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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: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.
Read Answer Asked by Roy on March 27, 2020
Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff
Read Answer Asked by JEFF on March 24, 2020
Q: Hello 5i team
Thanks for working through this mess.
I have BCE, ENB, EIF, FSZ, MG, PBH, SPB in a non registered. I can sell these for a tax loss presently but should I, and if I do should I replace them with similar dividend players or risk 30 days to buy them back? This might fall into the personal decision category but if there is any comments or advice that you could provide please.
Thanks
Jeremy
Read Answer Asked by Jeremy on March 20, 2020
Q: I currently don't have either of these companies in my portfolio and need to add to my industrial sector. Both are related to the aviation industry. Which of these do you see as being a better long term hold and why? Do you have any concerns around the sustainability of either? Any debt concerns. I do like the much higher income potential with EIF, but don't wish to be short sighted either. Your feedback is appreciated. Thanks!
Read Answer Asked by Cory on March 20, 2020
Q: just wondering your thoughts on the pipelines right now. are the dividends safe at such high yields. would you be a buyer? also i have held EIF for a long time. is divy safe and would you purchase more?
Read Answer Asked by jason on March 19, 2020
Q: Would you be comfortable with these for long term income: MFC, EIF, CPX
Read Answer Asked by Pamela on March 17, 2020
Q: Please comment briefly as appropriate on the above stocks covered by 5i. Add,sell or hold? 1)EIF 1.5% position/ p/p$44 / Investment a/c. Recent big drop to $32.19 2)SU 1% / $42.59 / RIF. Sharp drop in oil price 3)AW.un 1.5% /$43.63 /Inv.a/c. 4)Real 2% / $14.25 / Tfsa. Sharp drop today. 5)STC 1% / $2.47 /Tfsa. Down since recent Q. 6)Ray.a 1.5% / $9.70 / Rif. Down trend.Decent results,but no love. 7)Qst 1.5% /$5.01/ Rif. Very sharp drop last few days. 8)Hr.un 3.5% / $21.33 / Rif. Its building in Calgary is leased to Ecana,now IVV( US$2.60.) Thanks for u usual great services & views
Read Answer Asked by Peter on March 16, 2020
Q: Hi,

If you were to look at your Income Portfolio with a critical eye, are there any companies or ETFs there that you would consider at high risk of reducing their dividend/distribution? If so, why?

Thanks,

Gord
Read Answer Asked by Gordon on March 13, 2020
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Read Answer Asked by Roy on February 12, 2020
Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.
Read Answer Asked by Peter on February 04, 2020
Q: There is a lot of negative news out on Boeing and some companies ,GE for one hurting because of the falling investors are showing. Exchange (EIF) is also in the aeronautics business and do you think it could follow suit with a lets say sympathy drop??
Read Answer Asked by Alan on January 12, 2020
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