skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Ken on May 03, 2021
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?
Read Answer Asked by Stefan on April 29, 2021
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?
Read Answer Asked by grace on April 27, 2021
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?
Read Answer Asked by brian on April 26, 2021
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
Read Answer Asked by El-ann on April 23, 2021
Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.
Read Answer Asked by ed on April 23, 2021
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
Read Answer Asked by Nick on April 23, 2021
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
Read Answer Asked by Patrick on April 21, 2021
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
Read Answer Asked by Ed on April 21, 2021
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,
Read Answer Asked by g on April 21, 2021
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!
Read Answer Asked by Grant on April 07, 2021
Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.
Read Answer Asked by Keith on April 02, 2021
Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.
Read Answer Asked by Cathy on April 01, 2021
Q: Its astonishing how similar the charts look alike for FTS, EMA and CU. They have had a good move. The charts on AQN and NPI look very similar to each other as well, however moving sideways. Why do you think AQN and NPI seem to be lagging FTS, EMA and CU? Best, Don
Read Answer Asked by DONALD on March 30, 2021