skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi
I have held Emera for a few years in a TFSA (~2% of total portfolio). You seem to prefer other companies in the utilities sector. What is your preferred pick(s) for this sector and would you recommend switching out of EMA? I also have ~1.5% in ZUT. My other holding primarily consist of a split of broad market ETFs.

thanks,
Read Answer Asked by Everett on May 06, 2020
Q: Hi,
I have a few questions.
1) BAM is still about 50% off its February high. Why is that, given that so many other stocks have recovered considerably more? What is your opinion of it as a long-term investment? What about BEP?
2) What is your opinion of MIC as a long-term investment? Does it at least merit a “hold” at present?
3) How likely is it that the following small-caps will survive the present crisis: PL, HTL, ENW, VFF and PILL.CN?
Thanks,
Camille
Read Answer Asked by Camille on April 28, 2020
Q: I have no positions in renewable energy, my watchlist includes the 3 companies in question. Could you rate these 3, add a 4th if you you know of a stronger candidate in terms of balance sheet strength and growth prospects. I’m a long term, buy and hold investor.
Read Answer Asked by Larry on April 27, 2020
Q: Hi,

Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?
Read Answer Asked by Graeme on April 08, 2020
Q: Hi, what theoretically could be the impact on BEP in the unlikely event the parent company BAM runs into credit/solvency issues as a result of issues arising from its own portfolio holdings or with its cyclical oriented subsidiaries.. Would BEP continue as a stand-alone utility relatively unscathed or would there be repercussions? For instance could BAM suck cash out of BEP to shore up its balance sheet in a crisis situation? I learned from the GFC to not assume anything is totally safe. Hopefully not round 2! Thanks.
Read Answer Asked by Gary on April 06, 2020
Q: I'm looking to take positions in the following sectors. Could you please recommend 2 stocks in each category to hold in a non-registered acct.

-Utilities
-Healthcare
-Real estate

Thanks as always, Dave
Read Answer Asked by David on April 01, 2020
Q: Thank you to the whole 5I team for your precious help during these difficult times. I am retired and I hold shares in a corporate account of DIR and CAR with losses of approximately 30% each. The company is expected to close within 3 years. Do you think these 2 titles will go back to their paid level by then. If not, would it be appropriate to sell them take a tax loss and migrate to companies with slightly lower dividends but with more growth? I thought of BIP and BEP or BAM. If not, do you have any other suggestions?
Read Answer Asked by Yves on March 31, 2020
Q: What will be your Top 10 stocks in the TXS 60 index to get the highest dividend with the lowest risk reward?
The 10 stocks suggested in BEAT TSX 2020 seem a bit risky.
Read Answer Asked by Olivier on March 25, 2020
Q: If we have yet to reach the worst of the virus threat and if the current question mark regarding the direction the price of oil will take in the future poses a problem, I think we have yet to see the lowest prices for these companies. The question is how much further down their prices can go. If my theory is correct, at what price would you take an initial position in these companies?
Read Answer Asked by Les on March 25, 2020
Q: Could you please discuss BAM/how it is structured with the other subsidiaries (infra, renewables)? I'm a bit confused as to how it all works.
Would you say it is best to buy BAM, or the infrastructure company or the renewables one and why?
They have all fallen a lot... but are they "cheap"?
Read Answer Asked by Max on March 24, 2020
Q: I am a buy and hold investor with 5 to 10 years of time horizon.
Have the following 7 stocks in Canadian Utilities in the order of their weights in our portfolio. Utilities makeup roughly 8.5% of the total portfolio including cash positions and like their dividend. FTS, TRP,EMA, AQN, ENB, BEP-UN, BIP-UN. I like to reduce exposure to utilities and also like to reduce number of different shares. Two questions:
1. Is 8.5% a reasonable weight considering the current situation?
2. Which one of these I should sell to reduce utilities weight and to reduce the number of shares in utilities?
Read Answer Asked by Naren on March 23, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!