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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: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!
Read Answer Asked by Brian on January 22, 2020
Q: Do you fine people feel that BEP.un could be an acquirer of INE should BEP's valuation continue to defy gravity thanks to climate change hysteria and trendy SRI mandates?

Thank you 5i - deduct 2 credits if you would like to take some time with this answer.
Read Answer Asked by malcolm on November 15, 2019
Q: Hi, could you please rank the preferred shares of the above companies best to worst in order of dividend sustainability only going forward. Are there any you would avoid. Thanks.
Read Answer Asked by Gary on November 12, 2019
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Read Answer Asked by Greg on August 13, 2019
Q: How many utilities are enough and where? I have AQN in TFSA and , BEP, BIP, FTS in cash account (along with BAM.A and BBU.UN - total Brookfield is 8.91%). My spreadsheet indicates I have 3% space left in utilities sector to add but your PA says I am over. Sold all of H (was largest utility holding) due to political risk of current chaotic provincial government. Looking at a replacement for H. Don't really need the income for living , looking more for safety and some growth. Looking for your view on how you would rank above prospects or should I add to existing, or stand pat?
Read Answer Asked by William Ross on August 01, 2019
Q: Hi, I can obtain 7ish% yields on various preferred share issues of INE, TA, NPI, CPX, ALA, BPO, Could you please rank these purely in terms of relative security of divided payments? Thanks.
Read Answer Asked by Gary on March 22, 2019
Q: Hi, I currently own SPB and INE and down on both.
If you sold one, which one would you sell?
Also looking to buy a stock for income and a little growth but would like 4%. Would you consider ACI or could you recommend another, sector is not a big issue.
Thanks
Read Answer Asked by Brad on March 12, 2019
Q: Hi, was thinking that the market is volatile, and in a small downward trend, hopefully nothing comes of it.
As a mostly income, small growth investor i’am down 20% on INE, it seems to be over done? I was thinking of holding on into the new year even if it goes down more.
Are you ok with the quality of INE to hold for a recovery and collect the dividend, or would you sell and move on? What is your favourite income stocks to HOLD in a market downturn?
Thanks for your views
Read Answer Asked by Brad on October 19, 2018
Q: I am a fan of renewable energy and have positions in the following - NPI - 4%, BEP.UN - 3% and INE - 3%. I would like to add to either BEP or INE to bring one of them up to 4%.
What would your preference be for a long term holding considering dividend safety and dividend growth as well as capital appreciation over the long term - 5 years +?
When I look at BEP on Morningstar I see a long term debt / equity ratio of 2.3. INE shows the same ratio at 7. Revenue growth at INE seems better. Is INE's debt level a concern?
Thank you
Read Answer Asked by Robert on July 31, 2018
Q: Having sold both of these in the past couple of weeks, I was going to repurchase them in 30 days, but don't think I will. They both seem to be income type of stocks and I would prefer some growth. Can you recommend any stocks with better growth in these sectors or perhaps I just keep away from certain sectors as your balanced portfolio does.
Read Answer Asked by stephen on June 07, 2018
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