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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: Hello Team,
I am thinking about adding Canadian Utilities and Maxar Technologies to my RRSP portfolio. Canadian Utilities is approaching a 5% dividend yield and I do not see any danger for a dividend cut so a 5% yield is not bad to wait for a rebound.

For MAXR it seems that the risk of an additional dive in the share price is limited after the two days of selloff so for me it is more an idea to do "bottom fish" a "niche" company that seems cheap now.

I know it is no easy but I would like to know what would be your bottom "pick up price" for these two stocks considering that both stocks a very bad momentum lately.

Thank you!
Michel

Read Answer Asked by Michel on February 27, 2018
Q: I currently hold aqn, approx. 11% of my portfolio and am thinking about adding one of ema,cu or fts. I do not expect to exceed 15% in total portfolio value and am not adverse to reducing my position in aqn to add one of the above. Which of these three utilities would you add for both growth and income and why.

Thanks, David
Read Answer Asked by david on July 26, 2017
Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.

Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret
Read Answer Asked by Margaret on July 13, 2017
Q: Hi 5i: I have two questions - please charge as appropriate.
(1) I have been holding CU in a dividend reinvestment account for about three years. The account focusses on stocks that provide a good dividend that is increased regularly (the usual Canadian suspects). CU has consistently underperformed the other stocks, and I'm wondering what the future holds, in particular given the changes in Alberta's approach to coal-based electricity generation.
(2) Could you give me data on dividend growth rates for EMA and BEP.UN?
Many thanks for your great advice and service.
Read Answer Asked by Roland on November 28, 2016
Q: Comparing CU, EMA and FTS three Canadian Electric Utilities over a 1 year period shows CU is down almost 25%, FTS down 6% and EMA up 6.5% (not counting dividends but EMA leads here as well). Can you explain why CU is under performing by such a wide margin. They do have 2 coal fired generating stations in Alberta. Which of there three would you buy here for a long term hold and why?
Appreciate your insight as usual.
Steve


Read Answer Asked by Steve on December 09, 2015
Q: Does CU utilize coal in its business? In previous answers you refer to the share price drop being investor concern regarding Alberta energy policy. What specifically are the concerns? With interest rate concerns as well would you consider the price now ~$32.37, a buy. I hold a small position bought at 36.26 and would like to add more mainly for growing income.

Thank you ever so much.
Read Answer Asked by Len on November 25, 2015
Q: With CU being at a 52 week low and it's long history of raising dividends, I am wondering your comments on purchasing a small position mainly for income. Stability, and increasing dividends are a goal. We do own FTS and EMA, TRP and PPl and wondered if adding CU would give some worthwhile diversification within the utility space? Are there risk factors of concern?
The continuing education I am getting through 5i is so very helpful. Thanks, Len
Read Answer Asked by Len on May 26, 2015
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