Investment Q&A

Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David

Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!

Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility

Q: Would you buy any of these stocks ? Or wait for a pullback after the big gains? If yes what is a good entry price and what upside do u see. Any other stock you would prefer in this sector?
As always thank you

Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.

Q: Hello everyone. I own both ENB and TRP. Less than 1% position on both. What are your thoughts on SOBO and is it a good buy at the moment. All 3 for long term growth and income.

Thanks

Q: Of these companies, which two would be your top picks for dividends and growth, 3 to 5 year hold?

Q: Hi 5i
I hold these names in my RIF, and they have all done well, both of late and over time. ENB now constitutes 21.5% of my RIF investments, SU 15% and KEY 12%, meaning the three of them now sit at 48.5% of my RIF investments. My yield on cost for each is ENB - 6.8%, SU - 4.9% and KEY - 7.3% and I appreciate the income from each.
The balance of my invested RIF holds 32% in CDN banks, 10% in tech ETF's with good yields (HTA and TXF.B) and 10% in a few miscellaneous names.
Understanding that you do not offer advice about specific portfolios, would you consider it wise to offload 1/2 of my ENB, SU and KEY (or some combination thereof) to realize my gains and mitigate the risk of falling energy prices once Hormuz opens.
If so what 3-5 names would you recommend investing in with the proceeds, for diversification, safety, yield and long-term capital appreciation at this time?
Thank you,
Peter

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: Your thoughts please on the Enbridge news with the new pipeline?

Thx

Q: My portfolio is overweight with ENB and TRP. Have small positions in South Bow and Suncococorp. Thinking of adding to this smaller stocks.by selling stocks in ENB and TRP. Does this sound reasonable. Thanks

Q: What would be your top 3 pipelines for a combination of growth and dividend, 3 to 5 year hold.

Q: If I decide to keep only one of the three stocks, could you please share which two you would recommend selling first and second? From my understanding, all three energy stocks have overlapping business characteristics.

Thank you very much,

Q: I currently have substantial unrealized gains in Suncor, Whitecap, Enbridge, and Canadian Natural Resources. Based on my overall portfolio and current market conditions, would you recommend reducing these positions, selling a portion, or continuing to hold them? I would appreciate your professional view.
Thanks Rick

Q: Hello,

Losing patience with Telus. Div nice but down 37% in the 4yrs owned. Position sits at 1%.
Cut bait and re-deploy looks very attractive. Willing to skip Canadian telecoms for now in favour of better growth and stability going forward.

Thoughts? Hate taking a loss in a non-taxable account but Telus has been very disappointing and doesn’t look like anything is changing.

Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave

Q: I do not own any utilities. Which are your 2 best managed, solid blue chip dividend paying utilities?

Q: Can you suggest utility stocks to hold for the long term? I currently own capital power, Enbridge and Brookefield infrastructure.

I noted TA is a best stock recommendation but is it too much overlap with CPX?

Q: Would you consider ENB, TRP, ALA as energy stock? My weight is above 15% for energy and just wonder if any of these can be group in a different sector?

Thanks

Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?