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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
I was looking at your 5i Stock Screener: Canadian Utilities Companies That Are in a Solid Financial Position, and was stunned to see that Fortis is missing from the list. 5i are constantly recommending FTS as a "best" company with a 50+ history of dividend increases so is there a problem with it, so not on the list. What would it's numbers be if it were on the list. Please explain
Thanking you............ Paul W K
Read Answer Asked by Paul on October 19, 2023
Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.
Read Answer Asked by Gregory on October 18, 2023
Q: Hi Peter,
In the Rob Carrick question this morning your answer stated "Some could see 20 percent + gains under different conditions".
For clarification would you please list your top 5 with that potential. Thanks so much.
Read Answer Asked by Dennis on October 17, 2023
Q: I'm getting worried about this one because of the seemingly constant downward spiral in the stock price. It is a large position for me, one I have held for years, but I can't help feeling that i am missing something. It is down in a big way even today, when most of my interest sensitive stock are up. Are you aware of anything that is causing this downdraft? or anything that could come up to account for it? When is there earnings report? Do you know who is doing most of the selling - Is it just one or two major funds or a bunch of small trades? Just looking for any hint of a problem.
Read Answer Asked by arnold on October 17, 2023
Q: Rob Carrick wrote an article in the Globe today suggesting that the current environment is an epic buying opportunity for dividend stocks. Do you share the same opinion?
Read Answer Asked by Joe on October 16, 2023
Q: With the proposed buy price $250 and the current price 248-249, and no additional bids likely does it make sense to sell now?

If I hold will I get an equivalent $ value of IMO shares?

And is there any idea when it would close?

Would we receive all the dividends in the meantime?

If the deal falls through would you expect a 10-15% drop in share price?

Thanks 🙏
Read Answer Asked by Donald on October 16, 2023
Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks
Read Answer Asked by Daniel on October 13, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: Can you please tell me the estimated forward P/E for the above 4 utilities. Could you please rate from best to worse for potential total return over the next 2-3 years.
Thanks
Read Answer Asked by Grant on October 12, 2023
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