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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: What are your favorite Canadian utilities. Criteria: maintenance of dividend with some possibility of growth.
Thank you.
Read Answer Asked by Lawrence on March 14, 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: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Read Answer Asked by Roy on March 04, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron







Read Answer Asked by Aaron on March 02, 2022
Q: Hi,
I just saw a question on the percentage of renewable energy sources versus hydrocarbons for a number of companies, including BEPC, NPI, AQN and FTS. You said there was no material exposure to renewables for FTS. You may be right of course but what is the definition of renewables? Is it only wind and solar, or is hydro considered a form of renewable energy? If so, FTS has plenty of hydro power sources.
Thanks for clarification.
Read Answer Asked by Dave on February 28, 2022
Q: Could you provide the % age of the bottom line for these co's that is generated by renewables vs hydrocarbons?
Also if possible could you provide their strategic focus - capital investment % on renewables vs hydrocarbons?

I may have the incorrect BAM listed and I may have missed a key player in this domain.

Thank you
Read Answer Asked by Delbert on February 25, 2022
Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!
Read Answer Asked by Grant on February 18, 2022
Q: I would like more USD for travelling to the US. I hold all of the above stocks at Questrade, in both registered and unregistered accts. I asked Questrade to please pay the dividend directly in USD (as paid by the companies), but they said "We would have to journal your positions over to the USD equivalent in order to receive the dividends in USD." Should I journal over the CAN shares to the US equivalent; eg AQN.TO to AQN.US? It would involve a very large amount of money, could I expect a better USD exchange rate with greater volume or would they simply use the day's spot rate?
Read Answer Asked by Grant on February 10, 2022
Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul
Read Answer Asked by Paul on February 07, 2022
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks
Read Answer Asked by David M. on February 07, 2022
Q: Hello,
In the same vein as my question about BCE/T/RCI.B....
I own BIP.UN, BEP.UN and AQN in the same income-generating portfolio, around 16% of the total.
Does owning AQN simply duplicate the same space that BEP.UN does better, or is there some value to owning both?
Thanks again.
Read Answer Asked by Roman on February 02, 2022
Q: I would like to sell BEPC to lock in a loss and then rebuy in 30 days. Do you see anything from the company or the market that might result in an increased price in that time period. Can you recommend a similar company to purchase for the 30 days that would reflect any market fluctuations. I already own AQN in this space.
Read Answer Asked by Bruce on January 27, 2022
Q: Hi,

What are your thoughts about my current portfolio? I am also looking at adding ZRE.TO and ZWC.TO.

Appreciate your help.
Read Answer Asked by David M. on January 27, 2022
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted
Read Answer Asked by Ted on January 27, 2022
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