Investment Q&A

Q: In a registered portfolio looking for income and capital preservation, to whatever extent possible; how would you rate current price for an entry point? Charts indicate a downtrend but I believe oil demand will continue. Would mid $60's compel you to add to or initiate a position?

Q: Can you please tell me the P/E for BEP in the 5i Income Portfolio? I usually use Koyfin but can't find the P/E anywhere.
Thanks

Q: Hi, Oil and Gas sector has come under pressure for past two weeks, with above equities declining 20-30% from their respective highs. Volatility in oil and gas prices could be a reason and other days, it could simply be in sympathy with general markets.
This is in the backdrop of analysts forecasting very strong cash flow generation by all these companies, resulting in outsized shareholder returns and much higher equity prices. We have 10% weighting in the sector ( Not including 5.5% ENB ). Based on the geo-political, demand/supply and other relevant factors, do you believe, this sector still has legs, say another 6-12 months or longer and equities should recover over time. Also, what would cause, in your opinion, for market to change course for this sector, in near future. Thank You

Q: Hi

Thinking of selling some of my BAM.A and buying SYZ .in my cash account

Why? Apply the loss in BAM.A to my gains so far this year.
The dividend in SYZ is bigger.

Your comments, most welcome.

Thank you
Mike

Q: If one has spent years building a diversified portfolio of mainly equities in quality companies and one is reliant on the portfolio for income what is your advice during a bear market? To sell and exit the market one could finally get decent rates on GICs but you would never know when to reenter the market and eventually GIC rates could go down leaving you without enough income. Plus you get dividend tax credit. Does one just close eyes and collect the dividends. I know some fund managers sell but I feel like this is the wrong thing to do. Your insight helping us through these difficult market times is really valuable.

Q: I'm primarily a income oriented investor with some growth. of these two companies the yield is close enough that best growth prospects is the determining factor in your opinion which has best growth. or should I own both? I already own BCE

Q: I currently own ENB, PPL, TRP and Topaz energy as my exposure to this sector. I am considering adding FRU. Any concerns ?

Ken

Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!

Q: I have doubled my money on Tou, should I sell it or hold on?

Q: What are your thoughts on Telus buying life works, and is it a good time to buy telus stock? Thanks.

Q: Hi! I currently own Magna and I'm looking for another industrial name in Canada with a yield of 2.5%+. Can you suggest some options?

Thanks,
Jason

Q: I would appreciate an updated opinion on European Residential REIT. Why the big drop recently? Thanks!

Q: Hi 5i. I'm not sure if anyone has ever posed you a question about any of these companies, all of which have substantial operations in Canada.

Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.

Q: Regarding the Telus takeover of LWRK, if I opt for 100% shares will my cost basis rollover into the Telus shares so that the transaction would not generate any capital gains tax? Presumably, if I opt for cash or partial cash then capital gains tax would be payable on the cash portion?

Q: As a follow up to my last question, do you think Keyera is better than Pembina in the sense that it is almost exclusively natural gas processing, storage, etc. vs Pembina that has more exposure to oil. I understand that Keyera is much smaller, but given that I also own Enbridge size is not my biggest concern as long as its big enough.

Thanks,
Jason

Q: How secure is the Telus offer - should I just sell at $30 and move on or wait to get the $33 offer?

Q: Hi Guys,

Which 20 lower risk stocks would you recommend to build out a $2,000,000 portfolio that will produce $ 80,000 in dividend income?

Would you want to spread out the risk and be in many sectors and stay only in Canada to take advantage of the dividend tax credit laws?

How much of the div is taxed if it’s a U.S stock compared to a Canadian stock?

Thank you for all your help & great services

Nick

Q: Hi! I'm researching midstream companies. They all have a lot of debt given the capital intensive nature of the business. How do you evaluate if it is too much debt. All the ratios seems high, but they're like that for all the companies. For example, PPL has LTD of $10 billion and total equity of $14 billion, almost 70%! KEY has LTD of $3.7 billion or there about and not equity since it is in a deficit position. Help please!

Jason

Q: Hi! Looking for 2 midstream companies for my dividend portfolio. I will use ENB for one pick and would like your recommendation for another option with a good dividend and some future dividend growth.

Thanks,
Jason

Q: I know you're not a fan of DFN but could you explain why it has held up perfectly as everything else in the market has been crushed...all the while paying a 15% yield?