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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: Hi,

Looking for a long term hold, preferably lo-volatility and some growth. I own the banks, AQN, BAM, and ZQQ. Can you recommend your top two picks and why?
Read Answer Asked by Graeme on November 13, 2019
Q: Peter; Not really a question but some info on FTS. There is an article in the NYT weekend edition entitled The New Chapter in an Energy Fight which details the fight between power companies trying to build gas powers plants vs renewable ones- Tucson Electric - a sub of FTS now - are building a solar and storage plant for a very low rate vs gas . They are way ahead of the curve .
Read Answer Asked by Rodney on November 11, 2019
Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele
Read Answer Asked by michele on November 05, 2019
Q: Hi Peter, Ryan and Team,

I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?

Thanks.
Read Answer Asked by Marvin on October 25, 2019
Q: I am aiming for a 20-stock (or slightly less) portfolio of dividend payers. So each position will be 5% or slightly more.

In the pipeline / utility sectors I currently have ENB, TRP and BEP.UN. I am hoping to add one of the stocks below. I have a preference for good dividend growth and good management, but would prefer not to have too much overlap with BEP.UN if possible. Mind you, I suppose BEP.UN is quite diversified geographically which might make a case for being different anyway (your opinion ?). Which one would be the best fit, or is BEP.UN enough ?......

Canadian Utilities (CU)
Fortis (FTS)
Emera (EMA)
Algonquin Power (AQN)

Thanks.
Jim
Read Answer Asked by James on September 09, 2019
Q: Based on current evaluations, would you swap FTS for ENB? Currently, also own BEP. I have owned FTS for a few years and have no concerns but wondering if ENB might provide a bit more upside (and larger dividend) at this point with a minimal change in risk. Owned in RRSP so no tax issues and doing this for a long term hold.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 06, 2019
Q: I'm looking at adding a blue chip company and I'm down to either TRI or FTS. My main emphasis is growth in the next three years and view dividend yield as a "fringe benefit". Since TRI have a major run up in the last year or so, can that momentum be sustained, hence FTS may be a better choice at this juncture? What's your view? Are there other names I should consider as well? Thanks.
Read Answer Asked by Victor on August 29, 2019
Q: Hi Peter, Ryan and Team,

In my TFSA, I have some cash on hand and own the following stocks FTS, KXS, PBH, PHO, SIS and WPK, that are about equally weighted.

In light of the talk of a potential downturn at the moment, would you advise to add to any of the positions or should I open another position in some stock that you would recommend or should I just wait?
Read Answer Asked by Marvin on August 29, 2019
Q: Looking to add TRP ( already have ENB ) to my RRSP for some income but am somewhat concerned if there were to be a recession - would this be considered a "Utility " thus less likely to take a hard hit or would I be better looking at BEP.UN, FTS, AQN or EMA and if so, which would you recommend at this time ? Your opinion is greatly appreciated.
thanks
Read Answer Asked by JOHN on August 28, 2019
Q: Could you provide me with a few examples of companies or sectors which could be considered blue chip, dividend paying, non-cyclical? I would like to move some of my cash to these types of stock. I currently have a 30%+ cash balance overall.

Thank you......Ron
Read Answer Asked by Ronald on August 09, 2019
Q: Hello there,
For the above stocks, which are in my RRSP, gains in about a year are 15%, 37%,26% and 15% respectively. I didn’t plan it but just happened to buy approx $5k in each of these on a near 52 week low I guess.
I read a comment about letting your winners run, but also am learning about taking profits and not being greedy for more.
What do you look for to make a smart decision, please?
In the examples given, are any obvious sells or keeps?
Thank you for your help!
Read Answer Asked by Hilary on August 09, 2019
Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?
Read Answer Asked by Ken on August 06, 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: How would you rank these based on valuation, growth and management. Market seemed to yawn at CPX results, it isn’t as high profile as FTS but seems to have gotten more shareholder friendly, sixth consecutive annual dividend increase, wondering if this one and NPI are flying under the radar, Thank-you.
Read Answer Asked by Albert on July 31, 2019
Q: Hi Peter, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin
Read Answer Asked by Marvin on July 29, 2019
Q: I currently have $115 K saved in my children's RESP with the chikdren’s ages almost 14 (grade 9) and 12 (grade 7).

Currently I have $46,600 in 1-2 year GICs
$9K in Fortis
$25k in VDY
$35k in VFV

Considering cashing in Fortis or $10K of gains out of VFV for another GICs as I am concerned about markets and will need this money in the next 4-6 years for both children. Should I stay at 60/40 or reduce to 50/50 at this point?
Read Answer Asked by Sarah on July 24, 2019
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