Investment Q&A

Q: Regarding each of the above,please advise if you consider each of these dividends is safe and also if the dividend tax credit applies. Thank you.

Q: RESP Question: My oldest son has 4 years to go until university and my youngest 7 years. I have $28,000 saved so far in an RESP and all is currently in a low yield interest fund. Can you give me a few suggestions on investments considering the time horizon? I was thinking Telus, BNS and maybe Enbridge. Thoughts?

Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.

Q: Which utilities are a good buy in current market conditions.

Thanks

Q: Good morning
Based on current climate and uncertainty, I started to liquidate some holding or at least profits over the last few weeks....about 30% cash...however, I would like to place some cash in income producing stocks (REIT/XHY) or other such stable stocks...I fully understand we are in volatile market..but was wondering which you would recommend 5 or 6 names for income with what we would be considered less volatile in this environment..+4%..yields...when things settle will deploy back into my core holdings...thanks

Q: I want to consolidate my utility sector as I have too many.I currently own the below in my non registered account. Which would you sell and which would you add to? Below are the weightings:
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,

Q: I have owned Inter pipeline for a long time and have done well with it, but it has declned enough recently that I would like to sell it to cover some tax losses.
I would still have an equivalent amount of enbridge

I plan to sell celestiaca at a loss and CRH at a lossto cover the the sale of IPL and put the proceeds into Amazon.

is this a bad time to sell CLS or buy AMZN?

Thanks for considering this question and your valued advice.

Q: I have 7% of my portfolio in ENB. Should I be concerned about dividends and further erosion in capital? For 2 to 5 years, should I hold it or sell it partially or in full? In case of selling, what should I replace with - a good dividend player with a moderate capital appreciation at medium risk? Thank you.

Q: Hi Peter
I hold both positions in my RSP for the long term
Any thoughts on how to proceed with the new offer?
Thanks, Peter

Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul

Q: What is happening with TSGI? My buy is $42; now it is down to $31. Should I sell to buy at a lower price or hold on. Please advise.
How is ENB for a long hold (2 years)? What price do you estimate in 2 years?
Thank you.

Q: Hi, I only have a small ( insignificant) portion of my portfolio in energy..Having not much success in this sector in the past. Is this a good time to start a full position in ENB and PKI? Thanks.

Shyam

Q: Out of the stocks you cover can i get your top 7 recommendations for good long term dividend/growth stocks for a non registered account that have a good DRIP option.
TY!

Q: What are your top 5 recommended stocks (in order of preference) that would do the survive the best through a recession?

Q: I have a question about 995
I have 200 shares of Enf and my understanding is that I will receive 140 shares of Enb. Given that Enb is down significantly today why doesn't it make sense to sell Enf at today's higher price? Do you think enbridge will sweeten the deal fir Enf like they did with spectra?

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: In light of the upcoming share exchange with ENB is now a good time to be selling ENF as it has been hitting 52 week highs?

Q: What are your thoughts on on the acquisition of Spectra? Is it just sort of tidying things up or is it noteworthy in some way? Thank-you.

Q: From your income portfolio, could you please name two companies to buy today?

Q: Hello. One ENF share is being offered as 0.729 of an Enbridge share (ENB today at $47.12). ENF price should be 0.7029 x$47.12=$33.12 as to the agreement. ENF is now $33.95. Why is ENF trading so much higher than the conversion rate (2.5% higher)? Is there a reason behind it? Is it because ENF has a higher monthly dividend? Also do you have an idea of the exact date ENF will be converted into ENB shares? Thanks as always.