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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 5i,
I need help trimming back the utilities in my portfolio. I currently hold 11 utilities (out of 33 holdings):

AQN,
ALA,
BIP.UN,
BEP.UN,
CU,
FTS,
GEI,
IPL,
PPL,
RNW,
VNR

All have gone up quite a bit since buying them so I have fallen in love with them all. I already sold EMA, TRP, and KEY (and cried like a baby). Utilities make up about 30% of the value of the portfolio (and that is not including BCE and T). I am worried that rising rates will hit me hard. Which do you recommend I cut?? My primary goal is for dividend growth.

Thanks in advance!

Read Answer Asked by Wayne on April 10, 2015
Q: Hi guys, and happy New Years.
A couple of recent guests on BNN have expressed the opinion that utilities are not the place to be in the new year. What do you think? And if utilities are expected to lag, will the go-to sector be tech and biotech or something else? I'm asking with respect to utilities in general as I own XLU, and also specifically about AQN.
Read Answer Asked by John on January 02, 2015
Q: I would appreciate your comments and advice on whether I should add to my position in AQN at the new issue price of $8.90 which is available until September 16th.

As a new investor, I would very much appreciate your comments on how to move forward. ie. Do I call my online brokerage or do I just place a limit order myself at the new issue price?

Enjoy the ride, Peter!!!

Gail
Read Answer Asked by Gail on September 05, 2014
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