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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: I have been a long-term holder of Atco. Where do you see the company's prospects and would you advise switching to another name in this sector. If yes, please name.
Thanks
Read Answer Asked by Yvonne on September 10, 2018
Q: Hi team,
Apart from the interest rate changes affecting Power companies like AQN and FTS, do you consider them good conservative long-term holds considering their potential business losses from emerging tech like solar? More homes and businesses in our neighbourhood have solar panels as the tech becomes cheaper to acquire and install.

thanks!
Read Answer Asked by S on September 10, 2018
Q: For a 8/10 year time period and about $20,000 what 4/5 stocks would you recommend for high dividend and security, including banks and others in order of preference.
Many thanks as always.
Harold
Read Answer Asked by Harold on August 31, 2018
Q: I'm looking to add 6 Canadian stocks to my registered accounts; stocks (and if appropriate ETFs) that display good growth potential and have a bit of a dividend. I'd appreciate your suggestions, in order of preference please. Thanks as always.
Read Answer Asked by Thomas on August 27, 2018
Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks
Read Answer Asked by John on August 27, 2018
Q: my portfolio is 80 %growth 20 @% income and growth. wihtout adding new money I want to prune 20 % from growth stocks that have done well for me eg cgi.

as a first step I thought of financials I have full opposition in bof America, td and half in JPMorgan.

so should I add to JPMORGAN or create new in bANK OF NOVA SCOTIAOR MANULIFE.
NEXT when I release more from growthi ilke to consider adding to my half position in fortis or new in Algonquin and other growth and income stocks like pembina pipeline

hope the phrasing makes sense
Read Answer Asked by thambirajah on August 24, 2018
Q: Greetings! I am looking to add to my TFSA (long term), holdings that have good yield and strong dividend growth. I was considering either AQN or EMA, or should I divert from utilities and go with something with more potential for capital appreciation, TCL?
thank you!
Read Answer Asked by Mike on August 22, 2018
Q: Hi All at 5i! My niece has accumulated $10,000 and has a 15 to 20 year horizon. Could you please suggest two income and growth and two growth stocks that would make up a good core holding for that time frame ? Cheers, Tamara
Read Answer Asked by Tamara on August 16, 2018
Q: I would like to reduce my utility / infrastructure holdings by one or two names. These are all partial positions except for FTS, which is full. Could you rank 1 - 7 in terms of keep:sell or just suggest one or two sell candidates? Thank-you.
Read Answer Asked by David on August 16, 2018
Q: Does your reading of the AQN results match the content below? It sounds like they are representing it as a beat?

Algonquin Power & Utilities Q2 EPS Beats Expectations on Shy Revenues
10 Aug 2018 05:41 ET
05:41 AM EDT, 08/10/2018 (MT Newswires) -- Algonquin Power & Utilities (AQN) reported late Thursday Q2 adjusted earnings of $0.11, increasing from $0.09 in the same period in 2017, and two cents above the consensus of analysts polled by Capital IQ.

The energy utility company recorded revenue of $366.2 million, up 9% from the year-ago quarter but shy of the $366.5 million mean estimate.
Read Answer Asked by Tim on August 10, 2018
Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Read Answer Asked by Stephen on August 02, 2018