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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: In my TFSA currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - Currently down about 5% in the portfolio. I'm looking to make a change to get some growth in lieu of dividends - what would you recommend keeping and buying.
Thanks
Read Answer Asked by JOHN on April 03, 2018
Q: I would like to mix in a number of Canadian large caps into my TFSA that have moderate pe's , lower beta and on the growthy side. Would please give me 6-8 names to pick from. Thank you.
Read Answer Asked by Richard on April 02, 2018
Q: Hi Team,

Many people look at utilities for the income potential. I was wondering if you could please rank these four utilities for their total return potential for a five-year plus hold. Any particular risks with any of them that I should be aware of? Please deduct credits as needed.

Many thanks, Michael
Read Answer Asked by Michael on March 13, 2018
Q: Purely, on the basis of which company has the best prospects for capital gains going forward, should I buy Enbridge or Fortis at these levels. Or should I take a position in both? Why?
As always, thanks for your valued opinion!
Read Answer Asked by Les on March 12, 2018
Q: In the utility space I own FTS, ALA and KWH.UN. I'm starting to worry that ALA and KWH.UN are too risky. What do you think? Should I replace ALA and KWH.UN with other larger utility stocks and if so what would you suggest?
Read Answer Asked by Carla on March 07, 2018
Q: Team,
Watching the continuing volatility and issues with long term safety of capital,can you please list in order your top 5 stocks for income and growth, combined,that in old parlance should be owned by widows and orphans.
Cheers
Read Answer Asked by Peter on March 05, 2018
Q: Hello,
I have no Utilities in my registered portfolio and I am going to add one at a full position. I am likely holding it for 5 years, and my overall investment window or horizon is long-term at 20+ years. The dividend yield on all three of these stocks is over 4% which I like. None are currently 'oversold' on the RSI chart.
Three questions:
Is AQN still a reasonable buy even with a P/E of 26x?
Do you expect H to stay range-bound with a price in the low $20's because of their future planned share issues?
If you could recommend only one, for a younger person, which one do you like? (feel free to deduct 3 credits). Thx, Rob

Read Answer Asked by Robert on March 05, 2018
Q: Hi 5i,
I have a pretty balanced RRSP with these stocks and FUND. I am only up with the FUND and BEP.UN. I have about $10, 000 to add to the mix. Should I buy in to any of the losing stocks, add a new one or wait and see . Possibly ranking the "losers" might help me.
Many thanks. I enjoy the Q & A daily.
Great coverage.
Cheers
Paul
Read Answer Asked by Paul on March 02, 2018
Q: I have sent this question 2 days ago but so far I have not receive the answer
1-Is it possible to put in parenthesis which category the stock belong(e.g. finance ,utility telecom etc.) when you are responding to a question
2-Which stocks do you suggest for TSF for a 74 years client.
Thank you.ebrahim
Read Answer Asked by ebrahim on February 28, 2018
Q: I have a small position in Fts and am looking at switching to Npi. Could you please check the debt ratios for each,growth prospects and payout ratios for the dividend? Would you recommend this move for a 2 to 3 year hold in a tfsa? Thanx.
Read Answer Asked by Steve on February 26, 2018
Q: Regarding utilities falling prices, you have answered in a couple times in the Q&A: "The main issue is that US tax reform is going to reduce earnings due to lower tax recoveries." Can you expand on this? What is the percentage of reduction? I looked for an article and couldn't find one explaining this. I am looking to add to AQN, FTS and BEP.UN for their growing yield, but I can't determine a fair price or if they're under/over valued because of the US tax reform and am hoping you can help me make my decision. Thanks
Read Answer Asked by Curtis on February 16, 2018
Q: Could u name four or five Canadian companies that have the ability to raise dividends in a rising interest rate environment, thanks?
Read Answer Asked by Pat on February 14, 2018
Q: Though I don't think interest rates can increase very much, can you share which 3 or 4 utilities in Canada have the least amount (and most amount) of debt?
Thanks
Read Answer Asked by Pat on February 05, 2018
Q: Hello team,

Do you think the sell off on these fine dividend payers is done? I want to buy some blue chip dividend payers (I have none) but I wonder if the impact of future rate hikes is already/completely priced in for these types of stocks. What do you recommend: wait a bit longer or just buy now? I am afraid of buying now and watch them go much lower than their current price. At what price(or multiple) each of these would be a pounding-the-table buy? Would you please order them in terms of your preference for a very long-term hold.

Thank you very much indeed!



Read Answer Asked by Saeed on February 02, 2018
Q: A general question: Utilities have tanked extremely much out of proportion to the small increase in interest rates.. how must an investor assess whether this can be a continuous downfall or a temporary trend that creates buying opportunity

And how do you rate the chances of comeback for the stocks listed
As well what utility type stocks would be most attractive buys for dividends and price increase
Read Answer Asked by lyle on February 02, 2018