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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: Is this a good opportunity to add to these types of names or do you see more weakness coming with interest rate fears lingering?
Read Answer Asked by Kyle on January 11, 2018
Q: Hi,
My retired father holds the above stocks in a TFSA in equal positions. I'm looking to add one or two more stocks with the 2018 TFSA contribution. Any suggestions?

Thanks,
Read Answer Asked by Robert on January 11, 2018
Q: Some weeks ago I decided I wanted to buy Fortis and/or Emera. Since then they have been both dropping and I am waiting for them to bottom out. Their chart is horrible for what I consider blue chips. Is this decline based on interest rate fears or is it a general rotation or is there another reason? I favour Emera for income but Fortis for growth so I may split the purchase. Do you have a favourite?
Read Answer Asked by Don on January 09, 2018
Q: Hello Peter,
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you
Read Answer Asked by john on January 04, 2018
Q: I already have a 3.9% position in KWH.UN and would like to add another 3% position in a utility. I am leaning toward AQN but worry that I am putting too much into the renewable sector. Should I be concerned and buy FTS instead for diversification purposes ? And is a 7% utility portfolio weighing appropriate ?
Read Answer Asked by Garth on January 03, 2018
Q: I have 30k to invest and am looking for something with low volatility and a good dividend and decent growth. Oh these tree which would you choose?
Read Answer Asked by michael on December 26, 2017
Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE
Read Answer Asked by Pamela on December 07, 2017
Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian
Read Answer Asked by Brian on November 27, 2017
Q: I would appreciate your thoughts and order of preference for these companies. Has VNR ever been in your portfolios?
Thanks
Read Answer Asked by bill on November 24, 2017
Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.
Read Answer Asked by Curtis on November 23, 2017
Q: I am a retired investor living on dividend income. I recently sold some assets and now have 15% of my portfolio in cash. I want to invest the cash across 5 stocks yielding minimum 3.5%. Can you recommend your top picks regardless of sector.
Read Answer Asked by Curtis on November 06, 2017
Q: Could you rank these utilities in terms of growth potential?

Thanks!
Read Answer Asked by Wayne on November 02, 2017
Q: Hello 5i
With recent diverging prices for each FTS(up) and ENB(down) over the long term what are your thoughts on selling FTS to buy ENB?
There is a yield pick up and potential to see ENB bounce back up from its sagging stock price.
Is there anything significant in the ENB price decline?
Should we expect continued weakness?

Thanks for your important contribution to individual investors.
Dave
Read Answer Asked by David on October 23, 2017
Q: Sector Rec Now
Csmr Staples 10 8.4 (LIQ ECI PBH)
Csmr Discret 10 17.8 (GSY NFI ZZZ TOY FRII)
REITs 05 2.8 (BAM.A)
Technology 15 15.3
Financial 15 11.8 (TD NA AGF.B TSU)
Utilities 10 7.1 (FTS KWH.UN)
Industrial 10 12.0
Health 05 5.0
Energy 10 6.8 (PKI ZCL)
Basic Mtrl 05 6.7
Telco 05 0.0
--------
ETFs (VE VEE VGG) 6.0

Examined my portfolio in relation to recommended Sector weightings. Need to trim back Consumer Discretionary. I like them all; they have done well, except for FRII. I’d like to increase the holdings for Staples, REITs, Util, Energy and Telco. Could you please suggest an equity I might add for each of these five categories? Many thanks.
Read Answer Asked by RANDALL on October 23, 2017
Q: I hold these four utilities for a total of 18% of my portfolio. My holding in KWH is equal to the other 3 companies. I like the 9% yield. Is 18% utilities too high for an income portfolio? I am thinking of selling TRP.

THANKS!!
Read Answer Asked by Bryan on October 23, 2017
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