Q: Are the auto parts companies considered industrials or consumer discretionary? Thanks Bill
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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.
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Brookfield Renewable Partners L.P. (BEP.UN)
- AltaGas Ltd. (ALA)
Q: In my 35-stock portfolio, I have a 9% overall weighting in the following:
ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%
I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.
I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.
Do you have any concerns about the weighting or overlap?
By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.
Thanks.
Jim
ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%
I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.
I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.
Do you have any concerns about the weighting or overlap?
By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.
Thanks.
Jim
Q: Your opinion on CCI.UN for income and long term hold , is the 10% plus sustainable?
Happy New Year
Cec
Happy New Year
Cec
Q: Since income trusts are taxed as income (highest tax rate), would it be a good strategy to hold them in a TFSA? and is there an ETF for income trusts?
Q: Greetings 5i,
Your thoughts on Superior Plus Corp.
Thank You and all the best in the New Year!
Your thoughts on Superior Plus Corp.
Thank You and all the best in the New Year!
Q: I have an allocation of about $66k for non Canada/USA equity Etfs. For maximum diversification (by country) Should I be looking at a few different ETF's in different regions (BRIC/Asia/Japan/AU) - or should I be buying one or two World (ex USA/Canada) ETF's - If so what what are your top 2 or 3. - Also is there a very broad international bod ETF as well?
Q: Any thoughts?
Q: I'm 56 years old with no fixed income and have been quite comfortable with this choice up until now. I recently have decided to have 5% in fixed income but have no knowledge on bonds. I have a balanced portfolio of stocks and try and hold 5% in cash to take advantage of good stocks in a down market. I was thinking of VAB and a 5 year GIC for fixed income. What are your thoughts and recommendations. Have a wonderful holiday to all at 5i and your families. Merry Christmas!
Q: Hi, I want to purchase a good dividend paying stock. I am thinking of either BCE or FTS. What are your thoughts on BCE and/or FTS maintaining & growing their dividend yield. Thanks.
… Cal
… Cal
Q: Could you expand on the implications of the new "contract" TA has with the province of Ontario
Q: Could I please have your opinion of RCH. It has great 5yr and 10 yr charts and doesn't seem to be followed by many analyst's.
Thank you
Thank you
Q: Own half positions in each of these stocks - ALA and ECI - and plan to simplify by consolidating into one holding. Which would be your preference - for income with some capital appreciation?
Q: With interest rates rising (in the US) the ongoing babble from so many 'experts' has been to stay away from 'bond proxies', namely utilities, telcos, pipelines, etc. However, those stocks have been performing quite well since the fed raised rates. Today Desjardins came out with top picks for 2017 (in the G&M which suggested Algonquin's forecasted returns would grow by 39% next year and Fortis by 17%. Do you think they're being too optimistic? And are these forecasted results already baked into the stock prices?
Q: What is your favourite tech stock that has a decent yield? Time frame is forever.
Q: Could you comment on both RNW and ENF? Do you have a preference or are both OK to hold for income?
Thanks and have a Merry Christmas.
Thanks and have a Merry Christmas.
Q: It is mentioned that Reits will be affected by rising interest rate ,are income funs like Che.un,Bpf.un similarly affected ?
Q: Hi Peter and Team!!! A Merry Christmas to you all!!! A quick question, it is my impression that ABT and ECI pay out more dividends than they take in in earnings. Is this correct? And if so is it a problem and may the dividends be possibly cut? Cheers, Tamara
Q: I know you like BEP.UN but have heard some criticism about lack of transparency in reporting - what they actually own-etc. Is this a legitimate concern and what would be your second choice in the renewable power field?
Thanks Jim
Thanks Jim
- Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
- Innergex Renewable Energy Inc. (INE)
- Thomson Reuters Corporation (TRI)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
Q: Greetings 5i team: Could you please comment on the above stocks with respect to their current versus historical valuations? I guess I am trying to gauge the extent(if at all)their share price is being "propped up" by their yield. I think I know the sectors that are considered most vulnerable to interest rate increases, but do any companies jump to mind that could be more negatively affected than their peers, particularly if rates rose faster than the market anticipates or for the wrong reasons, i.e. inflation versus economic growth? Thank you and best wishes,
Q: What is your view on Decisive Dividend Corp. on the venture exchange? I expect you will say it is risky due to it's size and short trading history. It does have a nice dividend though.