Investment Q&A

Q: Do you think it's necessary to hold both US and Canadian utilities in a diversified portfolio? I'd like to add to both my non-Canadian position and utilities, so XLU seems like a good way to kill two birds. I currently don't hold any Canadian utility companies.

Q: Hello, I want to start a small portfolio on margin with 2 or 3 stocks with good dividends to outweigh the loan fees and generate leverage. Is this a good strategy ?

Q: I'm underweight in materials, energy, and utilities. My only exposure to these sectors comes through some total market ETFs I hold. With the current market conditions, would you view adding to these sectors as imperative or would it be more prudent to add to my tech and consumer holdings? If so, could you rank the value of the sectors to my portfolio (where should I stick my next investment first)? Please note, that I do plan to fill out these sector positions eventually and that I'm a young, growth investor with a long-term horizon.

Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my utilities sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio.

Q: Pondering whether to sell my FTS with a 10% gain to buy SSL.
Please provide your position and advice.
Thank you

Q: At current depressed level,is it a good candidate for buy and hold? If not what are your suggestions for 2-3 others?

Q: My son is currently 39 years old and is trying to develop a solid diversified portfolio. All of his holdings are in his RRSP except for some money in a Tangerine International growth fund which is in his TFSA. He has some new funds to add to his holdings. Could you please recommend some companies from your model portfolios that would add more diversification to his portfolio keeping in mind his relatively long investment horizon. As always, thanks for your advice.

Q: Thoughts on the CPX offering @ $24.75? I am looking to replace my XBB shares in my RIF for some extra income ( 6.3% vs 2.7% ) or any other ideas?

Q: Hi Peter and Team
Enjoyed your BNN show and picks as always!
I am reasonably balanced in my RSP with your positions in your growth and balanced portfolios but now, at age 68 have to convert my RSP to RIF in a few years. I am considering transferring most "in Kind" and would be looking at 10-20 stocks to hold that are good income generators. Would you consider listing 10 good stocks to continue to hold in a RIF ?
Should I try and hold more "conservative" dividend growers ?
Would you suggest I sell to cash and purchase larger positions of the financials, for example; or is it better to stay balanced?

Complicated question but I appreciate the advice as I have done quite well from you previous guidance

Thanks,
Peter

Q: Hello Peter, I have full positions in FTS, BIP and EMA, and a long-held triple position in BAM. With some new money, I'm tempted by ALA for its good yield and steadiness. Do you think this is too much duplication (considering the fact that I probably already own too many individual stocks, probably 60-70 if I include my RRSP, TFSA and non-registered). Or is the excellent yield enough to justify the addition.

Q: Could you rank these companies for me EMA , FTS , H , and AQN

Q: Should the recent sell of 500 million shares move the share price in the short term?

Q: I am retired and use the revenue from my RRIF to fund my retirement. I am overweight in financials and energy.I need to add to utilities as I only have 1 stock KWH.UN. I am considering FTS, AQN and BEP.UN. Would like to add 2 from this list. Appreciate your thoughts.

W

Q: Would you by Fortis at today price ???

Q: Hi team
I have a full position on FTS
and a 3/4 position in ema
I would like to add more to my utilities for dividend and
a slow growth purpose
would you recommend ema, aqn and cu, which one is safe
and which one has the potential for higher capital gains ?
thanks
Michael

Q: Hi Peter and Team,

Thank you for all the great work that you put in. My daughter's RESP is doing quite well thanks to your model portfolios.

Currently in my TFSA, I am holding DSG, FTS, NFI and WPK. I would like to add a fifth stock to my portfolio. The time frame for the TFSA is 10+ years. Any suggestions to increase the diversification?

Thanks in advance.

Marvin

Q: Could you please comment on these 2 {FTS & SAP} Companies for a long term hold. I'm looking for income and modest appreciation. Also, do they qualify for the Dividend Tax Credit on a Non-Registered account.

Thanks Valter

Q: In a TFSA, 5+ year hold, if purchasing today, would you buy ALA, BEP.UN, or FTS.

Q: Currently I have AQN in a registered account which is about $4.12% of my portfolio in Utilities. I would like to add FTS for another 4%. I have 16% in energy. Does this sound reasonable?