Investment Q&A

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

Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.

Q: Can you explain why Fortis shows a negative free cash flow, and how this relates to its dividend? Is it because they have long term contracts in place, so they are able to predict further cash flows? When I compare it to Canadian Utilites, their free cash flow is positive. I feel like I’m missing something with Fortis.

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy

Q: I believe in the inevitability of alternative energy, although not imminent, I think fossil fuels are a dying industry. Energy transmission will be needed regardless of the generating source so I am looking for companies that operate in this space. ie build/maintain transmission infrastructure or develop smart grid technologies. The big utilities have some exposure but I was looking for more of a pure play. Do you have any suggestions on specific companies. Thanks

Kenn

Q: Rising interest rates have definitely put downward pressure on bond-proxy types of companies i.e. those that pay dividends. I am an investor who believes that those companies that pay dividends and have the ability to raise those dividends consistently over time tend to outperform. I would like to purchase 6 such companies for the income portion of my portfolio, and would appreciate the names of your favorite companies that pay, and have a history of increasing, their dividends.

Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?

Q: Any explanation about the current low price of Fortis (FTS)?

Q: What are the top 5 income stocks that you would recommend buying? Please advise if they are dividend aristocrats and if you expect any price appreciation over the next year/

Q: hi, again I am asking for your top picks for income, I have a full position in BNS. if I hold your picks I may top up, if you think this is a good time to buy and why thx Jack.

Q: Can you please name a few of your favorite conservative, dividend-paying stocks?

Many thanks.

Q: hi Peter I am selling BPF.UN and seeking growth and income from the sale proceeds presently long in pipes telcos and banks how would you rank the above listed companies as a replacement thanks for the great service Richard

Q: May I have your comments on the recent results for FTS and FN. Thank you

Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.

Q: I currently own in my RRSP the following stocks : GUD, KXS, SLF, SIS, AQN (1/2) and FTS (1/2). I have 6K$ that I would like to add to only two or three of those stocks to avoid too much trading costs.
I have a longterm timeframe (20years +) for my RRSP and am diversified across my other accounts.
I was thinking of KXS, SLF and SIS first, but utilities also look quite cheap to me these days.
What would be your selection? I'd rather not add a new position to avoid having to many...