Investment Q&A

Q: Now that the IPL,PPL combo is off the table which of the three has the best prospects going forward? Thanks Ron

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Q: I hold both these stocks in a RRSP account. Is this a duplication. I like the yield on both . Thoughts

Q: Hello: I'm looking for several buy-and-hold "forever" companies. When I die, they will go to my children. Could you assess the above in those terms and rank order them, best first. I know you like all of these companies, but I"m not sure if you like them "forever." If you think I should drop any, please note. And if there are a couple not on the list that you think could be, also please note. Thank you for continued excellent service.

Q: Hello,
I’m 32 and currently in the early stages of my investing journey with a long time horizon and medium-high risk tolerance.
My question is about “safe” dividend stocks set as DRIPs. At this point is it worth holding onto equities such as Enbridge, Bell, and Algonquin that are typically held for income or should I focus more on high growth given my 20+ year time horizon? I currently hold around 20 stocks and these stocks comprise 15% of my portfolio. They are also the only stocks I hold in the energy, utilities and telecom sector.
Thank you

Q: Hello 5i Team,

If interest rates were too rise, how would you rank these pipeline companies in regards to their debt levels and their potential future growth.

I appreciate you response as all ways.

Ed

Q: ENERGY:
I sold most of my energy holdings a while ago, the last one being SU: Suncor just before the price of oil started to increase.
I now only hold ENB: Enbridge at 2.4% of overall RRIF portfolios.

Is it a bit too late to think about increasing my holdings in this sector?

I'm a buy and hold investor and rarely seem to act in time to take advantage of sectors coming in to and going out of favour. Maybe you could consider giving we laggards a heads up when you start to notice that this "in and out of favour" starts to happen?

Thanks for your ideas.

Q: Hi Folks,
I currently own the following in my RRSP account (weightings in brackets ) - PG (4%), TD (13.5%), BNS (10%), MFC (3%), ABBV (6.5%), PFE (12%), BCE (14%), T (14.5%), AQN (6.5%), BIP.UN (6%), and ENB (6.5%).
I want to reduce my exposure to TD, BNS, BCE, T and PFE to bring them in line with the others - can you suggest some names that will complement the portfolio, keeping in mind I am looking for Income with some growth - long term hold.
Thanks

Q: I have heard we can expect to pay more to fill up at the pumps. Are you more bullish on oil or gasoline? If you are more bullish on gas oriented companies, what companies would you recommend?

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: Add to a sector and stock in the doghouse recently or pump it into one with some recent momentum. In my registered account, +5yr hold. I own both and just need to decide where to put some cash I have in the account and too samll of an amount to add a new name. I unfortunately added engh just before the tech selloff so am down almost 20%, ENB I added in the lows back in oct and has done really well with the sector rally and paying a silly yields as well. So add to ENB and hope the ride continues or top up ENGH a well run company in a beat up sector?

Q: Looking at adding to my TFSA portfolio (junior investor - not playing with a ton of cash). I’ve had my eye on WELL for a few months and I’m looking to get in because of your recommendations. What would you say is a good price to buy at?

Also, could you rank ENB, ARX.TO, and SU.TO? Looking at enbridge alternatives, but maybe ENB is the best best way to go?

Would you prefer SHOP or LSPD.TO?

Out of all the above companies (WELL, SHOP, SU, ARX, LSPD, ENB), what order would you buy in?

Comfortable with a bit of risk.

Thanks for all you do!

Q: I have just sold my Inter Pipeline stock which was about 2% of my portfolio. I am looking to re-deploy proceeds. Was considering investing in Pembina but am now wondering if Enbridge would be a better play but am unsure of where things stand with the Michigan pipeline. I would appreciate you thoughts on PPL vs ENB. I have a 10 year investment term.

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: I have owned ENB for many years. Many positives about the company and I have enjoyed the dividend.

But with on going pipeline concerns and the fact that the stock has is still below where it was 5 years ago, I am going to move on.

With Energy looking like a solid place to be right now, I am looking for something with more upside torque - without of course taking on excessive risk.

I already own OIH, XLE, KMI, EPD, BEP, CVX, and in Canada: WCP, ARX, and PKI.
Recognizing that the final decision is mine, is there one or two other energy companies (on either side of the border) that you would suggest or would you see adding to one of the above or adding a new ETF?

Thanks for your help here.

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: Hi team,
I have been out of the energy sector for a long time but am considering getting some exposure in that area again. What would be your top 3 picks in this area and why.

Thanks as always for your advice.
Paula

Q: I hold both Interpipeline and Pembina. If the PPL takeover of IPL goes through, I will have a bit more PPL than I am comfortable with, and would consider moving a portion to a company in a similar space. Assuming the deal happens, how would you rate the combined PPL/IPL compared to similar alternatives ENB, KEY, TRP. Could you give a rating for each of the 4 on a scale of 1 -10 for desirability as a long term hold in a balanced portfolio. Looking at total return over a 5 - 10 year period. Thanks.