Investment Q&A

Q: Hello 5i,
I have a question which I don't know if it falls in your domain. But, i will try it. I have been thinking about gradually switching my utilities sector towards renewable energy. Currently I hold Algonquin and Emera which I will want to keep. { I know Emera is not on the renewals side, but i have a large cap gain and I don't want to pay the tax. There are other reasons to keep it, too}. Then, I have Enb and transcanada, which I would plan to sell if they come back a bit. I currently have about 9% in utilities where I think you recommend 15 for a retired person; but I am ok with that and am overweight technology and industrials. could you suggest a name or some names which would round out in a balanced way such a sector allocation?
thanks as always for the great service

Q: I've decided to begin building an income portfolio and have chosen the companies listed above. (Mostly from your Income Portfolio). I am retired but my pension income covers my monthly expenses. I'm looking for companies that you believe are strong enough to maintain, and hopefully increase), dividends in the long run. I understand we are in a climate of interest rate increases and income stocks could suffer as a result so I'm wondering if I should wait to begin building this portfolio. My intention is to round out the portfolio by adding companies from your balanced portfolio. My questions are:
1. Can you suggest a strategy that you consider to be wiser as I begin to develop my new portfolio?
2. Do you consider the companies I have chosen to be the best choices for a new portfolio considering all current investment metrics? Could you suggest any I have missed?
Thank-you for your continued support.

Q: Hi Ryan Peter
Do you feel this stock should continue to have a A rating today it hit a 12 month low it is my biggest capital drain but I will stay vested due to the div increase and hope for some recovery .
PBH receives a B rating and has grown 40% over the last 12 months .
I find this some what confusing.
Kind Regards
Stan

Q: With your answer to a Q on ENB as time being on the buyers side I put a low ball bid in for some shares. Could you give me a list of 'safe' stocks (i.e. like ENB and not KWH.UN for example) with great yields that one could put stink bids on? I will assume in your answer that putting ENB over ENF(e.g.) indicates preference of the safer investment vehicle.

TIA

Q: would like to add a good dividend stock(s) with a safe dividend and decent chance for price growth....could you rank these three, or would you buy them all in equal parts? thanks.

Q: Please provide me with a list of solid Canadian stocks (such as the Brookfield group) in which I may receive dividends/distribution in US dollars.
Is the income converted to CDN for income tax purposes (by me, the co. or RevCan) ?
I assume there will not be any withholding tax as they would be CDN companies?
Would I be charged a commission by anyone, i.e. the company or Scotia iTrade?
Anything else I need to know?
Thanks
Derek

Q: Peter and staff,

In order of preference, please list your favourite utility stocks for an income investor. Please subdivide into electrical, gas and pipelines.

Thank you and may thanks for your great service.

Paul

Q: Re Jason question March 22 regarding metrics for downside support for telcos, utilities and reits. . What cos would you recommend which meet a sufficient number of the metrics? Thanks

Q: Is there a specific reason for this stock to be falling the way it has recently ,other than today? Should I sell or hold?
Jack

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

Q: Where would i put my money to get a more stable return

Q: What are your thoughts on the quality of these two companies for income? Would you prefer one over the other?

Q: I have watched BEP slide over the last 3 months and am now down on it. Do I continue to hold it or is there a reason for it losing ground? Thanks!

Q: Hello, I know you like BEP.UN in the space of renewable energy. Coud you suggest another name in the same space in Canada? What would be your top recommendation(s) in the US? Thanks, Gervais

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

Q: Hi Peter Is there any explantion to the current slide on BEP on hold it on the US side and dropped 15% 0ver the last while
Regards
Stan

Q: Hello 5i team,
Craig Machel of Richardson GMP was citing on BNN that CPP had migrated since around 2000 from the 60/40 asset allocation to 35% equity and the rest in hard assets and private loans; in other words, private yielding and defensive strategies and equity growth that is not from indices. He also mentioned that retail investors could have access to such vehicles but, understandingly withheld any specifics.
Could you shed some light on the subject? It would be much appreciated.
Antoine

Q: Please rate for 1) Growth 2) Income for 3-5 year hold in RRSP.
Thanks

Q: With just about every car manufacturer bringing out electric cars in the near future, how is the increase in electricity going to be produced? In Alberta 45% of their energy is produced by coal; 10% of energy in Canada is produced by coal and it is around 40% for the US. Hydro and nuclear plants are very expensive and time consuming to build; and getting new ones built are extremely difficult. Are any of these existing plants under utilized? Wind or solar power - I don't think so. So, does that leave fossil fuels to take up the increased demand? If that is correct, which existing energy companies would you think are best positioned?

Q: Good morning
May I have your view on the latest earnings reports.
Please dock me for 3 queries. Thank you