Investment Q&A

Q: Hi Peter, Ryan, and Team,
What is your opinion of a recent suggestion by Larry Berman that "If you want to replace it (BCE), he would look at ZWU-T because it gives you all the Telco's. It gives you a couple in the US as well as pipelines and utilities. He is not looking for a lot more downside. It pays north of 6%".
We own BCE in my RRIF (up slightly) and my wife's RRSP (down quite a bit) and am wondering about Berman's strategy. As always, your advice is valued immensely.

Q: Would you make a comment on trp if it would be a buy at this point now they have the ok to proceed thank you.

Q: Appreciate an update on this company and do you see any compelling reason not to own for a retired income seeking investor.

Wayne

Q: I WOULD LIKE TO FIND A BETTER DIVIDEND YIELD BUT STILL HAVE STOCK GROWTH
WHICH STOCKS WOULD YOU RECOMMEND(TOP 3)
Thanks

Q: Hi guys I held these 2 companies for along while and both seem to be in a state of suspended animation .and I have been slightly underwater on both.
The div is good and grew on both but the cap loss is bothersome and the lack of interest by the market is constant.
Would you move on and look for more growth opportunities
Kind regards
Stan

Q: Hello,

What are your thoughts on this stock. I am down 20% and was thinking of replacing it. Can you recommend another income stock to replace it with.

Thanks

Q: I own a half position in Enbridge. Would this be a good time to top up?

Q: I have 25% in fixed income in the above ETFs. In my TD account they are all showing a small negative return. Wouldn't cash be better or a GIC. I would really like to understand the logic of holding these rather than say a GIC. Thanks so much.

Q: Hi 5i,

I need to create a fixed income allocation in my LIRA. Would you recommend an equal allocation to the following ETF's: CBO, XBB, ZEF, CPD and ZHY? If not what would you recommend for a fixed income etf position.

Thanks,

Q: ATCO is down 14% from my avg cost in my non-registered account. I am thinking do a tax loss selling and buy FTS or AQN or both. Do you think it’s a good idea?

Thanks.

Q: My broker took a large position in my account on Hydro One Debentures. They are now down 30%.
Is there something I don't understand about these debentures?
HYDRO ONE LIMITED CONVERTIBLE UNSEC SUBRDINT DEB VIA INSTAL

Q: Rising interest rates have definitely put downward pressure on bond-proxy types of companies i.e. those that pay dividends. I am an investor who believes that those companies that pay dividends and have the ability to raise those dividends consistently over time tend to outperform. I would like to purchase 6 such companies for the income portion of my portfolio, and would appreciate the names of your favorite companies that pay, and have a history of increasing, their dividends.

Q: I feel like I should be buying more KWH.UN ...
I am down 20% since I bought it but I love the monthly dividend. I have a 5% position in it now. Would you be comfortable at a 7% position?

Q: What is your outlook for CJR given the recent announcement that Shaw is planning to sell it's stake?

Q: Now ppl has not gone down at all. Would you switch to something like Endbridge or another utility that has gone down 25% or just sell it before it goes down 25%

Q: RNW went as low as 12.30 below the offering of 12.65.It seems the deal is unfavorable ? could you comment ?w

Q: What are your thoughts on DIV. I understand that it's dividend is not currently covered by it royality stream. Do you see a new revenue stream being added any time soon ?

Thanks Ken

Q: Any reason for RNW’s 5% drop this morning?

Q: Most analysts seem to have a generally positive view of BCE, saying it is fine for income, but they don't expect much growth. Despite the yield, in 2018 the stock has declined from about $60 to about $55 - the same price as at the beginning of 2016 - which is negative 8% YTD. The decline more than eliminates the yield. Everyone seems to think that "interest sensitive" stocks like this one decline when interest rates rise (which might make some sense if the interest rate rise were more than the tiny amounts we are seeing). But my question is whether there is more at play here. Without exception, the BCE consumers I know absolutely hate the company and are planning to switch service providers as soon as possible. Is this the sign of trouble on the horizon for this "widows and orphans" stock ??

Q: It's been a little bit since BRE has been in the question spotlight. The stock has been acting well and the div is juicy. Are you still lukewarm because of its size? Any other concerns? The Brookfield name has to be a positive, yes?

Thanks!