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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: It seems the mid-stream oil and gas companies are holding up fairly well in this world of uncertainty. I would like to take positions in all, or some of these companies.

Are there any of these that you would not invest in at this time? If so, why not?

It would also be helpful if you would rank order them for me in terms of reliability of dividends and value at this time.

If you think there are other mid-streamers you like please feel free to include them.
Read Answer Asked by Les on March 11, 2025
Q: Good morning,

Can you please highlight 5 or 6 Canadian dividend growth or conservative growth stocks that you believe will manage through the next 4 years well? Thank you!

Janet
Read Answer Asked by Janet on March 11, 2025
Q: I have 180000 coming out of a gic at 5.05% could you recommend seven or eight dividend stocks for income.
Read Answer Asked by don on March 11, 2025
Q: I am currently break even on my BCE holding. What is your current opinion on the stock given it's recent strength despite the general market weakness? I am certainly expecting a dividend cut starting with the July payment. Would you regard it as a hold or sell?
Read Answer Asked by Geoffrey on March 10, 2025
Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.

Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.

Thank you

IAn
Read Answer Asked by Ian on March 10, 2025
Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Read Answer Asked by David on March 10, 2025
Q: Greetings,

I am wondering if Gibsons is worth a punt at less than $20 ish to be treated as a trading stock whilst being paid to wait for an uplift?


1. Highly leveraged - Could this be a big problem going forward? Are the dividends safe?
2. From what I can tell, 5 separate Insiders bought meaningful amounts of stock on Feb 20th - They must know something?
3. Sudden steep decline - Maybe an over reaction?
4. Trading range - Since 2019 the stock seems to be trading in the range $20 - $26 - Can we hope on a reversion to the mean?
5. Are it's problems self inflicted or general market sentiment ?

Many thanks!




Read Answer Asked by Arzoo on March 10, 2025
Q: Hi 5i,

I have a couple of questions about the noted companies - please deduct as you see fit.

I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?

Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?

And finally, would you consider one (or both) of them appropriate for a RRIF?

Thanks 5i - I look forward to your thoughts. Peter
Read Answer Asked by Peter on March 07, 2025
Q: Hi 5i,
I've owned DHT.UN in the past and did quite well - all before that little management fiasco. I sense the company may have completed a turnaround and be coming out of the penalty box now. I'm considering (re)adding it to my TFSA.
To help with the decision I'd appreciate your analysis of the quarter and year end results that were just released, along with any other comment you might have.
Thanks 5i,
Peter
Read Answer Asked by Peter on March 07, 2025
Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks
Read Answer Asked by Robert on March 07, 2025
Q: Major US and CDN railroad stocks seem to do quite well except csx ,being on a constant downtrend lately , any suggestion as hold or sell ( or buy!) for a conservative dividend stock objective?
Read Answer Asked by Jean-Yves on March 06, 2025
Q: Greetings. Are there any attractive US dividend-paying stocks (3.5%+) that currently appear on your radar? I'm looking for an alternative to US$ GICS or fixed income. Thanks.
Read Answer Asked by Stefan on March 06, 2025
Q: Hi,

Thanks for all your great advice. I particularly enjoyed your recent piece called: "5 inane U.S. policy moves that are spooking investors."

My question is:

If Premier Ford follows through on his 25% tariff on energy exports from Ontario (especially electricity), or even halts those exports, how will that likely impact Hydro One’s stock? Today (March 4) it is up almost 2%.

Thanks again, Michael
Read Answer Asked by Michael on March 05, 2025
Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim
Read Answer Asked by Timothy on March 05, 2025
Q: As we begin to trim tech and add more defence, does the "Beating the TSX" strategy deserve some consideration ?
Do income guys really invest in BCE and lose 30% value in exchange for a 12% dividend ? ... that makes no sense.
TD , BNS but still no RY ( why ) ?
Given this year's BTTSX list , where would you put your income investment dollar ? Go Jets

Enbridge (ENB)
BCE (BCE)
TC Energy Corp (TRP)
Canadian Natural Resources (CNQ)
Bank of Nova Scotia (BNS)
Telus (T)
Pembina Pipeline (PPL)
Emera (EMA)
TD Bank (TD)
Power Corp (POW)
Read Answer Asked by Thomas on March 04, 2025
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