Investment Q&A

Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!

Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Q: It seems the mid-stream oil and gas companies are holding up fairly well in this world of uncertainty. I would like to take positions in all, or some of these companies.

Are there any of these that you would not invest in at this time? If so, why not?

It would also be helpful if you would rank order them for me in terms of reliability of dividends and value at this time.

If you think there are other mid-streamers you like please feel free to include them.

Q: Hello Team,Could you tell me the average return, capital gain plus dividends of these two companies over the last ten years.
Thank You,
Barry

Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best

Q: I HOLD ALL FOUR OF THESE AND WANT TO SELL ONE OR TWO WHICH WOULD YOU SELL?

Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks

Q: These past years, watching energy / utilities has been strategically interesting these, noting that it was a short time ago that renewable utility stocks were shooting for the moon, and energy was so low that oil was selling at a negative to fulfill pipeline contracted deliveries. At its low I recall a reader asking “should I back up the truck” on Suncor. In short your response was no. Nobody likes oil, just look at the price.
Then it all switched. A number of unforeseeable crises such as Ukraine shifted everything.
What is the long term forecast for each? I note that the world is finally ramping scale for electric vehicles, and batteries, a lot faster than building power plants. My hypothesis is thus related. A demand surge for e-cars in years ahead will gradually spike power demand with no concurrent supply leading to average power rates jumping and done winners in utilities. If anything, natural disaster supply shortages in California, Texas and others have highlighted grid vulnerabilities reducing supply and creating spikes for winners.
On the fossil fuel side, I would therefore guess that demand will persist as North America does not support infrastructure to reduce or even maintain electricity costs at present levels.
Any thoughts welcome- this is no longer a new subject but should be among our most important as investors…I’m also looking out at the smoke everywhere and thinking this discussion isn’t going away.
Thanks
Peter

Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille

Q: Hi Folks,
I have decided to sell AQN from my RRSP account. Can you suggest a possible replacement. Looking for something with a good safe growing yield. I also hold BIP.UN and FTS.
Thanks,

Q: Hello,
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.

Thanks

Q: I am low in the utility sector. Is this a good time to buy? Could you please provide 4 names and rate them them in order of preference and why. Would prefer US or international exposure though Canadian is fine as well. Thank you.

Q: Non registered account : I sold a majority of stocks in 2022-2023 in order to convert them into a diversified dividend ETFs portfolio.I though intend to only keep" safe stocks for long term".Please could you rank them in this "safety perspective" , a "hold,buy, or sell" comment would be greatly appreciated,considering the fact that in this case,selling a stock would result in "buying an ETF in the same sector" .Many Thanks for your excellent website ,J-Y

Q: I currently own Aqn and bep.un and would like to ad another Canadian $ stock for a 2 to 3 year hold. Could you please give recommendations and reasoning? Thank you.

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Q: What percentage of a portfilio would you allocate to renewable enegy. I have organized possible holdings into 3 groupings: A. asset allocators, like BEP-un, CWEN; B. technology enhancers, like ARRY, SHLS, RUN, C. Electric utility deliverers: AES, FTS. I would ssk that you recommend a your preferred namres for each grouping. My questions are: 1. Is this a useful way to organize and, if so, what percentage would you allocate to each grouping? 2. Could you rank the stocks in each grouping for safety and growth with suggested [ballpark] entry buy prices? Thanks

Q: I presently have some U.S. cash available to invest. As a retired Canadian investor I already own CPX but would like to add Fortis to further stabilize dividend income. Fortis is listed on NYSE and TSE. Other than trading volume is there a disadvantage to buying in NY?

Q: My wife's Cash account. As funds become available, I plan to initiate a position in NRGI and top up 3 existing positions = BNS, FTS, NWC.

Due to the war, NRGI could be a good addition if the war carries on, or possibly negative if the war ends (I'd gladly lose some money if it helped end the war). NWC has had a good run lately, so my thought was to do it last if at all. I currently have a large paper loss on BNS and a large paper gain on FTS. With interest rates still probably rising, that might help BNS and hurt FTS, but the market might be looking past the remaining interest rate hikes.

My thoughts on the sequence of buying when funds are available are = NRGI, BNS, FTS, NWC.

Your thoughts on sequence and why please...thanks.
Steve

Q: Just switched 200 shares of FTS to CPX and then noticed a reply to a client question that stated BEPC a little better than CPX.
Your thoughts will be appreciated.
Thanks.

Q: What are your top 3 Cdn Utilities and top 3 Cdn Telecomms for Growth and Income, given recent pullbacks. Is this a good time to buy or should I wait for things to settle. Will Utilities and Telecomms provide some security heading into or during a recession.

Thanks
Tim