Investment Q&A

Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.

Thanks
Tim

Q: I own AQN in my dividend growth portfolio and would like to add another utility. Is Fortis to similar to AWN or different enough for a diversified portfolio. Also thining of Emera or perhaps ATCO for better diversification. Which of these or others would be your preference for another utility in a portfolio?

Q: Could you explain the divergence in stock price between these two classes of Atco? According to the Globe, Y is up 9% over 52 weeks, while X is only up 5. YTD, X is up 7.31% while Y is up 15.56%. In the last 5 days X is down 4.2% while Y is up 9.81%

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.