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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: 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: 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: 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: Lawrence Solomon's column in the Friday edition of the Financial Post clearly implies that solar and wind energy production in Germany is dying rapidly and he warns Canada about the dangers of this type of renewable power. May I please have your assessment of these sources of energy as they relate to Canada? What implications would this have for Brookfield renewable and Algonquin?
With appreciation,
Ed
Read Answer Asked by Ed on April 30, 2018
Q: 6:21 AM 4/26/2018
I own in excess of $100K in a combination of BEP.UN and BIP.UN bought on the TSX in Canadian Dollars in cash accounts at both TDWaterhouse and at Scotia McLeod. This year TDWaterhouse issued a statement of Foreign Ownership. Scotia McLeod did not. My accountant phoned Scotia McLeod and Scotia said they are both Canadian Companies so are not considered to be foreign so a T1135 form is not required. Can you clarify this issue please
Thank you........ Paul K
Read Answer Asked by Paul on April 26, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
Q: Hello 5i,
I have a question which I don't know if it falls in your domain. But, i will try it. I have been thinking about gradually switching my utilities sector towards renewable energy. Currently I hold Algonquin and Emera which I will want to keep. { I know Emera is not on the renewals side, but i have a large cap gain and I don't want to pay the tax. There are other reasons to keep it, too}. Then, I have Enb and transcanada, which I would plan to sell if they come back a bit. I currently have about 9% in utilities where I think you recommend 15 for a retired person; but I am ok with that and am overweight technology and industrials. could you suggest a name or some names which would round out in a balanced way such a sector allocation?
thanks as always for the great service
Read Answer Asked by joseph on April 19, 2018
Q: I've decided to begin building an income portfolio and have chosen the companies listed above. (Mostly from your Income Portfolio). I am retired but my pension income covers my monthly expenses. I'm looking for companies that you believe are strong enough to maintain, and hopefully increase), dividends in the long run. I understand we are in a climate of interest rate increases and income stocks could suffer as a result so I'm wondering if I should wait to begin building this portfolio. My intention is to round out the portfolio by adding companies from your balanced portfolio. My questions are:
1. Can you suggest a strategy that you consider to be wiser as I begin to develop my new portfolio?
2. Do you consider the companies I have chosen to be the best choices for a new portfolio considering all current investment metrics? Could you suggest any I have missed?
Thank-you for your continued support.
Read Answer Asked by Les on April 10, 2018
Q: With your answer to a Q on ENB as time being on the buyers side I put a low ball bid in for some shares. Could you give me a list of 'safe' stocks (i.e. like ENB and not KWH.UN for example) with great yields that one could put stink bids on? I will assume in your answer that putting ENB over ENF(e.g.) indicates preference of the safer investment vehicle.

TIA
Read Answer Asked by Gerald on April 09, 2018
Q: Please provide me with a list of solid Canadian stocks (such as the Brookfield group) in which I may receive dividends/distribution in US dollars.
Is the income converted to CDN for income tax purposes (by me, the co. or RevCan) ?
I assume there will not be any withholding tax as they would be CDN companies?
Would I be charged a commission by anyone, i.e. the company or Scotia iTrade?
Anything else I need to know?
Thanks
Derek
Read Answer Asked by Derek on April 04, 2018
Q: Peter and staff,

In order of preference, please list your favourite utility stocks for an income investor. Please subdivide into electrical, gas and pipelines.

Thank you and may thanks for your great service.

Paul
Read Answer Asked by paul on April 03, 2018
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