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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. From a portfolio perspective, coud you give me guidelines on what would be a full position depending on the company size/profile. For example, would a full position be the same for COV, PBH and ENB? Thanks to your great recommendations, I have COV at 5%, PBH at 7% and in both case am wondering when it is time to trim. Thanks!
Read Answer Asked by Jean-Bernard on June 18, 2018
Q: What is CRA's position on short term trading of a security in a TFSA while it is also being held in a non- registered cash account or a corporate holdco account?
For example if I have a long term position in ENB.to in my core dividend growth portfolio am I allowed to swing trade ENB.to in my TFSA account? Additionally, would it make a difference if the long term position was in the black or red?
Thanks,
Read Answer Asked by Randy on June 15, 2018
Q: Rising interest rates have definitely put downward pressure on bond-proxy types of companies i.e. those that pay dividends. I am an investor who believes that those companies that pay dividends and have the ability to raise those dividends consistently over time tend to outperform. I would like to purchase 6 such companies for the income portion of my portfolio, and would appreciate the names of your favorite companies that pay, and have a history of increasing, their dividends.
Read Answer Asked by Les on June 15, 2018
Q: Have held CHE.UN and growing tired of its performance.
Can you suggest replacement for dividend equivalent and growth potential
Read Answer Asked by Peter on June 14, 2018
Q: I own ENB.PR.N and it comes due to reset about the end of this year. I’m down about $4.00 and am wondering what is the prudent thing to do? The reset by my calculation would be similar to the interest I’m receiving now. Is there any advantage to selling or should I keep it at the new rate for the next 5 years and hope for an improvement? I dont imagine it will be called.
Thanks for your input on my problem.

I get a lot from your Q and A. They have given me good guidance through the years.

John
Read Answer Asked by John on June 11, 2018
Q: Having sold both of these in the past couple of weeks, I was going to repurchase them in 30 days, but don't think I will. They both seem to be income type of stocks and I would prefer some growth. Can you recommend any stocks with better growth in these sectors or perhaps I just keep away from certain sectors as your balanced portfolio does.
Read Answer Asked by stephen on June 07, 2018
Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?
Read Answer Asked by Terry on June 06, 2018
Q: I have 6% of portflio in ENB. Will it be better to sell 50% of ENB and buy KEY for better risk management and capital appreciation. Although ENB pays 2% more dividend.
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
Read Answer Asked by KAM on June 04, 2018
Q: What are your thoughts on utilities and Canadian telcos closer to the end of the interest rate cycle? Thinking of letting the insurance stocks I hold appreciate further in value and selling some to buy Canadian utilities and BCE and Telus since i own no shares in those three now and they will probably fall further. ???????
Read Answer Asked by STEVE on June 04, 2018
Q: What are the top 5 income stocks that you would recommend buying? Please advise if they are dividend aristocrats and if you expect any price appreciation over the next year/
Read Answer Asked by David on May 31, 2018
Q: I have sold some of my winners to rebalance and would like to sell the above to offset some of the gains. Would you replace the above with other stocks or just wait 30 days and repurchase these?
Read Answer Asked by stephen on May 29, 2018
Q: Could you please some clarification on your response to Stephen this morning on his desire to crystallize some of his capital gains? You suggested that he sell the above and replace them. Did you mean not wait the 30 days to rebuy these but to get something now instead? I had thought you were especially supportive of TOY and AQN so have your thoughts changed on these companies?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 29, 2018
Q: hi, again I am asking for your top picks for income, I have a full position in BNS. if I hold your picks I may top up, if you think this is a good time to buy and why thx Jack.
Read Answer Asked by Jack on May 29, 2018
Q: Hi 5I,
With a zero weight I am considering a possible two of the three mentioned companies as new income generating positions.
Two part question - (1) which are most suitable for more stable income (& why) and (2) considering the interest rate environment, would this be less than ideal timing to start new these as new positions

Thanks again
Mike
Read Answer Asked by mike on May 29, 2018
Q: Pipelines seem to be a tough area to do business in right now. The Line 3 project for ENB doesn't seem to be different- especially with the routing decision in MINN. Do you feel there is risk to the project being completed? If so, is it possible to quantify the damage to ENB? Alternatively, if they move ahead with the approved, but not desired route, can the added costs be worked through to movements in the share price? Trying to get a better understanding of possible risk on this.

Thanks
Read Answer Asked by Robert on May 28, 2018
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