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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: Hi,

Can you provide your overall views on the transportation sector and your ranking of the three noted companies. Thank you.
Read Answer Asked by Greg on November 26, 2018
Q: Looking at starting a position in railroads - how would you rank the above for a 3-5 year period and why - are there any others you would rank higher - and what is your overall view on investing in this sector at this time.

Thanks,
Terry
Read Answer Asked by Terry on November 02, 2018
Q: I am looking for a transportation company to add to my portfolio. With another delay in the TransMountain Pipeline, is now a good time to consider the rail companies, and if so, which one should benefit more from a possible increase in oil shipment?
With or without the oil shipments, is there another transportation company you would recommend instead, planning on a 5 year time frame?
Thank you
Grant
Read Answer Asked by Grant on August 31, 2018
Q: Hello 5i, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.
Read Answer Asked by KEITH on August 10, 2018
Q: Hi Peter, Can you advise your 5-6 best candidates for covered call strategy, Thanks
Read Answer Asked by RUPINDER on July 24, 2018
Q: I am learning a lot from your services of 5i, Canadian Money Saver, ETF newsletter..
I have owned CNR since 2005. From an original 10% of the portfolio, it has now grown to 20%. I read your answers to other questions about CNR.
My dilemma is-
1. CNR is a good long-term hold: So, leave it.
The risk is its falling in a recession/ tariff war. (It fell 30% in 2008.)
2. Portfolio weighting is more important: Trim to a lower percent and pay the tax.
But, from selling other stocks and 5i Growth stocks, I already have some capital gains.
What would you do?
Thank you for your wonderful service and great investor education.
Shan
Read Answer Asked by Shanthi on July 09, 2018
Q: Hi guys, love the service thanks!
Looking at a long term hold of 15-20 years , growth and dividend , but not really risky. I suspect all 3 are good, do you have a particular favourite? Or perhaps a better recomendation?
Thanks again!
Read Answer Asked by Lee on June 08, 2018
Q: Hi,
I hold CNR for over 10 years and its percentage in my Canadian portfolio has grown to more than 10%, Is it time to take some profit and reallocate the proceed to resource sector that is currently under weighted in my portfolio?
Thanks,

Martin
Read Answer Asked by Martin on May 31, 2018
Q: Hello 5i

I read and consider your advice as very insightful. You often urge us - and demonstrate through your own model portfolios - that one should not overweight a company too much.

At present the stocks I have identified are all at or just over 7% of my total portfolio. To me, they are all “keepers” for the long haul. Still, they weigh heavily on my portfolio which is balanced with many other stocks sitting at around 5% weighting in my portfolio. Obviously I keep my holdings down to a manageable number and am not a trader.

Do I just ride the winners and be aware of the danger involved? Each of my mentioned stocks are up over 100% so I’ve got some space to “lose” money in a market downturn.

I do not need the money. Indeed, the capital gains on too many sales would put me in claw back territory.

Please deduct as many credits as you wish.

Best

Peter
Read Answer Asked by Peter on May 28, 2018
Q: I would like to sell, I think, one of either EIF or ECI to buy CNR. I feel that CNR will provide greater stability, albeit at potentially lower long-term growth, than either of the named stocks. While I like the dividends each pays and am not concerned at the moment about their continuing, I am more interested in overall long-term returns however they may be achieved. The question is which one to sell, assuming you feel that this is a good move. I realize there is a risk/return tradeoff here and am willing to give up some return if warranted.

I have owned EIF and ECI for many years so I am familiar with their ups and downs and warts. I am not crazy about ECI's business model and wonder about future growth. I am concerned about future volatility (shorts, aviation industry etc.) with EIF but think ultimately it had good growth potential. Both of these stocks are well off their highest highs and I wonder if either will ever get there again.

Does one stand out to you as the better choice to sell or again, should I just stay the course? I also own HEI and will be keeping it. That gives me about 8% between EIF and HEI so I wonder if that favours selling EIF to minimize an aviation concentration risk.

Appreciate your insight and guidance.

Paul F.
Read Answer Asked by Paul on May 16, 2018
Q: Hi Peter
I currently own both railways. CP does not produce much in the way of a dividend while CN does.
I depend on Dividends for my retirement, and am looking for for cash flow. I notice ALTA Gas pays 9% and has done so for some time. Would it be advisable to sell my CP and buy into ALTA. I currently hold 400 shares of CP and 800 of CN
Thank you
John
Read Answer Asked by John on April 09, 2018
Q: In my TFSA currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - Currently down about 5% in the portfolio. I'm looking to make a change to get some growth in lieu of dividends - what would you recommend keeping and buying.
Thanks
Read Answer Asked by JOHN on April 03, 2018
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