Investment Q&A

Q: I’m down approximately 7% on AQN at $19.20. What are your views on prospect of recovery? Is this a hold/sell/buy?

Thanks.

Q: Dear 5i,

AQN pays a common share dividend defaulted in USD.
Is this an "eligible dividend" for Canadian investors?
AQN announcement says Canadian investors can request to receive it in CAD.
Can you help explain how to do this if I hold it in a Canadian brokerage account.

thanks

Q: Could you please recommend your preference b/w these two? (Buy and hold for 5-10 year timeframe).
Also, if I wanted to increase my USD exposure, could I not purchase either one of these inside a US TFSA without paying any withholding tax on the dividend? Both pay a USD dividend I believe.
Thanks,

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.

Q: Hi Guys
Found it a little difficult to understand the financial statement
I went in search of AFFO in an attempt to determine the Value at current prices
Could you give me a Quick Assessment
Thanks !

Q: Hi Guys, simple question, what is going on with AQN? It has been in a trance for over a year. Why is the needle not moving on this one?
Thanks.

Q: Taking these 7 income oriented equities and looking to rank them for risk in a correction situation moving forward it seems that if we use the March 2020 correction as a guide FTS and BCE dropped the least (28%) followed by RY (33%) then TD,BNS, AQN (35-37%) with SLF trailing the pack at 46%. The reason behind any future correction could of course be different than a virus-induced shutdown of the economy. But still your ranking of safest to least safe is appreciated and if your answer would be different depending on the cause of the correction then your comment on that would be nice to have as well. Thank you for assisting me in trying to build the most secure portion of my income strategy. Any additional equities that fit in the lowest downside category that you might suggest would also be most welcome.

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: Between AQN and NPI, which would you prefer, as of today, for a five year investment horizon?

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: i am being ask to sell BPY and have no choice. I have lots and need do something with money. I was looking for another REITS. I understand few if any will pay dividend of BPY. I do own little bit of etf zre. I have done with & like dividend monthly. I also own banks, utilities, pipelines, railroads plus few other REITS. I am looking for more dividends. I also own too many faangs. I just want to know your suggestions?

Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day

Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.

Q: My question is regarding Shopify being down today almost 5% with 6 days to earnings call. The following stocks are in my TFSA, and wondering if you’d consider trimming parts of this portfolio to add to SHOP in a potential great buying opportunity if it keeps dropping post earnings call?

Would you add to another “power house” like NVDA instead ?

Thanks for your insight!

Nick

Q: With a PE ratio currently less than 12 would you view AQN as on sale and this a good time to add a few shares? Its my biggest holding but with the recent pullback from its Feb. highs it is tempting to add a few....

Q: I would appreciate your opinion on the trades Iwas considering selling rsi,cae,aqn buy mg with the proceeds. Sell trp buy cnr. Sell sis,spb buy mg
Thanks for your help

Q: I have a considerable position in AQN and a small position in BEP.UN. In examing the one-year performance of the three companies I calculate that AQN's stock price is flat, BEP.UN is up about 40% and NPI is up about 45%. Would you recommend selling the laggard, AQN, and investing the proceeds into one or both of NPI and BEP.UN. Also is there a company in this sector that you would prefer over these three?
With appreciation,
Ed

Q: Good Day; I'm considering a switch between my current holding of AQN (I've had for a few years and have an unrealized capital gain) and moving into NPI with the recent acquisition news. The capital gain tax consideration aside, how would you compare the growth and dividend profile between these two companies for the medium to long term future based on the recent NPI acquisition.

thanks,

Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!