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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: Please rank re: distribution increases and share appreciation. Any other suggestions for income/safety would be welcome.

Read Answer Asked by Steven on November 18, 2021

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Read Answer Asked by Steven on November 18, 2021

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

Read Answer Asked by jacques on July 16, 2021

Q: Hello 5i Team

Caribbean Utilities (CUC) was listed in the blog article as companies paying a US$ denominated dividend.

1 Since Caribbean Utilities is a Cayman Island domiciled company, is it correct that the dividends would NOT be eligible Canadian dividends and therefore NOT eligible for the dividend tax credit (i.e. would be treated similar as US domiciled companies and dividends treated as ordinary income).

2 According to the CUC website, there is no withholding tax on the dividends, therefore would CUC be best held in a RRSP in conjunction with other US utility companies?

3- CUC is owned approximately 58.5 % by Fortis, why does this ownership percentage not appear on the company information page of the 5i Research?

4 How does CUC compare / rank with other similar US listed utilities (same market size cap and/or electrical distribution market focused)?

Thank you

Read Answer Asked by Stephen on July 05, 2021

Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.

Read Answer Asked by lorraine on June 30, 2021

Q: Looking to sell this US utility as the price appreciation is not there though I like the div. Can you name three possible replacement and would Dominion D be one of them.


Read Answer Asked by Mark on May 12, 2021

Q: I'm diversifying my portfolio in RRSP. Can you please tell me
2 best US names in Industrials
2 best US names for Utilities
2 best US names for Consumer Cyc, Defensive
2 best US names in Energy
to initiate positions at today levels

Read Answer Asked by Mohit on February 09, 2021

Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?

Read Answer Asked by mike on September 15, 2020