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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: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Read Answer Asked by sam on August 31, 2022
Q: Hi, How would you rate these companies for Utility/Renewable Power sector ? Northland Power has received a lot of attention recently from investors and analyst community and stock has made a good move. Do you rate this company as an attractive investment in this sector ? Will NPI be a good complement to add to an investment portfolio, with FTS and AQN already owned ? If so, what would be a decent entry level ? Thanks
Read Answer Asked by rajeev on August 30, 2022
Q: AT continues to struggle with their share price. My position is now down to 1%.
Interesting is that if I didn't hold it at a loss, I would consider starting a 1% position.
I heard somewhere it said " if you didn't own it, would you buy it" and if the answere was no then yes you should sell it.
So I think I will hold this one and "ride it out."
Question is - is my thinking Ok?
Thanks
John

Read Answer Asked by John on August 30, 2022
Q: Hi, Could you please compare the two companies with respect to nature of their business, safety, income and growth prospects. I know, Enbridge also has a utility like natural gas delivery business to residential/businesses, not sure of TRP. Could you also comment on their historical stock performance, relative to each other. Do you think one is better than the other? We own ENB for many years and are considering to add TRP to our portfolio for income and growth, for 10-20 years. Thank You
Read Answer Asked by rajeev on August 30, 2022
Q: would appreciate your opinion on these cruise lines, Thank you. Fooklin
Read Answer Asked by Fooklin on August 30, 2022
Q: Good afternoon,

How would you play the water theme, with a focus on innovation and solutions to increasing stress on water systems worldwide? Would CWW or PHO be best suited?

I own AQN and HEO currently, know you like XYL too. Any other individual companies you would recommend? I know WWT is a microcap but do you think it has potential or is it too small for now?

Thanks in advance.
Read Answer Asked by Jeff on August 30, 2022
Q: I have never owned a REIT but started looking at a couple. In doing so I realized that I really don’t know what to evaluate in a REIT (beyond type of asset - land, commercial, residential, specialty) and things I normally see as red flags may not be here. Can you tell me a few of the most important fundamentals to look at when comparing REITS (negatives to watch out for specifically, and positive indicators). For example my initial concerns were steady increases on common shares outstanding (seems acceptable and typical of all REITS) and what debt levels are acceptable. If you could tag your favourite REITS today I would appreciate. I have only looked at LAND and IIPR so far.
Read Answer Asked by Dan on August 30, 2022
Q: Are you able to check out an American company for me called
NovaTech.
Read Answer Asked by Al on August 30, 2022
Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom
Read Answer Asked by Tom on August 30, 2022
Q: I have oil and gas sector holdings in ERF, SU, CPG and TOU. I would like to allocate some more money to this sector. What are your favorites in this sector now, and why ?

Thanks,
Mark
Read Answer Asked by Mark on August 30, 2022
Q: Hi, What's your opinion on TC Energy, for income and some growth, and with a bias to indirectly benefit from Oil and Natural Gas prices ? TRC recently acquired an interest in a Mexican pipeline and stock had an overhang due to a large equity issue, which seems to be slowly dissipating now. Stock has nice dividend yield of over 5.5% and analysts generally appear to be positive, on the stock, specially after the new acquisition. How is the current valuation and do you believe that debt is manageable? Is it a decent buy at current level - $65 - $65.50 ? Thanks
Read Answer Asked by rajeev on August 30, 2022
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