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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: Hello,
Could you please briefly list what you like and don’t like about these for income and preservation of capital? What’s your favourite utility? Thanks
Read Answer Asked by Carlo on October 18, 2022
Q: I own AQN in my dividend growth portfolio and would like to add another utility. Is Fortis to similar to AWN or different enough for a diversified portfolio. Also thining of Emera or perhaps ATCO for better diversification. Which of these or others would be your preference for another utility in a portfolio?
Read Answer Asked by Gerry on October 07, 2022
Q: Hi, This week's sharp decline in Pipeline ( ENB/TRP and Others) and Utility (FTS etc ) stocks - Do you think, it is a result of market's renewed fear of continued rate hikes into 2022/2023, as suggested by FED Chair on Friday and re-iterated by other FED Presidents over course of this week including Cleveland FED President, Mester, Today. Pipelines and Utilies sector has performed well this year, but may be, due to its higher yield, is causing some worry to investors. Your comments, co relation of high rates and other factors, impacting these sectors will be much appreciated. Would it be prudent to underweight the sectors, in near term. Thank You
Read Answer Asked by rajeev on September 01, 2022
Q: Hi team,
I own Fortis and Emera for dividends and safety. Given the higher dividend and recent better performance of Capital Power, would it be reasonable to replace either FTS or EMA with CPX?
Read Answer Asked by Ken on August 04, 2022
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read Answer Asked by Richard on July 18, 2022
Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?
Read Answer Asked by Neil on July 13, 2022
Q: Hi
I owned BIP.PR.D for a couple of years and liked the steady dividends. I am looking at a) another Brookfield preferred that is similar or
b) an ETF that has mostly rate reset bons with a decent dividend or
c) another preferred share from a stable company, like fortis, bce, telus, enb, trp, etc
I would like something that provides 5%, has at least 2 years shelf life. Is it possible to provide maybe 5 choices, ranked that meet the above criterion?
As always great, Len
Read Answer Asked by Leonard on April 05, 2022
Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.

Read Answer Asked by Dave on March 22, 2022
Q: Hello Peter and team,
In terms of stability, safety of dividends and overall company fundamentals (and thanks to the answer you provided to the Emera question as per Globe and Mail), would it be fair to rank from best to worse as follows: FTS, BEP.UN, H, AQN, and than EMA? Thanks very much.
Read Answer Asked by umedali on March 10, 2022
Q: Hello Peter,
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
Read Answer Asked by umedali on March 08, 2022
Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!
Read Answer Asked by TK on December 21, 2021
Q: For my more conservative/income portfolio I’d like to add a utility (already have AQN). Which would you prefer between Fortis or Emera (which I believe has a weaker balance sheet)? Or would you have a different recommendation entirely? Thanks
Read Answer Asked by Michael on December 09, 2021
Q: Hi 5i.
Looking to boost the dividends in my Canadian equity portfolio by peppering in some preferred shares, Can you recommend 5 companies preferred shares that are buyable with an eye on safety, I currently have CSU.DB
Many thanks!
Read Answer Asked by Mark on November 29, 2021
Q: In a September 29th question I asked if Emera had missed estimates and you said they missed 4 out of the past 8 quarters. Yet I look at the chart and it keeps going up, currently hitting resistance at $60/share.

Why/How does it keep going up even though it has missed estimates when other utilities like AQN are getting hammered?

Thanks
Read Answer Asked by David C. on November 24, 2021
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