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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: What would you recommend as additions to a retired person's portfolio that presently contains:
22% BCE
13% BAM
18% Fortis
10% TRP
16% TD

Dividends and stability are important while understanding that there are no guarantees.
Many thanks,
V
Read Answer Asked by V on December 13, 2021
Q: I'm down about 15% on BIP.UN and am thinking of a tax loss sale and purchasing either NPI or BLX; and then reentering BEP in January. I currently hold CPX and AQN.

A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?

Many thanks!
Read Answer Asked by Cory on December 13, 2021
Q: The multi voting shares trade at a ~5% premium to the subordinates, is there a coattail provision for the sub shares in the event of a takeover/privatization and how likely is this considering the family ownership?

TCL.a is in the Income portfolio at a 2.5% weight and 38% reduction from purchase price, would you consider the weight appropriate, and with an event such as a takeover would you expect a premium close to what was paid for the shares or could it possibly be a takeunder?
Read Answer Asked by Jeff on December 13, 2021
Q: As a retired income plus some growth couple in late 70's with only RRIF and tfsa accounts pls help. We had abbv 5.5%, zuh 5% then added mrk 3.5% lately based on the Covid pill and positive 5i info only to see a 15% drop on news and selloff. Should we sell mrk with the loss or hold. If sell what woul you suggest to add. Thanks
Read Answer Asked by Peter on December 10, 2021
Q: Hello -
In a recent Q&A, your team mentioned that TRP is cheap. It currently has an approximate PE of 30X. Do you see the "E" increasing in the near future to make this ratio look more reasonable? Or from what metric do you see this stock as being inexpensive ?

I also see negative Free Cash flow for the last number of years. Is this concerning?

With growing demand for EV's going forward, how much of a negative impact will this have on ENB and TRP ? Is one slightly more vulnerable to the changeover from ICE to EV than the other?

Thanks.
Read Answer Asked by James on December 10, 2021
Q: Good morning,
I own shares of ENB in my Non Reg account and I'm looking at selling ENB for some tax loss harvesting this year. Can you please provide me with your best idea in terms of a suitable proxy among other pipelines? Thank you.
Read Answer Asked by Francesco on December 09, 2021
Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard
Read Answer Asked by Richard on December 09, 2021
Q: For my more conservative/income portfolio I’d like to add a utility (already have AQN). Which would you prefer between Fortis or Emera (which I believe has a weaker balance sheet)? Or would you have a different recommendation entirely? Thanks
Read Answer Asked by Michael on December 09, 2021
Q: Long time holder of NPI, wondering what your thoughts would be on a switch to BEP.UN. The fact it is one of the few stocks you have rated as an 'A' is a huge vote of confidence, as well as being a Brookfield company, more diversified, larger market cap, slightly higher yield.

Thanks in advance.
Read Answer Asked by Jeff on December 07, 2021
Q: Hi, we need to increase the percentage weight of Telcos, in our portfolio, for low volatility dividend producers, in order to supplement retirement income. Presently, BCE is 3.5% and T 1.75% weights. We also have FTS and AQN. Do you have any preference between BCE and T and why ? What would be an attractive entry point for the two stocks as seem to be trading at all time highs. Thanks
Read Answer Asked by rajeev on December 07, 2021
Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young
Read Answer Asked by Eric on December 06, 2021
Q: There is much concern about the future regarding Electricity to power all the Batteries when EV s come in in the Future. What Utilities in Canada and USA will benefit. This is turning out to be a Growth Industry. Are you concerned about supply RAK
Read Answer Asked by bob on December 06, 2021
Q: Interested in the difference amongst this companies and which one you'd prefer.
Read Answer Asked by Brenda on December 06, 2021
Q: I liked the high flyers when they were going up: not so much when they come down. I am way too old for the roller coaster ride. I am re jigging my portfolios to a conservative growth objective leaning more to larger cap names. Please give me 3 names in Canadian financials, industrials and energy listed in order of preference. Thank you.
Read Answer Asked by Richard on December 06, 2021
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