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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: At current depressed level,is it a good candidate for buy and hold? If not what are your suggestions for 2-3 others?
Read Answer Asked by Pierre on April 26, 2017
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.
Read Answer Asked by Les on April 18, 2017
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?
Read Answer Asked by Ted on April 13, 2017
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
Read Answer Asked by Linda on April 04, 2017
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.
Read Answer Asked by James on April 03, 2017
Q: Could you rank these companies for me EMA , FTS , H , and AQN
Read Answer Asked by Bruce on March 07, 2017
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
Read Answer Asked by Wayne on February 22, 2017
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
Read Answer Asked by Michael on February 16, 2017
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
Read Answer Asked by Marvin on February 06, 2017
Q: Hello Peter, Should have sold DH Corp sooner but will take a loss and deploy the cash to these three companies also some to TIO networks. Do these choices sound suitable to you? Herb
Read Answer Asked by Herbert on January 20, 2017
Q: Good afternoon:
I am underweight in pure utility equities and would like to add. My primary holding is AQN with a lesser position in EMA. Would you recommend switching EMA to FTS and then adding to that position. Or do you consider that unnecessary?
Thank you for your advice.
Read Answer Asked by Peter on January 12, 2017
Q: 5i Team:
thanks for all the help in 2016 !!.
The idea is to capture the electrification process of our society. It is a slow, but secure process/trend, in particular if use of electric cars increases, and robots and so on. This means more elect power will be required. Are Fortis (despite increase in interes rates) and Stella Jones good candidates ??. If not, are there other safe companies to capture the trend.
Also, if interest rates go up, would not ECI benefit more ?, as more people would preffer to rent than buy due to increase cost of capital.
thanks again ! Should I start buying now ?

Read Answer Asked by Alejandro (Alex) on January 06, 2017
Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR
Read Answer Asked by peter on January 04, 2017
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