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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: Given the near-term performance of the Utilities sector, it seems these are beginning to underperform the general market. Is the performance related to heightened concerns of pending rate hikes? If so, would it be appropriate to take a wait/see approach and to DCA in the sector over the next little while? Thank you.
Read Answer Asked by Abbas on June 25, 2021
Q: Hi,
I have no exposure to electric vehicles (EV’s) within my portfolio.

As I not interested in investing in any Chinese EV stocks I am quite limited to Tesla.

However, I am not very comfortable with the cult like following of Tesla.
Is there anyway I could get some exposure to this disruptive industry , directly or indirectly and would you be able to recommend a few stocks ?
Thanks
Read Answer Asked by ilie on June 24, 2021
Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks
Read Answer Asked by Mary on June 24, 2021
Q: Love you website changes.
Here are 2 div'd changes not showing on your Dividend change list yet,.
2021-06-14 In conjunction with the acquisition of incremental FCF, Tourmaline (TOU) will increase its quarterly dividend by 6.25% to $0.68/share (annualized) effective Q3.

2021-06-10 Topaz (TPZ) will increase its dividend by 5% to $0.84/share annualized, beginning in Q3/21.

Read Answer Asked by Madeline on June 24, 2021
Q: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.

Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?

Thanks for your comments

Read Answer Asked by Rudy on June 22, 2021
Q: Can I have your perspective on DRIP’s. What would your top 5 companies be if you were to set and forget leaving the company/drip to do it’s thing? Thx as always.
Read Answer Asked by Chris on June 21, 2021
Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?
Read Answer Asked by Mike on June 21, 2021
Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.

Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Read Answer Asked by Max on June 21, 2021
Q: I have just sold my Inter Pipeline stock which was about 2% of my portfolio. I am looking to re-deploy proceeds. Was considering investing in Pembina but am now wondering if Enbridge would be a better play but am unsure of where things stand with the Michigan pipeline. I would appreciate you thoughts on PPL vs ENB. I have a 10 year investment term.
Read Answer Asked by Ronald on June 21, 2021
Q: I like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.
Read Answer Asked by Lotar on June 18, 2021
Q: Hi
Please note PPL is not available in the short search. It was required to add :ca to bring it up.

Would you please expand on your comment earlier about Brookfield wining the bid for IPL? Was this just because the bid is out there or do you have an opinion.


In my position Brookfield deal is a big loss due to taxation(25% capital gains hit) as well as the benefit of holding PPL shares ( dividend, growth, Heartland participation, PPL Reputation) The share price of IPL is now tracking PPL (0.5 x $41.40 = $20.70) and is way above the Brookfield offer($19.50 Maybe? or some kind of shares?).

Brookfield offer is no longer financially better than PPL offer.

Is there something else in this?
Dave

Read Answer Asked by Dave on June 18, 2021
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