Investment Q&A

Q: Similarly to the question asked by David regarding your Income portfolio, for B-E portfolio, what would be your top 10 stocks in the order you would buy. Based on anticipated total return (dividends + stock price increase) for the next five years expectations. I would also appreciate if you could add to these stocks your return expectations and risk ratios on the scale of 1 to 10, with 10 being highest. Thanks.

Q: Hi Peter and Team,

This is a political/economics question. What are the chances of the new pipeline being built? As I understand, no company has expressed real interest yet. I also read that Enbridge has excess capacity, and that they're willing to utilize it.

In any event, is there anyone who, in the short term, will benefit from this uncertainty?

Thanks as always for your insight.

Q: Which stock would you recommend over the next 2 years.

Wayne

Q: Why would FTS be out performing ENB for the last 1 yr.
Thanks Again

Q: Which would you prefer for long term income? Thanks

Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.

Q: I am looking at fixed income potential across sectors as a low risk offset to my equities and would appreciate your recommendations. It doesn’t look like the space has good future prospects overall with rates having just dropped.
Of notable options, high interest saving accounts, bond funds, utilities, dividend index’s and perhaps reits, the reits and dividend indexes have superior yields.
Could you please comment on the space overall, which sectors are advisable and possible suggestions for purchase please?

Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.

Q: Good Day, in an earlier question you indicated that the above 5 companies could be acquired for dividend income. What entry price would you recommend?
Thank you.

Q: If you were to buy 5 stocks for their dividend what would they be?

Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: Hi Team
I currently hold both ENB and FTS and I'm looking to add to one of them. Which one would you add to at this time, it will be for a long term hold (5+ years)

thanks
Paula

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Q: Pls comment on the earnings reports for ENB, PPL, & TRP. If all 3 are owned in equal amounts, how do you rank them for additional funds ? Thank you.

Q: Is the dividend reasonably safe? What is the payout ratio?

Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou

Q: Gooday My question is that I have 2 sons with money in there tax free account. Which are the safest divden pay stocks that you recommend .