Investment Q&A

Q: I note today that two analysts show FTS as a sell. Would like your opinion on how this might be justified, and your thoughts on the stock. I consider it a core dividend payer in my holdings.

Q: Morning
It has been said
Buy a good company and hold on to it through market ups and downs
Would this saying apply to TELUS
Thank you

Q: Good morning, I’m wondering if you could provide a list of a few dividend ETFs for a TFSA. Looking to contribute every two weeks. Currently hold XEI. Thanks

Q: Your opinion please

Q: In a Rif account, looking for steady and increasing dividends over time. Of the two, which has better metrics for long term sustainability. Brief recap of metrics also on the chosen one also

Thank you

Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.

Thanks
Tim

Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James

Q: I have owned this company for yield for over a decade but with the share price breaking through the $10 mark on the downside I am considering an exit. May I have your views?

Q: Can you characterize these two utility companies? Wondering in how much difference/overlap there may be, geographic exposures, etc.. Would you have a preference considering allowed regulatory growth, dividend safety/growth? Thanks!

Q: i have listed some cdn oil companies, i own ath and cpg. my question is with oil at 91. none of the above companies or all cdn or u.s oil companies stock price even comes close to an oil price of 91., most are 25-30% below where they should be. they are coining so much cash it defies description.
why is this and will it ever change or is this the environment re oil and gas-dirty fuel etc we just have to live with. dave

Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.

Q: I am a long-term buy & hold type of investor. There are 3 companies in my portfolio with renewable energy assets--AQN, BEPC, NPI-- with percent weightings in my portfolio of 0.7%, 0.9%, and 0.8%, respectively (2.4% in total). I have an unrealized loss with AQN of ~$40,000, and so was thinking of crystallizing the loss-- temporarily shifting the proceeds to BEPC--with a plan to re-buy AQN in >30 days. HOWEVER, given that AQN is planning to divest its renewable energy assets (correct?) and given that I have lots of other utility exposure (FTS, EMA, with these 2 securities totaling 3.5% portfolio weighting), perhaps it would be better to just keep the proceeds from the AQN sale in BEPC (and perhaps also upping the NPI holding somewhat), and not bother re-buying AQN in >30 days time. With the general caveat that you are hesitant to give "personalized" advice, how would you handle this type of situation?

Ted

Q: Hi 5i,
I like putting you guys on the spot because I can get objective opinions.
If one wanted to buy and hold either CU or AQN today for an RRSP with no short or medium terms plans to sell (ie collect income and hold for long term). Which one would you buy and what would be your high level reasons? I already own a full postion in BIP for my RRSP but I think another multi-utility might be good to own since they seemed to have depressed prices and very good dividends.

Q: Hey 5i ream: Currently down about 14% on tellus.Do not really need a tax loss for this year. Any need to swap for BCE . Proceeds of 2000 shares of tell us would buy me about 800 of BCE but dividend from BCE would give me About 200$ more income. Your take much appreciated.Thanks Larry

Q: Hi 5i Team,
Can I have your thoughts on Pizza Pizza Royalty going forward?

Q: I am at a point in my life where I am looking to my investments more for income than growth. My question concerns how you might incorporate a strategy that are includes "dividend" stocks that pay a low yield. eg HD, TRI, CN etc. Assuming you wish to obtain an overall yield of 4% - 5% from your portfolio (in order to satisfy RRIF requirements while maintaining some growth) I would think it best not to load up only on high yield stocks and continue maintain a balanced portfolio. To achieve the necessary income should one invest in low dividend payers and sell a portion of the low yield dividend payers annually in order to achieve the be needed income; go a bit overweight on high yield equities in order to juice the income; or just forget about balancing the portfolio?

Any thought you have would be greatly welcomed.

Appreciate the insight.

Paul F.

Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Q: Do you think TVE or CPG is the better investment at this time?

Q: Hi 5i,
I currently own CHP.UN and L.PR.B. I would like your opinion, is there value in selling CHP.UN and buying WN,PR.D to strengthen my portfolio or should i just buy more L.PR.B. I looked but don't really understand the relationships here.

Q: Could I get your comments on the Q1? Sales and EPS are up but what will it take to get this share price moving?