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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: Rising interest rates have definitely put downward pressure on bond-proxy types of companies i.e. those that pay dividends. I am an investor who believes that those companies that pay dividends and have the ability to raise those dividends consistently over time tend to outperform. I would like to purchase 6 such companies for the income portion of my portfolio, and would appreciate the names of your favorite companies that pay, and have a history of increasing, their dividends.
Read Answer Asked by Les on June 15, 2018
Q: On April 19 I asked a question about renewal power and you offered bep.un as a likely candidate. My question was more along the lines of, if I am going to move from pipelines towards renewal power in my utilities sector allocations, are aqn and bep.un too similar to have a good representation. I suppose they are no more similar than, say, enbridge and transcanda would be in the same sector. But, would be interested in your take on this question in regard to constructing a renewable energies component under the utilities sector.
thanks once again for your great insight and help
Read Answer Asked by joseph on June 12, 2018
Q: Hi guys, love the service thanks!
Looking at a long term hold of 15-20 years , growth and dividend , but not really risky. I suspect all 3 are good, do you have a particular favourite? Or perhaps a better recomendation?
Thanks again!
Read Answer Asked by Lee on June 08, 2018
Q: Having sold both of these in the past couple of weeks, I was going to repurchase them in 30 days, but don't think I will. They both seem to be income type of stocks and I would prefer some growth. Can you recommend any stocks with better growth in these sectors or perhaps I just keep away from certain sectors as your balanced portfolio does.
Read Answer Asked by stephen on June 07, 2018
Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?
Read Answer Asked by Terry on June 06, 2018
Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
Read Answer Asked by Doug on June 04, 2018
Q: What are the top 5 income stocks that you would recommend buying? Please advise if they are dividend aristocrats and if you expect any price appreciation over the next year/
Read Answer Asked by David on May 31, 2018
Q: I have sold some of my winners to rebalance and would like to sell the above to offset some of the gains. Would you replace the above with other stocks or just wait 30 days and repurchase these?
Read Answer Asked by stephen on May 29, 2018
Q: Could you please some clarification on your response to Stephen this morning on his desire to crystallize some of his capital gains? You suggested that he sell the above and replace them. Did you mean not wait the 30 days to rebuy these but to get something now instead? I had thought you were especially supportive of TOY and AQN so have your thoughts changed on these companies?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 29, 2018
Q: hi, again I am asking for your top picks for income, I have a full position in BNS. if I hold your picks I may top up, if you think this is a good time to buy and why thx Jack.
Read Answer Asked by Jack on May 29, 2018
Q: Can you please name a few of your favorite conservative, dividend-paying stocks?

Many thanks.
Read Answer Asked by Chris on May 28, 2018
Q: hi Peter I am selling BPF.UN and seeking growth and income from the sale proceeds presently long in pipes telcos and banks how would you rank the above listed companies as a replacement thanks for the great service Richard
Read Answer Asked by richard on May 24, 2018
Q: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!
Read Answer Asked by Adam on May 16, 2018
Q: Results look good to me. I currently hold a 4% weighting.
I have a long time frame and high risk tolerance. If the stock performs well is it ok to carry to a 7% weighting before rebalancing.
2nd question is I like to set targets like 7% above and let the target dictate rather then the emotion that may play in the moment.
3rd question is 7% to high.
My overall comfort perfect portfolio target is 4% but I know there is times to overweight. When I do overweight I prefer it be less speculative which I consider Aqn to fit.
Thanks
John
Read Answer Asked by John on May 11, 2018
Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill
Read Answer Asked by Sherrill on May 07, 2018
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