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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: Now that Biden had made it clear that he will cancel Keystone pipe line. What impact does this have on the above four companies? With this in mind how would rank these companies based on growth and safety of dividends?

Thank you
Read Answer Asked by Saad on January 19, 2021
Q: I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies...each round is represented by a sector so lets say it is a fight gone bad and there are extra rounds covering 11 sectors. Please pick a favourite Canadian Contender and a strong American contender for each round and who wins the round. Example Round 10 Technology Red corner Constellation Software vs Blue corner Microsoft. Won by Microsoft or Constellation Software. The rules...If you wish to give reasons why the round went one way or another, it's your choice. A good clean fight use the criteria of your investment strategies. The point...I am curious if the Canadian Companies stack up and in what areas I should be looking at South of the border. Thank you
Read Answer Asked by Jeremy on October 01, 2020
Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi
Read Answer Asked by JOSEPH on September 29, 2020
Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side
Read Answer Asked by Terry on September 18, 2020
Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: Comments and your opinions on the latest earnings from Constellation, Pembina and GDI please.

Thank you
Read Answer Asked by Marty on August 07, 2020
Q: I am coming up on the 30 day mark where I can repurchase shares that I sold to harvest some tax loses. Granted the market has been strong of late but I purchased some proxies on your recommendation and they have performed well. Which would you refer at this point AD or EIF and similarly PPL vs ENB?
Thank you for your continued support and guidance
Read Answer Asked by Marty on May 11, 2020
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: 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
Q: Hi, I already own ENB but wanted more exposure to mid stream companies. Can you please recommend a couple of your favorites? Thanks.
Read Answer Asked by Amin on March 20, 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: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: 7:42 AM 3/25/2019
I am looking to invest in 10 or 12 of these companies for a very long time: RY, CM, BNS, CNR, SU, CNQ, NTR, ET, NWC, FTS, EMA, NPI, AQN, BIP.UN, BEP.U, ENB, TRP, PPL.

I am concerned to select companies with the highest probability of surviving a severe recession intact while continuing to sustain or increase dividends over the next 10+ years.

I fear some may have too much debt or other "hidden" problems to survive a major downturn so could you please comment on debt levels and vulnerability.

Could you please arrange them in order of "security of income", safest first, and maybe single out any weak ones. I am not overly concerned about future price fluctuations as long as dividends can be sustained.

I quite realize these are not the same as government bonds and do not have the same levels of safety. I intend to hold them purely for rising income with no intention of selling.
Thank you............. Paul K
Read Answer Asked by Paul on March 25, 2019
Q: I'm looking to diversify a little more into the US and would like a couple of your top pick value stocks in the consumer cyclical as well as consumer staple sectors.
Happy Holidays to all your staff.
Read Answer Asked by Lyle on December 19, 2018
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