Investment Q&A

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

Q: Why has the stock price of ENB risen so much in the last 2 weeks? Tx

Q: Thanks to your wonderful Portfolio Tracking and Analysis, I know that Energy makes up 11.07 % of my portfolio. Your statistical recommendation is that energy should be 5 % of my personalized portfolio. In order of rate of return, I have Tourmaline Oil, Enbridge, Whitecap, Suncor, Athabasca and Tamarack Valley. I am more heavily weighted in Tourmaline and Enbridge but my question is twofold. Am I really overweight in energy at this time and if so other than trimming from my two big winners, which two or three companies would you eliminate to pare back closer to 5%? The proceeds would go to buying ATD.b and Loblaws. Thanks for this wonderful service.

Q: Hi 5i, can I have your current view on the market with respect to inflation, interest rates (inverted yield curve) and recession chances. I realize markets are forward looking and I'm trying to guage future rate increases as I have a few quarters of dividends to spend on income stocks. Oh, and what would be your top three dividend stock picks now? Was looking at SLF, BNS and AQN, but based on your answer to first part, I may hold off.

Thx

Q: Hi all,

Looking for another company that will compliment my holding of ENB. Was thinking of TCL. Would those two be too much of an overlap? Any other suggestion would be appreciated for a large cap with dividends stock.
Thanks

Q: Hi, Current Energy Sector weight in 5i Portfolios is as follows:

Balanced : 10.10 % ( SU,ENB)
Income : 7.00 % ( ENB)
Growth : 3.00 % ( KEL,TVE)

Your general recommendation is 7-10% weighting in the Energy Sector, based on individual investor profile/risk/objectives. Could you help understand following:

1. Should we include ENB, as a part of Energy Sector exposure in our personal portfolio like 5i does. Or, ENB should only be considered as Energy Sector exposure for individuals with low/moderate risk tolerance and objectives, suitable for Balanced or Income Portfolio allocation - Not for individuals with Growth as primary Objective.

2. Your general recommended allocation to Energy sector is 7-10%. Do you see current valuations in Energy sector, specially after a recent 15-20% pullback, attractive to increase the weight in Balanced and Growth Portfolio ( specially Growth portfolio - from current 3% ). Any reason Growth portfolio has a low allocation?

In your recent responses, you have made a strong case that the sector still has legs and investors should continue to have a reasonable exposure to the sector. Your recommendation is also well supported by Demand/supply factors, Ukraine and China situation etc. We currently have a 9% weight through CNQ,SU and TOU and an additional 6% through ENB. Just reviewed all 5i portfolios and trying to assess, if there is a need to reduce some positions. Our main objective is income but we are also comfortable to participate, if Sector shows promise of Growth ( of course, with attached risk ). Thanks

Q: I can get 5% + annual return to maturity on many triple B+ rated corporate bonds in the 6-8 year time frame. Do you see much risk of default or other issues with corporate bonds with companies like Enbridge, TD, Loblaws, and BCE? (I realize their face value will fluctuate as interest rates go up or down)

Q: Hi, With recent drop in Oil/Gas prices, would it be prudent to reduce exposure to Large E&P and Integrated names and increase ENB weighting, so we have Energy exposure but with limited downside. In your Balanced Equity Portfolio, I noticed that ENB weight is about 7.5% and you appear to be comfortable with that. Thank You

Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?

I value your opinion.

Thanks,

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

Q: How do the pipelines make their income ? Is it a fixed toll on flow that increases with volume ? Is it dependant on the commodity price ? Does the route of the pipeline; ie: the scarcity of capacity of a given route matter ? Is this a good entry ? Are tight commodity supplies good or bad for pipelines ? Thank you.

Q: Hi! Looking for 2 midstream companies for my dividend portfolio. I will use ENB for one pick and would like your recommendation for another option with a good dividend and some future dividend growth.

Thanks,
Jason

Q: Hi, There seems to be a systematic decline in equity values, for past two days, in sectors like Utilities and Telcos, which are considered proxy to bonds, due to their higher yields. They held on better than the market, in general, during past few months. Do you think, the fear of rising rates has finally caught up with these sectors and these stocks might come under pressure, even more, in near term, as Fed and BOC continue with their plans to hike interest rates. What's your advice ? We have about 10% weighting in each of the two sectors. Thank You

Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?

Q: Pipelines. My energy exposure is a market weight in Canadian crude and nat gas producers, What exposure would you recommend to the pipeline and energy infrastructure names and which names do you think offer the strongest prospects as a mid to long term hold? Thanks.

Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Q: Given the current environment and momentum do you see Topaz as a buy at this point a how would you compare it to Enbridge for income?

Q: AW.UN
AQN
POW
ENB
EIF

I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.

Thank you.

Donna