Investment Q&A

Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you

Q: I have questions:

1. ATCO vs BIP.UN - Do you agree with this article making a case that ATCO is maybe a better buy?

https://seekingalpha.com/article/4492123-forget-brookfield-infrastructure-buy-atco-instead?mailingid=26881852&messageid=dividend_ideas&serial=26881852.14358&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-03-02&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

2. Does ATCO have a rock-solid balance sheet that could potentially ride out an possible long recession?

3. Is there significant overlap between ATCO and BIP.UN ? Could a person own both? (I do also own BEP.UN which has utility exposure).

Q: I am in a quandary, I have no idea what is going on with this split shares. I bought the capital shares at the low of oil stock companies, the shares were $.50. I know that it was highly leveraged and there was no value in the capital shares. I accepted the fact that they could be worthless by 2023, the time that they would be redeemed. I was hoping that the oil stock would recover and the net asset value would go back to $5 as it was in 2018. Well the underlining stocks have mostly hit 5 year highs, but yet the net value of the capital shares are about $ 2.00, so the way I read it the stocks would have to go up another 100 % to get to this value, if my calculations are correct. Rhis is not going to happen, I emailed the company but no response I just do not under stand why the value is so low. Do I have this right if so I blow these shares out. Sorry for the long winded question.
confused

Thanks
auftar

Q: What did you think of their earnings?

I know you like the stock, despite it being high risk. I bought the dip in Jan, thinking of adding more. Would you consider it a buy at this time?

Thank You

Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean

Q: I selected Suncor as an example of a oil based holding to give some context and search ability, but it is obviously connected to oil price.

The conflict in the Ukraine is the obvious cause of the current spike in oil.

At what point do you decide that the oil price has peaked during this conflict and take profits off the table?

Would you continue to hold with the assumption that oil prices have more upside contrary to the faith in green energy?

If you took profits, or sold outright, would you park the money for reinvestment in oil when it falls, or move to a different sector?

This seems like an opportunity for building, one that may be missed by diversifying gains. I’m interested in your insight.

Q: Greetings.
1) Could Dream Industrials' expansion into Europe be a hindrance - given the Ukrainian situation?
2) Do you like DIR.UN at these levels?
3) If looking to buy a Canadian REIT - which sector would you recommend? Apartment, Industrials...? Thank you.

Q: The news has been pretty relentless recently in its higher price implications for commodities. What is your current opinion of BCI for the intermediate term?

Q: My portfolio is well diversified and is a combination of RRSP and TFSA.
Presently, 17% of my holdings are in oil and gas producers (CNQ, SU, PXT, ARX, WCP, TVE, CJ) and another 10% is in pipelines (ENB, TRP, KEY). I am up significantly in all of them.
Should I be thinking of trimming or allowing these stocks to continue their run?

Thanks, Rick

Q: What are your thoughts regarding their largest single acquisition to date?

Q: Thoughts on their 1/4 please.

Q: Hi guys, which one company would you put your money on. I am buying for dividends and little some capital gains. Are divided safe ? Or any other suggestions. Thanks
Alnoor

Q: If the yield curve flattens either shorter term yields move higher and/or longer term yields decline. What is the more likely scenario?
Do you think the curve may flatten in next 6 months or so?

Q: I am underwater with all of my holdings. SHOP is currently down 46%, GSY is down 16% and NPI is down 17%. Should I sell and cut my losses or hold? Can I hope for SHOP or the others to recover in 2-3 years time?

Q: Long time holding which has gone down steadily since mid July 2021. Any thoughts on the reasons for the decline? Time to take profits and look for something with a better return? Any suggestions as to replacement? (not necessarily in the same sector).
Many thanks.

Q: I've held this stock for almost 3 years now and am slightly under water.
Do you see any significant near term catalysts for the company or is it time to move on?

Thanks, Rick

Q: Hello Team,
Could you give me your analysis on this security and is it a buy in your opinion.
Thank You,
Barry

Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?

Q: March 2 the market had quite an up day thanks to J. Powell but these 4 stocks went in the opposite direction - some as much as 5% CELH (has recovered and then some), U, SHOP and TOI. Of the 4, can you give me a bit of an explanation. The drastic down and up move in CELH and the down moves in the other 3. Many thanks.

Q: 5I
I bought a half position in this stock which is down substantially . I understand that it is expecting to have significant growth this year so i`m reluctant to sell and was contemplating adding to it . What would you advise ? I believe they report earnings on March 28 .
Thanks
Bill C