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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 you replace MX with or would you stay away from this sector for now? What would you replace AD with?
Thanks for your service?
Read Answer Asked by Ozzie on March 18, 2020
Q: I have a very small position in the above 3 utility companies and want to add more. Can you please rank the companies for estimated best total return over the next 3 years?
Thank you.
Read Answer Asked by Grant on March 17, 2020
Q: I'm holding the following since I thought they would be considered safe stocks, however they are going down with all the rest.

1) I made the big mistake that gold miners would actually do well in the current situation, however I know see my mistake that I should have purchased gold directly. Would you, given the situation today, sell the miners and buy gold directly - what has the past crises shown about gold versus gold miners?
2) Do you think the utilities above will stabalize near current levels, or do you see that there will be a reset in all P/E and P/C levels down to lower levels?
Read Answer Asked by Kel on March 13, 2020
Q: Retired, conservative dividend-income investor with a "buy-and-hold & trim-add around a core position" strategy. At times like these, I take a fresh look at my holdings and ask two key questions. #1 = are there any of my equity holdings that have alarm bells going off? #2 = how safe are the dividends (knowing that no dividend is 100% secure)? The portfolio capital may rise or fall, but it is the continuation of the dividend that is more important.

For asset allocation purposes related to individual stocks (as opposed to sector allocations), I use the following:
5% targets = AQN, BCE, BNS, PBH, RY, TRP, WSP
4% targets = AD, AW, CSH, NWC
2% targets = LNF, MG, NTR
ETF targets = roughly 3-7%

Q#1 = are there any of these equities that you hear alarm bells?
Q#2 = are there any of these equities where you foresee dividend risk?
Q#3 = any thoughts on how I have my asset allocations set up (knowing it is a very personal decision?

Take a bunch of credits. Thanks for your help...Steve
Read Answer Asked by Stephen on March 06, 2020
Q: Could you suggest a few Canadian names that are dividend growers in the utility space that are most reasonably priced, for a long term hold?

Thank you!
Read Answer Asked by Ian on February 19, 2020
Q: Good Morning 5i, I am a long term holder of FTS and I know you like the stock. My intention is to hold forever and I have enjoyed the 25% increase in share price in the past year. However it now yields 3.3%.
My assumption is most holders buy this stock (and utilities in general) for yield, so at 3.3% where would the new buyers come from?
Also, are you able to run the historical yield? Is 3.3% the lowest yield ever for this stock and how does it currently compare to its historical P/E and other metrics.
Thanks
Rob
Read Answer Asked by Robert on January 27, 2020
Q: Ignoring taxes, cash requirements, and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of these companies would it be prudent to currently sell, buy, or hold? Thank You.
Read Answer Asked by Harold on January 27, 2020
Q: Hi Peter, Ryan and Team,

Happy new year greetings to you. I have cash to add to one of my existing positions in my TFSA. For a long term POV, between FTS or LSPD which would you add to?

Thanks.
Read Answer Asked by Marvin on January 08, 2020
Q: I have small positions in the above,except for npi. I am considering selling some of bep.un,which is up close to 80% and purchasing some npi. I also have bam.a and bip.un. In my portfolios. Would you please comment on this proposed adjustment and your rationale? If yes,would you wait for a pullback in bep.un. Thank you.
Read Answer Asked by Steve on November 28, 2019
Q: If you had to pick one stock from the above list using the following criteria:
Capital growth, dividend growth, stability

Which one would you chose ?

Ken
Read Answer Asked by Ken on November 14, 2019
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