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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 a buy and hold investor with 5 to 10 years of time horizon.
Have the following 7 stocks in Canadian Utilities in the order of their weights in our portfolio. Utilities makeup roughly 8.5% of the total portfolio including cash positions and like their dividend. FTS, TRP,EMA, AQN, ENB, BEP-UN, BIP-UN. I like to reduce exposure to utilities and also like to reduce number of different shares. Two questions:
1. Is 8.5% a reasonable weight considering the current situation?
2. Which one of these I should sell to reduce utilities weight and to reduce the number of shares in utilities?
Read Answer Asked by Naren on March 23, 2020
Q: Hello,

I’ve been reading a lot on P/E ratios after your special report. From what I can gather once a company share is priced at 12 or lower P/E that typically this is a good buy for a long term hold. Is this typically accurate in your opinion?

Also, can you provide a site, which we would have access to, that provides the most accurate/up-to-date P/E ratios.

TIA
Read Answer Asked by Gerald on March 23, 2020
Q: Good morning,

I have the same amount of shares in VIU and VEE as a year ago, but the quarterly dividends both recently announced are both smaller than last year's. Why is this? Have many international companies maybe cut their dividends due to the virus and it's impacts? Could this be a Vanguard decision? Thanks
Read Answer Asked by Jeff on March 23, 2020
Q: Hello, 5i!!

Thank you for showing us how to behave like you guys, professional money managers.

Quick question and a simple yes or no will suffice. Are you looking at modifying some names from the growth portfolio?
Read Answer Asked by Rino on March 23, 2020
Q: Can you suggest any place where I can monitor for canadian companies suspending or reducing their dividends? Thanks very much.
Read Answer Asked by bill on March 23, 2020
Q: Hello,
I’d like your opinion on phys.ca. I’m holding a small amount that I bought at $13 and the price is down a little. Is now a good time to average in or do you think it’s still too early?. What are your thoughts on Projections of $1800 plus per oz? This will still be a relatively small holding in a trading account.

As always thank you for your insight.
Dave
Read Answer Asked by David on March 23, 2020
Q: What is your opinion on the $1 trillion+ stimulus and the Covid19 impact on the economy in the next few months or longer? What happens if the general lockdown last a few months? Any chance that it is not as big of a story than reported by the media? I had to drive out of town on Friday and I listened to CNBC for 2 hours. It was so negative I had to turn it off. Is it just me or are they trying to scare people? Thank you for your general comments.
Read Answer Asked by Pierre on March 23, 2020
Q: Realizing that you don't have a crystal ball can you suggest how safe you think the dividends are for DIV, FRU and A&W?
I am seeking dividends in a registered account and if the dividends from the above companies are threatened or cut I guess the stock price would would really collapse. I am thinking I could sell and replace them with a much safer dividend ETF like FDV (or anthing you suggest). On the other hand, if you think they might be
Ok, they sure are paying one heck of a dividend right now and if the stock price could recover in due course I would just be as well off continuing to hold.
Read Answer Asked by David on March 23, 2020
Q: I am a 73 man relying largely on my RRSP for income and it is being eroded very quickly. I have no bonds or other fixed income investments preferring instead preferably dividend paying equity’s. know little about bonds and other fixed income products and would appreciate any advice you have on specific investments I should consider.

Thank you as always for your advice.

Don
Read Answer Asked by Donald on March 23, 2020
Q: Benjamin Tal was speaking on the current situation and crisis. He indicated that the crisis has identified significant cracks in the current global economy and he is forecasting some significant changes in how companies will operate going forward. Particularly he identified that the vulnerability of the supply chain and the 'just in time' approach to supply. He believes these 2 things will change going forward. He believes we will see an acceleration in de-centralization (started by trump) and a more balanced approach to having supplies on hand. If you beleive in these 2 economic trends, what stocks do you believe would fit these trends. I am thinking commercial warehousing and the like?
thank you.
Read Answer Asked by kelly on March 23, 2020
Q: I have been following ABT and RMD recently. They have both been trading down the last couple of days when the market is up.

Could you please provide your thoughts on why these companies are down relative to the market recently? I would have thought that they would be doing well given the current situation.

Thank you.
Read Answer Asked by Geoffrey on March 23, 2020
Q: Close to retiring and have to live off my investments, which today is 100% equities. Bonds are not paying anything. Would it be a good idea to sell 50% of equities and buy Prefered shares, many having12% yield? Understanding if not recalled hold forever and pass on to my estate. How about !00% preferred for income.?
Thanks
Cec
Read Answer Asked by Cecil on March 23, 2020
Q: Thank you to all at 5i for all your efforts and guidance.
I am contemplating some tax loss selling and would like your input regarding the following,
sell ENB, PPL, SYZ and replacing in order with TRP, KEY and ABT. After 30 days I will consider (and probably) revert back to ENB and PPL. Not sure if I will do the same with ABT back to SYZ.
Comments, suggestions input please (suitability of replacements, plan to revert back, etc.) that will help me move forward. I like to buy, hold and rebalance as necessary but I can use the tax losses to good advantage. Retired income investor with 3 to 4 years already covered as this plays out.
Thank you so much for your help!
Read Answer Asked by Brian on March 23, 2020
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