Q: Regarding utilities falling prices, you have answered in a couple times in the Q&A: "The main issue is that US tax reform is going to reduce earnings due to lower tax recoveries." Can you expand on this? What is the percentage of reduction? I looked for an article and couldn't find one explaining this. I am looking to add to AQN, FTS and BEP.UN for their growing yield, but I can't determine a fair price or if they're under/over valued because of the US tax reform and am hoping you can help me make my decision. Thanks
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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: emera, fortis, enbridge (insert many others)
arguably solid businesses with good assets
have been sitting on my hands for weeks, not buying (and making money by not buying)
is this just an overblown worry about rates increasing or potentially the market telling us that rates are going up far far more than expected?
dust off the crystal ball..............
thanks
arguably solid businesses with good assets
have been sitting on my hands for weeks, not buying (and making money by not buying)
is this just an overblown worry about rates increasing or potentially the market telling us that rates are going up far far more than expected?
dust off the crystal ball..............
thanks
- RioCan Real Estate Investment Trust (REI.UN)
- Emera Incorporated (EMA)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
Q: Hello, could you comment on earnings for these companies please?
Thank you
Stephane
Thank you
Stephane
- AltaGas Ltd. (ALA)
- Emera Incorporated (EMA)
- Keyera Corp. (KEY)
- Enbridge Income Fund Holdings Inc. (ENF)
- Winpak Ltd. (WPK)
- Blue Ribbon Income Fund (RBN.UN)
- Nutrien Ltd. (NTR)
Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...
Q: Hi Peter any preference between this two co. Are dividends safe.?thanks. Alnoor
Q: Hi Folks
I hold Emera and have done well over time with rising share prices (up to this year) and dividends which tend to go up about 9% a year. I am still below a 4% position in my portfolio and was thinking of topping it up with the 4.5% decline yesterday. Can you comment on the recent earning report and drop in share price - do you think that there are any issues to be concerned with or more one time charges/issues? Is it fairly valued with the share price drop? Seems a pretty steady dividend grower?
Much thanks
Stuart
I hold Emera and have done well over time with rising share prices (up to this year) and dividends which tend to go up about 9% a year. I am still below a 4% position in my portfolio and was thinking of topping it up with the 4.5% decline yesterday. Can you comment on the recent earning report and drop in share price - do you think that there are any issues to be concerned with or more one time charges/issues? Is it fairly valued with the share price drop? Seems a pretty steady dividend grower?
Much thanks
Stuart
Q: If you were to buy one of these today, what would you buy and why?
Thanks,
Milan
Thanks,
Milan
Q: Good Morning
I will appreciate your comments on EMA
Emera's debt to equity ratio is 69.43% (my broker's figures)
Can you please comment whether EMA will be able to pay down this debt with the rising trend in interest rates?
Is the dividend sustainable?
I am down 10% as of today. I am planning to average down if it drops below $40. Is this advisable? Or should I sell?
EMA is in my RIF account.
Thanks again for your insight.
I will appreciate your comments on EMA
Emera's debt to equity ratio is 69.43% (my broker's figures)
Can you please comment whether EMA will be able to pay down this debt with the rising trend in interest rates?
Is the dividend sustainable?
I am down 10% as of today. I am planning to average down if it drops below $40. Is this advisable? Or should I sell?
EMA is in my RIF account.
Thanks again for your insight.
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
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
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- AltaGas Ltd. (ALA)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Chartwell Retirement Residences (CSH.UN)
Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!
Rob
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
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
Thank you
Stanley
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Valener Inc. (VNR)
Q: I would appreciate your thoughts and order of preference for these companies. Has VNR ever been in your portfolios?
Thanks
Thanks
- Brookfield Renewable Partners L.P. (BEP.UN)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
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.
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- TELUS Corporation (T)
- Emera Incorporated (EMA)
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
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?
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?
- Enbridge Inc. (ENB)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
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..
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..