Investment Q&A

Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you

Q: Boralex is trending down a bit since Doug Ford has come to power. What portion of their business is affected by his decisions? Is Boralex still a good long term hold? As always your view of the ever changing investment landscape is much appreciated.

Q: How do you see fit BLX as a long term 3-5 years growth story. Considering the industry (utility) would you have a better recommendation for new money allowance in a dividend / distribution portfolio?
Thx

Q: Having sold both of these in the past couple of weeks, I was going to repurchase them in 30 days, but don't think I will. They both seem to be income type of stocks and I would prefer some growth. Can you recommend any stocks with better growth in these sectors or perhaps I just keep away from certain sectors as your balanced portfolio does.

Q: Could you please comment on the latest results. They look pretty reasonable to me which presumably is why they saw fit to raise their dividend. But at least the initial reaction from the market is negative.

Q: Hello 5i,
I have a question which I don't know if it falls in your domain. But, i will try it. I have been thinking about gradually switching my utilities sector towards renewable energy. Currently I hold Algonquin and Emera which I will want to keep. { I know Emera is not on the renewals side, but i have a large cap gain and I don't want to pay the tax. There are other reasons to keep it, too}. Then, I have Enb and transcanada, which I would plan to sell if they come back a bit. I currently have about 9% in utilities where I think you recommend 15 for a retired person; but I am ok with that and am overweight technology and industrials. could you suggest a name or some names which would round out in a balanced way such a sector allocation?
thanks as always for the great service

Q: AQN or BLX, which has a better growth profile?

Q: AQN or BLX, which one has a better growth profile

Q: Hi Peter, I am currently looking at two stocks, BLX and PSD, for a 3-year or more holding period. What is your opinion on these two stocks and do you have better ideas for exposure to the same sector. Thanks, JR

Q: Which has the better growth profile?

Q: Hello 5i,

Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?

Please exclude BEP.UN AQN, BLX, and INE.

(aware of market cap risk and sector risks)

Thanks!

Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.

Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret

Q: Please list these stocks in order of preference for a purchase today. At present I already own BEP.UN and AQN. Also, does adding a third stock in the renewable energy category result in over-exposure? Thank you.

Q: I would like your opinion on BLX. I especially like the cash flow that BLX generates. Thank you in advance.

Q: What is your opinion of Borax recent quarterly results and how would you rank it amongst the following stocks: AQN, BEP.UN, ECI, TRP, ENB? Thank you.

Q: I am thinking of selling my position, taking profits and reinvesting. What are your current thoughts on BLX both short and long term. If I sell, what is a good substitute for the next 6 months. Thank you.

Q: What is your current thoughts on BLX? Do you like it at all? If so, what are your thoughts on it short term (3-6 months) and long term. Thanks

Q: I am looking to add renewable energy companies to both my US and Canadian portfolios. Buy and hold for 5-10-20 years. Can you make some reccomendations?

Q: Is the BLX Q3 results as bad as I think they are? I made a bad gamble and added more BLX just before closing yesterday, thinking they will do better in Q3. Guess I might have caught a falling knife. What is your expert assessment of the BLX prospects from hereon. Thanks.

Q: Peter, I've read a couple of recent positive recommendations on Cascades. I just sold my Teck at a tidy profit (it was hard to resist after being down over 80% earlier this year!) but this leaves me with very little in the way of materials. Do you think CAS is a decent decision for a long-term TFSA hold? Would you still prefer Boralex, despite its climb? Or would you have another 'growthy' option for this part of my portfolio. Thanks!