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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: Hello 5i Team

I currently hold shares in Canadian Utilities (CU) and a smaller position in Emera (EMA).

With CU recent dividend increase of 1 %, I am beginning to become disillusioned with CU, as they appear to have minimal growth. ATCO's recent dividend increase was approximately 3 %.

If I sell my CU position and buy EMA, I will reach my target holding of EMA. I would then look to buy ACO if it drops to approximately $40 (potentially selling puts to generate income).

Questions

1 - Does this seem a reasonable course of action?

2 - Should I continue to hold CU and slowly buy EMA to hit my target holding?

2 - Should I sell my CU position and buy ACO?

Thanks



Read Answer Asked by Stephen on February 09, 2023
Q: I am down slightly on Aritzia and like it for the long term. I usually like to buy and hold but feel this is going to be a very volatile year for consumers. My concern is the shorter term outlook as the rising rate environment is likely to place increasing pressure on consumer discretionary stocks. As a 2023 move I’m considering selling ATZ, with a look to repurchasing when rates start coming down (who knows but perhaps later this year). In the short term, I’m considering trading ATZ for a dividend stock in the energy sector such as CNQ or ENB. Could you please evaluate this strategy, based on projections today. Essentially, which position do you think will result in the largest gain by the end of 2023? Thanks so much for your insight.
Read Answer Asked by Warren on February 09, 2023
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Read Answer Asked by Dennis on February 09, 2023
Q: ATH is to report earnings March 1st.
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Your comments please.
Read Answer Asked by Madeline on February 09, 2023
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Read Answer Asked by Paulette on February 09, 2023
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Read Answer Asked by D on February 09, 2023
Q: Hi Team,

Looking for your valued opinion regarding the Empire Life Class plus 3.0 insurance/annuity product. This would be for a retiree, 64 years old.
Any concerns with this strategy or things to look out for.
Thank you
Read Answer Asked by Kyle on February 09, 2023
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