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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 am looking closely at purchasing this stock. I usually buy my allocated amount ( 2.5 % ) in one lump sum but think your suggestion of partial purchases makes sense in this volatile and generally declining market. Should I wait until their annual meeting of May 12 as there could be some surprises or a pessimistic view from management ? Thanks Derek
Read Answer Asked by Derek on May 02, 2022
Q: I find the dividend payment confusing for this ETF. Looking back at data over the last 4 years, i was expecting to see the dividend payment growing, What i found was that in 2018 the 4 dividend payments totaled .$1.15 ) 2019 - $1.32) 2020- $1.05) 2021- .82 cents. From a prior question on this ETF you mentioned they payed a $5.18 in capital gains distribution. Does this mean the fund sells the holdings at the end of the year and pays out the capital gains like a dividend?
Thanks Gord !
Read Answer Asked by Gordon on May 02, 2022
Q: In regards to CPD or just pref's in general. They have sold off a lot over the past month. Fair to say they have priced rate increases in and are now forecasting a slowdown and rates going lower? Would a partial switch to a TLT-US make some sense here if that is the thesis?
Read Answer Asked by Michael on May 02, 2022
Q: In view of a upcoming possible recession I am considering switching Shop for Toi, and Amazon for Crwd for a 3 to 5 year hold ,
May I have your thoughts, please
Read Answer Asked by Terry on May 02, 2022
Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary
Read Answer Asked by Gary on May 02, 2022
Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.
Read Answer Asked by Nhung on May 02, 2022
Q: Could you please give us your thoughts on activist, Elliot's pressing of Suncore? "Activist U.S. hedge fund seeks overhaul of Suncor Energy" Positive or negative for the share price and the company in the short and long term. As an owner of both SU and ATD could I benifit from this?

Thanks,

John
Read Answer Asked by John on May 02, 2022
Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,
Read Answer Asked by Hua on May 02, 2022
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