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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: I held AQN in two separate accounts for over a year, I sold AQN in the account that had the largest position (80%) and I've hung on to AQN in the other account.

I thought of replacing AQN with NPI to maintain my sector exposure, I've yet to make that purchase.....why???? I've been side tracked with the idea of buying BEP.... Can you folks please wade in, would appreciate some of your thoughts and rationale.

Happy Holidays to the staff and readers
Read Answer Asked by jeff on December 20, 2023
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Read Answer Asked by Matthew on December 08, 2023
Q: I hold both BEPC and BEP.UN. THE BEPC SHARES I HOLD AT A LOSS. I’M WONDERING IF YOU KNOW WHETHER OR NOT I CAN SELL THE SHARES IN BEPC AND BUY BEP.UN WITH The proceeds, and still claim the capital loss on the BEPC shares?
Read Answer Asked by Donald on December 01, 2023
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
Read Answer Asked by umedali on November 06, 2023
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.
Read Answer Asked by umedali on October 30, 2023
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.
Read Answer Asked by Francois on October 26, 2023
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
Read Answer Asked by Terence on October 24, 2023
Q: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.
Read Answer Asked by Ken on October 23, 2023
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.
Read Answer Asked by Leonard on October 23, 2023
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
Read Answer Asked by RUPINDER on October 20, 2023
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?
Read Answer Asked by Gerald on October 19, 2023
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