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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: After selling a rental property I now have cash that equals approx 25% of my investment portfolio. My goal with this cash would be to create a mini portfolio within 2 TFSA's to produce dividend income to help with everyday expenses for the next 5 years or so. After this time the investments would be sold and incorporated into my balanced portfolio as the income should no longer be needed. I am looking to keep the portfolio to a max of 6 positions that are diversified from a geographical and sector standpoint. I do not have an exact income requirement, but 4% was my initial target. What investments would you suggest to meet my goals? Feel free to deduct as many credits as required.
Read Answer Asked by justin on September 09, 2021
Q: Thinking of selling TRP and picking up PPL as I'm thinking it may have more opportunity for growth. Your thoughts on this are very much appreciated. I already have a full position of ENB
Read Answer Asked by Gary on September 08, 2021
Q: Without regard to sector allocation what are your thoughts on switching NTR for CGY. Pros and cons.
My thinking is that I would like additional buy and hold stocks like CSU and BAM.A. That I already hold.
These need less attention.
I’m more of a capital preservation investor at this stage.
Read Answer Asked by Roy on September 08, 2021
Q: Hi Peter/ Ryan I have a margin acc't with BAM, BEP.UN, CM, CNQ, and RY and need the dividends from the bigger players. I was thinking of maybe replacing one of these, I know you can't personalize it but which would you replace and what are some options you could replace it with. Thanks as always for the great service. Nick
Read Answer Asked by Nick on September 07, 2021
Q: Hello,
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you
Read Answer Asked by Josette on September 07, 2021
Q: Hello 5i, I notice that comments are made as to the takeover of Interpipe IPL relating to both BIP and BIPC as the take over company's. What is the relationship of BIP and BIPC as to who really will own IPL now. Also which company BIP or BIPC would look better to invest in. I was a IPL share owner and submitted my shares for the cash option.
Read Answer Asked by Michael on September 07, 2021
Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you
Read Answer Asked by grant on September 03, 2021
Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.
Read Answer Asked by Gordon on September 03, 2021
Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.
Read Answer Asked by David on September 03, 2021
Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.
Read Answer Asked by Christopher on September 02, 2021
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