Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks
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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: May I please have your comments on earnings
Q: Hello Peter,
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much
Q: Hello Peter,
Given the huge decline in shares of both stocks and your positive views on both stocks (despite short report on BIP), is it a good time to increase the weights to 5 percent for 3 to 5 year hold and collect the dividends while the stock gets the momentum.. Much appreciate it.
Given the huge decline in shares of both stocks and your positive views on both stocks (despite short report on BIP), is it a good time to increase the weights to 5 percent for 3 to 5 year hold and collect the dividends while the stock gets the momentum.. Much appreciate it.
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Tourmaline Oil Corp. (TOU)
- Hydro One Limited (H)
Q: Hi 5i!
I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.
For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.
Many thanks.
I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.
For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.
Many thanks.
Q: Good evening.
On several recent occasions 5i has recommended BEP.UN for income investors.
Today’s report on the same company was downgraded be two letter grades.
I find this a little contradictory.
Please comment. I was thinking of topping up my current position.
On several recent occasions 5i has recommended BEP.UN for income investors.
Today’s report on the same company was downgraded be two letter grades.
I find this a little contradictory.
Please comment. I was thinking of topping up my current position.
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Crocs Inc. (CROX)
- InMode Ltd. (INMD)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TMX Group Limited (X)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Rollins Inc. (ROL)
- Crocs Inc. (CROX)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Toromont Industries Ltd. (TIH)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: David Burrows was on BNN this mrning making his case for the market going forward. Very convincing..
Concentrating on dividend growers. What do you think and which stocks in your universe would you recommend?
Concentrating on dividend growers. What do you think and which stocks in your universe would you recommend?
Q: Watch this stock continually fall. I am wondering if it is time to sell or move the money into BN for some exposure into the renewable space.
Thanks Steve
Thanks Steve
- Bank of Nova Scotia (The) (BNS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Hydro One Limited (H)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: What would be your top picks for stable Canadian dividend stocks that are trading at historically low valuations?
Thanks so much!
Thanks so much!
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Kinaxis Inc. (KXS)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Hello,
Based on their financial statements, are these companies worth keeping or exit before year end for capital loss?
Thanks
CR
Based on their financial statements, are these companies worth keeping or exit before year end for capital loss?
Thanks
CR
Q: What advice can you offer when considering the purchase of a stock that has declined to attractive levels, but in so doing has become vulnerable to tax loss selling given the time of year? Kinaxis, Brookfield Renewable and Telus come to mind, but there are others.
Q: Do you still rank BEP.UN an A? H or BEPC today? Thanks for your professional opinion.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Innergex Renewable Energy Inc. (INE)
Q: Can you please tell me the estimated forward P/E for the above 4 utilities. Could you please rate from best to worse for potential total return over the next 2-3 years.
Thanks
Thanks
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Stella-Jones Inc. (SJ)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Savaria Corporation (SIS)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: These large cap dividend stocks have declined significantly. Would you consider them on sale now to add or purchase at these time? Eventually these stocks should recover perhaps even without cutting theirs dividends.
Thanks for your input on this matter.
Thanks for your input on this matter.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Pembina Pipeline Corporation (PPL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- AltaGas Ltd. (ALA)
- Emera Incorporated (EMA)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Gibson Energy Inc. (GEI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- First Capital Real Estate Investment Trust (FCR.UN)
Q: In a world where indebted dividend-payers are being stressed by higher rates, how would you rank the following Canadian companies in terms of the sustainability of their dividend?
RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI
RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI