Investment Q&A

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: Which one company would you buy today?
Hydro One or Fortis? Or none?
And why?
Thank you.

Q: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks

Q: In my husbands lif account we are going to need to replace enercare with safe dividend stocks. Sectors are not important. Current holdings are : A and W, BGI.un, Crius, Gamehost, RNW. Current dividends are greater than the withdrawal. We would be looking to add stocks whose dividends would be reasonable safe in an economic slow down.
How do you feel about the following strategy and please feel free to offer other suggestions or comments:
Bip.un, Bce, Alta gas, Bns-
Either fortis or Aqn
And then something with growth potential such as a corby ( as it has no debt) or transcontinental ?
We are also open to other suggestions.
Thank you.

Q: I am retired and try to have a portfolio that pays me a dividend, is relatively safe and shows a little growth. My portfolio is primarily made up of banks, pipelines, telecoms and utilities. I own these listed utilities but am wondering if I have too much overlap. If you were to recommend selling one of them, which one would it be ?

Ken

Q: I hold the above utility stocks and can't help but notice the daily declines. Is this related to current and forecast interest rate increases, and/or something else? I appreciate that, like everyone else, you don't have a crystal ball. But is it possible that the downward trend may continue for at least a while until the cause plays itself out? Thanks as always.

Q: What Canadian stocks would be considered dividend growers?

Q: On a research note from RBC this morning, I noticed that the CEO and CFO have the same surnames. Do you know if they are related? (I have asked FTS IR as well).
Pretty unusual if they are - "appearance" of a conflict of interest for a widely held public company? Do you agree?

Q: AQN and FTS which one or both and why
Thank You

Q: Which of these do you like and in which order of preference

Q: I have been a long-term holder of Atco. Where do you see the company's prospects and would you advise switching to another name in this sector. If yes, please name.
Thanks

Q: Hi team,
Apart from the interest rate changes affecting Power companies like AQN and FTS, do you consider them good conservative long-term holds considering their potential business losses from emerging tech like solar? More homes and businesses in our neighbourhood have solar panels as the tech becomes cheaper to acquire and install.

thanks!

Q: I have noticed that Fortis is not included in any of your portfolios. Would you have any suggestions for an alternative that pays a decent dividend but has some growth prospects, utility or not.
Thanks: Jerry

Q: For a 8/10 year time period and about $20,000 what 4/5 stocks would you recommend for high dividend and security, including banks and others in order of preference.
Many thanks as always.
Harold

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

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: I would like to reduce my utility / infrastructure holdings by one or two names. These are all partial positions except for FTS, which is full. Could you rank 1 - 7 in terms of keep:sell or just suggest one or two sell candidates? Thank-you.

Q: Within my Utilities sector in my RRSP I have Fortis(3% holding) and BEP.UN (2%). I recently read in Q&A Fortis growth anticipated to be in 1%-2% range in 2018 and 2019. Is BEP.UN growth expectations similar? Would you recommend selling Fortis and topping up BEP.UN?

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: Hello can you comment on earnings for Fortis and Capital Power?

Do you have growth projection estimates for these companies?

Thank you very much

Stephane