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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: 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: Could you please give me your opinion on these companies and how you would rate them for potential growth? Thanks, as always, for your wise counsel.

Alan
Read Answer Asked by Alan on August 08, 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
Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan
Read Answer Asked by DANIEL on July 27, 2018
Q: Hi
Do you know when ENB plans to buy ENF? And, please advise your favorite Canadian dividend grower that yields over 4.5 %. I, like others, will be overweight ENB when this deal consumates. So I will need a replacement. Thanks Frank
Read Answer Asked by Frank on July 23, 2018
Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.
Read Answer Asked by David on July 19, 2018
Q: I hold AQN in a cash and Tfsa account. I would like to have the dividend kept in US $ as we often need US $. I presume the dividend would still qualify for the dividend tax credit? I would just have to convert it to Canadian in the cash account. The other account wouldn’t matter if I convert it too? I would have to know the Canadian $ value if I took it out?
Thanks for you insight into this.
John
Read Answer Asked by John on July 09, 2018
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