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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: Good evening, I'm interested in adding to my existing SU energy position. I have a full position in ENB and am wondering if it isn't a good time to reduce ENB and add another company like TOU or CNQ. I've been in both before and done well. The yields are lower than ENB but there's more chance of capital gain. I realize ENB is more utility than energy so there's a bit of apples to oranges in this question. I'm a chicken retiree who wants safety, yield and the chance of gain. Thanks, as always.
Read Answer Asked by alex on September 13, 2023
Q: ENB’s large acquisition and stock issue with the resulting (short term) price hit looks like a buying opportunity to me. Thinking of exiting out of AQN as it looks like it’s going nowhere and buying more ENB. Good idea?
Read Answer Asked by Gary on September 07, 2023
Q: ENB has been buying back stock at much higher prices and now does a bought deal stock offering with the banks at a much lower price. Management would be far better using that money to purchase this deal they just made rather than diluting shareholders. Is this management team that effective? Looks like similar playbook to TIXT . Thoughts
Thx
Read Answer Asked by blake on September 06, 2023
Q: What do you think about the bought deal: "under which the Underwriters have agreed to purchase, on a bought deal basis, 89,490,000 common shares of the Company ("Common Shares") for aggregate gross proceeds of CDN$4 billion at an offering price of CDN$44.70 per Common Share ".

In after-hours trading the stock is down >6%. If it stays in the range after the selloff that means the dividend will be >7.8%. How high will the dividend have to be before you get concerned about a cut (I don't want another AQN surprise!)?

Is it a stock you would buy today, or wait for the dust to settle?
What would be a good entry point?
Read Answer Asked by Paul on September 06, 2023
Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!
Read Answer Asked by Greg on September 01, 2023
Q: These are my wife's holdings in her non-registered account. Held these for very long time. EMP.A I bought for her maybe 5 years ago when down a lot. Sitting on a fair bit of cash. Thinking of adding to banks at some point (recession?) or adding BCE and EIF? T is small holding at 2000 shs. Comments/suggestions please. Oh, own ETF ZUE for quite a while also. RRSP has other banks +++
Read Answer Asked by James on August 29, 2023
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Read Answer Asked by Martin on August 28, 2023
Q: I bought BCE and ENB at the wrong time and down around 13% on each. I had bought them as what I thought were "safe-ish" holdings that pay a nice dividend while I wait for other opportunities. Dumb move in hindsight.
Should I bite the bullet and move on or do you see a rebound in the next few months?
They are in a margin account so I would benefit from the tax loss if I sell.
Thanks
Read Answer Asked by Marco on August 22, 2023
Q: Morning.
Cdn dividend portfolio of 10 stocks
BCE, bns, cibc, eif, enb, ppl, Royal, tc td, and Telus
Which 2 would you get rid of..and why?
What would you replace them with, (dividend above 4%)
Thank you
Read Answer Asked by Michael on August 21, 2023
Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian
Read Answer Asked by Brian on August 21, 2023
Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks
Read Answer Asked by Eric on August 16, 2023
Q: A number of strong Dividend paying companies have pulled back recently. Excluding Banks, what would be top five Canadian Dividend Paying Stocks (> 4%) that would also bring reasonable growth.

Could you also indicate if you consider them a buy today.

Thanks
Tim
Read Answer Asked by Timothy on August 15, 2023
Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!
Read Answer Asked by Richard on August 14, 2023
Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.
Read Answer Asked by John on August 14, 2023
Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian
Read Answer Asked by Ian on August 10, 2023
Q: Today, in reply to a question you wrote :Given the appropriate valuation, we would be comfortable holding ENB for dividend growth.

Do you think there is a reasonable possibility for share price appreciation as well? If so , what would be the reason: a flight to safety? Drop in interest rates? How well does it do in a recessionary environment?
Read Answer Asked by Murray on August 09, 2023
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