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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: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):

Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.

Thanks...Steve
Read Answer Asked by Stephen on November 20, 2018
Q: What would your advice be relative to exceeding a theoretical 5% limit for blue chip Canadian companies which have been beaten down by simply market sentiment in a lot of cases? I'm thinking of increasing my holdings of some of those I have listed. I realize I can buy CDZ but have a slight preference for individual companies.

Thanks
Read Answer Asked by Ronald on November 16, 2018
Q: Hi 5i
I sold the above for a tax loss. 6 of the 8 are down since with FTS and ECN slightly up.
The 30 day period is almost up. How many of these would you consider buying back in the hopes that their share price will increase. I have a longer time horizon.
Thanks
Jeff
Read Answer Asked by JEFF on November 01, 2018
Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.
Read Answer Asked by Ken on October 12, 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: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks
Read Answer Asked by JEFF on October 02, 2018
Q: In my husbands lif account we are going to need to replace enercare with safe dividend stocks. Sectors are not important. Current holdings are : A and W, BGI.un, Crius, Gamehost, RNW. Current dividends are greater than the withdrawal. We would be looking to add stocks whose dividends would be reasonable safe in an economic slow down.
How do you feel about the following strategy and please feel free to offer other suggestions or comments:
Bip.un, Bce, Alta gas, Bns-
Either fortis or Aqn
And then something with growth potential such as a corby ( as it has no debt) or transcontinental ?
We are also open to other suggestions.
Thank you.
Read Answer Asked by Maggie on October 01, 2018
Q: I am retired and try to have a portfolio that pays me a dividend, is relatively safe and shows a little growth. My portfolio is primarily made up of banks, pipelines, telecoms and utilities. I own these listed utilities but am wondering if I have too much overlap. If you were to recommend selling one of them, which one would it be ?

Ken
Read Answer Asked by Ken on October 01, 2018
Q: I hold the above utility stocks and can't help but notice the daily declines. Is this related to current and forecast interest rate increases, and/or something else? I appreciate that, like everyone else, you don't have a crystal ball. But is it possible that the downward trend may continue for at least a while until the cause plays itself out? Thanks as always.
Read Answer Asked by Thomas on September 27, 2018
Q: What Canadian stocks would be considered dividend growers?
Read Answer Asked by Herbert on September 25, 2018
Q: On a research note from RBC this morning, I noticed that the CEO and CFO have the same surnames. Do you know if they are related? (I have asked FTS IR as well).
Pretty unusual if they are - "appearance" of a conflict of interest for a widely held public company? Do you agree?
Read Answer Asked by Gary on September 18, 2018
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