Investment Q&A

Q: I have been a long-term holder of Atco. Where do you see the company's prospects and would you advise switching to another name in this sector. If yes, please name.
Thanks

Q: I have owned these names for a few years. I did ok with them and was planning to add simply because I have some liquidity to invest. Do you expect decent return going forward (5 years time horizon), they have been going sideways in the last year or so. Do you consider these names as ''high quality'' ?

Q: Is BEP.UN, bought on the Canadian market, eligible for the Canadian Dividend tax credit? I buy US dividend stocks in my RRSP and Canadian DRIPS in my non registered account. Where would you recommend this stock sit as the dividends are paid in USD (I would like to get the Canadian dividend tax credit but would like to avoid the bank currency exchange costs everytime the dividend is used to but back stock? Thanks, Anne

Thanks. Anne

Q: I would like to get both these stocks up to 5% levels within my portfolio. I'm quite sure you are fine with these two businesses. However, being aware that the Brookfield accounting methods sometimes get negative comments, would owning a total of 10% weighting within the Brookfield family concern you?

Thanks.

Q: Regarding Stan's question about Brookfield Renewable... yesterday BEP.UN went ex-dividend accouting for, at least, a portion of that volatility.

John

Q: Hi Ryan I own this stock on the us side of my account for us income from a canaidien company pays well
However I can’t understand the the big swings in price on little or news .
Is there a explgangation?
Kind regards
Stan

Q: I see technical analysis indicates this is a good time to be buying BEP.UN. You have indicated that you prefer fundamental analyis as to determing buy/sell decisions. So is it also time to take a position in this company fundamentally? Thanks for you opinion?

Q: I have Richard's packaging in my portfolio the past 3 yrs.....Its a Very reliable stock, pays a good dividend. Great for my portfolio. I can put this stock in a drawer and not worry about the day to day price fluctuations.....

Can you provide at least one or two sleep at night stocks like RPI.UN I can stash away in my portfolio.......Can be either U.S or Canadian.

Thanks

Q: Within my Utilities sector in my RRSP I have Fortis(3% holding) and BEP.UN (2%). I recently read in Q&A Fortis growth anticipated to be in 1%-2% range in 2018 and 2019. Is BEP.UN growth expectations similar? Would you recommend selling Fortis and topping up BEP.UN?

Q: Can I have your comments on q2
Kind regards
Stan

Q: Thanks for the advice on ECI. Nice premium today.
What % of Brookfield Group would 5i be comfortable with in one's portfolio?

Q: I am a fan of renewable energy and have positions in the following - NPI - 4%, BEP.UN - 3% and INE - 3%. I would like to add to either BEP or INE to bring one of them up to 4%.
What would your preference be for a long term holding considering dividend safety and dividend growth as well as capital appreciation over the long term - 5 years +?
When I look at BEP on Morningstar I see a long term debt / equity ratio of 2.3. INE shows the same ratio at 7. Revenue growth at INE seems better. Is INE's debt level a concern?
Thank you

Q: What are your top three Canadian utility stocks at the moment?

Q: What do you guys think about all the bond proxy stocks that have been beat up due to their high yields? Is it safe to pick away at a few, what are your favorites in the group for yield with growing dividend?

Q: Can you list your top 5 best ideas for buying yield/income > 3% with potential for some capital gains - due to being undervalued - right now?

Q: From Zacks Equity Research:

It commonly happens in stock investing that investors miss the chance of buying winning stocks that they knew would stand out. Before they take the plunge, others get to know the hidden potential and enter into these stocks, pushing them out of reach.

So, instead of repenting, spotting the off-the-radar potential winners and immediately investing in them could be a smart decision.

One such company that looks well positioned for a solid gain, but has been overlooked by investors lately, is Brookfield Renewable Partners L.P. BEP. This Utility - Electric Power stock has actually seen estimates rise over the past month for the current fiscal year by about 57.1%. But that is not yet reflected in its price, as the stock lost 2.2% over the same time frame.

Q: What are your top 3 picks in the utility space and why? Thanks.

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy

Q: Hi peter I rode the bns pony for the last five years .
I am not comfortable with there latest addition and how it was financed .i can afford the tax gain this year so it is time to move on .
Question what blue chip would you suggest for a long term hold with modest growth and dividend .
Kind regards
Stan

Q: Hi guys I held these 2 companies for along while and both seem to be in a state of suspended animation .and I have been slightly underwater on both.
The div is good and grew on both but the cap loss is bothersome and the lack of interest by the market is constant.
Would you move on and look for more growth opportunities
Kind regards
Stan