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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: What would be your top 5 picks for Cdn dividend paying companies that have a safe and growing dividend? No financials please. Thank you.
Read Answer Asked by John on May 21, 2024
Q: Hi team. I have ZWU as my main utilities holding @ 11% and I also have positions in BCE and ENB on their own. ZWU has both BCE and ENB in their top 10 holdings. In your opinion am I participating in "di-worsification" by holding BCE and ENB outside of ZWU. Would you sell both BCE and ENB and fold the funds back into ZWU? I'm ok letting ZWU go to +/- 15% of my portfolio. Appreciate your thoughts. Bill.
Read Answer Asked by William on May 14, 2024
Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?

Read Answer Asked by Robert on May 10, 2024
Q: Hi, with the relatively attractive PE ratio of Utilities and the proxy play of increased energy consumption demands of AI, can you recommend 3 Canadian Utilities and 3 US Utilities with a growth focus for a 2-3 year hold, and your thoughts on each.
Read Answer Asked by Colum on May 07, 2024
Q: Thank you for your ranking of Canadian utilities last week-our investment club had a lengthy discussion yesterday afternoon over the rankings. I found it difficult to defend BIP.UN as first pick with 6:1 debt, meagre/erratic EPS, and growing share dilution vs CPX having similar posted growth rates, 1.5:1 debt, decent EPS and slower share dilution. Any assistance and clarification on this greatly appreciated. Thank you
Read Answer Asked by Delbert on April 16, 2024
Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you
Read Answer Asked by Delbert on April 12, 2024
Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.
Read Answer Asked by Savalai on April 04, 2024
Q: I'd like to invest a substantial inheritance in solid, relatively safe dividend stocks in a non-registered account for a stream of tax-efficient income. Can you suggest 7-8 stocks for me to consider and do you consider that number enough for diversification? Would you buy in gradually over the year or invest all at once? Is it unwise to invest in Canadian stocks only ( have geographic diversification in my registered accounts)? I won't need the income for 2-3 years and will probably hang on to them for life, whatever that may be (I'm in my late 50s). Thanks. I have tons of credits - use as many as needed.
Read Answer Asked by Dawn on March 27, 2024
Q: You responded to a March 21st question by Esther confirming that, in your view, Canadian rates are fully expected to drop faster, sooner than US interest rates - leaving a positive outlook for the US$ and stocks.

My question is in 2 parts;

- What are 3 interest sensitive Canadian investments would you recommend that take advantage of a faster/sooner drop in Canadian rates (and why they may be good investments), and

- Should one hold off on investing in US investments such as TLT short term, or not try too hard to time the buy and invest now?

Thanks as always.

Read Answer Asked by Dave on March 22, 2024
Q: At what price would Canadian Utilities be a good point to buy the stock for dividend income? If there are better companies in the utilities market, please comment on that. I am looking for a company with good dividend prospects for the next 5 years.

And is CU a good bet for capital growth in the next 5 years? If not, what are better options?

Thank you for your valuable input and have a great day!
Read Answer Asked by Cathy on March 21, 2024
Q: With increasing power demand (AI, EV's, data centers, etc.), what positive or negative impact does this have on BEP.UN and FTS ?

Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
Read Answer Asked by James on March 13, 2024
Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.

Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Read Answer Asked by Savalai on March 12, 2024