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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 am retired living off dividend income. I am building my portfolio based on your income portfolio. However, I am not interested in index or bond funds.
Can you recommend 3-4 income stocks that are looking most attractive at current prices and yielding +4% that are not in the income portfolio to replace the index/bond funds?
Read Answer Asked by Curtis on July 17, 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: I expect to retire in a couple of years. About 80% of my money is managed professionally but I keep a small account to help me stay aware of the markets comings and goings. In my utilities holdings I have a full position in Fortis, about 3/4 position in BEP.UN and a small holding of NPI. I am thinking of adding to NPI as a source of income. Your report of last year was ok, but notes that it should be reviewed in the summer of 2017. Any new thoughts on NPI? Would you add to it, to one of the other two, or avoid them all pending changes in interest rates?

Thanks for all your help - though I don't ask a lot of questions I learn a lot from answers to questions posed by others.
Read Answer Asked by Dave on July 07, 2017
Q: Good afternoon,
I hold the following stocks in my business account that have a weight of between 6.2% and 8.3%. This account was started in DEC/16 and has increased by 6.7% YTD not including dividends. I want to add six more stocks to further diversify while reducing the percentage per equity down to between 4 and 5%.

My goal is to generate income equal to the amount of corporate tax payable annually. I looks like this can be achievable!

Let me know if I need to share dollar values to help access.


--

Thanks,
Raymond
Read Answer Asked by raymond on June 28, 2017
Q: Please list these stocks in order of preference for a purchase today. At present I already own BEP.UN and AQN. Also, does adding a third stock in the renewable energy category result in over-exposure? Thank you.
Read Answer Asked by Barrie on June 13, 2017
Q: Hi 5i,
What did you think of NPI’s report? The stock does not seem to be selling off very hard today, despite the down market day. My main question is the status of the strategic review. There was no mention of it at all in the detailed press release. It was announced last July so it seems to be getting a little long in the tooth. Thanks for any thoughts!
Read Answer Asked by Lance on February 27, 2017
Q: Hi 5i! Saw this article on the potential resolution of Northland Power’s strategic review:
https://www.bloomberg.com/news/articles/2016-12-05/china-three-gorges-sdic-said-among-bidders-for-northland-power
The article mentions a couple of potential bidders and a recently passed deadline for initial bids but does so on an “individual who wishes not to be named” basis. What would be the best you could do as an estimate of potential upside on a bid, downside on nothing emerging, and probabilities of the various alternatives? I have a decent gain already, which I could book if estimations favor doing so, but I have hung in to this point to see how the review might go. Thanks!
Read Answer Asked by Lance on December 05, 2016
Q: Hi, I have a number of renewable energy companies in my portfolio including the above, which I treat as a mini ETF, and they have performed wonderfully with both yield and growth. They have pulled back with the election however. Have you changed your view on any companies in this area, and if so which ones?
Read Answer Asked by Patrick on November 21, 2016
Q: I'm looking to re-invest the proceeds received from the BNK take-out transaction. Ideally looking for another takeover candidate but doesn't have to be in oil/gas sector. Another criteria would be that the company is "solid" with limited downside if a takeover doesn't materialize.
Read Answer Asked by Chris on October 12, 2016
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