For fresh money going into the Canadian Utilities/Regulated Sector(?) what would be your top 3 current suggestions for a diversified/balanced unregistered portfolio?
Thanks to the folks behind the screen that continually provide appreciated perspective. Have also found your portfolio analytics option a useful tool for trying to focus.
Q: Hello folks:
I am very surprised by the paucity of questions on Gold sector, especially when some of the regular BNN experts like Ross Healy and many others in Seeking Alpha seem to think that the support of 1300 plus will hold and Gold's time to shine is finally here.
Your words of wisdom and your top 3 picks for this sector.
Many thanks.
With regard to PNN, you mentioned that a retail investor could build its own. Can you please elaborate on how to do it (example if possible). Would a 5 year maturity long enough ? Thank you
Q: investors keep selling Vermilion and driving the dividend up but there seems nothing fundamentally wrong with the company. do you think they will cut and would you buy?
Q: I’m underwater multi fathoms on this stock. I invested for the talent and expertise of Mike Rose and his team but the sector has been somewhat of a disaster despite his best efforts. It represents 1.25% of my portfolio now, down from about 2.75%. That’s bad enough but worse, I hold it in my RIF, so no write off. What would you do? Hold on to this small position or dispose of it and move on?
Q: Last question on this company dates back to 2017. It has had a nice ride up; but is currently taking an ugly and fast ride down. Down 15% for me in about 1 week alone. My “rules” say sell! Should I? Or can hanging in anticipation of a turnaround be justified?
What does the future look like for this company based on your analysis?
Q: Hi Guys;
Do you see the recent acquisition by Fortis of a label technology company as a good fit for the business, if so what is the potential to boost earnings and share price.
Best Regards,
Tom
Q: My TFSA is 1% and my RRSP is 5% of my overall portfolio, does it matter what stocks I invest in? I have maintained a balanced portfolio (excluding utilities, energy) in my RRSP but I am thinking I don't need to do this. My TFSA has returned over 300% in three years so I get some enjoyment out of that. I have reduced some of my high fliers but have recently stopped doing that, deciding them to let them soar (keeping in mind that could dive as well). Thanks
Q: Looking to add some ETF's in my accounts - can you explain the difference between funds that are Hedged and those that are not Hedged. What would be better to buy at this time and are they more suitable for a TFSA or a non registered account.
thanks
Q: Peter; Do you think selling all your energy stocks now is a typical “retail” investor panicking at the bottom- conversely is this a contrarian’s dream? Thanks. Rod
Q: Hi 5i team, is it possible for you to list no. of quarter earnings out of 8 beating estimate for all companies in your balance and growth portfolios. Deduct as many credits as it takes.