Investment Q&A

Q: I have BEP.UN at 1% of my total portfolio, H at 3%, EMA at 3% and FTS at 4.5%. I feel If one is to be sold to reduce holdings, I feel EMA offers the least growth potential / stability. Your thoughts are very much appreciated

Q: Our current Utilities holdings are BEP.UN, BIP.UN, CPX and FTS. We are overweight on each (compared to our other holdings). I'm comfortable with these companies and had been comfortable with the weightings, however we recently added BAM to our Financials for diversification (by trimming our CDN Bank exposure).

I'm currently thinking of adding another Utility, in part to reduce our overall Brookfield Exposure and to bring each of our utility holdings closer to "equal weight".

I'm not looking to add a covered call position or utility etf. (We already have full positions in PPL & ENB). We are retired and can be characterized as income investors.

Based on current market conditions, and our other utility holdings, which 2-3 companies (other than BIP, BEP, CPX and FTS) would you recommend for income and modest growth and why? Is there any one Utility company that you feel is currently the most attractive?

Q: Hello Team,
Which of these two companies would you prefer for total return going over the next three to five years, both capital gain and dividend. What expectation on each for total return?
Thanks,
Barry

Q: Really a question of safe low growth dividend stock prices. All these utility stocks are at 52 week highs. Are they worth it at these prices or are they simply a place for people to hide out until Trumps latest crazy ego trip comes to an end. Thanks

Q: Is it a good time to buy Emera?

Q: We hold both in cash accounts and need to put one or both (total $14k) into two TSFAs. All tax implications being equal ,which one or a combination of both do you recommend taking from taxable cash accounts and putting into TSFAs?
Happy New year ,and thanks for all your hard work.
Philip

Q: 80 year young value investor. I held EMA for many yers until it started going downin 2022. Now it seems to be back to where it was before it dropped. Time to get into it now for the dividend?

Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: Hello everyone,

I have to execute some tax loss selling, and I would appreciate it, if you would rank the following securities from a sell order perspective:

- Saputo, (SAP), Richelieu Hardware (RCH), Restaurant Brands (QSR), Boyd Group (BYD), and Emera (EMA)

Cheers.

PK

Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.

Q: Could you please rate the Canadian stocks below for total return over the next 5 years.

Perhaps these ratings would work (or other ratings you think are better) ...
F for fair
A for average
G for good
VG for very good
E for excellent

The stocks are:

BAM
BEP.UN
BIP.UN
EMA
FTS
NA
POW
RY
SLF
TD

Thanks.

Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?

If not are there any Canadian companies that do so and would be an attractive investment in this area?

Q: Looking for a few suggestions for a new position in the Utility space (Cdn) that you think is at at a favourable valuation based on a mix of reasonable growth potential and history of dividend increases together with healthy balance sheet? Please omit Fortis, Hydro, Enbridge and Brookfield companies even if they would be your first picks. Thanks so much.

Q: Your thoughts please on this TFSA used by a retired banker that is very simple but has vastly outpermormed the TSX. I realize only 3 sectors are covered but looks to be all quality companies?

Thx

Q: Hi Guys;

I own FTS in my non registered account and I am looking for a complimentary holding in my TFSA. Which of the companies listed above would you prefer and why?

DON

Q: I am an income investor as I live off the dividend stream I receive. I recently started a small position in BIP.UN. I have a full position in EMA. EMA seems to have had a pretty good run lately and also I believe they have reduced their projected dividend growth rate over the next few years. I am thinking of selling my EMA position and shifting it to BIP.UN as BIP.UN seems to have more upside on unit appreciation, a higher dividend and perhaps a higher dividend growth rate. Thoughts on this potential swap??

Q: Confused by the reaction of these 3 names. EMA/FTS up materially and BIP.UN down so far this year. Thoughts on why? Also on EMA with a 29% return YTD the stock must be stretched. Would you suggest a switch to BIP.UN?

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Q: I notice that both ENB and EMA have high payout ratios. ENB seems to be about 138% on Dividendhistory.org and EMA around 98%.
Is this possible? What does it say about the safety of the dividend or do utilities use a different calculation when it comes to Dividend payouts?
Thank you
Frank