skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,

In my non-reg account I prefer to hold stocks that I can hold onto for a minimum of 3 to 5 years and possibly 10 to 20, that have a yield of around 3% to 5% with the stock price growing +/-5% annually.

Having said that, I am looking to add a stock that would be equal to approx. 1% of total portfolio value.

I am considering adding to my renewable utility stocks (BEP, AQN, INE and BLX which currently total 7.5% of total portfolio value), bank stocks (TD and RY currently 6% of total portfolio value) or telecommunications (Telus or BCE currently 0% of total portfolio). My concern with T and BCE are the current CRTC talks and what may be the market reaction to any deemed negative outcome.

Other than the above listed stocks do any others come to mind that you would recommend at this time?

Please deduct for multiple questions as you see fit.
Thanks!
Read Answer Asked by Brian on February 26, 2020
Q: Looking to take a position in this company.
It reported Feb. 12 and the stock dropped.
Is this a good time for income to take a position.
Thanks
Read Answer Asked by Al on February 26, 2020
Q: Telus is having a solid pull back today - I believe on news of it's capital raise at $52. I've been a long time holder of the stock but had to sell to assist with a house transaction. I enjoy it's capital appreciation and consistent dividend growth. Is now a good time to re-enter given that I mostly mimic the BE Portfolio and currently have no telecom exposure?

Thanks!
Read Answer Asked by Marc on February 20, 2020
Q: Hi 5i,

Thank you for answering my question regarding BEP.UN.
I have to admit that I still do not fully understand the problem with holding BEP in a non-reg account. If I simply receive something from my broker (T3 or whatever the form is) telling me what amount I received from BEP the following year and I pass that on to the person doing my taxes what is the "pain" that you refer to with regards to limited partnership tax accounting? Is there some convoluted time-consuming calculation that the accountant must do? Or is there some other complication once the stock is sold? I am fine with some portion of the flow-through being withheld in regards to the US portion of the income from the stock.
Thanks for your patience!
Love your service!
Read Answer Asked by Brian on February 20, 2020