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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: My only energy holdings are equal positions of ALA, ENF and PPL. These total 7% of my equity portfolio and are held in a registered account (RRIF). In your view does this represent an over-concentration in the energy sub-sector, and if so which of the three would you sell? I could sell ENF or PPL at a profit, but would incur a loss by selling ALA. Thank you.
Read Answer Asked by Barrie on January 04, 2017
Q: A senior in his 80s has recently inherited 200,000. We have put 100,00 into laddered GICs. We would like to divide the remaining 100,000 into 4 income investments. We would like your opinion on the following stocks. Income and safety are paramount. Please list them in order of preference and feel free to add any we have not thought of. BCE,BNS,ZPR,ENF,AQN. Thanking you in advance for your opinion
Read Answer Asked by wayne on January 03, 2017
Q: Hi Peter and team again
I am looking at my SDRIF.
I have TD and RY in this account. TD has grown to a 10% stake, so I am thinking of selling 50%. What replacement do you recommend? BNS or XCI or other.?
I also have VISA in this account that has been flat all year, also being a 10% stake, I can sell 50% or all. Was thinking of SLF, PWF or STB. I would really like to have high yield investments here. Do you have any other high yield investments to recommend?
I understand this account for two questions. No problems.
Thanks
Margita

Read Answer Asked by Margita Elisabet on January 03, 2017
Q: Are you still happy with T? I have held it since August 14, 2014. Since then it has increased by 24.5%, according to StockCharts Perf Chart, while RCI/B has increased 34.4% and BCE by 32.4%. Do you recommend a switch at this point? Can you explain why or why not?
Read Answer Asked by Fred on January 03, 2017
Q: In my 35-stock portfolio, I have a 9% overall weighting in the following:

ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%

I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.

I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.

Do you have any concerns about the weighting or overlap?

By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.

Thanks.

Jim
Read Answer Asked by James on January 03, 2017
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