Q: Your opinion on Enbridge please for a long-term hold.
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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: Hello 5i.
I would like to ask about Portfolio Management as an Individual Investor.
This year I was going to implement an action plan that would engage selling at the point of stock chart breakdown......to help avoid 40% losses like Cineplex handed me in 2017/2018.
The Portfolio has been set up to be well diversified with 5i holdings and a host of other Canadian investments through all sectors.
It feels quite silly to just sit and watch individual names break up trends, breach 50 day and 100 day moving averages and continue to decline in price........taking down the Portfolio value each day.
Some of the names have been spoken about as lifetime holds but seem to be getting hit quite hard as some group of investors have decided to exit their positions.
With the cost of only 9.95 to enable a small investor to get out of the way, what is it about investing that sees recommendations implying Hold these names for the longterm?
(BAM.A, BIP.UN, FTS, PPL, IPL, ENB, BCE, PSK)
Watching 2017 gains slip away hardly makes sense to me.
What is 5i perspective on dealing with markets that seem to be taking away gains thru declining stock prices? How and When does an investor decide getting out is the right action (before I get to the point of maximum pain and then sell)?
I have had a few stocks go to zero. Clearly I can not determine the difference between a short term blip and a developing permanent loss.
Thanks for you insights
Dave
I would like to ask about Portfolio Management as an Individual Investor.
This year I was going to implement an action plan that would engage selling at the point of stock chart breakdown......to help avoid 40% losses like Cineplex handed me in 2017/2018.
The Portfolio has been set up to be well diversified with 5i holdings and a host of other Canadian investments through all sectors.
It feels quite silly to just sit and watch individual names break up trends, breach 50 day and 100 day moving averages and continue to decline in price........taking down the Portfolio value each day.
Some of the names have been spoken about as lifetime holds but seem to be getting hit quite hard as some group of investors have decided to exit their positions.
With the cost of only 9.95 to enable a small investor to get out of the way, what is it about investing that sees recommendations implying Hold these names for the longterm?
(BAM.A, BIP.UN, FTS, PPL, IPL, ENB, BCE, PSK)
Watching 2017 gains slip away hardly makes sense to me.
What is 5i perspective on dealing with markets that seem to be taking away gains thru declining stock prices? How and When does an investor decide getting out is the right action (before I get to the point of maximum pain and then sell)?
I have had a few stocks go to zero. Clearly I can not determine the difference between a short term blip and a developing permanent loss.
Thanks for you insights
Dave
Q: Hi 5i Team
I'm interested in reviewing the dividend history of Canadian pipelines, utilities, reits and other income stocks over the long run, namely through recessions and interest rate movements (the tagged companies are representative). I'm trying to determine if the dividends remain fairly stable or tend to fall under these circumstances.
Can you suggest a source that would help by showing dividends for a company over the long run? Ideally, overlaying short/long term interest rates to save time.
Any help greatly appreciated.
Peter
I'm interested in reviewing the dividend history of Canadian pipelines, utilities, reits and other income stocks over the long run, namely through recessions and interest rate movements (the tagged companies are representative). I'm trying to determine if the dividends remain fairly stable or tend to fall under these circumstances.
Can you suggest a source that would help by showing dividends for a company over the long run? Ideally, overlaying short/long term interest rates to save time.
Any help greatly appreciated.
Peter
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- AltaGas Ltd. (ALA)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Chartwell Retirement Residences (CSH.UN)
Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!
Rob
Rob
Q: Would appreciate your thoughts on the steady decline of ENB since December.
Q: I am reviewing my sector allocation and depending on how I place TRP , ENB, FTS and IPL, I can have up to 14.6 % of Equities or ~5% of Equities in Energy. Can you comment on the following and tell me if they are all in the Energy sector in your opinion : CNQ ( 2%), ENB(3%), FTS(3%),IPL(1%), SU(2%), and TRP(3.5%).
Q: Hello Peter,
It is a bit sad that shareholders of Canadian energy companies are not able to take advantage of the increase in oil prices as the stocks have hardly moved. I am assuming it is due to the restrictions on pipeline capacity. However, why are Enbridge and Transcanada down? I understand they are impacted by oil prices, but I am surprised at the reaction to their stock prices (downward). Comments please. Thanks very much.
It is a bit sad that shareholders of Canadian energy companies are not able to take advantage of the increase in oil prices as the stocks have hardly moved. I am assuming it is due to the restrictions on pipeline capacity. However, why are Enbridge and Transcanada down? I understand they are impacted by oil prices, but I am surprised at the reaction to their stock prices (downward). Comments please. Thanks very much.
Q: Do you see any particular reason for the recent weakness in the pipeline co's lately?. Is it NAFTA related and if so how?
Many thanks
Bob
Many thanks
Bob
Q: Could you please rank these holdings - in terms of a hold...If i wanted to raise some cash, which would you sell first in order?
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Chartwell Retirement Residences (CSH.UN)
- Knight Therapeutics Inc. (GUD)
Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?
Q: Hello 5i team,
Under the energy sector I currently hold MCB and RRX. I am thinking of selling MCB and adding another energy company from the balanced portfolio. I was wondering which of the 3 listed would be the best in terms of growth? All three have a decent dividend but I was leaning more towards Enbridge since it is the largest and most stable of the three.
Andrew
Under the energy sector I currently hold MCB and RRX. I am thinking of selling MCB and adding another energy company from the balanced portfolio. I was wondering which of the 3 listed would be the best in terms of growth? All three have a decent dividend but I was leaning more towards Enbridge since it is the largest and most stable of the three.
Andrew
Q: Could I get your top two picks for Canadian DIVIDEND GROWTH stocks that are large cap and non-financial.
Thanx Ron
Thanx Ron
Q: Hi 5i team. My RIF account has only ETF's except for ENB which is 8.8%. I have 15%EM, 21.3%INT, 21.3%US, 31.5%CDN, and my Fixed Inc. at 4.6% in Pimco PMIF. I am thinking of selling half (or more) of ENB and increasing PMIF or should I put into Pimco IGCF (not in your database) or some other you suggest.
As usual I appreciate your views and suggestions. I am 80, healthy and fully retired. Thanks.
As usual I appreciate your views and suggestions. I am 80, healthy and fully retired. Thanks.
- Raytheon Technologies (UTX)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Superior Plus Corp. (SPB)
- North West Company Inc. (The) (NWC)
Q: I have $35,000 total room in our TFSA for my wife and myself, 71 years of age. Together we have 60 equities in our Income portfolios dividend long term investing with a 10 year horizon mostly following the 5i Income portfolio. Not wanting to add new equities should I top to ENB, BCE, UTX. Loblaw, NWC, and SPB to get each up to about 2% weight or follow another venue that you may suggest?
I also have a five year GIC ladder in place, cash resource, and defined pension. I feel that with XGD at 1.82% weight I do not need to add to it.
Thank you
Stanley
I also have a five year GIC ladder in place, cash resource, and defined pension. I feel that with XGD at 1.82% weight I do not need to add to it.
Thank you
Stanley
Q: I'm looking for a breakdown of Enbridge's revenue/operations. Oil transportation and midstream services vs natural gas distribution (utility), vs renewable (wind/solar etc.). Could you give me an idea of the breakdown or point me in the right direction?
Thanks
Thanks
- Enbridge Inc. (ENB)
- Capital Power Corporation (CPX)
- Cominar Real Estate Investment Trust (CUF.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- iShares S&P/TSX Canadian Preferred Share Index ETF Advisor Class (CPD.A)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
Q: I hold the above mentioned securities in my total portfolio. Some positively,some negatively affected by rising interest rates. Group one (5%)-cpx,Enb& AD. Group two (3.4%)-Reits cuf & kmp . Group three (7.4%)- zpr & Ecn.pr.a
My plan reduce positio in group one esp. Enb and use proceeds to buy cpd.a my concern with cpd.a is fees totaling 2%. Also when purchasing this security there appears to be a trailer fee attached as indicted when I attempted to make a trade. Your opinion please.
My plan reduce positio in group one esp. Enb and use proceeds to buy cpd.a my concern with cpd.a is fees totaling 2%. Also when purchasing this security there appears to be a trailer fee attached as indicted when I attempted to make a trade. Your opinion please.
- Sylogist Ltd. (SYZ)
- Enbridge Inc. (ENB)
- Celestica Inc. (CLS)
- Parkland Corporation (PKI)
- Whitecap Resources Inc. (WCP)
- Knight Therapeutics Inc. (GUD)
- Balanced Equity Portfolio (BEPORT)
Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?
Q: Just reading about possible takeover of Enbridge while reading (Seeking Alfia) by the Oracle of Omaha, is there any truth in this or just another U.S. rumour? Would this be a bad oman for Canadian investors? Thank You Herbert
Q: What would be a good pair trade to hold with ENB to off set the down side in the current environment.
Q: Hi and all the best to you for 2018! I hold some ENB.PR.U for income and believe it will stay stable for the foreseeable future as it has fluctuated within a narrow band over the past months. I would be grateful for your thoughts on this however for longer term. Cheers.