Investment Q&A

Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad

Q: My question is what to do with my legacy fixed-income holdings.

I've been holding the above ETFs after being advised by 5i's portfolio analysis services to increase fixed-income holdings. Holdings are in registered accounts at a 25% weight combined.

They have all lost capital value over the past 5 years, however with distributions, they have returned approximately zero or flat over the last 5 years, I view this as a loss due to the inflation over this time.

What would 5i suggest I do with these fixed-income holdings moving forward? Should I hold for ballast or sell and move funds into dividend growers like Utilities or Pipelines eg. FTS, ALA, GEI, TRP, etc.)? The bond investments have put a drag on my investment returns.

Please advise your thoughts and wisdom, Thank you.

Q: On Sept 28,2023 Chris White did a blog post titled " Enbridge (ENB) Makes a Major Move in the US Gas Market".
Did this transaction go through? And if so how is it working out? If not why not?
Thanks
John

Q: Thoughts on the quarter please?

Thx

Q: What is the estimate for this quarter on enbridge? Your thoughts on the next 1 to 2 years for cve? cheers
Further to my question on enb re quarterly earnings on the 9th. The stock is down the last week and traded over 15 million shares today. Would this possibly be an indication of a not so good earnings? cheers

Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Q: Hi. I have an RESP for three grandkids, ages 5, 7 and 9. Current holdings that I'm underwater on are: AEM, BCE, BN, NTR and TVE along with these: ARX, BAM, CSU, ENB, RY, TD and TOU. I'd appreciate your overall comments on account re sector allocation and any obvious sells. As well, I'd like suggestions on how to deploy $7000 cash. Thx.

Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.

Q: Good Day. Could you please classify the listed stocks into their appropriate GICS sectors? Thank you kindly.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.

Q: Hey Guys,

- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...

- He Already blew through a previous inheritance of over $100k in about 3 years

- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...

- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...

- The listed stocks are the ones I am planning on recommending for him to look at and research...

- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k

-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income

***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...

Thanks

Q: Thinking about getting some exposure to KMI. How would you compare Kinder Morgan with Enbridge or Pembina Pipeline in term of risk and capital appreciation potential on a 3 to 5 years period?

Thank you!

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