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retiredcfon Feb 07, 2018 7:12am
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Analyst Recommendation
Analyst Recommendationhttps://www.bnn.ca/video/kash-pashootan-discusses-positioning-your-portfolio-in-a-rising-rate-environment~1320372
COMMENT
A Comment -- General Comments From an Expert
February 6, 2018
Interest-sensitive stocks? The price of interest-sensitive stocks, such as telcos, REITs and utility companies have dropped recently as interest rates have risen. How low they should go depends on interest rates, on what’s happening with the industry as a whole, and on company-specific factors. To protect yourself, look for companies that have growth prospects to help their share price appreciate. This can help offset some of the downward pressure on the dividend. Examples: Algonquin Power (AQN-T) and Enercare (ECI-T), which just made a U.S. acquisition.
Kash Pashootan
Sr. VP & Portfolio Manager, First Avenue Advisor...