Investment Q&A

Q: Results look good to me. I currently hold a 4% weighting.
I have a long time frame and high risk tolerance. If the stock performs well is it ok to carry to a 7% weighting before rebalancing.
2nd question is I like to set targets like 7% above and let the target dictate rather then the emotion that may play in the moment.
3rd question is 7% to high.
My overall comfort perfect portfolio target is 4% but I know there is times to overweight. When I do overweight I prefer it be less speculative which I consider Aqn to fit.
Thanks
John

Q: Are these wise investments in a rising interest rate environment?

Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

Q: Lawrence Solomon's column in the Friday edition of the Financial Post clearly implies that solar and wind energy production in Germany is dying rapidly and he warns Canada about the dangers of this type of renewable power. May I please have your assessment of these sources of energy as they relate to Canada? What implications would this have for Brookfield renewable and Algonquin?
With appreciation,
Ed

Q: I am thinking of adding these for income and noticed that none are listed in your Income Portfolio. How would rate these with respect to debt level, safety of dividend, P/E, potential growth, other metrics and management team? This is a long term hold and I can stand a fair bit of volitility.
Thanks for your excellent advice.

Q: Hello 5i,
I have a question which I don't know if it falls in your domain. But, i will try it. I have been thinking about gradually switching my utilities sector towards renewable energy. Currently I hold Algonquin and Emera which I will want to keep. { I know Emera is not on the renewals side, but i have a large cap gain and I don't want to pay the tax. There are other reasons to keep it, too}. Then, I have Enb and transcanada, which I would plan to sell if they come back a bit. I currently have about 9% in utilities where I think you recommend 15 for a retired person; but I am ok with that and am overweight technology and industrials. could you suggest a name or some names which would round out in a balanced way such a sector allocation?
thanks as always for the great service

Q: Please comment on the AQN announcement today.

Q: Hi Peter. To my dismay, I currently hold too many pipelines... Enbridge, Pembina, & Inter Pipeline. I wish to cut 2 of the positions and then possibly pickup Algonquin Power. I also own Fortis & Emera. Which pipeline would you suggest keeping, and your reasoning behind it. Also, do you feel 3 power utilities would then be too many and if so, which 2 would you prefer? I welcome your input. Thanks.

Q: I currently own in my RRSP the following stocks : GUD, KXS, SLF, SIS, AQN (1/2) and FTS (1/2). I have 6K$ that I would like to add to only two or three of those stocks to avoid too much trading costs.
I have a longterm timeframe (20years +) for my RRSP and am diversified across my other accounts.
I was thinking of KXS, SLF and SIS first, but utilities also look quite cheap to me these days.
What would be your selection? I'd rather not add a new position to avoid having to many...

Q: Hello, I would like to lighten up or sell one of the three companies, which would you chose at this time? And which would you consider is the best to keep for growth, dividend, management ,and long term hold.
Thanks, Brad

Q: your thoughts of these two stocks at current prices

Q: Algonquin Power which I hold looks like on the chart like a set of stairs going to nowhere. Also, Air Canada is not much better. Do you see any hope for these 2 companies in the next 6 months? When I tried to type in the stock symbol it would not allow me to put it in.

Q: With your answer to a Q on ENB as time being on the buyers side I put a low ball bid in for some shares. Could you give me a list of 'safe' stocks (i.e. like ENB and not KWH.UN for example) with great yields that one could put stink bids on? I will assume in your answer that putting ENB over ENF(e.g.) indicates preference of the safer investment vehicle.

TIA

Q: Peter and staff,

In order of preference, please list your favourite utility stocks for an income investor. Please subdivide into electrical, gas and pipelines.

Thank you and may thanks for your great service.

Paul

Q: Hello 5i,
In the recent sell off I sold enbridge for a tax loss and bought Algonquin as a replacement, thinking to sell it and buy enbridge again after thirty days. But, I have been thinking about keeping Algonquin in place of Endbridge. This because of possibly growing problems with pipelines and also the postive outlook for cleaner energy with Algonquin. I have been wondering, though, whether the absence of pipelines would be a big negative point for my utilities sector. So, I guess the question is whether clean energy utilities like Algonquin and Bep can replace the pipelines without too much loss in the utilities sector of one's portfolio?

Q: Hi 5i - WSP is in your income portfolio and I'm wondering, as it is declining, is it a good time to buy or could you recco another few income stocks instead.
Thx - Doug

Q: Re Jason question March 22 regarding metrics for downside support for telcos, utilities and reits. . What cos would you recommend which meet a sufficient number of the metrics? Thanks

Q: IPL versus aqn, of the two, which would you choose and why?

Q: Hi Team, A friend told me that Algonquin Power is taking on debt to pay its dividend. I’ve looked at some cash flow metrics and debt metrics and I can’t see how that determination was made. Have you any thoughts on how to assess the validity of this claim? Thank you. Michael

Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John