Investment Q&A

Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP

Q: Have some new money to put into one of these 4 stocks. Which one would you choose and your reason for that choice? Thanks Ron

Q: If only one which would you recommend and why please? Thanks again. Dan

Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Good team, what are some of your top ideas for dividend paying stocks (with a growth tilt) to buy right now? Ideally looking for a yield north of 4%.
Thanks

Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!

Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.

What do you think if these for the TFSA - CSU, BN, SHOP and DOL?

These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?

Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?

Thanks a lot!

Q: What differences do you see between ENB & TRP for total return over the next 5 yrs?

Thank you.

Mike

Q: Which of the above should be most positively affected by a dropping Canadian bank rate. Pls rate in most to least..

Q: If/when rates are lowered should the steady/higher paying dividend stocks do well ? Any favorites ? Thank you.

Q: Hi Folks,
I am thinking of selling either ENB or TRP and buying CNQ as a replacement for some more growth. Which do you feel is the better stock to keep today, ENB or TRP. This would be in my TFSA.
Thanks

Q: I'm wondering which of these stocks would be best to move from a RRIF into a CDN TFSA? Thanks.

Q: Hi, With addition of CNQ to Income portfolio, Energy Sector exposure will go up to 12.5% (ENB, PSI, PKI, CNQ and CPD). Balanced Portfolio currently has 7.6% in Energy ( ENB-3.6%, SU-4%). If you had cash, would you increase Energy weight to at least 10%+, Today and if so, will CNQ be your preferred name ?

Also, based on the Companies' financial strength and market dynamics of Energy sector, would you consider a combined weight of 15% ( CNQ, SU and ENB ) reasonable or excessive for a Moderate to High Risk profile investor ?

Thank You

Q: a sunlife life insurance policy was purchased for grandchildren as an investment for them on the advice of a financial planner- I am embarrassed to say so far $9000 in annual premiums has been paid, with 11 more remaining before the policy is paid in full. If I cancel this policy it will be a loss. However; the dollars which would have gone to sunlife could be used for a better investment. Your suggestions would be welcomed. Thank you- (P.S.- I submitted this ? a moment ago-but my screen went black so I don't no if the ? was sent the first time)

Q: I have some cash in my RRSP to invest for a long-term hold. My primary goal for these funds is to add income from a higher dividend-paying, large and stable company. I’d also like some upside on capital appreciation although not the primary focus. I’m looking at these companies and I’m open to other suggestions.

Could you please rank these by the potential to increase the dividend over time?

Could you separately rank by potential capital appreciation?

Finally rank by stock price volatility

Much appreciated

Q: It seems that the telco sector will faced with challenges for the foreseeable future with price pressures on fees (I see it on my own bills) and likely not being able to recover for quite sometime. It was easier to sell the position on the non registered account and take advantage of the tax loss. I have kept my positions in the registered accounts for the dividend but am now wondering if perhaps a sell would be make sense and what to replace them with. Any ideas with some dividend and a little bit of growth?
Much appreciated.

Q: Hi folks
I am thinking of selling TRP and ENB and replacing them with CNQ in my TFSA.
May I have your opinion on the switch. Just looking for a little more growth.
Thanks,

Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason

Q: What would be your top 5 picks for Cdn dividend paying companies that have a safe and growing dividend? No financials please. Thank you.

Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?