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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: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy
Read Answer Asked by Jeremy on June 28, 2018
Q: I believe in the inevitability of alternative energy, although not imminent, I think fossil fuels are a dying industry. Energy transmission will be needed regardless of the generating source so I am looking for companies that operate in this space. ie build/maintain transmission infrastructure or develop smart grid technologies. The big utilities have some exposure but I was looking for more of a pure play. Do you have any suggestions on specific companies. Thanks

Kenn
Read Answer Asked by Kenneth on June 25, 2018
Q: Are there any stocks in particular that will be impacted positively or negatively if the Ndp or Conservatives win the election? I read an article that Andrew Pellar and Brick Brewing might benefit from a Ford government. I assume Hydro might do well under an Ndp government if the buy back the public shares? I would like your best guess and any other companies that could be impacted.
Thank you
Read Answer Asked by Maggie on June 04, 2018
Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
Read Answer Asked by Doug on June 04, 2018
Q: Hello 5i Team

Is there value in Hydro One as a long term dividend hold?
For the installment receipts is there value similar to AltaGas installment receipts. I understand the Hydro One installment receipts are debentures, but it is confusing to value them. Could you please provide the amount of the second installment.

Thanks for the great service.
Read Answer Asked by Stephen on May 15, 2018
Q: Do you see connection between this stock hitting new 52 day low two days in a row and election rhetoric by opposition parties to lower hydro bills by repurchasing shares sold by liberals or firing current CEO. Can Avista merger be stopped which I believe has already been approved by regulators. Do you still recommend Hydro One shares to income oriented investor.
Best regards,
Harold
Read Answer Asked by Harold on May 15, 2018
Q: Hi Peter,
I’m wondering if it’s possible to access your past comments made when you add or remove stocks from the 5i portfolios. Specifically, right now I’d like to be reminded of what you said regarding Hydro One, but it would be nice to be able to retrieve your comments on companies you pick but have not done reports on.
If such a tool isn’t available now, perhaps you might consider it at some point? Thanks a lot.
Molly
Read Answer Asked by Molly on April 25, 2018
Q: Hello,
I have no Utilities in my registered portfolio and I am going to add one at a full position. I am likely holding it for 5 years, and my overall investment window or horizon is long-term at 20+ years. The dividend yield on all three of these stocks is over 4% which I like. None are currently 'oversold' on the RSI chart.
Three questions:
Is AQN still a reasonable buy even with a P/E of 26x?
Do you expect H to stay range-bound with a price in the low $20's because of their future planned share issues?
If you could recommend only one, for a younger person, which one do you like? (feel free to deduct 3 credits). Thx, Rob

Read Answer Asked by Robert on March 05, 2018
Q: In your answer to a question from Oscar about Hydro One buying Avista, you said “We would be fine with the debenture issue, with the conversion price discounted to $21.40 to entice investors.” My question is as follows: Will individual investors be able to buy these Hydro One debentures when they are issued?

Thanks in advance for your answer.
Read Answer Asked by Michel L on July 20, 2017
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