Investment Q&A

Q: A general question: Utilities have tanked extremely much out of proportion to the small increase in interest rates.. how must an investor assess whether this can be a continuous downfall or a temporary trend that creates buying opportunity

And how do you rate the chances of comeback for the stocks listed
As well what utility type stocks would be most attractive buys for dividends and price increase

Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!

Rob

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?

Q: Hello 5i
Happy New Year!

I am looking to move cash from savings into a higher ROI investment yet not add very much market risk. With Savings offering 1.5%, I feel with a small amount of risk uptick an investor should be able to increase return.
An example of one selection as likely candidate, I have been looking at PPL.PR.K - rate reset 2021, minimum 5.75%. current yield @ 5.47%
Would you think BCE, EMA, KBL and/or ALA.R suit this consideration.

Would you please offer a few ideas for this ROI Upgrade that may be suitable for this effort?
While I am aware any desire to increase in return will drive an increase in risk and one needs to be careful to not reach too far for yield, what additional comments or thoughts would you have for this type of investment move?

Thanks for your excellent service.
Dave

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?

Q: Great Service Thinking of buying Enbridge or Emera for growth and dividend. What is your pick and why. Thanks

Q: Though not in the Income Portfolio anymore, I am still holding EIF and EMA. Is it a good time to sell these and add others from the Income Portfolio or keep things as is?
Thank you
Stanley

Q: I would appreciate your thoughts and order of preference for these companies. Has VNR ever been in your portfolios?
Thanks

Q: Hi 5i: I want to include a power utility in my portfolio. I already include the pipelines and am considering the attached list. Which of these would you recommend for a longish hold, with a focus on growth, income and of course stability. Are there other interesting names you can suggest? Many thanks.

Q: My grandson has just begun working and wants to start an investment plan with a long term objective. Could you provide your recommendation for 5 safe dividend growers that also drip.
Thanks much for the excellent sevice
GUY R

Q: hi,

wondering which one of the noted companies would be your top choice for a long term hold? Would you be comfortable taking full position at this time?

Q: Hi 5i,

I sold EMA in my RRSP last week just before it dropped.
I want to replace it with 2 Utilities in my RRSP and 1 in my TFSA. What Utility stocks would you pick today?
These are income portfolios with approx 5% per position.

I look forward to your answer..

Q: What impact will this devastating hurricane season have on Emera? They have assets in the Caribbean and gas/power business in Florida? Do you recommend switching it to a similar utility?

Q: Can you give your thoughts on the most recent quarterly results from AQN and EMA? How did they compare to analyst estimates?

Thanks

Q: I currently hold aqn, approx. 11% of my portfolio and am thinking about adding one of ema,cu or fts. I do not expect to exceed 15% in total portfolio value and am not adverse to reducing my position in aqn to add one of the above. Which of these three utilities would you add for both growth and income and why.

Thanks, David

Q: I am looking to invest/park some money for a year or so in a relatively safe blue chip dividend stock. I am thinking of either Fortis or Emera? Emera's numbers look a little better to me. My other thought, in a rising interest rate environment, is a bank such as TD. Thoughts ?

Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!

Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.

Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret

Q: What is the reason for Emera and Enercare falling stock price. It is time to buy or sell?
Thanks
Margita

Q: Hi 5i,

I'm looking for some help picking my next 2 or 3 stocks or ETF to add to the income portfolio listed above.I started building this portfolio 5 month ago hoping not to buy at the top. I'm trying to buy 1 or 2 positions every month to average in to the market.
Planned retirement date December 2018.

Thanks in advance.