a huge vote of confidence, as well as being a Brookfield company, more diversified, larger market cap, slightly higher yield.

Thanks in advance.

Read Answer Asked by Jeff on December 07, 2021

Q: Hi, we need to increase the percentage weight of Telcos, in our portfolio, for low volatility dividend producers, in order to supplement retirement income. Presently, BCE is 3.5% and T 1.75% weights. We also have FTS and AQN. Do you have any preference between BCE and T and why ? What would be an attractive entry point for the two stocks as seem to be trading at all time highs. Thanks

Read Answer Asked by rajeev on December 07, 2021

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Read Answer Asked by Eric on December 06, 2021

Q: There is much concern about the future regarding Electricity to power all the Batteries when EV s come in in the Future. What Utilities in Canada and USA will benefit. This is turning out to be a Growth Industry. Are you concerned about supply RAK

Read Answer Asked by bob on December 06, 2021

Q: I liked the high flyers when they were going up: not so much when they come down. I am way too old for the roller coaster ride. I am re jigging my portfolios to a conservative growth objective leaning more to larger cap names. Please give me 3 names in Canadian financials, industrials and energy listed in order of preference. Thank you.

Read Answer Asked by Richard on December 06, 2021

Q: 2021 has been good to me overall but as always I have my regrets. I bought 2% weighting of BHP in Sept around 61 buck, mostly because I had little exposure to the sector. Do you think its gone too far to fast on it attempt to clean up its environmental footprint? Do you think the sell off has to do with tax loss selling or company issues? Finally would your view be favorable for next year or should I cut my losses. I thank you for years of good service and giving me an excellent source for sober second thoughts.

Read Answer Asked by James on December 06, 2021

Q: The entire renewable sector was down substantially in 2021, from BEP.UN's drop of 38% YTD to RNW's 14%. When will this sector come back to life? If it does what is your estimated timing of the rebound and which stock in this group will recover the most? Thanks.

Read Answer Asked by Victor on December 06, 2021

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Read Answer Asked by Josh on December 06, 2021

Q: hello 5i:
At present, we have no preferred shares in our portfolio and I'd like to add some. In a September question directed to you, you said:

"We are very comfortable with the credit of Fortis for income investors. We would rank: I, M, J, H, K, G, F"
Can you explain why the series I is ranked first? I'm looking at both the series I and the series M as there is a fairly large difference in yields. Is there a higher yielding company, utility-like, that provides a yield of 4-5% that would be considered very safe (almost bond-like; obviously looking for yield)
Paul L

Read Answer Asked by Paul on December 03, 2021

Q: Today Pizza Pizza (PZA) has announced it has signed a franchise expansion deal into Mexico. I have a preference for Canadian companies paying attractive dividends (for income supplement) that have an international presence. I am considering purchasing Pizza Pizza given the price is low and they are about to enter a market with a huge customer base. I'm assuming there are no other major North American pizza franchises in that market, if not, getting one's foot in the door is a smart move on Pizza Pizza's part. I think people have to still eat and pizza is cheap, delicious and filling so it should do well In Mexico. What is your opinion? Is this a good time to purchase Pizza Pizza stock?

PS I have read your comments about the company and your main point about it was from a 'growth' perspective. Does this new direction now place Pizza Pizza in the 'growth' category? Thanks

Read Answer Asked by Lucy on December 03, 2021

Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.

Read Answer Asked by Steven on December 03, 2021

Q: I might be finding out I'm less comfortable with volatility than I thought I was <g>. Or am I losing sight of longer-term trends and overreacting to isolated daily extremes?
Two of my holdings are down quite a bit more today than the general market and my other (mostly relatively conservative? - communications/banks/utilities) holdings.
Anything going on sector-related (CT REIT down almost 5%) or company-specific (Atco / utilities down over 3%)? None of my other utility holdings are nearly this bad today.

Read Answer Asked by Lotar on December 01, 2021