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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: If Canadian interest rates remain the same (or even go down) this year, while US interest rates rise, what effect would this have on Canadian companies/stocks in the telecom (T), insurance (SLF), bank (BNS), and utility (BEP.un) sectors? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: I am interested in investing in green energy - ie wind/solar/other. Can you please recommend a way to gain some exposure to green energy companies that are involved in solar, wind or other such "green" means of energy production?
thanks in advance.
Read Answer Asked by Chris on January 16, 2017
Q: Hi, i'am thinking of selling Bep.un, I read an article saying it has a $33 target,and is paying out over 100% on AFFO,it also goes on to say because of its unique structure it has numerous conflicts of intrest ,therefore is a weak position for its unit holders.
Just wondering if you somewhat agree and if I sold,what two or three replacements could I buy with a good dividend.
Thanks,Brad
Read Answer Asked by Brad on January 13, 2017
Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank
Read Answer Asked by Frank on January 12, 2017
Q: i am concerned that owning pipes and parkland (which I do, for income) is going against growing headwinds, and there is a growing international trend toward cleaner energy, renewable energy, etc. I don't think I need dump all of these now, but at some point, don't you think we should be lightening up. Or is it such a longterm issue I need not worry about it. i want to be ahead of the curve.

If you agree, then what would you recommend instead for income, in the areas of clean energy and renewables?
Read Answer Asked by arnold on January 11, 2017
Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR
Read Answer Asked by peter on January 04, 2017
Q: In my 35-stock portfolio, I have a 9% overall weighting in the following:

ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%

I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.

I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.

Do you have any concerns about the weighting or overlap?

By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.

Thanks.

Jim
Read Answer Asked by James on January 03, 2017
Q: Hi Peter and Team,

I find that we need to buy some more in the Utilities sector, to keep to a 10% weighting. We presently have about a three-quarter position in each of AQN, BEP.UN, and FTS. Do you think that INE would be a good addition to this mix or is it too similar to AQN and BEP.UN? We can buy and sell XUT commission-free, but I notice that ZUT (not commission-free) has a better chart. Should I increase our positions in each of the three we already have, buy a new one, or top up with XUT/ZUT? Or is there a US ETF in this sector that looks compelling? Or perhaps in the present "climate", could the utilities sector weighting be reduced below 10%? What sector should take up the slack?

Thanks for all your great advice which has been and continues to be very valuable. A Merry Christmas and Happy New Year to all of you at 5i and the members as well.
Read Answer Asked by Jerry on December 21, 2016
Q: Merry Christmas to all at 5I and thanks you for a very productive year, My question involves BEP.un as I am looking to add it to my portfolio on a pullback. I already own ALA and it is at 2.5% of my portfolio. The rest of my portfolio is as close to the Balanced Portfolio as I can get. Could I have your thoughts on this acquisition.
Read Answer Asked by gene on December 21, 2016
Q: Many of your suggested stocks for the income portfolio such as ABT and BEP.UN would have Graham and Malkiel shivering in their boots. My own portfolio has stuck more or less to their tenets but your suggested stocks in many cases have some of their fundamentals quite off the mark. I am worried that in a strong downturn these may not survive for a long haul such as what happened with many gold mines.

My question is, should I have faith (which is why I signed up with you) or hold a limited position in these types? I hold a well diversified portfolio with a goodly amount in GIC's. Thank you and happy holidays.
Read Answer Asked by STANLEY on December 19, 2016
Q: Hi 5i: I want to add a renewable energy company (which can include nat gas) to a portfolio focused on dividend and dividend growers. The ideal company would of course offer some growth s well as safety. I have studied the usual suspects but I'm having trouble making a final decision. Your advice and suggestions would be appreciated.
Read Answer Asked by Roland on December 13, 2016
Q: I manage my husband's and my TFSA's as if they are one account so we do not duplicate the stocks in the 2 accounts and can have a reasonable size of position. We have a similar weighting of ALA, REI.UN, SIA, WSP, ZEB, BEP.UN, CGX, and HR.UN and PKI, and a double weighting of CPD and CDZ. We currently have about $110K in the two accounts and $20K of that is in cash. Can you suggest what we might add to or change in the above list, considering that we prefer income paying securities with some growth prospects and want the TFSA's to act independently of our other investments as a relatively conservative growth vehicle.
Read Answer Asked by Maria on December 02, 2016
Q: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.
Read Answer Asked by Audrey on December 02, 2016
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