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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: Brookfield Renewable is close to where it has previously double topped ....do you feel the share price this is getting dangerous now . I have a decent profit and could sell here or because. I don't have a full position and I could stay in and watch it continue to grow, or even add to my exposure here... I really am unsure what to do at this point. Thanks
Read Answer Asked by Thomas on October 18, 2017
Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!
Read Answer Asked by Jonathan on October 17, 2017
Q: Hello 5i team, My wife and I, retirees, hold a fairly conservative portfolio, including the listed stocks above in our TFSA's. Our overall asset mix is 5/45/50 cash/fixed income/equities. If (in view of the buoyant markets) we chose to increase our cash position, which 1 or 2 of the listed stocks would you suggest we sell? Thank you.
Edward
Read Answer Asked by Edward on October 16, 2017
Q: I would like your opinion on these 2 companies $bip and $bep as buys right now. Which one would you choose? Or would you be tempted to buy both? I also hold a small position In $BAM.A.
If I were to buy all 3 it would represent 6% of my total Portfolio.


Thanks as always,

Valter
Read Answer Asked by Valter on October 10, 2017
Q: i bought BCE almost 10 years ago after the flaherty income trust debacle. i have not added to the position and it now makes up a small percentage of my portfolio (less than 2%). going forward i struggle to see where BCE will get growth from. I was thinking of selling BCE and buying more BEP.UN. It would bring BEP.UN up to a full 5% weight. To me BEP.UN would provide a little more capital growth along with a higher dividend. These are both held in a registered account. Thoughts?
Read Answer Asked by Richard on October 04, 2017
Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?
Read Answer Asked by Mary Ann on September 28, 2017
Q: Just looking to perhaps enter a 1% position in a well diversified portfolio of 1 of the above based on current weakness. Would you rank best growth potential and which to enter into?
Read Answer Asked by Craig on September 21, 2017
Q: Hi 5i,

I sold EMA in my RRSP last week just before it dropped.
I want to replace it with 2 Utilities in my RRSP and 1 in my TFSA. What Utility stocks would you pick today?
These are income portfolios with approx 5% per position.

I look forward to your answer..



Read Answer Asked by Stephen on September 19, 2017
Q: Trading in BEP.UN and BIP.UN Friday from 3:30 to 4:00 was frenzied with big price swings which I presume was connected to indexers acquiring BIP and dumping BEP, though I don't understand the thesis, any insight? Since we knew that BIP was going into the TSX 60 well in advance is there an opportunity that we could have taken advantage of, knowing that ETFs would have to be buying shares by a deadline? Thanks, J.
Read Answer Asked by Jeff on September 18, 2017
Q: Hello 5i,

Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?

Please exclude BEP.UN AQN, BLX, and INE.

(aware of market cap risk and sector risks)

Thanks!
Read Answer Asked by Elliott on September 15, 2017
Q: What do you think about Algonquin's 54% debt to asset ratio? Is this a little high or not bad? I note that it is higher than bep and bip's ratios. With word of them looking at more acquisitions, are they in potential trouble with debt levels if they do so? Thanks.
Read Answer Asked by Michael on August 30, 2017
Q: Can you tell me the debt to asset ratios for the above four companies? And how about the payout ratio for each? Thanks.
Read Answer Asked by Michael on August 29, 2017
Q: Hi, can you rank these companies for long term holds considering currrent valuation. Thanks
Read Answer Asked by Jordan on August 02, 2017
Q: Hi, can you rank the following companies as long term hold potential taking into account current valuations. I am looking to start positions in all companies I am just not sure which ones to start with.

Also, I feel like there is so much noise about moving away from oil that buying ENB long term can be a bad portfolio decision. Can you also comment on this. I am 30 and don't plan on selling anything any time soon.
Read Answer Asked by Jordan on July 31, 2017
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