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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: Hi Peter,

I am a bit underweight in the energy sector of my portfolio. I wish to increase my weighting in this sector by five percent. Which of the companies listed below would you consider holding over a five to ten period? Please provide the order of selection. Or would you recommend buying an ETF for this sector as a better choice from a risk-return perspective? If so, what would be your ETF best pick(s) be?

SU
CNQ
OXY
CVX
PSX
TTE
ENB
XOM
DVN
COP
SHEL
MRO

Thanks

George
Read Answer Asked by Fay on July 06, 2023
Q: Dear amazing 5i employee,

I trust that you are well!

An analyst at 5i noted (in answer to one of questions) that there are dozens of trading opportunities available in the market right now. Would you be able to list some of those opportunities? By trading opportunities I mean simple trades (buy low, sell high).



Yours kindly,
David
Read Answer Asked by D on July 05, 2023
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.

2 nd question
Please give me your top pick in each sector regardless of US or CAD

Thanks for your help with this
Read Answer Asked by Terence on July 04, 2023
Q: As a TRP dividend investor of 77 years old are the problems with the XL pipeline already baked? As I am a value investor for the most part would you suggest a switch to PPL or other suggestion? I have a 5 - 8 year time frame. I also hold ENB, SU, XOM and CVX as well as NXF as the energy part of my portfolio.
Stanley
Read Answer Asked by STANLEY on June 30, 2023
Q: Hi 5i Team, I'm a retired dividend investor supported by portfolio dividends.

Currently, I'm holding positions in ENB and TRP for my pipeline weighting. I'm concerned about the lagging performance of TRP. What are your thoughts on trading TRP for PPL? Alternatively could also consider GEI or KEY.

Can you please list your favorite pipeline selections in order of growth and safety?

I like to hold 2 sector companies for diversification. Also, as TRP has been flat there are no cap gains. Please advise.

Thank you.
Read Answer Asked by Maury on June 28, 2023
Q: Dividends of these companies are interesting for a retiree. I have money to put in two of them. Favoring Enbridge. In between the two other two, PPL with is involvement with the LNG in Kitimat I would be inclined. TRP I'm certain would be fine except for their problem with Line 5. What's your take on this.
Read Answer Asked by Jacques on June 27, 2023
Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon
Read Answer Asked by Sheldon on June 27, 2023
Q: Hi ,

It is becoming increasingly hard to ‘keep the faith’ with respect to dividend growth stocks given their overall returns over the last year or so.

In particular, Enbridge has been a huge disappointment in terms of overall return, along with VDY and XEI due to poor performance of bank and energy stocks.

I am looking at replacing ENB as its outlook from a technical perspective is poor https://canada.swingtradebot.com/equities/ENB:TSX

Any suggestions ? this would be for a buy and hold cash account.

Best Regards,
Paul
Read Answer Asked by Paul on June 22, 2023
Q: If the appeal process results in the current judge's order being upheld and Enbridge being forced to "move Line 5" (which sounds to the uninformed to be potentially rather costly) what is the possible effect on the equity - in other words, what are shareholders looking at as a possible downside, what is the risk of this worst case scenario, and what does the 5i crystal ball say will likely happen. Does this alter your positive outlook on this stock as a solid income hold with some likely capital improvement over time - is it still a buy. Thanks for your opinion on this news.
Read Answer Asked by Ken on June 21, 2023
Q: Hello Peter & Team:
How do u compare the income and growth for the above mentioned Co, as we come across the FSZ 8.25% ,3 yr. term offer recently. Fsz.to offers 13% dividend, and the others name above were over7%. How would u rank them from the most prefer to least prefer if i have to placed $50k - 100k into it with a 3- 5 yrs. time horizon. Thank you,
Read Answer Asked by DAVID on June 20, 2023
Q: Hello, we have a full position in CNQ (5%) and SU & TOU (3% combined). We also own ENB (6%). We are considering to reduce our weighting in Energy sector. We like CNQ and ENB, for their respective merits, at the two ends of the spectrum being Growth and Income and relatively stable history of stock performance. If you have to choose to sell/trim between SU and TOU, what would be your approach - Equally trim from Both or Sell one of them in full ? Based on current and likely scenario of Oil and Natural Gas prices and their balance sheet and growth/income prospects.

Thank You
Read Answer Asked by rajeev on June 20, 2023
Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David
Read Answer Asked by David on June 14, 2023
Q: I have owned ENB for 6 years / it continues to disappoint. Russ Healy was on BNN saying net overall asset value continues to drop in the last 5 year's and i agree with him as my performance is negative (down 6% in the last 5 years, (this is excluding the dividend . Kindly explain how you continue to recommend this stock as it clearly is a loser in value the dividend is its only advantage... would TRP not be a better risk return or even Fortis / one of the pipes for that matter Thanks for your help with this . Lastly what is your top 3 picks in the health care sector
Read Answer Asked by Terence on June 13, 2023
Q: TMX is coming online in less than a year and Enbridge expects a drop in shipping volumes so that its Mainline is running at 95%. I see that you are still recommending Enbridge, but do I need to be worried about this? Enbridge has lots of debt and its free cash flow does not cover its dividend. If their operating cash flow drops from the loss in volume, could that not affect the dividend? On the other hand, it also has numerous projects underway, so maybe those will compensate for the loss? Thanks.
Read Answer Asked by Kim on June 13, 2023
Q: Hi 5i
I just moved my rsp to a rif.
Out of the income portfolio what would be your first 5-10 stocks to start with.
Not in a hurry just your thoughts for the long haul with iincome.
Keep up the good work, I’m with you for the ups and downs.
Thx
Gerry
Read Answer Asked by Gerry on June 12, 2023
Q: I would appreciate getting your five recommendation each for US and CAD markets of companies with growing dividends for at least for the last five years with current dividend above 3% that also have growth.
Read Answer Asked by David on June 09, 2023
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