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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: Hello,
I have a decent amount of exposure to names such as Brookfield Renew., Enbridge, Fortis. Should we expect a large correction in these names if rates increase faster than expected (if so what would be your wild guess in % for a correction?) I am a long term holder and don’t need the income. I was hoping that rate increases would be mitigated by the inflation we are experiencing. I am trying to decide if I should sell some and replace with financials and technology. I am slightly overweight utilities and main reason was for stability / safety. Thank you!
Read Answer Asked by Pierre on February 17, 2022
Q: Hi 5i,
Was looking to add to my half position of FTS and came across this news.... heading.....

"Veritas Downgrades Fortis to Sell from Buy, Keeps CA$57.50 Price Target."

Can you provide any insight on why they would consider FTS a sell and would you agree?
Would you be comfortable adding at this price for 2-3 yr hold or would you wait for maybe better entry point?

thx
Jim
Read Answer Asked by jim on February 16, 2022
Q: Would you please suggest 5 Canadian companies and 3 US companies that have dividend yields of at least 3.25% annually that have a high probability of capital preservation over a five year time frame? Thanks for your great advice,
Read Answer Asked by Bryan on February 16, 2022
Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian
Read Answer Asked by Brian on February 16, 2022
Q: Greetings,

Trying to reduce REIT holdings and would appreciate your advice: I don't mind keeping both but if one was sold and all the proceeds used to buy the other, then which one would you prefer to keep adding to? Both classified as "retail" . Which one has more potential to keep growing?

Many thanks!

Read Answer Asked by Arzoo on February 15, 2022
Q: I bought enb about 3 months ago, I am up a little on it, I keep hearing that other pipelines have a better growth profile on dividend payouts, I was thinking of selling it and buying another pipleline, ala, ppl,ket etc. I also own a little ppl, both in a non tax account. What would do you think?
Thanks
Read Answer Asked by auftar on February 15, 2022
Q: I need to sell one stock from my income portfolio which is overweight financials. I am looking for steady reliable income. Growth is a bonus. Risk should be low. Between EIF, AD.UN and DIV, which one would you sell and why? Thanks.
Read Answer Asked by Alex on February 14, 2022
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