Investment Q&A

Q: Happy Easter. I have only been subscribed to your service 3 weeks and I already know it will be invaluable- thank you. I have started 1/2 postions in all 4 of these companies as per your recommendations. I have a 5yr plus time horizon and I am very comfortable with volatility. What I am struggling with is in how to approach taking larger positions in all four, when I suspect they will report in very different fashiosn over this quarter, the second and third quarter, and maybe several more. From reading your responses to the questions, GSY could report just fine and continue showing ok results. LSD will likely look so-so for a few quarters but has some recurring revenue. Finally, DOO and GC will likely look terrible for several quarters with poor boat/ATV sales and nobody sitting at a poker table in a big room with others. If I am a long term investor do I just dive into full positions in all of them in what could be great valuations 5 years from now? Do I approach the four companies differently? I understand your comments on slowly entering into this market because it may have dips over the next 1/2 year and they could be lower, but if i am looking 5 years out do I care, not wanting to chase if we proceed slowly up from here? Thanks in advance.

Q: This question is two fold...one is the payment from XEI applicable for the Canadian Dividend Tax Credit thus 100% dividend and secondly would you think this as a good holding for an unregistered account to be used for income....thanks...Gene

Q: hi
I own the above oil stocks. WCP is small and in TFSA, so I will keep it.
I have oversized position in Parex, but Vet and Fru are small. Looking to sell at least one, today, would you sell Vet or FRU or both ? I am comfortable with my position in Parex but wondering if better opportunities are available in other sectors. Which are your favorites sectors when coming out of this?

Q: hello 5i:
Could you tell me what percentage of their business WSP derives from the US? And, thinking of infrastructure happening at some point, could you advise a US equivalent to WSP?
Paul L

Q: Do you recommend any US Energy Structure MLP's for long-term income and some safety? If so, which ones and why?
Thanks.

Q: I am retired and have both a cash and RIF account. In my cash account are the big 5 Banks, T & BCE, FRU & IPL. I see that IPL has cut the dividend & FRU has a "1,437% Pay out Ratio (PoR)!! I have mostly REITs in my RIF & EXE & CHE.
I'm not concerned re the banks or telecoms but the PoR of FRU, CHE & EXE are of concern to me. I also feel that in the longer term, the REITs will survive especially with interest rates so low. Also, to replace IPL would you consider PPL
Your thoughts please.

Q: Hi, INE has strongly outperformed pretty much all utilities including other renewables such as NPI, CPX, BEP and even AQN over the past 20, 50 and 100 days. Any plausible reason for this? Would Hydro Quebec’s investment mean that much? Would they stand behind INE in the event of significant pressure on INE should it occur? Thanks.

Q: Hi, can you please explain the key parameters that cause TMX to make more/less profit? What is the contribution of trading volume (which should be high right now), company financings (which is down a lot), company press releases (which I assume is up a bit), or other things?

Cheers!

Q: Hi, how would EMA hold up in a significant economic/ market downturn compared to say FTS or BEP.? Does its business and operations generally carry similar or different risks? Thanks.

Q: Are there Canadian equivalent to TIP and STIP. I don’t want to add to my risk by not being hedged. I’m looking for a way to protect against inflation at some point. Is there another way besides inflation protected bonds?
Thanks as always for your insight

Q: I am looking for companies that should do well in the work from Home economy. Im also looking for companies such as $REAL and $DOCU that provide support to businesses.
I currently own $TDOC, $REAL, $ROKU, $VZ, $BCE. I would appreciate a few names that 5I likes in Canada and the US.

Thanks Valter

Q: Hi, may I please have your opinion for a long term hold. Do you think the dividend is sustainable? I see insider buying. Thank you.

Q: your view on adding at this time to triton capital

Q: SU or CNQ: looking at all metrics, which one would you buy for the long-term? I realize that the oil price is the biggest factor: supply issue (too much) and a demand issue due to COVID-19; however, when the data for COVID-19 starts looking positive demand should start to increase - 1/2 of the equation. I realize dividends are dependent on the price of oil; but, perhaps one co. is more isolated in this regard? I am a long-term investor - NOT a trader, so, can wait. Also, a dividend cut may be a good thing for now?

Q: Is CRS:CC a standalone company or one of a number of companies with common ownership?

Q: I have a 22% portfolio position in ZSP and I'm looking to add a 5-10% position in HXQ do see too much cross over here?

Thanks for being here for us!

Q: I'm interested in buying the preferred shares of some of Canada's stronger companies. If you were going to buy the preferreds of 5 companies today which ones would you buy? Of course price and yield are important factors. Please be specific as I know each company offers many different preferreds to investors. As always, thanks for your appreciated guidance.

Q: Hi Team,

What are your thoughts on purchasing at these levels? What are your thoughts on the long term potential of the underlying holdings and do you see any significant risks other than possible over valuation?

Deduct as many credits as you see fit.

Thanks!

Q: April 7 report on the income portfolio: ZRE (BMO REIT) show -3.45% for the month of march ? Am I missing something ?

Q: Considering a 5 year time frame, what would be your allocation toward cdn oil (xeg), cdn ag (ntr), utilities (zwu), fixed income (hfr) and US (zwa & xqq). Above average risk tolerance seeking yield and capital gain. Are there any other suggestions....LSPD would also be a holding. thanks.