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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: With a theoretical projection that a slow-down is nearing, which 5 dividend paying stocks would 5i suggest to your readers that can ride out a market decline and offer a reasonable rate of return on investment?

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on January 17, 2019
Q: I am a senior dividend investor, and try to have holdings in the 5% range for dividends from about 15 to 20 stocks. At the moment I am heavy on the pseudo utilities side (PPL, AQN, ENB, RNW), and do not have any core financial holdings. I am looking at trading my AQN for BNS, on the theory that the dividend is similar, and the current short-term upside for BNS is better with any sort of comeback (just surmising from the 52 week highs of each obtained, not any analysis of Payout Ratio or such). I would appreciate your thoughts.
Read Answer Asked by Paul on January 17, 2019
Q: Hello Peter, Ryan and Team,

I was lucky to pick up a decent amount of PXT on December 20, which means that it is now at a 6% weighting of my portfolio. PTX is my only Energy position other than ENB which is more of a utility.

Would you recommend trimming PTX and adding SU, or replacing PTX with SU, or leaving PTX and adding a 2.5% position of SU or do nothing? I like the momentum of PTX at the moment and with a good cash balance, 6x P/E and no debt, it looks like it should have more room to run.
Read Answer Asked by Wes on January 17, 2019
Q: Good morning: If we follow your suggestions to buy and sell in your recent Balance and Income portfolio's, and a lot of members do, the cost of rebalancing is high. In this case nearly a $100 in commissions to sell and buy. Do you account for this when you make your suggestions??
I am also having trouble with your suggestion to buy 1% of this and 2% of that stock. If the goal is to get to 5% over time, that's also a lot of commission fees. There has to be a better way to diversify without paying so much fees.
Read Answer Asked by Jean on January 17, 2019
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