Investment Q&A

Q: AQN has not been perforning well recently. Is it a sell or a buy

Q: Retired dividend-income investor. We hold AQN in my wife's RRSP...held it since 2011...bought it at $5.60 and trimmed it several times over the years.

I am debating whether to flush it and take the proceeds and buy ZUT. I also own FTS, TRP and other utility-energy equities contained within ZLB and CDZ.

For the "keep AQN" argument = a) good momentum YTD = +27%, b) great chart, especially with the 50 mda overlay, c) if there is a take-over of AQN, there is a probable premium of "who knows "% (30%?).

For the "flush AQN" argument = a) with other planned cash injections throughout 2023, this would improve my overall sector allocations, b) minor point, but it would simplify my portfolio, by the elimination of a holding (I hold a reasonably concentrated portfolio of 12 blue chip stocks and 10 ETF's, plus fixed income), c) I thought I read that AQN is not expected to have a high rate of growth this year, d) the holdings inside ZUT look appealing, containing both renewable and non-renewable.

I am ok letting it ride for a while longer, but also ok flushing it. Your thoughts? Am I missing anything? I know you can't compare a single stock to a diversified ETF.

Thanks for your help...much appreciated...Steve

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: Good morning,
May I have 5is opinion (pros and cons) regarding the following please.
I have just rolled my RSP into a RIF and am thinking of selling AQN and SPB and consolidating into ZWU. My thinking is that this will in a simpler more stable way of provide equal to better performance (income with some growth) over time. Do my thoughts have merit? I also hold BEP.UN as well as FTS.

Thank you for your thoughts and opinion.

Q: Good afternoon,

What would be your choice for best 5 stocks to own for maximum dividend yield? Also ENB or TRP and why? ( please mark me down for 2 questions)
Thank you

Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B

Q: I have no utilities in my RRSP portfolio at this time. What are you preferred utilities in order of preference to buy now for total return (dividend and potential growth)? Any preferences among these that I'm thinking about being Fortis (FTS.TO / FTS), Emera (EMA.TO), Brookfield Infrastructure (BIPC.TO), Brookfield Renewable (BEPC.TO)?

Q: Could you please comment on Earnings for $FTS.

Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)

Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA

Q: Hello,
I have accumulated two large positions in Royal Bank and Fortis inside my TFSA, with the intent of collecting the dividend income stream throughout retirement for 25 years and then cashing them out.
I find myself needing to sell one in order to raise some cash.
Which one would YOU sell? Or sell half of each?
Thanks,
Roman

Q: Can you give me 4-5 Canadian non financial divvy stocks that look attractive to you right now? Thanks

Q: Hi Folks,
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks

Q: Thinking of selling this one..what could be decent replacement ? Many thanks!

Q: Retired, dividend-income investor. I hold AQN in my RRSP, bought it in 2011 at $5.60 (not a typo) and have trimmed it multiple times due to asset allocation. Not that it matters, but I am still up 15% over my ACB.

Looking forward is what really matters. AQN is up roughly 20% from it's low of around $9/share. Q#1 = Do you think AQN can continue their short term performance?

I hold AQN, FTS, TRP, NNRG, NRGI, and utility-energy stocks held within CDZ, ZLB, ZWC. Q#2 = What conservative utility or infrastructure stocks should I consider that might "fill the gap" in my current holdings? Please list 4-6 stocks for me to do further research on.

Q#3 = Should a component of "renewables" be a consideration? That was one of the reasons for holding AQN. Ideas?

So the bottom line is = what's done is done. AQN appears to be starting to recover and there is always the chance of being bought out.
1. Hold of sell,
2. Replace with what,
3. Include renewables?

Thanks for your help....Steve

Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?

Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position

Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks

Q: Hi, interested in your opinion on this two companies, for a 5 + year hold. I like the dividends and some growth, but your comment on management ,debt, and growth would be appreciated .
Thanks

Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?

Q: Does Fortis have too much debt to be able to keep raising their dividends long term? Thank you