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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: would any of you happen to know who the main refiners are of jet fuel whose share price has been decimated but could rebound if the jets and planes start suddenly flying again in a year or two . Thanks a lot.
Read Answer Asked by jim on November 23, 2020
Q: Why do you like both FTS & AQN?

Does a raise in interest rates kill this sector?

Would you agree that FTS has a PE of 20 compared to a PE of 30 for AQN?

Would you also agree that a large BAM position allows you to participate in BEP without investing directly in the stock?

Thank you,
Nick
Read Answer Asked by Nick on November 23, 2020
Q: Hi 5i team,
I am looking to increase my 'energy'/utility sector by adding two of the following ETF's ICLN, LIT, TAN, or FAN. I do not own any traditional energy stock/ETFs. Concurrently, I would like to increase my US and international exposure. I currently own the following relevant stock/ETFs.
Utility: BEP, AQN
US: VGG, ZSP, XQQ, IWO
International: XEF, VE, ZEM
Which two ETFs would you recommend based on long term growth expectations and geographical diversification of portfolio?

Thank you.
Read Answer Asked by Dave on November 20, 2020
Q: At this time, how does MMP stack up against ENB and PPL vis-a-vis dividend quality, sustainability and tax resistance for a soon-to-be retired person?
Read Answer Asked by David on November 18, 2020
Q: I have the the above exposures to the oil industry and I would like to reduce them. Can you please rank them in terms of recovery/return potential in the next year or two?
Read Answer Asked by Mahdi on November 17, 2020
Q: Which utilities do you prefer for income and some growth?
Read Answer Asked by Sam on November 17, 2020
Q: Good day,
I hold BEP.UN;BEPC;BBU;CCL.B;ENB;EMA;H;FTS;CTC; and BAM in a non registered account and thanks to you I have done very well following your Q & A and portfolios. I am down 43% in SU; down 23% in CPD; down 16% in IPL and 6% in POW. Would you add to the winners? Add to the temporary losers or ADD new ones. After today, am tempted to add to SU for sure. Have RRIF and TFSA with pretty balanced sectors. Overall, Overweight in Utilities, Financials and okay with that. Many thanks, Paul
Read Answer Asked by Paul on November 16, 2020
Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?
Read Answer Asked by Neil on November 16, 2020
Q: In Peter's article I saw in the FP or a newspaper somewhere, he mentions perhaps looking at the energy sector.

What are some top Energy names to play a economic upturn, and/or contrarian, beaten up strategy?
Read Answer Asked by Bruce on November 16, 2020
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