Investment Q&A

Q: Hello Peter,
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you

Q: I already have a 3.9% position in KWH.UN and would like to add another 3% position in a utility. I am leaning toward AQN but worry that I am putting too much into the renewable sector. Should I be concerned and buy FTS instead for diversification purposes ? And is a 7% utility portfolio weighing appropriate ?

Q: I have 30k to invest and am looking for something with low volatility and a good dividend and decent growth. Oh these tree which would you choose?

Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: I would appreciate your thoughts and order of preference for these companies. Has VNR ever been in your portfolios?
Thanks

Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.

Q: When the stock took a fair hit friday ,was that more related to ex -dividend date or are their other factors ?

Q: Hi Peter, please comment on FTS as I do not see it in your reports.
Thank you
JW

Q: I am a retired investor living on dividend income. I recently sold some assets and now have 15% of my portfolio in cash. I want to invest the cash across 5 stocks yielding minimum 3.5%. Can you recommend your top picks regardless of sector.

Q: Could I please have your thoughts and analysis on these companies recently announced earnings. Thank you.

Q: Could you rank these utilities in terms of growth potential?

Thanks!

Q: Could you please give me your recommendations for the three best large cap growth companies at this time?

Q: Hello 5i
With recent diverging prices for each FTS(up) and ENB(down) over the long term what are your thoughts on selling FTS to buy ENB?
There is a yield pick up and potential to see ENB bounce back up from its sagging stock price.
Is there anything significant in the ENB price decline?
Should we expect continued weakness?

Thanks for your important contribution to individual investors.
Dave

Q: Sector Rec Now
Csmr Staples 10 8.4 (LIQ ECI PBH)
Csmr Discret 10 17.8 (GSY NFI ZZZ TOY FRII)
REITs 05 2.8 (BAM.A)
Technology 15 15.3
Financial 15 11.8 (TD NA AGF.B TSU)
Utilities 10 7.1 (FTS KWH.UN)
Industrial 10 12.0
Health 05 5.0
Energy 10 6.8 (PKI ZCL)
Basic Mtrl 05 6.7
Telco 05 0.0
--------
ETFs (VE VEE VGG) 6.0

Examined my portfolio in relation to recommended Sector weightings. Need to trim back Consumer Discretionary. I like them all; they have done well, except for FRII. I’d like to increase the holdings for Staples, REITs, Util, Energy and Telco. Could you please suggest an equity I might add for each of these five categories? Many thanks.

Q: I hold these four utilities for a total of 18% of my portfolio. My holding in KWH is equal to the other 3 companies. I like the 9% yield. Is 18% utilities too high for an income portfolio? I am thinking of selling TRP.

THANKS!!

Q: "I have 300k to invest, I am 65 and plan to live off the dividends. Should I invest all in or do doll cost averaging? What are your recommendations? Thanks so much for the great advice.

Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's

Q: I am a retired, conservative dividend-income investor with a company pension, CPP, annuities, Fisgard Capital and the following equities:
1. 17% Mutual funds (RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT)
2. 10% ETFs (ZLB, XIT, ZWE)
3. 41% stocks (listed above)
4. 32% fixed income (annuities, Fisgard, but not including my pension nor CPP).

I plan to reduce my Sentry Cdn Income holding from 9% to 5% and purchase ZWC. The benefits would be a) saving $1k in hidden MER fees, b) receiving an extra $1k in dividends and c) a better asset allocation. I like the covered call strategy that ZWC provides, as well as the 30 companies inside the ETF.

Question = is this the right ETF product? Are there other Canadian Covered Call ETF choices that offer this diversified asset mix that I should consider? Are their other ETFs that have slightly less financials, less utilities, and more industrials that would result in a better asset allocation for me?

Thanks for your help...Steve

Q: what would be your top 3-5 Canadian dividend paying stocks for someone with a lower risk tolerance?