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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: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.
Read Answer Asked by Maureen on May 04, 2021
Q: Looking at a beat up sector in pipelines. Can you suggest 3 U.S. pipelines that may be interesting and that have potential torque
Read Answer Asked by Chris on May 03, 2021
Q: I would appreciate your thoughts on Altagas. Had a good quarterly report today with beats on utility and midstream businesses, but fairly tepid analyst outlook. It pays a good dividend and I wonder if you feel there is some growth expected as well. Also, would you categorize as utility or energy?
Thanks for your advice, and thanks so much for your past recommendations from which I've benefited including WSP, GSY, TFII, AQN to name but a few.
Read Answer Asked by richard on May 03, 2021
Q: I have had a nice recovery in the pipelines that I hold (IPL TRP PPL ENB). I am contemplating selling one of them and buying BEP.UN. do you think this is a good idea? and if yes which one would you sell? many thanks Richard
Read Answer Asked by richard on May 03, 2021
Q: Any reason why the renewable stocks are so weak in 2021?
For example, BEP.UN dropped almost 14% since 1/01/2021, and most other renewable stocks are similarly depressed YTD. I know this sector was up substantially in 2020. What changed? Market sentiments, or due to some more tangible reasons? Thanks.
Read Answer Asked by Victor on April 29, 2021
Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?
Read Answer Asked by Stefan on April 29, 2021
Q: Have a pool of cash for a big family trip that now is going to be 2 years away. I would put it in a growth name with solid momentum but my spouse will be asking me " what is the trip money at today" on a regular basis so I figure I need to pick something boring and stable... BCE and H seemed like 2 obvious choices. Any Canadian stable div payers screaming buy right now with a 2 year hold in an unregistered account.

Read Answer Asked by Tom on April 29, 2021
Q: Best way to handle dividends for income:
1. Use drips to accumulate & sell shares
2. Take dividends in cash and cash out
3. No difference?

Many Thanks.
Read Answer Asked by Austin on April 29, 2021
Q: Supposing the US enacts an effective climate change policy, shouldn't gas do better than oil/coal/tarsands, etc? If so, who among Canadian energy processors/transporters should realize the greatest benefit?
Read Answer Asked by John on April 28, 2021
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