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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 have had these 3 utilities companies in my portfolio for some time .Their share value resilience and ongoing share price increases have been very beneficial for my portfolio. I am reluctant to trim them for adjustment of the portfolio utilities sector. These are also mostly " green energy " producers which have been in demand.In your view in what order would you trim these companies for portfolio sector adjustment ? Thanks for your opinion.
Read Answer Asked by Miroslaw on July 21, 2020
Q: Thinking of putting some money long term with reasonable dividend in one of the above mentioned companies. Any suggestions?
Read Answer Asked by Jacques on June 22, 2020
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: I wish to buy a defensive utility in a non-reg acct that will qualify for DTC (not sure if ETFs above qualify for DTC). I am aware of different div yields. Is there any significant difference in risks that stand out to you? Plse rank in your order of pref for purchase (already own EMA but would purchase more).
Read Answer Asked by Bob on April 14, 2020
Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks
Read Answer Asked by andre on April 14, 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
Q: Hello,
I'm a looking to invest in dividend stocks. Currently I would like to increase my exposure to the Utilities sector. Given the current economic conditions, which of the above stocks are most at-risk of cutting or reducing their dividends? Also, of the above, are there any standouts that you prefer? I am also looking at AQN and FTS aswell as BEP.UN and BIP.UN.

Thank you
Read Answer Asked by Adrian on March 20, 2020
Q: Hi 5i,

I have about a 40% gain on Emera in an unregistered account.

Assuming an otherwise adequetely balanced portfolio, would you suggest a trim? And if so, could you tell me which SECTOR (Cdn) you would invest new money in at this moment if you could only pick one - again, assuming an already balanced portfolio.

Thanks!

Read Answer Asked by Ryan on January 14, 2020
Q: Please rank these companies with a long term hold in mind.
Thanks
Read Answer Asked by EVAN on December 06, 2019
Q: I'm retired. I own TRP and ENB, (7% weight total).I want to lighten up on the number of equities. Should I sell one of KEY,EMA or AQN (2.5% weight each )and deploy the cash into the other two, leave every thing as is or lighten up on the sector.
Read Answer Asked by Rene on November 22, 2019
Q: Wondering about where to contribute and add to next . I have a TFSA and RSP self directed ( no unreg'd trading accounts )

Started investing in the TFSA 1st so my RSP is far behind it in $ levels . Now that I have contribution room , plus more on Jan 1 should i go with ..

Topping up EMA in my RSP , would be heaviest weighting if so with TD on top right now .
Topping up RY , NFI , MFC or NPI ( all being medium weight with TD and AQN on top )
Or adding BEP or SRU as new holding to either TFSA or RSP , leaning towards BEP myself .

Thanks

Read Answer Asked by Chris on October 28, 2019
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