Investment Q&A

Q: I know Chartwell is and will be under scrutiny under the current context. I fell in love with the drip and the monthly high dividends not so much the stock.

What would be your 2-3 suggestion to replace it with? Considering I want a high monthly div that a can drip without investing 100k in!

Thanks

Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks

Q: Hi Guys,

From your Model Income Portfolio, which would be your top 5 picks at this time. Thanks

Dave

Q: I gave up on this stock WPK after several years in Tfsa. I am in early 60’s so don’t wish to go too far up risk scale, however our portfolio is fortunately quite significant so can take some risk.Hold BYD and Kinaxis. Do you have one or two other suggestions? Thanks, Bill

Q: Asking for a retiree in their early 70s -- Need some Canadian Dividend stocks mainly for income. If you an provide 3 that is safe that'll be great!

Q: Have you compared BIP.UN and BEP.UN before?
I hold BIP.UN and see that you recommend BEP.UN in your income model portfolio.
Thanks, Gary

Q: I have these 13 stocks at equal weighting of approximately 5 percent each in my RSP, along with 35 percent in fixed income. Stock value of approx 1,300,000. Fixed income is approx 650,000. Cash 50,000. In your valued opinion, is the above stock selection diversified enough?, or are there other sectors I should be in. I am 69 and going to retire in the next year.

Q: Hi. I would characterize myself as an income investor, but like many others am also trying to position myself for "conservative growth".

I currently hold 3% positions each in BIP, FTS, BEP and a 3.5% position in CPX. I also have a 4% position in ENB (I see it as a pseudo utility/energy).

I'm down about 5% on FTS and BEP, even on BIP and up 15% on CPX.

I'm thinking of selling FTS at a tax loss and picking up AQN for the higher dividend and what I see as better potential for growth.

I may consider adding FTS back in at a later date. What do you think of this strategy, or would I be better to leave things as is? Do you see BIP, BEP, AQN and CPX as having better growth potential in the next 1-3 years? What would be your recommendations given this mix of holdings?

Thank-you in advance.

Q: I will retire in two years at 62 and receive OAS and max CPP at 65.

I have significant savings and investments.

At this moment in time what are your top five long term income producing investments. Relatively safety with some growth potential.

Thanks much.

Q: Peter/Ryan, I have held 50 shares of BEP for a while now with my original cost being 1576.30 and have noticed that the book value is 1335.84, and that it has been going down through the years, how is that. Is it worth holding, or do I lose if I hold on to it over time. Thanks

Q: In regards to utilities should I switch Aqn into bep.un as the latter stock price continues to outperform?

Q: Hi, folks

What would be 2-3 picks to help diversify this portfolio?

Thanks,
Robert

Q: Hi 5i - any update on when Brookfield intends to create new BEPC corporation and conduct special distribution of one BEPC share for every 4 BEP units held? Thanks

Q: Few weeks ago I have sold my position in BEP.UN at a profit and I need to increase weight % for utilities. Would you buy BEP.UN again at current price or add to existing AQN position. This is for long term hold in well deversified portfolio.

Q: What are your top 5 dividend stock ideas? Perhaps ones that haven't rebounded yet that have a good yield, or that have had recent results that showed resiliency and have room to run. For example, you have been been right in recommending BEP.UN, however, it has had a big run. Do you carte blanche keep recommending even after it's big run or is there a better relative buy?

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

Q: Hello team,

I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?

Thank you so much,

Q: Just trying to understand the short term effect on the market of the 10 million units in the secondary offering. I read that the underwriters committed to selling the shares for $48.85 USD. Does this mean selling in the open market or do they typically have buyers of big blocks lined up to soak up the units? I'm assuming that, if the units are to be sold in the open market, this will put a ceiling on the SP for quite a while since the 20 day avg volume of the US and Canadian markets is about 600,000 units.

Q: Could you please explain what this means when a stock "does a secondary".
I am thinking that when a company/stock first goes public, they issue a certain amount of shares to raise money. Then, I am thinking that if they "do a secondary" - they issue more shares? So then the value of shares you have are less? Could you talk a bit about this.
Thanks so much for your help
Margaret

Q: Why is this stock so volatile in the $65-72 range