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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: In my TFSA currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - Currently down about 5% in the portfolio. I'm looking to make a change to get some growth in lieu of dividends - what would you recommend keeping and buying.
Thanks
Read Answer Asked by JOHN on April 03, 2018
Q: Other than ENB. what other Canadian stocks could be effected by the MLP ruling and to what degree. also if and when would this come into effect.
Read Answer Asked by colleen on March 19, 2018
Q: Hi, there is an article on Motley Fool today that lists these 3 stocks as forever hold (especially on recent pullbacks) for value, growth and dividend growth. What is your take on this? I have 30+ years and use any drips available. I already own bns as well. Do you know if anything that presents major issues or headwinds for them?

Thanks
Read Answer Asked by david on March 05, 2018
Q: Team,
Watching the continuing volatility and issues with long term safety of capital,can you please list in order your top 5 stocks for income and growth, combined,that in old parlance should be owned by widows and orphans.
Cheers
Read Answer Asked by Peter on March 05, 2018
Q: I hold this prefferred stock for years, bought by my then financial adviser. Is 5% of my RRSP portofolio with return -6.89%. It looks like dead money, I think it may be better holding TRP or other income stock. Not sure how this stock works, can I sell it or is better to hold until expires (not sure when?)
Read Answer Asked by Svetlana on February 27, 2018
Q: Hello,

If there is never another new pipeline built in Canada (which I feel is a real possibility), how would you view pipelines companies as long term investments going forward?

Regards,

Robert
Read Answer Asked by Robert on February 23, 2018
Q: I'm down 15 percent with ENB and 20 percent with RUF.UN. To maintain the same spaces for long term holding and for tax loss purpose, is it advisable to trade ENB for TRP and RUF.UN for CAR.UN?
Thanks.
Desiree
Read Answer Asked by Desiree on February 08, 2018
Q: Hello Peter and Ryan,
I am thinking of increasing my weight to 6 percent each for Enbridge and TransCanada to take advantage of the weakness in stock declines during this week. Overall, i am down on both names but expect to keep them for 3 to 5 years as the dividends are great. My covalon technologies position has gone up alot and am thinking of selling half. Lastly, Alimentation couche tard does not seem to be getting too much attention on the positive side as the stock is simply building a base in the low 60s. I would appreciate your opinion on the four stocks please. Thanks very much.
Read Answer Asked by umedali on February 06, 2018
Q: Though I don't think interest rates can increase very much, can you share which 3 or 4 utilities in Canada have the least amount (and most amount) of debt?
Thanks
Read Answer Asked by Pat on February 05, 2018
Q: together these 5 stocks make up 10% of my portfolio. not a terribly large weighting but enough that i have felt the recent decline. I understand the correlation between interest rates and these companies that are viewed as bond proxies. Since Jan 1 2018 BCE is down 5.5%, BEP is down 7%, BIP is down 8%, TRP down over 9%, ENB down over 10% (all return % are excluding dividends). ENB is now yielding over 6% if their Q1 2018 dividend is extrapolated for the FY 2018. my question is at what point does one consider the decline overdone and step into one or a few of these? a 6% yield on ENB is looking attractive to me but do you think there is still more downside risk in these names?
Read Answer Asked by Richard on February 02, 2018
Q: A general question: Utilities have tanked extremely much out of proportion to the small increase in interest rates.. how must an investor assess whether this can be a continuous downfall or a temporary trend that creates buying opportunity

And how do you rate the chances of comeback for the stocks listed
As well what utility type stocks would be most attractive buys for dividends and price increase
Read Answer Asked by lyle on February 02, 2018
Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!

Rob
Read Answer Asked by Rob on January 29, 2018
Q: Hello Peter,
It is a bit sad that shareholders of Canadian energy companies are not able to take advantage of the increase in oil prices as the stocks have hardly moved. I am assuming it is due to the restrictions on pipeline capacity. However, why are Enbridge and Transcanada down? I understand they are impacted by oil prices, but I am surprised at the reaction to their stock prices (downward). Comments please. Thanks very much.
Read Answer Asked by umedali on January 26, 2018
Q: I own about 16% utilities - all have been falling quite a bit recently. Based on my limited knowledge of technicals, it seems that they are all at their support levels (except TRP which appears to be below that level). Is it time to buy into these utility stocks based on technicals, or does it seem that they are going to fall some more based on interest rate hike fears, so it would be best to lighten up on utilities? or just do nothing?
Read Answer Asked by David on January 11, 2018