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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: Hi Peter, Ryan, and Team,

Portfolio Analytics indicated that we had too much Technology, and not enough Utilities. I recently sold XIT, and added more BEP.UN. In the Utilities sector, among our accounts, we own AQN, BEP.UN, and FTS. The Utility weightings are now AQN = 3.65%, BEP.UN = 2.86%, and FTS = 1.49%.

In 5i's answers to questions, I notice that you generally rate BEP.UN higher than AQN.

Recently, John Heinzl wrote in his "Yield Hog" column that he bought more AQN, and gave some good reasons for doing so. I'm now wondering if I did the right thing in adding more BEP.UN, and am asking for some "reassurance".

Finally, I note that PA still shows that we could add more Utilities. I would be doing this in a non-registered account, and am wondering what to add. Please rank AQN, BEPC (better tax advantage than BEP.UN), FTS, and NPI (this would be a new holding).

Thanks in advance for your insight.
Read Answer Asked by Jerry on January 18, 2022
Q: I want to acquire a full position in Suncor (5% of my portfolio). It has been on a tear since the middle of December and currently trades significantly above its 20 day moving average. I don't want to buy all the shares at the current price. What strategy would you suggest I use to purchase these shares ?
Read Answer Asked by Jim on January 18, 2022
Q: Happy New Year 5I Team!

What are your thoughts on Acme United Corporation (ACU)? Do you think the share price could benefit from the market shift to Value oriented names?

Thanks
Read Answer Asked by Scott on January 18, 2022
Q: I held PBH for years, and sold a few months ago when it was just over $130, buying ATD with the proceeds, as I felt ATD was a bargain at the time (around $47 or so). The trade ended up working out, even though I don't often attempt to buy and sell equities based exclusively upon momentum and other non-income-related metrics: I tell everyone I am a lousy trader, but somewhat decent investor.

In any event, PBH has retreated to just under $122 as I am composing this query, while ATD has performed decently (up about 10% from purchase price). I would like to know your thoughts on which company you think will perform better over the next two years or so, and if it would make sense to pivot back towards PBH, or stay with ATD, if that company can be expected to work out better between the two options. If these two companies can be reasonably expected to perform similarly, I would deem standing pat to probably be the more prudent option.

As always, I appreciate your insights and I look foreard to your reply.
Read Answer Asked by Domenic on January 18, 2022
Q: I have been a holder of this ETF for many years. It has done well. However, I note the recent sell off is quite violent. There was a previous correction early fall last year and, of course, it fell with the market in spring 2020. But this recent selling is somewhat unsettling given that I cannot understand what may be the reason, if any, for it. I can’t see how interest rates or any of the plethora of current concerns could affect a water based etf so significantly.
Your advise as to your thoughts on the recent weakness would be much appreciated. I am thinking that if there is no apparent reason for the draw down, given the etf performance history, this may be a good time to add.
Thank you
Neil
Read Answer Asked by Neil on January 18, 2022
Q: Hi,
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.
Read Answer Asked by Robert on January 18, 2022
Q: I'm looking to add a US Equity ETF that trades in Canada for a non-registered account with a 1-3 years hold. I like the profile of VTV (.04% MER, low volatility, holds large US value companies with $95 billion total assets, pays a high yield 2.15%). I'm unable to find anything that trades in Canadian dollars that fits that same profile. What would you suggest? Thanks
Read Answer Asked by Richard on January 18, 2022
Q: Good Day Team,
I want to add Clean Energy.
ENPH looks a leader in USA
Would buy it now ? if not can please name 1 or two others stocks you like on Clean Energy in US or Canada.
Thanks
Best Regards
Read Answer Asked by Djamel on January 18, 2022
Q: Hi, What growth stock do you have the highest conviction in for my 2022 TFSA 6000.00 contribution. I already have, CSu.BAM, Telus, TOI ,SLF, BNS,TD, VBAL,GLD. I was thinking perhaps an oil or gas name, however your opinion is appreciated. Canadian domiciled. Thankyou
Read Answer Asked by Allan on January 18, 2022
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