Investment Q&A

Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks

Q: if aqn would do an acquisition.What would be potential candidates?
Thanks John

Q: Please comment on the share offering announced. Does this change your generally positive view of this company?

Q: Peter; So would the new large equity issue account for the weakness over the past few weeks? Don't want to sound paranoid but it seems obvious someone knew the issue was coming.

Rod

Q: I have these 13 stocks at equal weighting of approximately 5 percent each in my RSP, along with 35 percent in fixed income. Stock value of approx 1,300,000. Fixed income is approx 650,000. Cash 50,000. In your valued opinion, is the above stock selection diversified enough?, or are there other sectors I should be in. I am 69 and going to retire in the next year.

Q: Hi. I would characterize myself as an income investor, but like many others am also trying to position myself for "conservative growth".

I currently hold 3% positions each in BIP, FTS, BEP and a 3.5% position in CPX. I also have a 4% position in ENB (I see it as a pseudo utility/energy).

I'm down about 5% on FTS and BEP, even on BIP and up 15% on CPX.

I'm thinking of selling FTS at a tax loss and picking up AQN for the higher dividend and what I see as better potential for growth.

I may consider adding FTS back in at a later date. What do you think of this strategy, or would I be better to leave things as is? Do you see BIP, BEP, AQN and CPX as having better growth potential in the next 1-3 years? What would be your recommendations given this mix of holdings?

Thank-you in advance.

Q: I would like to add two companies to my portfolio to increase my US dividends. What would you pick from these 5? Currently NTR and QSR have a higher yield. Does this indicate a higher risk and should I look at a lesser Yield in order to preserve capital?

Q: Looking for 4 to 5 solid dividend payers to hold in an unregistered account to supplement my retirement income for 4 to 5 years, without huge downside risk. Your suggestions please.
Len

Q: I will retire in two years at 62 and receive OAS and max CPP at 65.

I have significant savings and investments.

At this moment in time what are your top five long term income producing investments. Relatively safety with some growth potential.

Thanks much.

Q: Could you comment on the recent weakness in the price of AQN. Its making a 3 month low. Street consensus is mainly "buy". It is a core position for me as an income investor. Judging by your answer I might buy more.
Thank you..
Nicholas

Q: Teal Linde was on Market Call yesterday and he said that the canadian utilities like Algonquin have used their clean balance sheets to leverage and buy up US utilities over the past decade (since the 2008 crisis). He said that is mostly played out now and growth will be much more challenging. I suspect this may have played a part in aqn's weakness the past two days. More important: is there much growth left in AQN's future?? I have bought a variety of income stocks that have good growth prospects (for both cash flow and dividends), and benefitted greatly. One of them has been
AQN...but is that run over?

Q: In regards to utilities should I switch Aqn into bep.un as the latter stock price continues to outperform?

Q: Looking for 2 stock recommendations for each of my children's RESP account. I tend to prefer companies paying a dividend. Child 1 is 15 years old, needing the funds in 3 to 4 years so picks would need to be conservative. Child 2 is 11 years old, needing the funds in 7 to 8 years.

Q: Thinking of putting some money long term with reasonable dividend in one of the above mentioned companies. Any suggestions?

Q: Aqn will be added to Tsx60 effective 6/22.Is it timely to start a new position?Or U prefer ENB? Txs for u usual great views & services

Q: We’ve moved 60% of our cash position back into stocks which either had at least a B+ from you, or which you spoke highly of. After the selloff on 11 June we’re down overall about 1%. Not too bad but we’re wondering about how solid this portfolio is for more bumps to come. All are for holds of at least 2 years before taking some gains. Question - do you see any red flags before we invest more in these positions? Would you consider reducing any sectors and increasing others? If so, what would you drop and what replacement options would you consider? Presently, no sector exceeds 25% and most positions could be topped up. Previously, we had more dividend income. We are mid-sixties and the pension covers about half of our expenses. Many thanks in advance for your trusted views.
Cash - 40.2%
Telcoms (4.3%) - BCE 2.3%, T 2.0%
Cons Def - COST 2.6%
Energy – ENB 2.7%
Fin Svcs (21.9%) - BNS 3.3%, BAM.A 4.5%, GSY 0.8%, RY 0.8%, SLF 3.0%, V 3.4%, JPM 3.0%, MCO 3.1%
Health - MDT 2.8%
Ind (4%) – CNR 0.9%, RTX 3.1%
Tech (15.1%) - KXS 1.8%, SHOP 1.7%, CRWD 2.2%, DOCU 3.4%, MSFT 3.4%, CRM 2.6%
Util (6.5%) – AQN 1.6%, BEP.UN 2.2%, CU 2.7%

Q: I'm looking to add another 5 quality dividend payers for the long term. Do you see any issues with my existing positions? SOME growth would be nice but secondary to dividend amount and safety of dividend. Industry and country are not important.

Thanks

Q: I see AQN and CAR.un will be added to the TSX60 and the others mentioned will be added to the TSX Composite as of June 22. Would you consider any of them a buy at current levels based on this news and their underlying fundamentals/valuations??

Q: Few weeks ago I have sold my position in BEP.UN at a profit and I need to increase weight % for utilities. Would you buy BEP.UN again at current price or add to existing AQN position. This is for long term hold in well deversified portfolio.

Q: Can I have your opinion on 3 quite safe and high paying dividend stocks. I have 30k in a savings account at 2 % being taxed and I have room in my TFSA, but I really feel better with quality dividends rather than risk at this time.
Thanks, J