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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: Hello Peter, I know you like all three of these companies. My RRSP and TFSA are already well-diversified. On top of that, I'm now trying to build a non-registered account for long-term holdings (mostly solid, 'steady Eddy's' such as ATD, ENB, T, FTS). I'd like to add 2 full positions to the account. Which two of CSU, WSP and CGX would you suggest adding at this point for long-term gains, factoring in a 'sleep at night' element. (No concern over dividend rates.) Thanks for the continually excellent service! James
Read Answer Asked by James on January 20, 2017
Q: Hello Peter, Should have sold DH Corp sooner but will take a loss and deploy the cash to these three companies also some to TIO networks. Do these choices sound suitable to you? Herb
Read Answer Asked by Herbert on January 20, 2017
Q: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?
Read Answer Asked by Geoff on January 19, 2017
Q: How do Canadian telecoms compare to US or European telecoms? If attempting to build a globally-diversified portfolio, which region would you suggest an investor go to for telecom exposure? Which companies would you recommend? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: Algonquing Power (AQN) is considered a renewable energy company, but it has sizable natural gas operations through its Liberty Utilities division. Natural gas is obviously not a renewable resource. How does AQN get grouped into the renewable energy sector? Is this justified?
Speaking of which, what is your favourite company in the renewable energy space? BEP.un or another one? Thanks in advance.
Read Answer Asked by Jonathan on January 19, 2017
Q: If Canadian interest rates remain the same (or even go down) this year, while US interest rates rise, what effect would this have on Canadian companies/stocks in the telecom (T), insurance (SLF), bank (BNS), and utility (BEP.un) sectors? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: Hi 5i,
Suppose the US moves into more significant inflation and begins to battle the strength of its own dollar. So rates ‘normalize’ but inflation goes ‘above target.’ I am thinking about how to adjust one’s portfolio for that environment. I guess gold and real return bonds (and TIPS) may be obvious inclusions but I am wondering about equities in general and what kind of equities, if any, can actually do well in an ‘above target’ inflation environment. How would you increase/decrease sector weightings? Could you identify a stock or two in some specific sectors that you think would be good to own in that picture? Is this topic something you’d consider blogging about at some point? Thanks!
Read Answer Asked by Lance on January 19, 2017
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