Investment Q&A

Q: Peter, if we are in for a a big long term bear market what are some canadian div payers that would suit 75 year olds that need the div? Thank you for your advice Ken

Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB

Q: I have one income account where I have a core of stable companies (BNS, BCE etc.,) and strategically move into beat up names where the yields are temporarily very high due to what I anticipate to be a short term fall in the share price. Generally I am looking for something over 6% in this equation at the time of purchase. Do you see any candidates for such a strategy? Thank-you. Love your service btw. Best money I have ever spent.

Q: I currently own ENB and considering buying more or initiating a new position in CNQ. Would you have a suggestion to which you prefer?

thanks

Q: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?

Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.

Q: Hello 5i, what is your order of recommendation of purchasing the three stocks, and why, please? Thank you. Ron

Q: Hi, This week's sharp decline in Pipeline ( ENB/TRP and Others) and Utility (FTS etc ) stocks - Do you think, it is a result of market's renewed fear of continued rate hikes into 2022/2023, as suggested by FED Chair on Friday and re-iterated by other FED Presidents over course of this week including Cleveland FED President, Mester, Today. Pipelines and Utilies sector has performed well this year, but may be, due to its higher yield, is causing some worry to investors. Your comments, co relation of high rates and other factors, impacting these sectors will be much appreciated. Would it be prudent to underweight the sectors, in near term. Thank You

Q: Hi, TRP and ENB had a bad day with both stocks declining 2.5%, by close. There was no specific news for either company. Oil was weak today and price dropped about $2.50-$3, during course of the day.
My understanding is that movement in oil prices has no direct impact on these stocks, in a meaningful way. XEG, on the other hand was down just less than 1%. Was TRP/ENB drop unusual ? Thanks

Q: Our enbridge monthly bill just came in-- up about 100%. Will this have an impact on stock eps, stock value, future price, future dividends?

Q: Hi, Could you please compare the two companies with respect to nature of their business, safety, income and growth prospects. I know, Enbridge also has a utility like natural gas delivery business to residential/businesses, not sure of TRP. Could you also comment on their historical stock performance, relative to each other. Do you think one is better than the other? We own ENB for many years and are considering to add TRP to our portfolio for income and growth, for 10-20 years. Thank You

Q: could you please list Canadian stocks and etfs that could best benefit from growing hydrogen moves :
1 in order of benefit, stocks ?
2. in order of benefit, etfs?
3. assuming NG is used, stocks in order of benefit ?
4. would ENB benefit ?
Thanks Yossi

Q: Hi 5i

I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.

Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.

Cathy

Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You

Q: Thoughts on the news today with Phillips. Is it material to the company?

Thx

Q: I had inadvertently marked the following question 'private' and am now sharing it, along with your response. I also have a follow up question: please rate ENB and AQN on a scale of 1-10 for both growth and safety over the next couple of years. Thank you.

Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.



Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4

For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7

We might add ENB, AQN, X to this list.

Q: Disregarding everything else which of these thee stocks would have the most potential growth over the next three years, thanks?

Q: I’m thinking of selling a position in Enbridge and buying Northwest Co.(NWC). I feel confident that NWC has a further pop from here comparing it’s P/E to it’s historical P/E. This is just a short term speculation trading idea. Other things I like are the management, recent insider buying by the CEO and price to sales ratio. I’ll still own Enbridge long term in my portfolio but this will be my first time looking into Northwest and just wanted your comments on my thoughts and on the pros and cons of Northwest. Thank you.

Q: Please list of Top 3 YS & Cad dividend stocks.
Tx.

Q: Hello,

Do you know what's going with TRP? It's been declining more than its piers i.e. PPL and ENB.
Do you think buying on weakness would be a good strategy here?
Also, which pipeline stock would you prefer for a medium to long term and which one you think is the safest?

Thank you