Investment Q&A

• Vermilion Energy Inc. (VET)
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• Whitecap Resources Inc. (WCP)
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Q: Would you sell VET and WCP or hold? Would you recommend that energy stocks are not needed in a portfolio, even though we "should" have all sectors represented?
Thanks for your service

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Read Answer Asked by Ozzie on March 12, 2020

• Cisco Systems Inc. (CSCO)
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Q: I'm looking for some diversity in tech as well as yield, Cisco looks like a potential candidate. Considering the exciting times we just got into, would you see it as a solid buy if the yield hit 5%. I'm looking for good yield, good growth, low debt, and high cash. You know, the kind of investment we don't deserve.

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Read Answer Asked by Larry on March 12, 2020

• Manulife Financial Corporation (MFC)
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Q: Company is down a lot likely because it has a lot of business in china. Would this be a good time to buy for the longe term?

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Read Answer Asked by Pamela on March 12, 2020

• ARC Resources Ltd. (ARX)
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Q: Hello,
Will ARX become another VET ?
Dividend now at 16.5 %.
Thank you

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Read Answer Asked by Frank on March 12, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Q: Looking to add either Brookfield Infrastructure or Brookfield Renewables to my RRSP on this pull back. Leaning towards BIP.UN. What’s your opinion? Any preference?

Thanks,
Jason

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Read Answer Asked by Jason on March 12, 2020

Q: 5i.
Whats your thoughts on the utility companies?
Do you think they will hold during this crazy market?
I been holding the following stocks for near 3 years.
I have only trimmed BEP.UN.
My weightings are ok.
These are in my income portfolio.
Any suggestion?
AQN,EMA,FTS,CU,BEP.UN

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Read Answer Asked by Stephen on March 12, 2020

• PrairieSky Royalty Ltd. (PSK)
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• Pason Systems Inc. (PSI)
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• Labrador Iron Ore Royalty Corporation (LIF)
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• Evertz Technologies Limited (ET)
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• Sprott Inc. (SII)
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Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!

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Read Answer Asked by Pierre on March 12, 2020

• KP Tissue Inc. (KPT)
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Q: Hi 5i- With people stocking up, I am wondering if this might be a timely buy? A short term trade perhaps ? Pays a nice dividend too. Thanks for your advice. Ron

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Read Answer Asked by RON on March 12, 2020

• Methanex Corporation (MX)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: What is their debt? Can they survive if there is prolonged recession?

Thanks,
Milan

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Read Answer Asked by Milan on March 12, 2020

• CI U.S. Quality Dividend Growth Index ETF (DGR.B)
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Q: I found this ETF when looking at some of the top ETF providers by AUM in Canada and noticed CI First asset was #5... this looks like a blend of ZUQ and VGG, what do you think compared to some of the other US dividend ETFs trading in Canada? Would you recommend it, and what would be your opinion on CAD Hedge vs Unhedged given where our dollar is trading currently and future outlook
Thank you for the great service

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Read Answer Asked by Kyle on March 12, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Q: Hi can you explain how this stock swap is going to work the market sure don’t like it a 20% drop since the announcement

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Read Answer Asked by Stan on March 12, 2020

• Whitecap Resources Inc. (WCP)
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• TORC Oil & Gas Ltd. (TOG)
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Q: What is the debt for these companies? What are the investing risks with either of these companies?
Thank you

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Read Answer Asked by Donna on March 11, 2020

• Pembina Pipeline Corporation (PPL)
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• Keyera Corp. (KEY)
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Q: Both of these stocks are getting hammered - yesterday and today. Is the market concerned about counterparty risk here? If so, which company is more exposed to customer default?

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Read Answer Asked by David on March 11, 2020

Q: What would be your top 10 or so "safe" high dividend payers to consider buying in this market?

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Read Answer Asked by Dustin on March 11, 2020

• BMO Covered Call Utilities ETF (ZWU)
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Q: I am looking for something to invest in our $6K annual TFSA contribution with 3-4 year time line. ZWU just reached a 52-week low and yield around 6% - would this be acceptable or can you make another recommendation?
Thanks!

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Read Answer Asked by Grant on March 11, 2020

• Exchange Income Corporation (EIF)
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Q: As compared to othe rstocks in your higher risk income portfolio any reasons why EIF has held up as compared to AD NFI and TCL to name but a few?

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Read Answer Asked by blake on March 11, 2020

• Canadian Natural Resources Limited (CNQ)
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Q: CNQ is now yielding 10%. Based on your analysis and current oil prices can they keep paying it?

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Read Answer Asked by Chad on March 11, 2020

• Ovintiv Inc. (DE) (OVV)
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Q: Hi can you please explain what the prospectus filing on March 6/2020 for OVV means, they will be selling common shares and securities? Reading some of the Sedar's filings but not totally clear to me, does this mean they are delisting the stock or just selling their portion of shareholder equity (shares and debt)?

I own these shares in a TFSA and Canadian non-registered account, would there be tax implications?

Thanks

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Read Answer Asked by Kim on March 11, 2020

• Enbridge Inc. (ENB)
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Q: What do you think of adding 1/3% to ENB in this environment? ENB is currently 3.3% of my portfolio with an average cost of $45.75. Their record of dividend increases is impressive.

Also, is ENB adding many / any Wind or Solar assets to their mix? They hint at this in some communications.

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Read Answer Asked by Robert on March 11, 2020

• Bank of Montreal (BMO)
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• Enghouse Systems Limited (ENGH)
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• Aecon Group Inc. (ARE)
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• goeasy Ltd. (GSY)
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• Nutrien Ltd. (NTR)
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Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!

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Read Answer Asked by Bruce on March 11, 2020