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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: I would appreciate your thoughts and order of preference for these companies. Has VNR ever been in your portfolios?
Thanks
Read Answer Asked by bill on November 24, 2017
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.
Read Answer Asked by Roland on November 21, 2017
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
Read Answer Asked by Guy R. on November 01, 2017
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?
Read Answer Asked by jason on September 29, 2017
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..



Read Answer Asked by Stephen on September 19, 2017
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
Read Answer Asked by david on July 26, 2017
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 ?
Read Answer Asked by Ken on July 26, 2017
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!
Read Answer Asked by Lizette on July 21, 2017
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
Read Answer Asked by Margaret on July 13, 2017
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.


Read Answer Asked by Stephen on May 05, 2017
Q: I hold the above companies (pretty much at equal weights) in my Utilities portfolio. I need to trim because I am overweight in the sector. Perhaps I should reduce the number of holdings by 1 full position. May I please have your opinion. Thank you.
Read Answer Asked by Terry on April 10, 2017
Q: Hello Peter, I have full positions in FTS, BIP and EMA, and a long-held triple position in BAM. With some new money, I'm tempted by ALA for its good yield and steadiness. Do you think this is too much duplication (considering the fact that I probably already own too many individual stocks, probably 60-70 if I include my RRSP, TFSA and non-registered). Or is the excellent yield enough to justify the addition.
Read Answer Asked by James on April 03, 2017
Q: Could you rank these companies for me EMA , FTS , H , and AQN
Read Answer Asked by Bruce on March 07, 2017
Q: Good afternoon:
I am underweight in pure utility equities and would like to add. My primary holding is AQN with a lesser position in EMA. Would you recommend switching EMA to FTS and then adding to that position. Or do you consider that unnecessary?
Thank you for your advice.
Read Answer Asked by Peter on January 12, 2017
Q: Comments on Emera's bought deal. Seemed like a really small discount to the previous closing price and the stock is trading below that today. $300 million dollar proceeds are going to be used for general corporate purposes. I don't generally like when companies dilute shareholders for no specific purpose. Is this to reduce debt or just to cover themselves in case their share price decreases substantially in the current environment?

Thanks,
Jason
Read Answer Asked by Jason on November 29, 2016
Q: Hi 5i: I have two questions - please charge as appropriate.
(1) I have been holding CU in a dividend reinvestment account for about three years. The account focusses on stocks that provide a good dividend that is increased regularly (the usual Canadian suspects). CU has consistently underperformed the other stocks, and I'm wondering what the future holds, in particular given the changes in Alberta's approach to coal-based electricity generation.
(2) Could you give me data on dividend growth rates for EMA and BEP.UN?
Many thanks for your great advice and service.
Read Answer Asked by Roland on November 28, 2016
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