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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 am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed
Read Answer Asked by Federico on July 17, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: HI,

I have about a 15% position of TRP in
my RRSP and was thinking of selling and replacing with a non-energy related equivalent dividend stock. I also have large positions of GSY, TD, SHOP, ENB, BNS, AAPL, GOOGL, SPY, V, JPM so would not add to these.

What would you recommend? Thank you.
Read Answer Asked by Mary on July 08, 2019
Q: My son is a 22 year old student who would like to start investing his money. He has $2000 to invest within a TFSA and intends to add annually with a long term outlook (he doesn't need the money). Could you please suggest some options that are growth oriented (not averse to risk) and some safer dividend payers, either in Canada or the US?
Read Answer Asked by Bob on July 08, 2019
Q: Sitting on a lot of accumulated cash right now: any ideas solid dividend growers - TSX listed. Would consider a growth stock(s); but, most are selling at sky high multiples. Did well on ACQ and BAD many years ago; but, I understood their businesses - made a lot of money. I tend to but decent size positions if committed.
Read Answer Asked by James on July 05, 2019
Q: I own both TRP long time and Enb a year. I was thinking of selling one. Which one would u keep. I also own small position in KEY. I am up on TRP and almost even on ENB
Read Answer Asked by brian on July 02, 2019
Q: I am retired and rely on my dividends to supplement my pension. I own full positions in TRP, PPL and ENB. I am starting to get worried about ENB with all the talk of lawsuits, Line 5 and Michigan. I am considering selling ENB and either adding to my PPL and TRP positions or buying IPL to replace ENB. Your thoughts ?

Ken
Read Answer Asked by Ken on June 28, 2019
Q: The above funds are presently held in my TFSA - managed account with 1% fees. Unhappy with the overall performance of this account. Are any of these growth funds? Which would you sell. Please recommend funds for a TFSA? Thank you.
Read Answer Asked by Lorraine on June 26, 2019
Q: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?
Read Answer Asked by Terry on June 21, 2019
Q: TRP, ENB, CJ, SGY, IPL, SU, TOU, VET, TOG, CPG.

At $50 - 55 WTI which of the following would have the best possible chance at :

A. Enough cash flow to cover dividends.
B. Enough cash to sustain or improve current balance sheet.
C. Able to sustain current production levels that would not negatively affect the above from the above.

please list the stocks order of best first for each category
thanks Yossi
Read Answer Asked by JOSEPH on June 18, 2019
Q: good morning:
enbridge dropping quite a bit again and hitting 3 month lows. realize this is about bad news always from new pipelines being postponed. do you have any idea how much of enbridges income is regulated and would you say that dividend is safe and will grow even with all the pipeline delays; but I know they have steady income coming in from sources and this is what I meant if you know how much it is as a percentage of revenue. I thought it was something in the order of over 80% but not sure.
hope you understand what I am saying and feel free to change question so everyone understands [brain fart]
Read Answer Asked by hans on June 14, 2019
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