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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: TMX is coming online in less than a year and Enbridge expects a drop in shipping volumes so that its Mainline is running at 95%. I see that you are still recommending Enbridge, but do I need to be worried about this? Enbridge has lots of debt and its free cash flow does not cover its dividend. If their operating cash flow drops from the loss in volume, could that not affect the dividend? On the other hand, it also has numerous projects underway, so maybe those will compensate for the loss? Thanks.
Read Answer Asked by Kim on June 13, 2023
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: On your Model Portfolios, are the dividends earned reflected on the gain/loss.
Read Answer Asked by Valter on June 13, 2023
Q: Hi,
I'm trying to figure out why WSP's price seems to keep taking larger than expected dips after having good earnings, a long list of projects and is what appears to be a fundamentally sound company. Since the large sale back in April, it hasn't seemed to have regained solid footing from a technical aspect, and the momentum is slowing, leaving me to wonder if it is time to lock in what are fairly substantial profits? This is when I question whether or not a company's fundamentals have much effect when 'Wall St' loses interest in an equity.
Dawn

Read Answer Asked by Dawn on June 12, 2023
Q: Hi 5i
I just moved my rsp to a rif.
Out of the income portfolio what would be your first 5-10 stocks to start with.
Not in a hurry just your thoughts for the long haul with iincome.
Keep up the good work, I’m with you for the ups and downs.
Thx
Gerry
Read Answer Asked by Gerry on June 12, 2023
Q: I see a news release that DND has been granted the option to extend the buyback period but that they do not anticipate doing so. I read that as a push to get more shares tendered (as it implies they don't have enough which would put the pricing at the higher end of the range) - is it something or nothing? Does it imply apathy to the offer because people are holding or do you see another view?
Read Answer Asked by Graham on June 12, 2023
Q: TFSA losers . ET down 27%, RMO 42%, RHC 37%, TCS 55%, FSZ 47%. Are any of these worth keeping? I thank you for your guidance,
Read Answer Asked by Barry on June 09, 2023
Q: Hello 5i, I am thinking of buying Granite Real State Investment Trust. Before I do so I would like your opinion on the company's debt compared to other major Canadian REITs? I am somewhat concerned about the following excerpt from the company profile "Granite derives nearly all of its revenue in the form of rental income from its properties. The company's largest tenant is Magna International, an automotive parts and systems manufacturer, which accounts for the majority of Granite's lease income." This is as if most of their income depends on Magna only, is that a concern to you? Thank you
Read Answer Asked by Gervais on June 09, 2023
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Read Answer Asked by Dave on June 08, 2023
Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.

If you think, it's only short term noise, does the price drop present a buying opportunity ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
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