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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: The combined value of my holdings in these companies is too much for me to hold in one company. Does it matter which I sell or when I sell it? What percentage of a portfolio would you be comfortable with for the final holding?

Many thanks.
Read Answer Asked by Blanche on August 16, 2017
Q: The company held a conference call to discuss their quarterly results this morning. While the results seemed ok their call has obviously spooked the markets. Was this due to the increases in their legal reserve due to certain law suits they are facing? There was also some mention that they would have no contribution from residential solar in 2017. Could you please provide your analysis/understanding of the issues they are facing and how serious these are for their long term longevity and profitability.
What do you advise shareholders do?
Read Answer Asked by John on August 15, 2017
Q: I'M retired and invest for dividends. I have a full position in PPL and a full+ position in VSN which, I understand PPL is going to buy shortly. Both have dropped today, probably because of a big lawsuit against PPL by a US investment company. My question is hold, trim, sell?
Read Answer Asked by Edward on August 15, 2017
Q: What would be your top picks for a mid-large cap Canadian dividend growth stock to buy today in a non reg account?
I have enough for 2 half positions or one full @5%
Pipelines are looking interesting from an income standpoint but momentum is negative.

Thank you!
Read Answer Asked by Kyle on August 14, 2017
Q: I own FTS BCE T. I am thinking of swapping BCE for AQN. Your thoughts please.
Read Answer Asked by Mark on August 14, 2017
Q: Good afternoon guys,

I've been watching the REITs and utility/pipelines stocks take a dip - presumably due to interest rates. I remember a time when a stock like IPL yielded 8 to 10% and HR.UN not much behind that.

With interest rates due to rise in the near or medium term, how high to you see yields rising? Personally, I wouldn't be surprised to see the yields on these stock rise to 7-8%, maybe higher depending on market sentiment etc. Is there a way to guesstimate what yields companies like IPL and or HR.UN could ascend to with increases in interest rates?
Read Answer Asked by Aaron on August 11, 2017
Q: Hello 5i.

I bought these 2 stocks for our income portfolios within the last few month.
I bought Smart Reit at 32.77 and my wifes account ALA at 30.26
We're down about 7.5 % in each stock.
Each stock is about 5% of the income account.
Should I sell and find something better or sit back and draw the dividend??
Read Answer Asked by Stephen on August 11, 2017