Investment Q&A

Q: i'm thinking of selling AQN after its good run here and buying H....H has a higher yield 4.51 vs 3.65 and i believe both are "stable" in a long term view...what are the pros and cons of this switch? txs as always..

Q: hi,
thanks as always for your advice, it's been a tremendous help. I need to add another full position in my non-registered "buy and hold long term DRIP holdings". I am debating between AQN, EIF,H, & SPB. Not considering sector holdings, what order would you put these in to purchase first to last.
thanks
michele

Q: Hello,question concerning the changes on the Income portfolio, H and CSH are been added to the portfolio jan.16,why we are not been notified on the change in real time, i've also noticed the change on the chart the Yearly dosen't give me the performance since Inception why the changes ?
Thank You
Daniel

Q: What do you think of DVYE the Ishare emerging market dividend ETF. Well rated by morningstar in its categorie. I know you recommend VEE / VWO in US version which is what i want. Any red flags, should i stick with VWO for market cap exposure ? May i have your analysis and comments.
Thanks !
Do you think you're going to do some buying in the income portfolio which I was kind of waiting for to get new prospects ?

Q: Good Morning,

I currently hold BEP, AQN and ENB in the utilities category of my portfolio with ENB weighted 50% more than BEP and AQN. I want to diversify and add a 4th to the group and would like your recommendation. CU comes to mind but I am wondering if it is still controlled by the Southern family ( Nothing personal but out of principle I am not a fan of family controlled public companies that put family members in charge rather than the best person for the job...). I am a retired investor looking for income with a dash of safety.

Thanks

Q: Happy New Year 5i and thanks for being there!
I just transferred TDB171 for $6000 from a non registered investment into my self directed TFSA. Thereby gaining 1.7% in MER fees.
TDB171 is about 50% income and 50% equity.
My thought is to redeem these funds and purchase some dividend DRIP eligible stocks.
Looking at purchasing some income and potential growth stocks.
H, ZUT, and ZWB come to mind because their dividends are currently north of 4% and would allow a DRIP return. With the anticipation of the market rising over the next 3 years and a 3-5 year investment period would you see these as safe moves with a reasonable chance of gain? Any other suggestions in any sectors would be appreciated along with your comments which are also desired and welcome.
John

Q: When do the hydro one installment receipts stop paying interest?

What happens if the Avista deal does not go thru?

What are the time frames involved in the Avista deal?
Thanks.

Q: Good morning Peter, Ryan, and Team,

In an answer to Ulrike on October 2nd, in which he asked: "Which one company would you buy today? Hydro One or Fortis? Or none? And why?", you answered "Fortis has raised its dividend every year for close to 50 years, and we would have more confidence in it. H is OK, but has a lot of political interference still, with a new board as well, and a large acquisition that has yet to close."

It's your last comment that I'm wondering about. Washington state regulators have blocked the sale of Avista to Hydro One, citing "political interference". Does this setback for Hydro One affect your opinion of H going forward?

Thanks for your insight.

Q: Can you provide me a list of several dividend stocks that are relatively recession-proof but still have decent yield and potential for long-term growth? I'd like to start investing a bit in dividend stocks a bit each month but am wary of the financial uncertainty that is hovering over us right now.

Q: I bought BCE two or three years ago and watched its value peak about 3 times before settling back down now to levels pretty much where I bought it. In the meantime, I've had the benefit of a good dividend.

When I look at the 3 year chart, it is beginning to look encouraging again. so I was thinking that maybe some folks are buying into the telecoms because they like the stability offered in an economic downturn. I was about ready to sell and look for something with a bit more growth. Maybe I should hang on?

Would you recommend anything else with a similar dividend and stability in this economic environment?

Q: Which one company would you buy today?
Hydro One or Fortis? Or none?
And why?
Thank you.

Q: Re my question on H-IR, the receipts are trading around $27 and H is trading around $19 - 20. If the deal goes through what do I get for one H-IR? The press release which I read, and which you quoted did not make this clear to me. I assume I would not be trading a $27 H-IR for a share of H worth $20. (or would I ?)
And, also, what specifically would I receive if the deal does not go through?
Thanks,

Q: I need a little more information about the Hydro One Installment Receipts. They represent debentures? How many IRs per $1000 debenture?

If the transaction goes through, how many H shares does a holder receive for each receipt? (Is it based on a fixed number of shares, or a fixed value?).

If the deal does not go through, what does the receipt receive (a fixed $ amount)?

Q: What is your opinion of Hydro One Receipts for an income portfolio?

Q: The new board appears to be great & much better than the previous one. There is still a fear of increase rate environment.Is it time to start a position after recent slide.Thanks for u usual great services & views

Q: Peter: What is your short (6mos) term outlook and long term outlook for Hydr One. Should I continue to hold?

Q: I'm going to start shifting my holdings toward 5I's income portfolio over the next several months. Which two stocks from that portfolio are the most compelling buys at the moment?

I hold Brookfield Renewable and Enbridge.

Q: With the decision deferral for Avista by the regulator and no board of directors in place for this company what are the odds now this takeover will not proceed? If not doesn't this make the installment receipts a buy since holders will receive their money back? The market doesn't seem to price in this possibility or is there something I'm missing?

Q: What do you guys think about all the bond proxy stocks that have been beat up due to their high yields? Is it safe to pick away at a few, what are your favorites in the group for yield with growing dividend?

Q: I own the shares and the bond units. I do not subscribe to the theory to hold an equity even though its falling, because you 'get paid to wait'. In certain instances you can wait forever to get back the capital losses.

So with that parameter out of the way, what is your future investment outlook for H given what has occurred today and the meddling that will occur in the future (your guess is better than mine)?

There are many income stocks to chose from, look at it from the capital preservation/downside approach.

Thanks

Sheldon