Investment Q&A

Q: thinking of bottom fishing energy with bias to natgas , which producers
would you consider most undervalued.
thanks

Q: Hi this is a question about David’s reply to George’s question about how to achieve an effective withdrawal plan for your retirement portfolio. Would you list 6 or 7 high quality dividend paying stocks to include in your RRIF portfolio. And David if you want to consider taking your expertise on this subject to the forum, myself and others would appreciate it
Thanks

Q: Hello 5I,
Just wondering if there are many stocks out there right now that are dividend growers and have a yield of 6% plus? and do you like any other them as picks longer term?

Thanks

Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.

I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.

Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.

Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)

Q: I know these are from two different sectors but which one of these two do you think offer more value at todays price for the future?

Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor

Q: Hi Team,
I have a position in PPL and would lean towards switching to TRP since I see more growth in the name at the current valuation.

I owned ENB in the past mostly for its high dividend yield. Would you favor a switch in TRP or ENB and why?

Thank you !

Q: re Michael's question on Jan 9th
Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...
Think the nswer should read ENB not ENF

Q: Hi 5i,
I'm hoping you can give me some advice respecting my grandson's RESP.
I've just drawn out $6300 for his winter semester, and accessed that cash by selling the last of the BCE i had held in the RESP.
The next draw out will be in September, for the same amount ($6300) and there is presently $4300 in cash in the account.
The present holdings are ENB, CM and POW in roughly equal proportions. Between now and September the dividend payments will yield enough cash - when added to the cash presently in the account - to cover the $6300 I'll need to draw out in September, so if I do nothing the cash needed for my grandson's fall semester will be sitting in the account when that time rolls around.
However, I don't like letting the $4300 presently sitting in cash in the RESP just languish there until that cash is needed in September and would like to put it to work until I need the cash in approximately 9 months' time.
Based on the above, can you offer your suggestions about what best to do with that relatively small amount of cash for 9 months? Put it into any or all of ENB, CM and POW to take out when necessary? Or is there something else you might recommend?
Thank you 5i!
Peter

Q: My son is getting married this year and he and his fiance are planning to purchase a home in the next 2-3 years. He has opened an FHSA acct and invested these funds in a GIC. He also has cash in his RRSP and TFSA accounts that are held at TD Waterhouse Webroker which he wants to use for a down payment on the home as well when the time comes. Could you please give me your top 3 income/savings vehicles and your top 3 dividend stocks (understanding these are riskier) you would recommend he purchase through his TD Waterhouse account in this scenerio.
Many Thanks
Scott

Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...

Thank you

Michel

Q: Looking to invest my TFSA contribution. Can you give me your top 5 Canadian dividend growth stocks at the moment.

Q: In your opinion, is it worth holding on to AQN for the potential benefits of it's renewable business sale/split (and whatever other news follows), or sell now and invest in to companies with more proven management and stability e.g. I'd be putting the proceeds mainly in to BNS and TD.

Q: Could i get your 2 favorite companies to buy right now ( 1 Cad and 1 US) in each of Consumer Cyclical, Utilities, and Materials. Thank you

Q: Thinkinf of swaping out Sunlife now in a hopefully falling rate environment for a stock with more overall growth potential, but still a dividend over 4%. Please provide a few names for a dividend focused retirement portfolio that also bring strong overall return potential. Or, thoughts on whether Sun Life is still a stock to own in this situation.

Q: Thank you for your quick response to my previous question. I would like to use excess cash in my RRIF to top up either Telus or Enbridge. May I have your opinion of their relative total returns for the next 1 to 3 years?
Thank you, JaneN

Q: I am retired and looking for dividends and some safety in a cash account. I have $10,000 to invest. Please give your take on ZPAY and ENB.

Q: I need to gradually raise cash over the next 6 months and am operating on the assumption that interest rates will begin a to decline in late Q1, I would only like to sell those holdings that are less likely to do well in a declining interest rate environment. Please rank each of these holdings from "Sell Now - least likely to benefit from a declining rate environment" to "Avoid Selling - should do very well in a declining rate environment". AQN, BCE, BN, BNS, DSG, ENB, GSY, KXS, NTR, PBH, TCN, TD
Thanks...Glenn

Q: I sold TRP for tax loss selling and used ENB for proxy as you recommended.
I am seeing that TRP is rising much faster than ENB.
Is there any reason for this disproportional rise of TRP vs ENB .
Thank you

Q: If things get worse in the Middle East and Oil goes up $ 40.00 to $ 120.00 a barrel what are best 5 Canadian Oil Companies to BUY

I own ATH and it performs well. What do you think of ATH ?

Let me know your top 5 under these circumstances or global ?

I agree with Mark Twain all months are difficult

bob

RAK