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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: Good morning
Based on current climate and uncertainty, I started to liquidate some holding or at least profits over the last few weeks....about 30% cash...however, I would like to place some cash in income producing stocks (REIT/XHY) or other such stable stocks...I fully understand we are in volatile market..but was wondering which you would recommend 5 or 6 names for income with what we would be considered less volatile in this environment..+4%..yields...when things settle will deploy back into my core holdings...thanks
Read Answer Asked by Matthew on October 11, 2018
Q: I want to consolidate my utility sector as I have too many.I currently own the below in my non registered account. Which would you sell and which would you add to? Below are the weightings:
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,
Read Answer Asked by Jennifer on October 04, 2018
Q: I have owned Inter pipeline for a long time and have done well with it, but it has declned enough recently that I would like to sell it to cover some tax losses.
I would still have an equivalent amount of enbridge

I plan to sell celestiaca at a loss and CRH at a lossto cover the the sale of IPL and put the proceeds into Amazon.

is this a bad time to sell CLS or buy AMZN?

Thanks for considering this question and your valued advice.
Read Answer Asked by Leonard on October 04, 2018
Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul
Read Answer Asked by Paul on September 11, 2018
Q: Out of the stocks you cover can i get your top 7 recommendations for good long term dividend/growth stocks for a non registered account that have a good DRIP option.
TY!
Read Answer Asked by Derek on September 04, 2018
Q: What are your top 5 recommended stocks (in order of preference) that would do the survive the best through a recession?
Read Answer Asked by Thomas on August 29, 2018
Q: I have a question about 995
I have 200 shares of Enf and my understanding is that I will receive 140 shares of Enb. Given that Enb is down significantly today why doesn't it make sense to sell Enf at today's higher price? Do you think enbridge will sweeten the deal fir Enf like they did with spectra?
Read Answer Asked by Maggie on August 27, 2018
Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks
Read Answer Asked by John on August 27, 2018
Q: Hello. One ENF share is being offered as 0.729 of an Enbridge share (ENB today at $47.12). ENF price should be 0.7029 x$47.12=$33.12 as to the agreement. ENF is now $33.95. Why is ENF trading so much higher than the conversion rate (2.5% higher)? Is there a reason behind it? Is it because ENF has a higher monthly dividend? Also do you have an idea of the exact date ENF will be converted into ENB shares? Thanks as always.
Read Answer Asked by Esther on August 24, 2018
Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you
Read Answer Asked by Yves on August 20, 2018
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